Prepared Retirement Institute LLC reported 35 positions worth $20.96M for the quarter ended Jun 30, 2026. Its largest holding is Microsoft Corp at 12.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 7,149 | $2.67M | 12.72% | – | – | – | 0% |
| 2 | AAPL Apple Inc. | Technology | 6,343 | $1.84M | 8.76% | – | – | – | 0% |
| 3 | ABBV AbbVie Inc. | Healthcare | 5,962 | $1.50M | 7.16% | – | – | – | 0% |
| 4 | XOM ExxonMobil Holdings Corp | Energy | 9,279 | $1.27M | 6.05% | – | – | – | 0% |
| 5 | NVDA Nvidia Corp | Technology | 5,373 | $1.08M | 5.13% | – | – | – | 0% |
| 6 | MRK Merck & Co., Inc. | Healthcare | 7,753 | $996.25K | 4.75% | – | – | – | 0% |
| 7 | TEL TE Connectivity plc | Industrials | 4,886 | $985.07K | 4.7% | – | – | – | 0% |
| 8 | ALL Allstate Corp | Financial Services | 2,847 | $677.42K | 3.23% | – | – | – | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 2,641 | $670.72K | 3.2% | – | – | – | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 1,689 | $596.90K | 2.85% | – | – | – | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 1,655 | $541.70K | 2.58% | – | – | – | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 1,263 | $531.22K | 2.53% | – | – | – | 0% |
| 13 | GLD Spdr Gold Trust | Financial Services | 1,328 | $489.21K | 2.33% | – | – | – | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 1,936 | $461.43K | 2.2% | – | – | – | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 818 | $460.86K | 2.2% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Prepared Retirement Institute.
As of its Q2 2026 13F filing, Prepared Retirement Institute LLC’s five largest positions were Microsoft Corp (MSFT) at 12.7%, Apple Inc. (AAPL) at 8.8%, AbbVie Inc. (ABBV) at 7.2%, ExxonMobil Holdings Corp (XOM) at 6.1%, Nvidia Corp (NVDA) at 5.1% of the reported portfolio.
Prepared Retirement Institute LLC reported a 13F portfolio worth $20.96M across 35 positions for Q2 2026.
From the Form 13F-HR reports Prepared Retirement Institute LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.