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Prepared Retirement Institute LLC
Prepared Retirement Institute LLC is a fee-only financial planning and investment adviser firm headquartered in Lansdale, Pennsylvania, within the Philadelphia metro area. The firm, founded to provide comprehensive wealth management services, focuses on serving high-net-worth individuals—specifically the widowed community, business owners, individuals, and families across the United States. With approximately 9 employees, PRI positions its advisors as 'Chief Financial Officer' for clients, providing high-touch, personalized financial planning, investment advisory, estate planning, and tax optimization services.
Investment Strategy
Prepared Retirement Institute LLC employs a collaborative, customized approach to financial planning and investment management. Their strategy focuses on acting as a financial partner for each client, combining portfolio management with comprehensive planning, tax optimization, estate and retirement planning, and risk management. PRI leverages a team-based philosophy for investment decision-making, ongoing education, and transparent, fiduciary service. The firm tailors each investment plan based on the unique goals, risk tolerance, and priorities of each client, using a holistic, evolving approach to adapt to changes in the financial landscape and client circumstances.
Latest 13F Filing Activity
Prepared Retirement Institute LLC filed their most recent 13F report on Sep 30, 2025 disclosing 84 equity positions with a total 13F market value of $192M. The fund increased holdings in Fidelity Covington Trust, Ishares TR, Vanguard Index FDS among other positions. Prepared Retirement Institute LLC reduced exposure to SPDR Series Trust, Trust for Professional Manag, Ishares TR among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 12.06% | $23.1M | 107,176 | $176.40 | $215.79 | +$2.0M |
S SCHD | SCHWAB STRATEGIC TR | 8.38% | $16.1M | 589,185 | $25.71 | $27.30 | +$1.5M |
F FELG | FIDELITY COVINGTON TRUST | 7.90% | $15.2M | 368,617 | $36.28 | $41.12 | +$6.3M |
I IHDG | WISDOMTREE TR | 6.51% | $12.5M | 270,876 | $42.86 | $46.08 | +$1.8M |
C CMBS | ISHARES TR | 6.24% | $12.0M | 243,784 | $48.67 | $49.07 | +$4.3M |
Industry Allocation
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