Portfolio (Quarterly) Guide ↗

Prepared Retirement Institute LLC

· CIK 0002056037

13F Portfolio $235M AUM 94 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 17 New 26 Added 22 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	LEIDOS HOLDINGS INC	—	1,802	$280K	0.14%	SOLD
2	VZ	VERIZON COMMUNICATIONS INC	Communication Services	4,647	$233K	0.12%	SOLD

Sector Allocation

Technology 38.0%

Financial Services 21.9%

Healthcare 18.3%

Energy 7.1%

Consumer Cyclical 5.7%

Communication Services 4.1%

Utilities 2.6%

Consumer Defensive 1.2%

Industrials 1.1%