# EDGAR Filing Document

**Accession Number:** 0002056037
**File Stem:** 0002056037-26-000004
**Filing Date:** 2026-5
**Character Count:** 11721
**Document Hash:** 5976e40dc8ed5a38917a89828fca2111
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056037-26-000004.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0002056037-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR/A

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Prepared Retirement Institute LLC
- **CENTRAL INDEX KEY:** 0002056037

**ORGANIZATION NAME:**
- **EIN:** 850910188
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25040
- **FILM NUMBER:** 26985531

**BUSINESS ADDRESS:**
- **STREET 1:** 105 MONTGOMERY AVE.
- **STREET 2:** SUITE 1053
- **CITY:** LANSDALE
- **STATE:** PA
- **ZIP:** 19446
- **BUSINESS PHONE:** 215-997-5700

**MAIL ADDRESS:**
- **STREET 1:** 105 MONTGOMERY AVE.
- **STREET 2:** SUITE 1053
- **CITY:** LANSDALE
- **STATE:** PA
- **ZIP:** 19446

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [x] **Amendment Number:** 1

**This Amendment (Check only one.):** [x] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Prepared Retirement Institute LLC<br>**Address:** 105 MONTGOMERY AVE.<br>SUITE 1053<br>LANSDALE, PA 19446

**Form 13F File Number:** 028-25040

**CRD Number (if applicable):** 000309603

**SEC File Number (if applicable):** 801-122432

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Susan Francis<br>**Title:** Compliance Coordinator<br>**Phone:** 2159975700

**Signature, Place, and Date of Signing:**

Susan Francis  Lansdale, PA  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $201510344

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 484397 | 4718 | SH |  | SOLE |  | 4718 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 1295370 | 5956 | SH |  | SOLE |  | 5956 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 590297 | 2847 | SH |  | SOLE |  | 2847 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 346506 | 1205 | SH |  | SOLE |  | 1205 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 484599 | 1689 | SH |  | SOLE |  | 1689 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 432163 | 8210 | SH |  | SOLE |  | 8210 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 358433 | 1721 | SH |  | SOLE |  | 1721 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1610154 | 6344 | SH |  | SOLE |  | 6344 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 292791 | 611 | SH |  | SOLE |  | 611 | 0 | 0 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 561782 | 16326 | SH |  | SOLE |  | 16326 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 325638 | 1785 | SH |  | SOLE |  | 1785 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 309038 | 1462 | SH |  | SOLE |  | 1462 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 342222 | 1654 | SH |  | SOLE |  | 1654 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 277149 | 992 | SH |  | SOLE |  | 992 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1255192 | 7398 | SH |  | SOLE |  | 7398 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 |  | 14875960 | 396798 | SH |  | SOLE |  | 396798 | 0 | 0 |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 316092782 |  | 425657 | 6133 | SH |  | SOLE |  | 6133 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | 316092618 |  | 242481 | 4995 | SH |  | SOLE |  | 4995 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 865980 | 12683 | SH |  | SOLE |  | 12683 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 702033 | 11200 | SH |  | SOLE |  | 11200 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 |  | 7013682 | 176179 | SH |  | SOLE |  | 176179 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | US CORE DIV TILT | 35473P306 |  | 1624202 | 31466 | SH |  | SOLE |  | 31466 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 245638 | 716 | SH |  | SOLE |  | 716 | 0 | 0 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 1652880 | 89830 | SH |  | SOLE |  | 89830 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 220599 | 910 | SH |  | SOLE |  | 910 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 746828 | 3891 | SH |  | SOLE |  | 3891 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 524678 | 7700 | SH |  | SOLE |  | 7700 | 0 | 0 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 2454260 | 49046 | SH |  | SOLE |  | 49046 | 0 | 0 |
| ISHARES TR | CORE DIVID ETF | 46435U861 |  | 3268935 | 60592 | SH |  | SOLE |  | 60592 | 0 | 0 |
| ISHARES TR | US SML CP VALUE | 46436E536 |  | 1551251 | 43165 | SH |  | SOLE |  | 43165 | 0 | 0 |
| ISHARES TR | CMBS ETF | 46429B366 |  | 12509661 | 256714 | SH |  | SOLE |  | 256714 | 0 | 0 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 7121257 | 266514 | SH |  | SOLE |  | 266514 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 4400647 | 53296 | SH |  | SOLE |  | 53296 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 210975 | 4141 | SH |  | SOLE |  | 4141 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1267307 | 8370 | SH |  | SOLE |  | 8370 | 0 | 0 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 1689719 | 7724 | SH |  | SOLE |  | 7724 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 910575 | 1394 | SH |  | SOLE |  | 1394 | 0 | 0 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 337586 | 7932 | SH |  | SOLE |  | 7932 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 602856 | 8590 | SH |  | SOLE |  | 8590 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 629007 | 2573 | SH |  | SOLE |  | 2573 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 484310 | 1646 | SH |  | SOLE |  | 1646 | 0 | 0 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 280247 | 1802 | SH |  | SOLE |  | 1802 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 275794 | 887 | SH |  | SOLE |  | 887 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 931693 | 7745 | SH |  | SOLE |  | 7745 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 447776 | 783 | SH |  | SOLE |  | 783 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2643266 | 7141 | SH |  | SOLE |  | 7141 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 328646 | 1997 | SH |  | SOLE |  | 1997 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 936319 | 5369 | SH |  | SOLE |  | 5369 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 485702 | 7764 | SH |  | SOLE |  | 7764 | 0 | 0 |
| PPL CORP | COM | 69351T106 |  | 323750 | 8475 | SH |  | SOLE |  | 8475 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 17886838 | 583013 | SH |  | SOLE |  | 583013 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 545638 | 21739 | SH |  | SOLE |  | 21739 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 260732 | 8951 | SH |  | SOLE |  | 8951 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 704729 | 14274 | SH |  | SOLE |  | 14274 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 571425 | 1328 | SH |  | SOLE |  | 1328 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 8725074 | 89113 | SH |  | SOLE |  | 89113 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 929100 | 1429 | SH |  | SOLE |  | 1429 | 0 | 0 |
| STRATEGY INC | CL A NEW | 594972408 |  | 2224186 | 17822 | SH |  | SOLE |  | 17822 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 1021272 | 4886 | SH |  | SOLE |  | 4886 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 469520 | 1263 | SH |  | SOLE |  | 1263 | 0 | 0 |
| TRUST FOR PROFESSIONAL MANAG | CROSS BRG ULTRST | 89834G778 |  | 1792994 | 91666 | SH |  | SOLE |  | 91666 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 8679242 | 117860 | SH |  | SOLE |  | 117860 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 330274 | 6634 | SH |  | SOLE |  | 6634 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 10469139 | 32633 | SH |  | SOLE |  | 32633 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 7340035 | 28024 | SH |  | SOLE |  | 28024 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 5464921 | 9146 | SH |  | SOLE |  | 9146 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1633636 | 3740 | SH |  | SOLE |  | 3740 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 381674 | 1329 | SH |  | SOLE |  | 1329 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 286679 | 1393 | SH |  | SOLE |  | 1393 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 502241 | 6093 | SH |  | SOLE |  | 6093 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 8815676 | 106534 | SH |  | SOLE |  | 106534 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 852470 | 10754 | SH |  | SOLE |  | 10754 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 24756239 | 115113 | SH |  | SOLE |  | 115113 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 564095 | 7315 | SH |  | SOLE |  | 7315 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 233291 | 4647 | SH |  | SOLE |  | 4647 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 288233 | 2319 | SH |  | SOLE |  | 2319 | 0 | 0 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 254385 | 2896 | SH |  | SOLE |  | 2896 | 0 | 0 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 |  | 12936561 | 268672 | SH |  | SOLE |  | 268672 | 0 | 0 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 392157 | 10911 | SH |  | SOLE |  | 10911 | 0 | 0 |

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