Portfolio (Quarterly) Guide ↗

Prepared Retirement Institute LLC

· CIK 0002056037

13F Portfolio $202M AUM 79 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 24 Added 25 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORP	Technology	2,392	$466K	0.23%	SOLD
2	NXTG	FIRST TR EXCHANGE-TRADED FD	—	2,150	$232K	0.12%	SOLD
3	LMT	LOCKHEED MARTIN CORP	Industrials	460	$222K	0.11%	SOLD
4	DIA	SPDR DOW JONES INDL AVERAGE	Financial Services	430	$207K	0.10%	SOLD

Sector Allocation

Technology 40.4%

Financial Services 17.5%

Healthcare 17.0%

Energy 7.5%

Communication Services 7.1%

Consumer Cyclical 5.2%

Utilities 2.8%

Consumer Defensive 1.3%

Industrials 1.1%