Prudent Investors Network
Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, EMBD, IEF, IAGG, IDEV, and represent 50.44% of Prudent Investors Network's stock portfolio.
- Added to shares of these 10 stocks: FBND (+$11M), XLE (+$8.3M), VWO (+$7.7M), EMBD (+$7.5M), IDEV (+$7.2M), IEF (+$6.1M), IAGG (+$5.9M), XLU, SHYG, SGOV.
- Started 8 new stock positions in VOO, GOOGL, VWO, SHYG, ISRG, WFC, Microchip Technology Inc sdcv 2.125%12/1, IEFA.
- Reduced shares in these 10 stocks: COWZ (-$17M), VO, XLV, MTUM, BOND, AIQ, QQQ, NSC, TSLA, TSM.
- Sold out of its positions in CSCO, NFLX, TSM.
- Prudent Investors Network was a net buyer of stock by $37M.
- Prudent Investors Network has $436M in assets under management (AUM), dropping by 6.74%.
- Central Index Key (CIK): 0001766005
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Portfolio Holdings for Prudent Investors Network
Prudent Investors Network holds 73 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 13.9 | $61M | +22% | 1.3M | 46.04 |
|
| Global X Fds X Emerging Mkt (EMBD) | 11.6 | $51M | +17% | 2.1M | 24.01 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 9.2 | $40M | +17% | 418k | 96.16 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 9.1 | $40M | +17% | 794k | 50.01 |
|
| Ishares Tr Core Msci Intl (IDEV) | 6.6 | $29M | +33% | 348k | 82.48 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 6.3 | $27M | 500k | 54.77 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.8 | $26M | -2% | 42k | 614.31 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $20M | -12% | 70k | 290.22 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.0 | $17M | -6% | 69k | 250.31 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 3.7 | $16M | +105% | 359k | 44.71 |
|
| Global X Fds Artificial Etf (AIQ) | 2.5 | $11M | -7% | 218k | 50.86 |
|
| Amazon (AMZN) | 2.5 | $11M | 48k | 230.82 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 2.4 | $11M | -13% | 69k | 154.80 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.4 | $11M | +13% | 106k | 100.38 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 2.2 | $9.5M | +2% | 122k | 77.68 |
|
| Microsoft Corporation (MSFT) | 2.1 | $9.3M | -2% | 19k | 483.61 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.8 | $7.8M | +85% | 183k | 42.69 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $7.7M | NEW | 143k | 53.76 |
|
| Apple (AAPL) | 0.7 | $2.8M | 10k | 271.85 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $2.2M | -28% | 24k | 93.08 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $1.9M | +9% | 20k | 96.28 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.5M | +87% | 12k | 120.34 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.3M | NEW | 31k | 42.87 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $1.3M | -92% | 22k | 60.17 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.1M | +27% | 33k | 32.62 |
|
| Tesla Motors (TSLA) | 0.2 | $1.0M | -31% | 2.3k | 449.72 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $867k | +8% | 807.00 | 1074.68 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $851k | +2% | 2.6k | 322.22 |
|
| Abbvie (ABBV) | 0.2 | $814k | 3.6k | 228.46 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $746k | 3.7k | 199.68 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $680k | +11% | 3.6k | 186.50 |
|
| Palo Alto Networks (PANW) | 0.2 | $665k | 3.6k | 184.20 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $635k | +122% | 1.9k | 335.31 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $582k | 5.7k | 102.54 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $571k | NEW | 911.00 | 627.13 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $557k | -22% | 1.1k | 502.65 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $537k | +8% | 1.7k | 313.80 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $520k | +31% | 759.00 | 685.36 |
|
| Visa Com Cl A (V) | 0.1 | $484k | 1.4k | 350.71 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $484k | +13% | 991.00 | 487.86 |
|
| American Express Company (AXP) | 0.1 | $472k | 1.3k | 369.95 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $460k | 16k | 29.61 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $443k | 414.00 | 1069.86 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $433k | 3.5k | 125.29 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $428k | -8% | 496.00 | 861.90 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $425k | +8% | 2.2k | 190.95 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $360k | 2.4k | 148.69 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $356k | +29% | 5.7k | 62.47 |
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $345k | 19k | 18.60 |
|
|
| Goldman Sachs (GS) | 0.1 | $339k | 386.00 | 879.00 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $324k | +11% | 818.00 | 396.31 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $317k | 1.1k | 287.85 |
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|
| Oracle Corporation (ORCL) | 0.1 | $311k | -11% | 1.6k | 194.91 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $311k | 2.4k | 128.93 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $309k | 13k | 23.02 |
|
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| Norfolk Southern (NSC) | 0.1 | $300k | -61% | 1.0k | 288.72 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $267k | +6% | 1.5k | 177.37 |
|
| Wal-Mart Stores (WMT) | 0.1 | $263k | 2.4k | 111.41 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $260k | 11k | 24.04 |
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| Johnson & Johnson (JNJ) | 0.1 | $255k | -8% | 1.2k | 206.95 |
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| Ensign (ENSG) | 0.1 | $249k | 1.4k | 174.20 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $238k | NEW | 421.00 | 566.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $229k | NEW | 733.00 | 313.00 |
|
| Wabtec Corporation (WAB) | 0.1 | $228k | 1.1k | 213.45 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $228k | 1.1k | 211.79 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $226k | 605.00 | 373.44 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $222k | NEW | 2.5k | 89.46 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $221k | 6.8k | 32.75 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $213k | -2% | 313.00 | 681.92 |
|
| Wells Fargo & Company (WFC) | 0.0 | $212k | NEW | 2.3k | 93.20 |
|
| Allstate Corporation (ALL) | 0.0 | $208k | 1.0k | 208.15 |
|
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| Meta Platforms Cl A (META) | 0.0 | $204k | 309.00 | 660.09 |
|
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| Microchip Technology Note 1.625% 2/1 | 0.0 | $17k | NEW | 10k | 1.69 |
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Past Filings by Prudent Investors Network
SEC 13F filings are viewable for Prudent Investors Network going back to 2019
- Prudent Investors Network 2025 Q4 filed Feb. 5, 2026
- Prudent Investors Network 2025 Q3 filed Nov. 13, 2025
- Prudent Investors Network 2025 Q2 filed Aug. 14, 2025
- Prudent Investors Network 2025 Q1 filed May 7, 2025
- Prudent Investors Network 2024 Q4 filed Jan. 24, 2025
- Prudent Investors Network 2024 Q3 filed Oct. 31, 2024
- Prudent Investors Network 2024 Q2 filed July 31, 2024
- Prudent Investors Network 2024 Q1 filed May 16, 2024
- Prudent Investors Network 2023 Q3 filed Nov. 14, 2023
- Prudent Investors Network 2023 Q2 filed July 18, 2023
- Prudent Investors Network 2023 Q1 filed May 18, 2023
- Prudent Investors Network 2022 Q4 filed Feb. 10, 2023
- Prudent Investors Network 2022 Q3 filed Nov. 1, 2022
- Prudent Investors Network 2022 Q2 filed Sept. 14, 2022
- Prudent Investors Network 2022 Q1 filed May 6, 2022
- Prudent Investors Network 2021 Q4 filed Feb. 9, 2022