Prudent Investors Network
Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, EMBD, IAGG, IEF, XLF, and represent 46.06% of Prudent Investors Network's stock portfolio.
- Added to shares of these 10 stocks: FBND (+$5.8M), EMBD, IAGG, IEF, TSLA, COWZ, XLF, XLE, IDEV, XLV.
- Started 13 new stock positions in JNJ, AXP, TSLA, VTI, IWB, ALL, GS, VUG, IVV, ORCL. CSCO, VTV, VEA.
- Reduced shares in these 10 stocks: BOND, MSFT, GVI, AAPL, , SCHA, WEC, SGOV, LLY, BRK.B.
- Sold out of its positions in ISRG, GVI, SCHA, WEC.
- Prudent Investors Network was a net buyer of stock by $25M.
- Prudent Investors Network has $408M in assets under management (AUM), dropping by 10.14%.
- Central Index Key (CIK): 0001766005
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Portfolio Holdings for Prudent Investors Network
Prudent Investors Network holds 68 positions in its portfolio as reported in the September 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) | 12.2 | $50M | +13% | 1.1M | 46.24 |
|
| Global X Fds X Emerging Mkt (EMBD) | 10.5 | $43M | +10% | 1.8M | 23.79 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 8.5 | $35M | +9% | 676k | 51.23 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 8.4 | $34M | +8% | 355k | 96.46 |
|
| Select Sector Spdr Tr Financial (XLF) | 6.6 | $27M | +4% | 497k | 53.87 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.2 | $26M | 42k | 600.37 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.7 | $23M | +2% | 79k | 293.74 |
|
| Ishares Tr Core Msci Intl (IDEV) | 5.1 | $21M | +4% | 261k | 80.17 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.6 | $19M | 74k | 256.45 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.2 | $17M | +6% | 299k | 57.47 |
|
| Select Sector Spdr Tr Energy (XLE) | 3.8 | $16M | +5% | 175k | 89.34 |
|
| Global X Fds Artificial Etf (AIQ) | 2.8 | $12M | 234k | 49.39 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.7 | $11M | +5% | 80k | 139.17 |
|
| Amazon (AMZN) | 2.6 | $11M | +2% | 48k | 219.57 |
|
| Microsoft Corporation (MSFT) | 2.5 | $10M | -4% | 20k | 517.94 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.3 | $9.4M | 93k | 100.70 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.3 | $9.3M | +4% | 119k | 78.37 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 2.1 | $8.6M | +2% | 99k | 87.21 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $3.1M | -21% | 33k | 93.35 |
|
| Apple (AAPL) | 0.7 | $2.7M | -8% | 11k | 254.63 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $1.7M | -4% | 18k | 95.19 |
|
| Tesla Motors (TSLA) | 0.4 | $1.5M | NEW | 3.3k | 444.72 |
|
| Abbvie (ABBV) | 0.2 | $823k | +3% | 3.6k | 231.56 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $817k | 26k | 31.91 |
|
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| Norfolk Southern (NSC) | 0.2 | $816k | -6% | 2.7k | 300.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $812k | +64% | 2.6k | 315.43 |
|
| Palo Alto Networks (PANW) | 0.2 | $736k | 3.6k | 203.62 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $735k | 3.8k | 195.86 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $729k | +26% | 6.5k | 112.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $721k | -11% | 1.4k | 502.74 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $608k | 3.3k | 186.58 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $569k | -14% | 746.00 | 763.00 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $557k | 5.6k | 99.95 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $507k | NEW | 1.8k | 281.24 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $500k | 541.00 | 925.01 |
|
|
| Visa Com Cl A (V) | 0.1 | $471k | 1.4k | 341.38 |
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| Abbott Laboratories (ABT) | 0.1 | $463k | 3.5k | 133.94 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $452k | 16k | 29.11 |
|
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| American Express Company (AXP) | 0.1 | $424k | NEW | 1.3k | 332.16 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $418k | NEW | 872.00 | 479.61 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $401k | 414.00 | 968.09 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $391k | -3% | 1.4k | 279.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $387k | NEW | 578.00 | 669.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $384k | +2% | 1.6k | 243.55 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $383k | NEW | 2.1k | 186.45 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $359k | +39% | 2.5k | 145.65 |
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $344k | 19k | 18.58 |
|
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $311k | 13k | 23.12 |
|
|
| Goldman Sachs (GS) | 0.1 | $307k | NEW | 386.00 | 796.35 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $305k | 2.4k | 126.64 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $290k | -18% | 1.1k | 259.60 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $279k | NEW | 849.00 | 328.17 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $264k | NEW | 4.4k | 59.92 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $261k | +3% | 734.00 | 355.47 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $252k | 11k | 23.28 |
|
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| Johnson & Johnson (JNJ) | 0.1 | $250k | NEW | 1.3k | 185.42 |
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| Ensign (ENSG) | 0.1 | $247k | 1.4k | 172.77 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $246k | +4% | 1.4k | 174.58 |
|
| Wal-Mart Stores (WMT) | 0.1 | $245k | 2.4k | 103.06 |
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| Cisco Systems (CSCO) | 0.1 | $227k | NEW | 3.3k | 68.42 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $225k | 6.8k | 33.37 |
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| Meta Platforms Cl A (META) | 0.1 | $225k | 306.00 | 734.38 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $224k | 1.1k | 208.71 |
|
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| Netflix (NFLX) | 0.1 | $222k | 185.00 | 1198.92 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $221k | NEW | 605.00 | 365.48 |
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| Allstate Corporation (ALL) | 0.1 | $215k | NEW | 1.0k | 214.65 |
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| Wabtec Corporation (WAB) | 0.1 | $214k | 1.1k | 200.47 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $214k | -2% | 321.00 | 666.18 |
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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 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
- Prudent Investors Network 2021 Q3 filed Nov. 9, 2021