Prudent Investors Network
Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEF, EMB, JCPB, IAGG, IDEV, and represent 46.42% of Prudent Investors Network's stock portfolio.
- Added to shares of these 10 stocks: JCPB (+$51M), VO (+$19M), MTUM (+$7.1M), EMB (+$6.7M), XLF (+$5.5M), SPSM, IEF, IDEV, VWO, SGOV.
- Started 14 new stock positions in HWM, IYF, CTRE, AMD, MRVL, VV, WFC, AEP, ESGV, TSM. MUC, VTEB, JCPB, SANM.
- Reduced shares in these 10 stocks: BOND (-$44M), FBND (-$5.4M), XLE (-$5.4M), EMBD (-$5.1M), MSFT, AMZN, VTI, VIG, XLU, SHYG.
- Sold out of its position in IWS.
- Prudent Investors Network was a net buyer of stock by $42M.
- Prudent Investors Network has $516M in assets under management (AUM), dropping by 12.43%.
- Central Index Key (CIK): 0001766005
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Portfolio Holdings for Prudent Investors Network
Prudent Investors Network holds 87 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 10.7 | $55M | +6% | 586k | 94.57 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 10.4 | $54M | +14% | 557k | 96.44 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 9.8 | $51M | NEW | 1.1M | 46.94 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 8.6 | $44M | 873k | 50.60 |
|
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| Ishares Tr Core Msci Intl (IDEV) | 6.9 | $36M | +8% | 401k | 89.01 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.1 | $31M | 42k | 736.40 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 6.0 | $31M | +29% | 90k | 342.83 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 5.3 | $27M | +25% | 508k | 53.61 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.9 | $26M | +10% | 428k | 59.69 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $25M | +316% | 304k | 80.57 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 3.2 | $16M | +28% | 284k | 57.67 |
|
| Global X Fds Artificial Etf (AIQ) | 3.1 | $16M | +4% | 247k | 65.61 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 2.3 | $12M | -79% | 127k | 92.21 |
|
| Amazon (AMZN) | 2.2 | $12M | -8% | 48k | 238.34 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 2.2 | $11M | -32% | 211k | 53.11 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.9 | $10M | +8% | 63k | 158.66 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 1.8 | $9.5M | +15% | 115k | 83.07 |
|
| Microsoft Corporation (MSFT) | 0.9 | $4.6M | -45% | 12k | 373.03 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.8 | $4.4M | -55% | 96k | 45.49 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.7 | $3.7M | +55% | 37k | 100.67 |
|
| Global X Fds X Emerging Mkt (EMBD) | 0.7 | $3.4M | -60% | 141k | 23.95 |
|
| Apple (AAPL) | 0.6 | $3.3M | +6% | 11k | 289.35 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.6M | +4% | 7.9k | 200.09 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.3M | +2% | 3.7k | 341.02 |
|
| Tesla Motors (TSLA) | 0.2 | $1.1M | 2.6k | 420.60 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.1M | +24% | 32k | 33.84 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $937k | 3.7k | 252.23 |
|
|
| Abbvie (ABBV) | 0.2 | $915k | +6% | 3.6k | 251.65 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $883k | +4% | 2.7k | 327.33 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $866k | -10% | 722.00 | 1199.43 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $792k | -3% | 398.00 | 1989.44 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $780k | +199% | 16k | 48.43 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $761k | -50% | 2.1k | 370.10 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $741k | +37% | 21k | 34.81 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $722k | -50% | 3.1k | 236.62 |
|
| Advanced Micro Devices (AMD) | 0.1 | $702k | NEW | 1.2k | 580.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $680k | +3% | 1.9k | 353.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $622k | +51% | 8.7k | 71.25 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $614k | 5.6k | 110.15 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $604k | -47% | 13k | 45.34 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $564k | +387% | 6.6k | 86.14 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $552k | -20% | 4.0k | 136.72 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $533k | -7% | 570.00 | 935.39 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $516k | -2% | 2.4k | 217.89 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $509k | -48% | 12k | 42.41 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $500k | 9.9k | 50.35 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $479k | -2% | 958.00 | 500.39 |
|
| American Express Company (AXP) | 0.1 | $466k | +7% | 1.4k | 338.25 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $457k | -24% | 610.00 | 749.01 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $450k | NEW | 3.4k | 132.24 |
|
| American Electric Power Company (AEP) | 0.1 | $427k | NEW | 3.1k | 136.81 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $414k | -52% | 6.7k | 62.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $412k | -23% | 1.1k | 368.38 |
|
| Visa Com Cl A (V) | 0.1 | $402k | -12% | 1.2k | 343.09 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $398k | +75% | 3.2k | 124.17 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $395k | 2.4k | 164.27 |
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| Goldman Sachs (GS) | 0.1 | $390k | 386.00 | 1011.37 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $388k | +29% | 3.4k | 113.26 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $349k | +45% | 3.6k | 96.58 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $344k | +8% | 1.4k | 242.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $342k | +7% | 956.00 | 357.37 |
|
| Invesco Exch Traded Fd Tr Ii Bloo En Ange Etf (IFLN) | 0.1 | $339k | 19k | 18.29 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $335k | +11% | 12k | 27.70 |
|
| Abbott Laboratories (ABT) | 0.1 | $323k | +2% | 3.6k | 90.74 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $311k | 453.00 | 686.81 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $309k | -2% | 1.2k | 253.97 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $306k | 13k | 22.78 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $297k | NEW | 5.9k | 50.58 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $297k | 1.5k | 197.60 |
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|
| Wabtec Corporation (WAB) | 0.1 | $288k | 1.1k | 269.60 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $283k | NEW | 592.00 | 477.57 |
|
| Marvell Technology (MRVL) | 0.1 | $270k | NEW | 905.00 | 297.89 |
|
| Norfolk Southern (NSC) | 0.1 | $267k | -13% | 849.00 | 314.59 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $257k | NEW | 23k | 10.99 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $253k | +6% | 846.00 | 298.96 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $248k | 605.00 | 409.50 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $247k | -30% | 1.7k | 148.31 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $245k | 6.8k | 36.26 |
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| Allstate Corporation (ALL) | 0.0 | $238k | 1.0k | 237.94 |
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| Ensign (ENSG) | 0.0 | $229k | 1.4k | 160.30 |
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| Sanmina (SANM) | 0.0 | $226k | NEW | 892.00 | 253.08 |
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| Caretrust Reit (CTRE) | 0.0 | $217k | NEW | 5.4k | 40.35 |
|
| Wells Fargo & Company (WFC) | 0.0 | $215k | NEW | 2.6k | 82.64 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $213k | NEW | 1.7k | 127.51 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $213k | NEW | 620.00 | 343.91 |
|
| Howmet Aerospace (HWM) | 0.0 | $206k | NEW | 767.00 | 268.86 |
|
| Microchip Technology Note 1.625% 2/1 | 0.0 | $26k | 10k | 2.64 |
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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 2026 Q2 filed Aug. 13, 2026
- Prudent Investors Network 2026 Q1 filed May 11, 2026
- 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