Prudent Investors Network
Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BOND, IEF, EMB, IAGG, IDEV, and represent 49.83% of Prudent Investors Network's stock portfolio.
- Added to shares of these 10 stocks: BOND (+$54M), EMB (+$44M), VWO (+$13M), IEF (+$13M), SPSM (+$11M), IAGG, IDEV, VIG, MSFT, AMZN.
- Started 7 new stock positions in VIG, SPSM, USFR, BNDX, IWF, IJR, IWS.
- Reduced shares in these 10 stocks: FBND (-$50M), EMBD (-$41M), SGOV (-$8.2M), XLU (-$7.2M), XLF, XLE, XLP, XLV, XOM, COWZ.
- Sold out of its positions in META, ISRG, IYF, ORCL, SPY, WFC.
- Prudent Investors Network was a net buyer of stock by $28M.
- Prudent Investors Network has $459M in assets under management (AUM), dropping by 5.38%.
- Central Index Key (CIK): 0001766005
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Portfolio Holdings for Prudent Investors Network
Prudent Investors Network holds 74 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 12.2 | $56M | +2437% | 608k | 92.28 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 11.4 | $53M | +31% | 550k | 95.44 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 10.0 | $46M | +2396% | 487k | 93.93 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 9.5 | $43M | +9% | 868k | 50.04 |
|
| Ishares Tr Core Msci Intl (IDEV) | 6.7 | $31M | +6% | 371k | 83.57 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $25M | +2% | 43k | 577.18 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.6 | $21M | +4% | 73k | 287.18 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.5 | $21M | +169% | 386k | 54.05 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 4.4 | $20M | -18% | 405k | 49.37 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 4.2 | $19M | -13% | 312k | 61.26 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.6 | $17M | 69k | 239.99 |
|
|
| Amazon (AMZN) | 2.4 | $11M | +10% | 53k | 208.27 |
|
| Global X Fds Artificial Etf (AIQ) | 2.4 | $11M | +8% | 236k | 46.67 |
|
| Spdr Series Trust State Street Spd (SPSM) | 2.3 | $11M | NEW | 221k | 48.32 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.1 | $9.8M | -83% | 215k | 45.62 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 1.8 | $8.5M | -15% | 58k | 146.61 |
|
| Microsoft Corporation (MSFT) | 1.8 | $8.3M | +16% | 22k | 370.17 |
|
| Global X Fds X Emerging Mkt (EMBD) | 1.8 | $8.3M | -83% | 353k | 23.43 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 1.8 | $8.1M | -18% | 99k | 81.98 |
|
| Apple (AAPL) | 0.6 | $2.7M | +2% | 11k | 253.79 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $2.4M | -77% | 24k | 100.66 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.3M | NEW | 6.1k | 215.06 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.3M | +117% | 4.1k | 320.81 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.3M | +105% | 7.5k | 174.40 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $1.2M | -86% | 25k | 45.89 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $990k | -23% | 23k | 42.31 |
|
| Tesla Motors (TSLA) | 0.2 | $956k | +13% | 2.6k | 371.75 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $869k | -35% | 14k | 62.56 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $862k | -57% | 5.1k | 169.66 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $778k | NEW | 1.8k | 426.40 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $761k | -2% | 2.6k | 294.16 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $746k | -21% | 26k | 29.13 |
|
| Abbvie (ABBV) | 0.2 | $745k | -3% | 3.4k | 217.48 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $742k | 807.00 | 919.77 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $674k | 3.7k | 181.42 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $633k | +79% | 1.5k | 430.29 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $616k | +24% | 618.00 | 996.07 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $587k | +35% | 1.3k | 436.79 |
|
| Palo Alto Networks (PANW) | 0.1 | $579k | 3.6k | 160.32 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $570k | 5.6k | 102.25 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $547k | 414.00 | 1320.83 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $534k | +8% | 1.9k | 286.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $526k | +6% | 805.00 | 653.59 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $500k | NEW | 9.9k | 50.34 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $474k | +8% | 2.4k | 196.16 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $473k | 16k | 30.50 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $472k | -11% | 985.00 | 479.20 |
|
| Visa Com Cl A (V) | 0.1 | $407k | -2% | 1.3k | 302.24 |
|
| American Express Company (AXP) | 0.1 | $386k | 1.3k | 302.48 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $370k | 5.8k | 64.08 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $355k | 3.5k | 102.67 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $354k | NEW | 2.4k | 145.74 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $343k | 2.4k | 142.43 |
|
|
| Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (IFLN) | 0.1 | $332k | 19k | 17.94 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $330k | +12% | 2.7k | 124.28 |
|
| Goldman Sachs (GS) | 0.1 | $327k | 386.00 | 845.99 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $308k | 13k | 22.91 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $305k | 1.2k | 244.44 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $300k | NEW | 2.4k | 124.31 |
|
| Ensign (ENSG) | 0.1 | $288k | 1.4k | 201.50 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $285k | +22% | 1.3k | 217.25 |
|
| Norfolk Southern (NSC) | 0.1 | $280k | -6% | 976.00 | 287.00 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $277k | 1.5k | 184.28 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $271k | -50% | 453.00 | 597.55 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $268k | 11k | 24.75 |
|
|
| Wabtec Corporation (WAB) | 0.1 | $267k | 1.1k | 249.91 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $258k | NEW | 5.4k | 48.05 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $255k | +21% | 887.00 | 287.56 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $225k | 2.5k | 90.53 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $223k | 6.8k | 32.95 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $217k | -27% | 798.00 | 272.33 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $216k | 605.00 | 356.56 |
|
|
| Allstate Corporation (ALL) | 0.0 | $207k | 1.0k | 207.34 |
|
|
| Microchip Technology Note 1.625% 2/1 | 0.0 | $19k | 10k | 1.85 |
|
Past Filings by Prudent Investors Network
SEC 13F filings are viewable for Prudent Investors Network going back to 2019
- 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
- Prudent Investors Network 2022 Q1 filed May 6, 2022