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Prudent Investors Network Portfolio holdings

AUM $516M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
+3.79%
1 Year Est. Return
+14.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$408M
AUM Growth
+$37.6M
Cap. Flow
+$23.9M
Cap. Flow %
5.84%
Top 10 Hldgs %
71.98%
Holding
72
New
13
Increased
24
Reduced
16
Closed
4

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$5.72M
2
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$3.87M
3
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.94M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.74M
5
TSLA icon
Tesla
TSLA
+$1.15M

Top Sells

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$854K
2
MSFT icon
Microsoft
MSFT
+$514K
3
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$309K
4
ISRG icon
Intuitive Surgical
ISRG
+$254K
5
AAPL icon
Apple
AAPL
+$229K

Sector Composition

Rank Sector Weight
1 Technology 3.88%
2 Consumer Discretionary 2.93%
3 Financials 0.72%
4 Healthcare 0.58%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$950B
$812K 0.2%
2,573
+1,011
+65% +$301K
PANW icon
27
Palo Alto Networks
PANW
$293B
$735K 0.18%
3,612
– –
IYW icon
28
iShares US Technology ETF
IYW
$24.9B
$735K 0.18%
3,751
– –
XOM icon
29
ExxonMobil
XOM
$678B
$729K 0.18%
6,466
+1,355
+27% +$151K
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.07T
$721K 0.18%
1,435
-179
-11% -$86.7K
NVDA icon
31
NVIDIA
NVDA
$5.27T
$608K 0.15%
3,261
-58
-2% -$10.1K
LLY icon
32
Eli Lilly
LLY
$1.14T
$569K 0.14%
746
-126
-14% -$93.8K
IUSV icon
33
iShares Core S&P US Value ETF
IUSV
$28.1B
$557K 0.14%
5,577
– –
ORCL icon
34
Oracle
ORCL
$414B
$507K 0.12%
+1,801
New +$459K
COST icon
35
Costco
COST
$424B
$500K 0.12%
541
-4
-0.7% -$3.83K
V icon
36
Visa
V
$682B
$471K 0.12%
1,381
-4
-0.3% -$1.38K
ABT icon
37
Abbott
ABT
$198B
$463K 0.11%
3,458
– –
SCHV
38
Schwab US Large-Cap Value ETF
SCHV
$16B
$452K 0.11%
15,518
– –
AXP icon
39
American Express
AXP
$230B
$424K 0.1%
+1,277
New +$406K
VUG icon
40
Vanguard Morningstar Growth ETF
VUG
$227B
$418K 0.1%
+5,232
New +$400K
ASML icon
41
ASML
ASML
$673B
$401K 0.1%
414
– –
TSM icon
42
TSMC
TSM
$2.14T
$391K 0.1%
1,399
-49
-3% -$12K
IVV icon
43
iShares Core S&P 500 ETF
IVV
$897B
$387K 0.09%
+578
New +$372K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.18T
$384K 0.09%
1,577
+39
+3% +$8.2K
VTV icon
45
Vanguard Morningstar Value ETF
VTV
$194B
$383K 0.09%
+2,053
New +$372K
ITOT icon
46
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$359K 0.09%
2,464
+696
+39% +$97.6K
IFLN
47
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$344K 0.08%
18,523
– –
GOVT icon
48
iShares US Treasury Bond ETF
GOVT
$44B
$311K 0.08%
13,431
– –
GS icon
49
Goldman Sachs
GS
$297B
$307K 0.08%
+386
New +$286K
IYF icon
50
iShares US Financials ETF
IYF
$4.36B
$305K 0.07%
2,408
-44
-2% -$5.44K
1
2
3

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BP
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FFO
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SCP
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OA
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VIA
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Prudent Investors Network's Q3 2025 Portfolio in Review

As of Q3 2025, Prudent Investors Network held 72 positions worth $408M, up 10% from $371M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Prudent Investors Network deployed $23.9M of net new capital in Q3 2025, opening 13 new positions and adding to 24 existing holdings. Its largest new stake was Tesla: 3,313 shares worth $1.47M.

By sector, the portfolio is most concentrated in Technology at 3.9% of assets, down from 4% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was PIMCO Active Bond Exchange-Traded Fund, an estimated $854K trimmed.

  • Prudent Investors Network's largest Q3 2025 buy was Tesla: 3,313 shares worth $1.47M.
  • Prudent Investors Network added most to Fidelity Total Bond ETF in Q3 2025, an estimated $5.72M increase.
  • Prudent Investors Network's biggest Q3 2025 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $854K.
  • Prudent Investors Network fully exited iShares Intermediate Government/Credit Bond ETF in Q3 2025, selling an estimated $309K.
  • Prudent Investors Network's ten largest holdings make up 72% of its $408M portfolio in Q3 2025.
  • Prudent Investors Network opened 13 new positions and closed 4 in Q3 2025.
  • Prudent Investors Network's portfolio value rose 10% quarter-over-quarter to $408M.

Based on Prudent Investors Network's 13F filing for Q3 2025, filed 13 Nov 2025.