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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
+0.63%
1 Year Est. Return
+14.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$436M
AUM Growth
+$27.5M
(+6.7%)
Cap. Flow
+$25.3M
Cap. Flow
% of AUM
5.8%
Top 10 Holdings %
Top 10 Hldgs %
74.88%
Holding
76
New
8
Increased
26
Reduced
22
Closed
3
Avg Time Held
8.1
quarters
Top 10 Avg Time Held
8.8
quarters
Top 20 Avg Time Held
12.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Total Bond ETF
FBND
|
+$11.2M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$7.78M |
| 3 |
Global X Emerging Markets Bond ETF
EMBD
|
+$7.49M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$7.07M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$16.3M |
| 2 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$2.78M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.68M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.13M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$873K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 91.76% |
| 2 | Technology | 3.27% |
| 3 | Consumer Discretionary | 2.76% |
| 4 | Financials | 0.72% |
| 5 | Healthcare | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.46T
| $1.02M | 0.23% |
2,257
-1,056
| -32% | -$468K |
2025 Q3
1 quarter
|
|
27
Eli Lilly
LLY
$1.02T
| $867K | 0.2% |
807
+61
| +8% | +$58.3K |
2025 Q1
3 quarters
|
|
28
JPMorgan Chase
JPM
$884B
| $851K | 0.2% |
2,642
+69
| +3% | +$21.4K |
2024 Q3
5 quarters
|
|
29
AbbVie
ABBV
$464B
| $814K | 0.19% |
3,562
+9
| +0.3% | +$2.05K |
2019 Q4
24 quarters
|
|
30
iShares US Technology ETF
IYW
$27.1B
| $746K | 0.17% |
3,736
-15
| -0.4% | -$3K |
2019 Q4
24 quarters
|
|
31
NVIDIA
NVDA
$5.65T
| $680K | 0.16% |
3,646
+385
| +12% | +$71.7K |
2024 Q1
7 quarters
|
|
32
Palo Alto Networks
PANW
$330B
| $665K | 0.15% |
3,612
| – | – |
2022 Q4
12 quarters
|
|
33
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
| $635K | 0.15% |
1,893
+1,044
| +123% | +$347K |
2025 Q3
1 quarter
|
|
34
iShares Core S&P US Value ETF
IUSV
$27.2B
| $582K | 0.13% |
5,673
+96
| +2% | +$9.73K |
2023 Q2
10 quarters
|
|
35
Vanguard S&P 500 ETF
VOO
$1.05T
| $571K | 0.13% |
+911
| New | +$566K |
2025 Q4
0 quarters
|
|
36
Berkshire Hathaway Class B
BRK.B
$1.08T
| $557K | 0.13% |
1,109
-326
| -23% | -$162K |
2024 Q3
5 quarters
|
|
37
Alphabet (Google) Class C
GOOG
$4.16T
| $537K | 0.12% |
1,712
+135
| +9% | +$38.7K |
2023 Q3
9 quarters
|
|
38
iShares Core S&P 500 ETF
IVV
$885B
| $520K | 0.12% |
759
+181
| +31% | +$123K |
2025 Q3
1 quarter
|
|
39
Visa
V
$677B
| $484K | 0.11% |
1,381
| – | – |
2024 Q3
5 quarters
|
|
40
Vanguard Morningstar Growth ETF
VUG
$235B
| $483K | 0.11% |
5,946
+714
| +14% | +$57.9K |
2025 Q3
1 quarter
|
|
41
American Express
AXP
$204B
| $472K | 0.11% |
1,277
| – | – |
2025 Q3
1 quarter
|
|
|
SCHV
42
Schwab US Large-Cap Value ETF
SCHV
$15.2B
| $459K | 0.11% |
15,518
| – | – |
2024 Q4
4 quarters
|
|
43
ASML
ASML
$717B
| $443K | 0.1% |
414
| – | – |
2024 Q4
4 quarters
|
|
44
Abbott
ABT
$169B
| $433K | 0.1% |
3,458
| – | – |
2019 Q4
24 quarters
|
|
45
Costco
COST
$408B
| $428K | 0.1% |
496
-45
| -8% | -$40.8K |
2024 Q3
5 quarters
|
|
46
Vanguard Morningstar Value ETF
VTV
$186B
| $425K | 0.1% |
2,225
+172
| +8% | +$32.4K |
2025 Q3
1 quarter
|
|
47
iShares Core S&P Total US Stock Market ETF
ITOT
$96.8B
| $360K | 0.08% |
2,421
-43
| -2% | -$6.35K |
2024 Q3
5 quarters
|
|
48
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $356K | 0.08% |
5,692
+1,280
| +29% | +$78.4K |
2025 Q3
1 quarter
|
|
|
IFLN
49
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$289M
| $345K | 0.08% |
18,523
| – | – |
2020 Q4
20 quarters
|
|
50
Goldman Sachs
GS
$263B
| $339K | 0.08% |
386
| – | – |
2025 Q3
1 quarter
|
|
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MADR
Prudent Investors Network's Q4 2025 Portfolio in Review
As of Q4 2025, Prudent Investors Network held 76 positions worth $436M, up 6.7% from $408M the previous quarter. Its ten largest holdings account for 75% of the portfolio.
Prudent Investors Network deployed $25.3M of net new capital in Q4 2025, opening 8 new positions and adding to 26 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 143,195 shares worth $7.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, up from 91% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Pacer US Cash Cows 100 ETF, an estimated $16.3M trimmed.
- Prudent Investors Network's largest Q4 2025 buy was Vanguard FTSE Emerging Markets ETF: 143,195 shares worth $7.7M.
- Prudent Investors Network added most to Fidelity Total Bond ETF in Q4 2025, an estimated $11.2M increase.
- Prudent Investors Network's biggest Q4 2025 reduction was Pacer US Cash Cows 100 ETF, cutting an estimated $16.3M.
- Prudent Investors Network fully exited TSMC in Q4 2025, selling an estimated $391K.
- Prudent Investors Network's ten largest holdings make up 75% of its $436M portfolio in Q4 2025.
- Prudent Investors Network opened 8 new positions and closed 3 in Q4 2025.
- Prudent Investors Network's portfolio value rose 6.7% quarter-over-quarter to $436M.
Based on Prudent Investors Network's 13F filing for Q4 2025, filed 5 Feb 2026.