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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
Cap. Flow
+$25.3M
Cap. Flow %
5.8%
Top 10 Hldgs %
74.88%
Holding
76
New
8
Increased
26
Reduced
22
Closed
3

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$11.2M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.78M
3
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$7.49M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$7.07M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.13M

Top Sells

Rank Stock Value
1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$16.3M
2
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$2.78M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.68M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.13M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$873K

Sector Composition

Rank Sector Weight
1 Technology 3.27%
2 Consumer Discretionary 2.76%
3 Financials 0.72%
4 Healthcare 0.66%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.39T
$1.02M 0.23%
2,257
-1,056
-32% -$468K
LLY icon
27
Eli Lilly
LLY
$1.14T
$867K 0.2%
807
+61
+8% +$58.3K
JPM icon
28
JPMorgan Chase
JPM
$950B
$851K 0.2%
2,642
+69
+3% +$21.4K
ABBV icon
29
AbbVie
ABBV
$470B
$814K 0.19%
3,562
+9
+0.3% +$2.05K
IYW icon
30
iShares US Technology ETF
IYW
$24.9B
$746K 0.17%
3,736
-15
-0.4% -$3K
NVDA icon
31
NVIDIA
NVDA
$5.27T
$680K 0.16%
3,646
+385
+12% +$71.7K
PANW icon
32
Palo Alto Networks
PANW
$293B
$665K 0.15%
3,612
– –
VTI icon
33
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$635K 0.15%
1,893
+1,044
+123% +$347K
IUSV icon
34
iShares Core S&P US Value ETF
IUSV
$28.1B
$582K 0.13%
5,673
+96
+2% +$9.73K
VOO icon
35
Vanguard S&P 500 ETF
VOO
$1.03T
$571K 0.13%
+911
New +$566K
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.07T
$557K 0.13%
1,109
-326
-23% -$162K
GOOG icon
37
Alphabet (Google) Class C
GOOG
$4.18T
$537K 0.12%
1,712
+135
+9% +$38.7K
IVV icon
38
iShares Core S&P 500 ETF
IVV
$897B
$520K 0.12%
759
+181
+31% +$123K
V icon
39
Visa
V
$682B
$484K 0.11%
1,381
– –
VUG icon
40
Vanguard Morningstar Growth ETF
VUG
$227B
$483K 0.11%
5,946
+714
+14% +$57.9K
AXP icon
41
American Express
AXP
$230B
$472K 0.11%
1,277
– –
SCHV
42
Schwab US Large-Cap Value ETF
SCHV
$16B
$459K 0.11%
15,518
– –
ASML icon
43
ASML
ASML
$673B
$443K 0.1%
414
– –
ABT icon
44
Abbott
ABT
$198B
$433K 0.1%
3,458
– –
COST icon
45
Costco
COST
$424B
$428K 0.1%
496
-45
-8% -$40.8K
VTV icon
46
Vanguard Morningstar Value ETF
VTV
$194B
$425K 0.1%
2,225
+172
+8% +$32.4K
ITOT icon
47
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$360K 0.08%
2,421
-43
-2% -$6.35K
VEA icon
48
Vanguard FTSE Developed Markets ETF
VEA
$237B
$356K 0.08%
5,692
+1,280
+29% +$78.4K
IFLN
49
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$345K 0.08%
18,523
– –
GS icon
50
Goldman Sachs
GS
$297B
$339K 0.08%
386
– –
1
2
3

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FFO
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SCP
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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 Technology at 3.3% of assets, down from 3.9% a quarter earlier, followed by Consumer Discretionary and Financials.

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.