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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
-0.67%
1 Year Est. Return
+14.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$459M
AUM Growth
+$23.4M
Cap. Flow
+$30.3M
Cap. Flow %
6.6%
Top 10 Hldgs %
72.82%
Holding
80
New
7
Increased
27
Reduced
23
Closed
6

Top Buys

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$54.5M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$45M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.7M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$10.9M

Top Sells

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$50.7M
2
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$42.1M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.22M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$7.08M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.94M

Sector Composition

Rank Sector Weight
1 Technology 2.93%
2 Consumer Discretionary 2.61%
3 Financials 0.56%
4 Healthcare 0.53%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHYG icon
26
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$990K 0.22%
23,407
-7,141
-23% -$305K
TSLA icon
27
Tesla
TSLA
$1.34T
$956K 0.21%
2,572
+315
+14% +$130K
COWZ icon
28
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
$869K 0.19%
13,888
-7,634
-35% -$479K
XOM icon
29
ExxonMobil
XOM
$661B
$862K 0.19%
5,079
-7,013
-58% -$1.02M
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$128B
$778K 0.17%
+7,300
New +$829K
JPM icon
31
JPMorgan Chase
JPM
$964B
$761K 0.17%
2,588
-54
-2% -$16.4K
SCHG icon
32
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$746K 0.16%
25,604
-6,980
-21% -$217K
ABBV icon
33
AbbVie
ABBV
$442B
$745K 0.16%
3,427
-135
-4% -$29.9K
LLY icon
34
Eli Lilly
LLY
$1.06T
$742K 0.16%
807
– –
IYW icon
35
iShares US Technology ETF
IYW
$25.6B
$674K 0.15%
3,715
-21
-0.6% -$4.06K
GLD icon
36
SPDR Gold Trust
GLD
$143B
$633K 0.14%
1,470
+652
+80% +$292K
COST icon
37
Costco
COST
$427B
$616K 0.13%
618
+122
+25% +$119K
VUG icon
38
Vanguard Morningstar Growth ETF
VUG
$230B
$587K 0.13%
8,058
+2,112
+36% +$164K
PANW icon
39
Palo Alto Networks
PANW
$313B
$579K 0.13%
3,612
– –
IUSV icon
40
iShares Core S&P US Value ETF
IUSV
$28B
$570K 0.12%
5,577
-96
-2% -$10.1K
ASML icon
41
ASML
ASML
$703B
$547K 0.12%
414
– –
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.19T
$534K 0.12%
1,862
+150
+9% +$47.1K
IVV icon
43
iShares Core S&P 500 ETF
IVV
$908B
$526K 0.11%
805
+46
+6% +$31.4K
USFR icon
44
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$500K 0.11%
+9,936
New +$501K
VTV icon
45
Vanguard Morningstar Value ETF
VTV
$194B
$474K 0.1%
2,417
+192
+9% +$38.4K
SCHV
46
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$473K 0.1%
15,518
– –
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.08T
$472K 0.1%
985
-124
-11% -$60.9K
V icon
48
Visa
V
$682B
$407K 0.09%
1,347
-34
-2% -$10.9K
AXP icon
49
American Express
AXP
$231B
$386K 0.08%
1,277
– –
VEA icon
50
Vanguard FTSE Developed Markets ETF
VEA
$239B
$370K 0.08%
5,777
+85
+1% +$5.61K
1
2
3 4

Similar funds

VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
PDIP
Palo Duro Investment Partners Chicago, Illinois $515M AUM 36.69% 1-Year Est. Return
AGC
Aspen Grove Capital Avon, Colorado $514M AUM 21.8% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Prudent Investors Network's Q1 2026 Portfolio in Review

As of Q1 2026, Prudent Investors Network held 80 positions worth $459M, up 5.4% from $436M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Prudent Investors Network deployed $30.3M of net new capital in Q1 2026, opening 7 new positions and adding to 27 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 600 Small Cap ETF: 220,956 shares worth $10.7M.

By sector, the portfolio is most concentrated in Technology at 2.9% of assets, down from 3.3% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Fidelity Total Bond ETF, an estimated $50.7M trimmed.

  • Prudent Investors Network's largest Q1 2026 buy was State Street SPDR Portfolio S&P 600 Small Cap ETF: 220,956 shares worth $10.7M.
  • Prudent Investors Network added most to PIMCO Active Bond Exchange-Traded Fund in Q1 2026, an estimated $54.5M increase.
  • Prudent Investors Network's biggest Q1 2026 reduction was Fidelity Total Bond ETF, cutting an estimated $50.7M.
  • Prudent Investors Network fully exited Oracle in Q1 2026, selling an estimated $310K.
  • Prudent Investors Network's ten largest holdings make up 73% of its $459M portfolio in Q1 2026.
  • Prudent Investors Network opened 7 new positions and closed 6 in Q1 2026.
  • Prudent Investors Network's portfolio value rose 5.4% quarter-over-quarter to $459M.

Based on Prudent Investors Network's 13F filing for Q1 2026, filed 11 May 2026.