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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
(+10%)
Cap. Flow
+$23.9M
Cap. Flow
% of AUM
5.84%
Top 10 Holdings %
Top 10 Hldgs %
71.98%
Holding
72
New
13
Increased
24
Reduced
16
Closed
4
Avg Time Held
7.8
quarters
Top 10 Avg Time Held
8
quarters
Top 20 Avg Time Held
11.9
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Total Bond ETF
FBND
|
+$5.72M |
| 2 |
Global X Emerging Markets Bond ETF
EMBD
|
+$3.87M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$2.94M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.74M |
| 5 |
Tesla
TSLA
|
+$1.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$854K |
| 2 |
Microsoft
MSFT
|
+$514K |
| 3 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$309K |
| 4 |
Intuitive Surgical
ISRG
|
+$254K |
| 5 |
Apple
AAPL
|
+$229K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 91.07% |
| 2 | Technology | 3.88% |
| 3 | Consumer Discretionary | 2.93% |
| 4 | Financials | 0.72% |
| 5 | Healthcare | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Vanguard Health Care ETF
VHT
$18.8B
| $289K | 0.07% |
1,115
-260
| -19% | -$65.2K |
2021 Q1
18 quarters
|
|
52
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
| $279K | 0.07% |
+849
| New | +$268K |
2025 Q3
0 quarters
|
|
53
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $264K | 0.06% |
+4,412
| New | +$257K |
2025 Q3
0 quarters
|
|
54
SPDR Gold Trust
GLD
$141B
| $261K | 0.06% |
734
+27
| +4% | +$8.6K |
2025 Q1
2 quarters
|
|
55
Schwab International Equity ETF
SCHF
$68B
| $252K | 0.06% |
10,822
| – | – |
2024 Q4
3 quarters
|
|
56
Johnson & Johnson
JNJ
$617B
| $250K | 0.06% |
+1,346
| New | +$231K |
2025 Q3
0 quarters
|
|
57
The Ensign Group
ENSG
$10B
| $247K | 0.06% |
1,428
| – | – |
2025 Q2
1 quarter
|
|
58
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.2B
| $246K | 0.06% |
1,410
+57
| +4% | +$9.7K |
2025 Q1
2 quarters
|
|
59
Walmart Inc
WMT
$827B
| $245K | 0.06% |
2,379
-14
| -0.6% | -$1.39K |
2024 Q4
3 quarters
|
|
60
Cisco
CSCO
$442B
| $227K | 0.06% |
+3,319
| New | +$226K |
2025 Q3
0 quarters
|
|
61
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
| $225K | 0.06% |
6,754
| – | – |
2025 Q2
1 quarter
|
|
62
Meta Platforms (Facebook)
META
$1.85T
| $225K | 0.06% |
306
+4
| +1% | +$2.98K |
2025 Q2
1 quarter
|
|
63
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.5B
| $224K | 0.06% |
1,075
| – | – |
2024 Q3
4 quarters
|
|
64
Netflix
NFLX
$279B
| $222K | 0.05% |
1,850
| – | – |
2025 Q2
1 quarter
|
|
65
iShares Russell 1000 ETF
IWB
$49.1B
| $221K | 0.05% |
+605
| New | +$213K |
2025 Q3
0 quarters
|
|
66
Allstate
ALL
$56.6B
| $215K | 0.05% |
+1,000
| New | +$202K |
2025 Q3
0 quarters
|
|
67
Wabtec
WAB
$48.6B
| $214K | 0.05% |
1,068
| – | – |
2025 Q2
1 quarter
|
|
68
State Street SPDR S&P 500 ETF Trust
SPY
$821B
| $214K | 0.05% |
321
-8
| -2% | -$5.13K |
2025 Q2
1 quarter
|
|
|
69
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
| – | – |
-2,896
| Closed | -$309K | – |
|
|
70
Intuitive Surgical
ISRG
$138B
| – | – |
-468
| Closed | -$254K | – |
|
71
Schwab U.S Small- Cap ETF
SCHA
$22B
| – | – |
-8,610
| Closed | -$218K | – |
|
72
WEC Energy
WEC
$33.1B
| – | – |
-2,040
| Closed | -$213K | – |
|
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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 Miscellaneous at 91% of assets, down from 91% a quarter earlier, followed by Technology and Consumer Discretionary.
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.