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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
VHT icon
51
Vanguard Health Care ETF
VHT
$19.8B
$289K 0.07%
1,115
-260
-19% -$65.2K
VTI icon
52
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$279K 0.07%
+849
New +$268K
VEA icon
53
Vanguard FTSE Developed Markets ETF
VEA
$237B
$264K 0.06%
+4,412
New +$257K
GLD icon
54
SPDR Gold Trust
GLD
$148B
$261K 0.06%
734
+27
+4% +$8.6K
SCHF icon
55
Schwab International Equity ETF
SCHF
$68.9B
$252K 0.06%
10,822
– –
JNJ icon
56
Johnson & Johnson
JNJ
$659B
$250K 0.06%
+1,346
New +$231K
ENSG icon
57
The Ensign Group
ENSG
$10.6B
$247K 0.06%
1,428
– –
VOE icon
58
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$246K 0.06%
1,410
+57
+4% +$9.7K
WMT icon
59
Walmart Inc
WMT
$910B
$245K 0.06%
2,379
-14
-0.6% -$1.39K
CSCO icon
60
Cisco
CSCO
$436B
$227K 0.06%
+3,319
New +$226K
SCHE icon
61
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$225K 0.06%
6,754
– –
META icon
62
Meta Platforms (Facebook)
META
$1.39T
$225K 0.06%
306
+4
+1% +$2.98K
VBR icon
63
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$224K 0.06%
1,075
– –
NFLX icon
64
Netflix
NFLX
$334B
$222K 0.05%
1,850
– –
IWB icon
65
iShares Russell 1000 ETF
IWB
$49.5B
$221K 0.05%
+605
New +$213K
ALL icon
66
Allstate
ALL
$65.7B
$215K 0.05%
+1,000
New +$202K
WAB icon
67
Wabtec
WAB
$49.4B
$214K 0.05%
1,068
– –
SPY icon
68
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$214K 0.05%
321
-8
-2% -$5.13K
GVI icon
69
iShares Intermediate Government/Credit Bond ETF
GVI
$3.81B
– –
-2,896
Closed -$309K
ISRG icon
70
Intuitive Surgical
ISRG
$141B
– –
-468
Closed -$254K
SCHA icon
71
Schwab U.S Small- Cap ETF
SCHA
$23.2B
– –
-8,610
Closed -$218K
WEC icon
72
WEC Energy
WEC
$35.6B
– –
-2,040
Closed -$213K
1 2
3

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FFO
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SCP
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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.