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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
GLD icon
51
SPDR Gold Trust
GLD
$148B
$324K 0.07%
818
+84
+11% +$32.1K
VHT icon
52
Vanguard Health Care ETF
VHT
$19.8B
$317K 0.07%
1,100
-15
-1% -$4.19K
ORCL icon
53
Oracle
ORCL
$414B
$310K 0.07%
1,593
-208
-12% -$49.5K
IYF icon
54
iShares US Financials ETF
IYF
$4.36B
$310K 0.07%
2,408
– –
GOVT icon
55
iShares US Treasury Bond ETF
GOVT
$44B
$309K 0.07%
13,431
– –
NSC icon
56
Norfolk Southern
NSC
$77.6B
$300K 0.07%
1,039
-1,677
-62% -$485K
VOE icon
57
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$267K 0.06%
1,503
+93
+7% +$16.3K
WMT icon
58
Walmart Inc
WMT
$910B
$263K 0.06%
2,360
-19
-0.8% -$2.04K
SCHF icon
59
Schwab International Equity ETF
SCHF
$68.9B
$260K 0.06%
10,822
– –
JNJ icon
60
Johnson & Johnson
JNJ
$659B
$255K 0.06%
1,231
-115
-9% -$22.7K
ENSG icon
61
The Ensign Group
ENSG
$10.6B
$249K 0.06%
1,428
– –
ISRG icon
62
Intuitive Surgical
ISRG
$141B
$238K 0.05%
+421
New +$224K
GOOGL icon
63
Alphabet (Google) Class A
GOOGL
$4.22T
$229K 0.05%
+733
New +$209K
WAB icon
64
Wabtec
WAB
$49.4B
$228K 0.05%
1,068
– –
VBR icon
65
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$228K 0.05%
1,075
– –
IWB icon
66
iShares Russell 1000 ETF
IWB
$49.5B
$226K 0.05%
605
– –
IEFA icon
67
iShares Core MSCI EAFE ETF
IEFA
$195B
$222K 0.05%
+2,486
New +$220K
SCHE icon
68
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$221K 0.05%
6,754
– –
SPY icon
69
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$213K 0.05%
313
-8
-2% -$5.41K
WFC icon
70
Wells Fargo
WFC
$260B
$211K 0.05%
+2,269
New +$197K
ALL icon
71
Allstate
ALL
$65.7B
$208K 0.05%
1,000
– –
META icon
72
Meta Platforms (Facebook)
META
$1.39T
$204K 0.05%
309
+3
+1% +$2K
CSCO icon
73
Cisco
CSCO
$436B
– –
-3,319
Closed -$227K
NFLX icon
74
Netflix
NFLX
$334B
– –
-1,850
Closed -$222K
TSM icon
75
TSMC
TSM
$2.14T
– –
-1,399
Closed -$391K
1 2
3

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FFO
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SCP
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OA
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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.