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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
(+6.7%)
Cap. Flow
+$25.3M
Cap. Flow
% of AUM
5.8%
Top 10 Holdings %
Top 10 Hldgs %
74.88%
Holding
76
New
8
Increased
26
Reduced
22
Closed
3
Avg Time Held
8.1
quarters
Top 10 Avg Time Held
8.8
quarters
Top 20 Avg Time Held
12.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Total Bond ETF
FBND
|
+$11.2M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$7.78M |
| 3 |
Global X Emerging Markets Bond ETF
EMBD
|
+$7.49M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$7.07M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$16.3M |
| 2 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$2.78M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.68M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$1.13M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$873K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 91.76% |
| 2 | Technology | 3.27% |
| 3 | Consumer Discretionary | 2.76% |
| 4 | Financials | 0.72% |
| 5 | Healthcare | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
SPDR Gold Trust
GLD
$141B
| $324K | 0.07% |
818
+84
| +11% | +$32.1K |
2025 Q1
3 quarters
|
|
52
Vanguard Health Care ETF
VHT
$18.8B
| $317K | 0.07% |
1,100
-15
| -1% | -$4.19K |
2021 Q1
19 quarters
|
|
53
Oracle
ORCL
$431B
| $310K | 0.07% |
1,593
-208
| -12% | -$49.5K |
2025 Q3
1 quarter
|
|
54
iShares US Financials ETF
IYF
$3.92B
| $310K | 0.07% |
2,408
| – | – |
2023 Q2
10 quarters
|
|
55
iShares US Treasury Bond ETF
GOVT
$41.2B
| $309K | 0.07% |
13,431
| – | – |
2020 Q1
23 quarters
|
|
56
Norfolk Southern
NSC
$71.3B
| $300K | 0.07% |
1,039
-1,677
| -62% | -$485K |
2025 Q2
2 quarters
|
|
57
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.2B
| $267K | 0.06% |
1,503
+93
| +7% | +$16.3K |
2025 Q1
3 quarters
|
|
58
Walmart Inc
WMT
$827B
| $263K | 0.06% |
2,360
-19
| -0.8% | -$2.04K |
2024 Q4
4 quarters
|
|
59
Schwab International Equity ETF
SCHF
$68B
| $260K | 0.06% |
10,822
| – | – |
2024 Q4
4 quarters
|
|
60
Johnson & Johnson
JNJ
$617B
| $255K | 0.06% |
1,231
-115
| -9% | -$22.7K |
2025 Q3
1 quarter
|
|
61
The Ensign Group
ENSG
$10B
| $249K | 0.06% |
1,428
| – | – |
2025 Q2
2 quarters
|
|
62
Intuitive Surgical
ISRG
$138B
| $238K | 0.05% |
+421
| New | +$224K |
2025 Q4
0 quarters
|
|
63
Alphabet (Google) Class A
GOOGL
$4.2T
| $229K | 0.05% |
+733
| New | +$209K |
2025 Q4
0 quarters
|
|
64
Wabtec
WAB
$48.6B
| $228K | 0.05% |
1,068
| – | – |
2025 Q2
2 quarters
|
|
65
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.5B
| $228K | 0.05% |
1,075
| – | – |
2024 Q3
5 quarters
|
|
66
iShares Russell 1000 ETF
IWB
$49.1B
| $226K | 0.05% |
605
| – | – |
2025 Q3
1 quarter
|
|
67
iShares Core MSCI EAFE ETF
IEFA
$191B
| $222K | 0.05% |
+2,486
| New | +$220K |
2025 Q4
0 quarters
|
|
68
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
| $221K | 0.05% |
6,754
| – | – |
2025 Q2
2 quarters
|
|
69
State Street SPDR S&P 500 ETF Trust
SPY
$821B
| $213K | 0.05% |
313
-8
| -2% | -$5.41K |
2025 Q2
2 quarters
|
|
70
Wells Fargo
WFC
$243B
| $211K | 0.05% |
+2,269
| New | +$197K |
2025 Q4
0 quarters
|
|
71
Allstate
ALL
$56.6B
| $208K | 0.05% |
1,000
| – | – |
2025 Q3
1 quarter
|
|
72
Meta Platforms (Facebook)
META
$1.85T
| $204K | 0.05% |
309
+3
| +1% | +$2K |
2025 Q2
2 quarters
|
|
73
Cisco
CSCO
$442B
| – | – |
-3,319
| Closed | -$227K | – |
|
74
Netflix
NFLX
$279B
| – | – |
-1,850
| Closed | -$222K | – |
|
75
TSMC
TSM
$2.45T
| – | – |
-1,399
| Closed | -$391K | – |
|
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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 Miscellaneous at 92% of assets, up from 91% a quarter earlier, followed by Technology and Consumer Discretionary.
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.