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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
ABT icon
51
Abbott
ABT
$193B
$355K 0.08%
3,458
– –
IWS icon
52
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$354K 0.08%
+2,432
New +$361K
ITOT icon
53
iShares Core S&P Total US Stock Market ETF
ITOT
$98.3B
$343K 0.07%
2,407
-14
-0.6% -$2.08K
IFLN
54
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$332K 0.07%
18,523
– –
WMT icon
55
Walmart Inc
WMT
$917B
$329K 0.07%
2,651
+291
+12% +$35.7K
GS icon
56
Goldman Sachs
GS
$301B
$327K 0.07%
386
– –
GOVT icon
57
iShares US Treasury Bond ETF
GOVT
$43.7B
$308K 0.07%
13,431
– –
JNJ icon
58
Johnson & Johnson
JNJ
$628B
$305K 0.07%
1,248
+17
+1% +$3.96K
IJR icon
59
iShares Core S&P Small-Cap ETF
IJR
$113B
$300K 0.07%
+2,413
New +$307K
ENSG icon
60
The Ensign Group
ENSG
$10.6B
$288K 0.06%
1,428
– –
VBR icon
61
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.3B
$285K 0.06%
1,312
+237
+22% +$53K
NSC icon
62
Norfolk Southern
NSC
$75.5B
$280K 0.06%
976
-63
-6% -$18.7K
VOE icon
63
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.6B
$277K 0.06%
1,503
– –
VOO icon
64
Vanguard S&P 500 ETF
VOO
$1.04T
$271K 0.06%
453
-458
-50% -$286K
SCHF icon
65
Schwab International Equity ETF
SCHF
$69.4B
$268K 0.06%
10,822
– –
WAB icon
66
Wabtec
WAB
$50.7B
$267K 0.06%
1,070
+2
+0.2% +$484
BNDX icon
67
Vanguard Total International Bond ETF
BNDX
$82.7B
$258K 0.06%
+5,372
New +$260K
GOOGL icon
68
Alphabet (Google) Class A
GOOGL
$4.22T
$255K 0.06%
887
+154
+21% +$48.4K
IEFA icon
69
iShares Core MSCI EAFE ETF
IEFA
$196B
$225K 0.05%
2,486
– –
SCHE icon
70
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$223K 0.05%
6,754
– –
VHT icon
71
Vanguard Health Care ETF
VHT
$18.9B
$217K 0.05%
798
-302
-27% -$86.3K
IWB icon
72
iShares Russell 1000 ETF
IWB
$50.4B
$216K 0.05%
605
– –
ALL icon
73
Allstate
ALL
$65.9B
$207K 0.05%
1,000
– –
ISRG icon
74
Intuitive Surgical
ISRG
$141B
– –
-421
Closed -$238K
IYF icon
75
iShares US Financials ETF
IYF
$4.44B
– –
-2,408
Closed -$310K
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.