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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
+10.02%
1 Year Est. Return
+14.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$516M
AUM Growth
+$57.1M
(+12%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
3.98%
Top 10 Holdings %
Top 10 Hldgs %
73.39%
Holding
88
New
14
Increased
31
Reduced
27
Closed
1
Avg Time Held
8.3
quarters
Top 10 Avg Time Held
8.4
quarters
Top 20 Avg Time Held
12.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$50.6M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$6.68M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$6.14M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$5.32M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$44.3M |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$5.79M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$5.41M |
| 4 |
Global X Emerging Markets Bond ETF
EMBD
|
+$5.05M |
| 5 |
Microsoft
MSFT
|
+$4.11M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.19% |
| 2 | Technology | 2.51% |
| 3 | Consumer Discretionary | 2.44% |
| 4 | Financials | 0.6% |
| 5 | Healthcare | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
iShares Russell 1000 ETF
IWB
$49.1B
| $248K | 0.05% |
605
| – | – |
2025 Q3
3 quarters
|
|
77
iShares Core S&P Small-Cap ETF
IJR
$105B
| $247K | 0.05% |
1,666
-747
| -31% | -$103K |
2026 Q1
1 quarter
|
|
78
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
| $245K | 0.05% |
6,754
| – | – |
2025 Q2
4 quarters
|
|
79
Allstate
ALL
$56.6B
| $238K | 0.05% |
1,000
| – | – |
2025 Q3
3 quarters
|
|
80
The Ensign Group
ENSG
$10B
| $229K | 0.04% |
1,428
| – | – |
2025 Q2
4 quarters
|
|
81
Sanmina
SANM
$12.3B
| $226K | 0.04% |
+892
| New | +$195K |
2026 Q2
0 quarters
|
|
82
CareTrust REIT
CTRE
$8.58B
| $217K | 0.04% |
+5,385
| New | +$212K |
2026 Q2
0 quarters
|
|
83
Wells Fargo
WFC
$243B
| $215K | 0.04% |
+2,600
| New | +$209K |
2026 Q2
0 quarters
|
|
84
iShares US Financials ETF
IYF
$3.92B
| $213K | 0.04% |
+1,673
| New | +$208K |
2026 Q2
0 quarters
|
|
85
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
| $213K | 0.04% |
+620
| New | +$207K |
2026 Q2
0 quarters
|
|
86
Howmet Aerospace
HWM
$92.2B
| $206K | 0.04% |
+767
| New | +$197K |
2026 Q2
0 quarters
|
|
87
iShares Russell Mid-Cap Value ETF
IWS
$14.9B
| – | – |
-2,432
| Closed | -$354K | – |
|
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MADR
Prudent Investors Network's Q2 2026 Portfolio in Review
As of Q2 2026, Prudent Investors Network held 88 positions worth $516M, up 12% from $459M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Prudent Investors Network deployed $20.5M of net new capital in Q2 2026, opening 14 new positions and adding to 31 existing holdings. Its largest new stake was JPMorgan Core Plus Bond ETF: 1,079,613 shares worth $50.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% 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 $44.3M trimmed.
- Prudent Investors Network's largest Q2 2026 buy was JPMorgan Core Plus Bond ETF: 1,079,613 shares worth $50.7M.
- Prudent Investors Network added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2026, an estimated $6.68M increase.
- Prudent Investors Network's biggest Q2 2026 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $44.3M.
- Prudent Investors Network fully exited iShares Russell Mid-Cap Value ETF in Q2 2026, selling an estimated $354K.
- Prudent Investors Network's ten largest holdings make up 73% of its $516M portfolio in Q2 2026.
- Prudent Investors Network opened 14 new positions and closed 1 in Q2 2026.
- Prudent Investors Network's portfolio value rose 12% quarter-over-quarter to $516M.
Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.