Prudent Investors Network, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Prudent Investors Network, Inc. reported 87 stock positions worth $516.3 million. Its top holding was iShares 7-10 Year Treasury B (IEF) at 10.7% of the portfolio, followed by iShares JP Morgan Usd Emergi (EMB, 10.4%) and JPMorgan Core Plus Bond ETF (JCPB, 9.8%). Compared with Q1 2026, it opened 14 new positions, sold out of 1, added to 31 and reduced 27. The biggest buy was a new position in JPMorgan Core Plus Bond ETF (JCPB) and the biggest sale PIMCO Active Bond Exchange-T (BOND, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE FOREST, CA
- CIK
- 0001766005
- Portfolio Value
- $516.3M (Q2 2026)
- SEC Filing
- 0001986152-26-000129 ↗ filed Aug 13, 2026
Holdings Value
Holdings 87 stocks · $516.3M
| IEF iShares 7-10 Year Treasury B | 10.73% | 585,975 | $55.4M | Add +6.5% |
| EMB iShares JP Morgan Usd Emergi | 10.41% | 557,163 | $53.7M | Add +14.3% |
| JCPB JPMorgan Core Plus Bond ETF | 9.82% | 1,079,613 | $50.7M | New |
| IAGG iShares Intl Aggregate Bond | 8.55% | 872,594 | $44.2M | Add +0.5% |
| IDEV iShares Core MSCI Dev MKTS | 6.91% | 400,802 | $35.7M | Add +8.1% |
| QQQ Invesco QQQ Trust Series 1 | 6.05% | 42,443 | $31.3M | Reduce -0.5% |
| MTUM iShares MSCI USA Momentum Fa | 5.96% | 89,724 | $30.8M | Add +29.8% |
| XLF SS Financial Select Sector | 5.27% | 507,676 | $27.2M | Add +25.3% |
| VWO Vanguard Ftse Emerging Marke | 4.95% | 427,991 | $25.5M | Add +10.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.74% | 303,890 | $24.5M | Add +4.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.17% | 283,778 | $16.4M | Add +28.4% |
| AIQ Global X Art Intel & Tech | 3.13% | 246,460 | $16.2M | Add +4.7% |
| BOND PIMCO Active Bond Exchange-T | 2.27% | 126,871 | $11.7M | Reduce -79.1% |
| AMZN Amazon.com Inc. | 2.23% | 48,319 | $11.5M | Reduce -8.7% |
| XLE SS Energy Select Sector | 2.17% | 210,982 | $11.2M | Reduce -32.4% |
| XLV SS Health Care Select Sector | 1.94% | 63,088 | $10.0M | Add +9.0% |
| XLP SS Consumer Staples Sel Sect | 1.85% | 114,755 | $9.5M | Add +15.6% |
| MSFT Microsoft Corp. | 0.89% | 12,258 | $4.6M | Reduce -45.3% |
| FBND Fidelity Total Bond ETF | 0.85% | 96,380 | $4.4M | Reduce -55.1% |
| SGOV iShares 0-3 Month Treasury B | 0.72% | 36,975 | $3.7M | Add +55.1% |
| EMBD Global X Emerging Markets BD | 0.65% | 141,100 | $3.4M | Reduce -60.1% |
| AAPL Apple Inc. | 0.64% | 11,368 | $3.3M | Add +6.1% |
| NVDA Nvidia Corp. | 0.30% | 7,856 | $1.6M | Add +4.7% |
| PANW Palo Alto Networks Inc. | 0.24% | 3,692 | $1.3M | Add +2.2% |
| TSLA Tesla Inc. | 0.21% | 2,572 | $1.1M | No change |
| SCHG Schwab US Large-Cap Growth | 0.21% | 31,942 | $1.1M | Add +24.8% |
| IYW iShares Ustechnology ETF | 0.18% | 3,715 | $937K | No change |
| ABBV Abbvie Inc. | 0.18% | 3,636 | $915K | Add +6.1% |
| JPM JPMorgan Chase & Co. | 0.17% | 2,698 | $883K | Add +4.3% |
| LLY Eli Lilly & Co. | 0.17% | 722 | $866K | Reduce -10.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.15% | 398 | $792K | Reduce -3.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.15% | 16,103 | $780K | Add +199.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,055 | $761K | Reduce -50.0% |
| SCHV Schwab US Large-Cap Value | 0.14% | 21,279 | $741K | Add +37.1% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 3,052 | $722K | Reduce -50.3% |
| AMD Advanced Micro Devices | 0.14% | 1,208 | $702K | New |
| GOOG Alphabet Inc. Class C | 0.13% | 1,924 | $680K | Add +3.3% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 8,724 | $622K | Add +51.0% |
| IUSV iShares Core S&P U.S. Value | 0.12% | 5,577 | $614K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 13,311 | $604K | Reduce -47.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 6,552 | $564K | Reduce -18.7% |
| XOM Exxon Mobil Corp. | 0.11% | 4,036 | $552K | Reduce -20.5% |
| COST Costco Wholesale Corp. | 0.10% | 570 | $533K | Reduce -7.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 2,367 | $516K | Reduce -2.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.10% | 11,990 | $508K | Reduce -48.8% |
| USFR Wisdomtree Floating Rate Tre | 0.10% | 9,936 | $500K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 958 | $479K | Reduce -2.7% |
| AXP American Express Co. | 0.09% | 1,377 | $466K | Add +7.8% |
| IVV iShares Core S&P 500 ETF | 0.09% | 610 | $457K | Reduce -24.2% |
| ESGV Vanguard ESG US Stock ETF | 0.09% | 3,400 | $450K | New |
| AEP American Electric Power | 0.08% | 3,122 | $427K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.08% | 6,659 | $414K | Reduce -52.0% |
| GLD SPDR Gold Shares | 0.08% | 1,118 | $412K | Reduce -23.9% |
| V Visa Inc. Class A | 0.08% | 1,172 | $402K | Reduce -13.0% |
| IWF iShares Russell 1000 Growth | 0.08% | 3,208 | $398K | Reduce -56.0% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 2,407 | $395K | No change |
| GS Goldman Sachs Group Inc. | 0.08% | 386 | $390K | No change |
| WMT Walmart Inc. | 0.08% | 3,422 | $388K | Add +29.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 3,611 | $349K | Add +45.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 1,417 | $344K | Add +8.0% |
| GOOGL Alphabet Inc. Class A | 0.07% | 956 | $342K | Add +7.8% |
| IFLN Invesco Bloomberg Enhanced F | 0.07% | 18,523 | $339K | No change |
| SCHF Schwab Intl Equity ETF | 0.06% | 12,086 | $335K | Add +11.7% |
| ABT Abbott Laboratories | 0.06% | 3,560 | $323K | Add +3.0% |
| VOO Vanguard S&P 500 ETF | 0.06% | 453 | $311K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,216 | $309K | Reduce -2.6% |
| GOVT iShares US Treasury Bond ETF | 0.06% | 13,431 | $306K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.06% | 5,875 | $297K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,503 | $297K | No change |
| WAB Wabtec Corp. | 0.06% | 1,068 | $288K | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 592 | $283K | New |
| MRVL Marvell Technology Inc. | 0.05% | 905 | $270K | New |
| NSC Norfolk Southern Corp. | 0.05% | 849 | $267K | Reduce -13.0% |
| MUC BlackRock Munihold Ca QLTY | 0.05% | 23,375 | $257K | New |
| VHT Vanguard Health Care ETF | 0.05% | 846 | $253K | Add +6.0% |
| IWB iShares Russell 1000 ETF | 0.05% | 605 | $248K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,666 | $247K | Reduce -31.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 6,754 | $245K | No change |
| ALL Allstate Corp. | 0.05% | 1,000 | $238K | No change |
| ENSG The Ensign Group Inc. | 0.04% | 1,428 | $229K | No change |
| SANM Sanmina Corp. | 0.04% | 892 | $226K | New |
| CTRE Caretrust REIT Inc. | 0.04% | 5,385 | $217K | New |
| WFC Wells Fargo & Co. | 0.04% | 2,600 | $215K | New |
| IYF iShares US Financials ETF | 0.04% | 1,673 | $213K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 620 | $213K | New |
| HWM Howmet Aerospace Inc. | 0.04% | 767 | $206K | New |
| MICROCHIP TECHNOLOGY INC (MCHP 1.625 02/15/27) | 0.01% | 10,000 | $26K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BOND PIMCO Active Bond Exchange-T | Reduce -79.1% | 2.27% | −9.96 |
| XLE SS Energy Select Sector | Reduce -32.4% | 2.17% | −2.00 |
| FBND Fidelity Total Bond ETF | Reduce -55.1% | 0.85% | −1.29 |
| EMBD Global X Emerging Markets BD | Reduce -60.1% | 0.65% | −1.15 |
| MSFT Microsoft Corp. | Reduce -45.3% | 0.89% | −0.92 |
| AMZN Amazon.com Inc. | Reduce -8.7% | 2.23% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Reduce -50.3% | 0.14% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -50.0% | 0.15% | −0.14 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -47.1% | 0.12% | −0.13 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -48.8% | 0.10% | −0.12 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -52.0% | 0.08% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -56.0% | 0.08% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -20.5% | 0.11% | −0.08 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Reduce -23.9% | 0.08% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.10% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -24.2% | 0.09% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -18.7% | 0.11% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -31.0% | 0.05% | −0.02 |
| V Visa Inc. Class A | Reduce -13.0% | 0.08% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 0.09% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -13.0% | 0.05% | −0.01 |
| JNJ Johnson & Johnson | Reduce -2.6% | 0.06% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.1% | 0.10% | −0.00 |
| WAB Wabtec Corp. | Reduce -0.2% | 0.06% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -10.5% | 0.17% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -3.9% | 0.15% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 6.05% | +0.69 |
Portfolio Buys Q1 2026 → Q2 2026
| JCPB JPMorgan Core Plus Bond ETF | New | 9.82% | +9.82 |
| MTUM iShares MSCI USA Momentum Fa | Add +29.8% | 5.96% | +2.34 |
| XLF SS Financial Select Sector | Add +25.3% | 5.27% | +0.91 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +28.4% | 3.17% | +0.84 |
| AIQ Global X Art Intel & Tech | Add +4.7% | 3.13% | +0.74 |
| EMB iShares JP Morgan Usd Emergi | Add +14.3% | 10.41% | +0.44 |
| VWO Vanguard Ftse Emerging Marke | Add +10.9% | 4.95% | +0.41 |
| SGOV iShares 0-3 Month Treasury B | Add +55.1% | 0.72% | +0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.1% | 4.74% | +0.18 |
| IDEV iShares Core MSCI Dev MKTS | Add +8.1% | 6.91% | +0.16 |
| AMD Advanced Micro Devices | New | 0.14% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +2.2% | 0.24% | +0.12 |
| BNDX Vanguard Total Intl Bond ETF | Add +199.8% | 0.15% | +0.09 |
| XLV SS Health Care Select Sector | Add +9.0% | 1.94% | +0.09 |
| ESGV Vanguard ESG US Stock ETF | New | 0.09% | +0.09 |
| AEP American Electric Power | New | 0.08% | +0.08 |
| XLP SS Consumer Staples Sel Sect | Add +15.6% | 1.85% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.06% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| MUC BlackRock Munihold Ca QLTY | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +24.8% | 0.21% | +0.05 |
| AAPL Apple Inc. | Add +6.1% | 0.64% | +0.05 |
| SANM Sanmina Corp. | New | 0.04% | +0.04 |
| CTRE Caretrust REIT Inc. | New | 0.04% | +0.04 |
| WFC Wells Fargo & Co. | New | 0.04% | +0.04 |
| IYF iShares US Financials ETF | New | 0.04% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.04% | +0.04 |
| SCHV Schwab US Large-Cap Value | Add +37.1% | 0.14% | +0.04 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +51.0% | 0.12% | +0.04 |
| NVDA Nvidia Corp. | Add +4.7% | 0.30% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +45.3% | 0.07% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.13% | +0.02 |
| ABBV Abbvie Inc. | Add +6.1% | 0.18% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +7.8% | 0.07% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +11.7% | 0.06% | +0.01 |
| AXP American Express Co. | Add +7.8% | 0.09% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +4.3% | 0.17% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +8.0% | 0.07% | +0.00 |
| WMT Walmart Inc. | Add +29.1% | 0.08% | +0.00 |
| VHT Vanguard Health Care ETF | Add +6.0% | 0.05% | +0.00 |
| ABT Abbott Laboratories | Add +3.0% | 0.06% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Add +6.5% | 10.73% | −0.70 |
| IAGG iShares Intl Aggregate Bond | Add +0.5% | 8.55% | −0.91 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 87 | $516.3M | IEF, EMB, JCPB, IAGG, IDEV |
| Q1 2026 | 74 | $459.2M | BOND, IEF, EMB, IAGG, IDEV |
| Q4 2025 | 73 | $435.8M | FBND, EMBD, IEF, IAGG, IDEV |
| Q3 2025 | 68 | $408.3M | FBND, EMBD, IAGG, IEF, XLF |
| Q2 2025 | 59 | $370.7M | FBND, EMBD, IAGG, IEF, XLF |
| Q1 2025 | 62 | $351.1M | FBND, EMBD, IEF, IAGG, XLF |
| Q4 2024 | 58 | $341.7M | BOND, QQQ, EMBD, IEF, XLF |
| Q3 2024 | 52 | $325.9M | BOND, QQQ, IEF, EMBD, XLF |
| Q2 2024 | 45 | $276.7M | QQQ, IEF, EMB, BOND, MTUM |
| Q1 2024 | 53 | $265.3M | IEF, QQQ, EMB, BOND, VO |