Prudent Investors Network, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Prudent Investors Network, Inc. reported 62 stock positions worth $351.1 million. Its top holding was Fidelity Total Bond ETF (FBND) at 11.8% of the portfolio, followed by Global X Emerging Markets BD (EMBD, 10.5%) and iShares 7-10 Year Treasury B (IEF, 8.7%). Compared with Q4 2024, it opened 9 new positions, sold out of 5, added to 11 and reduced 25. The biggest buy was a new position in Fidelity Total Bond ETF (FBND) and the biggest sale PIMCO Active Bond Exchange-T (BOND, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE FOREST, CA
- CIK
- 0001766005
- Portfolio Value
- $351.1M (Q1 2025)
- SEC Filing
- 0001986152-25-000042 ↗ filed May 7, 2025
Holdings Value
Holdings 62 stocks · $351.1M
| FBND Fidelity Total Bond ETF | 11.81% | 908,202 | $41.5M | New |
| EMBD Global X Emerging Markets BD | 10.47% | 1,608,612 | $36.7M | Add +39.7% |
| IEF iShares 7-10 Year Treasury B | 8.67% | 319,195 | $30.4M | Add +14.2% |
| IAGG iShares Intl Aggregate Bond | 8.57% | 602,061 | $30.1M | Add +53.2% |
| XLF SS Financial Select Sector | 6.72% | 473,379 | $23.6M | Reduce -11.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.67% | 77,000 | $19.9M | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.65% | 42,290 | $19.8M | Reduce -29.8% |
| IDEV iShares Core MSCI Dev MKTS | 4.83% | 246,285 | $17.0M | Add +34.1% |
| XLE SS Energy Select Sector | 4.31% | 161,920 | $15.1M | Add +0.1% |
| MTUM iShares MSCI USA Momentum Fa | 4.17% | 72,416 | $14.6M | Reduce -11.5% |
| COWZ Pacer US Cash Cows 100 ETF | 4.13% | 264,803 | $14.5M | New |
| XLV SS Health Care Select Sector | 3.14% | 75,391 | $11.0M | Reduce -26.7% |
| SGOV iShares 0-3 Month Treasury B | 3.01% | 104,880 | $10.6M | Reduce -43.5% |
| XLP SS Consumer Staples Sel Sect | 2.64% | 113,452 | $9.3M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 2.51% | 46,376 | $8.8M | Reduce -14.7% |
| AIQ Global X Art Intel & Tech | 2.37% | 228,902 | $8.3M | Reduce -12.1% |
| MSFT Microsoft Corp. | 2.31% | 21,590 | $8.1M | Reduce -40.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.16% | 96,320 | $7.6M | Reduce -38.8% |
| BOND PIMCO Active Bond Exchange-T | 1.28% | 48,700 | $4.5M | Reduce -88.5% |
| AAPL Apple Inc. | 0.73% | 11,500 | $2.6M | Reduce -7.2% |
| COST Costco Wholesale Corp. | 0.48% | 1,795 | $1.7M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.29% | 11,107 | $1.0M | Reduce -28.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,617 | $861K | Add +52.0% |
| XOM Exxon Mobil Corp. | 0.23% | 6,699 | $797K | Add +27.8% |
| LMT Lockheed Martin Corp. | 0.22% | 1,709 | $763K | Reduce -7.6% |
| LLY Eli Lilly & Co. | 0.21% | 885 | $731K | New |
| ABBV Abbvie Inc. | 0.21% | 3,480 | $729K | Reduce -41.3% |
| SCHG Schwab US Large-Cap Growth | 0.18% | 25,604 | $641K | Add +7.2% |
| PANW Palo Alto Networks Inc. | 0.17% | 3,600 | $614K | No change |
| IYW iShares Ustechnology ETF | 0.15% | 3,751 | $527K | Reduce -4.9% |
| IUSV iShares Core S&P U.S. Value | 0.15% | 5,577 | $515K | No change |
| V Visa Inc. Class A | 0.14% | 1,433 | $502K | No change |
| ABT Abbott Laboratories | 0.13% | 3,458 | $459K | Reduce -41.6% |
| SCHV Schwab US Large-Cap Value | 0.12% | 15,518 | $412K | No change |
| JPM JPMorgan Chase & Co. | 0.11% | 1,572 | $386K | No change |
| NVDA Nvidia Corp. | 0.11% | 3,555 | $385K | Reduce -9.7% |
| IFLN Invesco Bloomberg Enhanced F | 0.11% | 21,002 | $379K | Reduce -22.2% |
| SCHA Schwab US Small-Cap ETF | 0.11% | 16,167 | $379K | No change |
| GOVT iShares US Treasury Bond ETF | 0.10% | 15,206 | $350K | Reduce -22.0% |
| VHT Vanguard Health Care ETF | 0.10% | 1,262 | $334K | Add +14.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,980 | $329K | Reduce -1.7% |
| GVI iShares Intermediate Governm | 0.09% | 2,896 | $307K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.09% | 1,628 | $303K | Add +51.4% |
| IYF iShares US Financials ETF | 0.08% | 2,452 | $277K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 410 | $272K | No change |
| ED Consolidated Edison Inc. | 0.08% | 2,404 | $266K | Add +1.9% |
| GS Goldman Sachs Group Inc. | 0.07% | 455 | $249K | New |
| ISRG Intuitive Surgical Inc. | 0.07% | 499 | $247K | Reduce -10.3% |
| UNH Unitedhealth Group Inc. | 0.07% | 461 | $241K | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 1,488 | $232K | No change |
| WEC WEC Energy Group Inc. | 0.06% | 2,040 | $222K | New |
| WMT Walmart Inc. | 0.06% | 2,506 | $220K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,353 | $217K | New |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,768 | $216K | Reduce -8.2% |
| SCHF Schwab Intl Equity ETF | 0.06% | 10,822 | $214K | Reduce -30.2% |
| AXP American Express Co. | 0.06% | 773 | $208K | No change |
| MRSH Marsh & McLennan Cos | 0.06% | 851 | $208K | New |
| GLD SPDR Gold Shares | 0.06% | 707 | $204K | New |
| HL Hecla Mining Co. | 0.02% | 13,793 | $77K | New |
| NICE LTD (NICEIT 0 09/15/25) | 0.00% | 12,000 | $12K | No change |
| CHEESECAKE FACTORY (THE) (CAKE 0.375 06/15/26) | 0.00% | 11,000 | $11K | No change |
| CABLE ONE INC (CABO 1.125 03/15/28) | 0.00% | 10,000 | $8K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BOND PIMCO Active Bond Exchange-T | Reduce -88.5% | 1.28% | −9.98 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -29.8% | 5.65% | −3.36 |
| SGOV iShares 0-3 Month Treasury B | Reduce -43.5% | 3.01% | −2.44 |
| MSFT Microsoft Corp. | Reduce -40.8% | 2.31% | −2.19 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -38.8% | 2.16% | −1.32 |
| XLV SS Health Care Select Sector | Reduce -26.7% | 3.14% | −1.00 |
| AMZN Amazon.com Inc. | Reduce -14.7% | 2.51% | −0.97 |
| XLF SS Financial Select Sector | Reduce -11.4% | 6.72% | −0.84 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -11.5% | 4.17% | −0.79 |
| AIQ Global X Art Intel & Tech | Reduce -12.1% | 2.37% | −0.57 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.1% | 5.67% | −0.47 |
| AAPL Apple Inc. | Reduce -7.2% | 0.73% | −0.18 |
| EMB iShares JP Morgan Usd Emergi | Reduce -28.9% | 0.29% | −0.12 |
| ABBV Abbvie Inc. | Reduce -41.3% | 0.21% | −0.10 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.08 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.07 |
| PNQI Invesco Nasdaq Internet ETF | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Reduce -41.6% | 0.13% | −0.07 |
| ENSG The Ensign Group Inc. | Sold out | 0.00% | −0.06 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -7.6% | 0.22% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.8% | 2.64% | −0.05 |
| NVDA Nvidia Corp. | Reduce -9.7% | 0.11% | −0.04 |
| IFLN Invesco Bloomberg Enhanced F | Reduce -22.2% | 0.11% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -4.9% | 0.15% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Reduce -22.0% | 0.10% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -30.2% | 0.06% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.7% | 0.09% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -10.3% | 0.07% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.2% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| FBND Fidelity Total Bond ETF | New | 11.81% | +11.81 |
| COWZ Pacer US Cash Cows 100 ETF | New | 4.13% | +4.13 |
| EMBD Global X Emerging Markets BD | Add +39.7% | 10.47% | +2.86 |
| IAGG iShares Intl Aggregate Bond | Add +53.2% | 8.57% | +2.83 |
| IDEV iShares Core MSCI Dev MKTS | Add +34.1% | 4.83% | +1.37 |
| IEF iShares 7-10 Year Treasury B | Add +14.2% | 8.67% | +1.11 |
| XLE SS Energy Select Sector | Add +0.1% | 4.31% | +0.25 |
| LLY Eli Lilly & Co. | New | 0.21% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +52.0% | 0.25% | +0.10 |
| GS Goldman Sachs Group Inc. | New | 0.07% | +0.07 |
| WEC WEC Energy Group Inc. | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +27.8% | 0.23% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.06% | +0.06 |
| MRSH Marsh & McLennan Cos | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | New | 0.06% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +51.4% | 0.09% | +0.02 |
| HL Hecla Mining Co. | New | 0.02% | +0.02 |
| ED Consolidated Edison Inc. | Add +1.9% | 0.08% | +0.01 |
| VHT Vanguard Health Care ETF | Add +14.6% | 0.10% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +7.2% | 0.18% | −0.01 |
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 |