Prudent Investors Network, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Prudent Investors Network, Inc. reported 59 stock positions worth $370.7 million. Its top holding was Fidelity Total Bond ETF (FBND) at 11.7% of the portfolio, followed by Global X Emerging Markets BD (EMBD, 10.3%) and iShares Intl Aggregate Bond (IAGG, 8.5%). Compared with Q1 2025, it opened 7 new positions, sold out of 10, added to 20 and reduced 20. The biggest buy was iShares MSCI USA Momentum Fa (MTUM, shares +1%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE FOREST, CA
- CIK
- 0001766005
- Portfolio Value
- $370.7M (Q2 2025)
- SEC Filing
- 0001986152-25-000063 ↗ filed Aug 14, 2025
Holdings Value
Holdings 59 stocks · $370.7M
| FBND Fidelity Total Bond ETF | 11.71% | 948,805 | $43.4M | Add +4.5% |
| EMBD Global X Emerging Markets BD | 10.29% | 1,634,904 | $38.1M | Add +1.6% |
| IAGG iShares Intl Aggregate Bond | 8.52% | 618,366 | $31.6M | Add +2.7% |
| IEF iShares 7-10 Year Treasury B | 8.43% | 326,226 | $31.2M | Add +2.2% |
| XLF SS Financial Select Sector | 6.74% | 476,954 | $25.0M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 6.27% | 42,126 | $23.2M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.87% | 77,723 | $21.7M | Add +0.9% |
| IDEV iShares Core MSCI Dev MKTS | 5.14% | 250,371 | $19.0M | Add +1.7% |
| MTUM iShares MSCI USA Momentum Fa | 4.72% | 72,830 | $17.5M | Add +0.6% |
| COWZ Pacer US Cash Cows 100 ETF | 4.16% | 279,587 | $15.4M | Add +5.6% |
| XLE SS Energy Select Sector | 3.78% | 165,081 | $14.0M | Add +1.9% |
| MSFT Microsoft Corp. | 2.80% | 20,847 | $10.4M | Reduce -3.4% |
| XLV SS Health Care Select Sector | 2.76% | 75,973 | $10.2M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.76% | 46,631 | $10.2M | Add +0.6% |
| AIQ Global X Art Intel & Tech | 2.73% | 231,577 | $10.1M | Add +1.2% |
| SGOV iShares 0-3 Month Treasury B | 2.56% | 94,288 | $9.5M | Reduce -10.1% |
| XLP SS Consumer Staples Sel Sect | 2.48% | 113,716 | $9.2M | Add +0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.11% | 95,967 | $7.8M | Reduce -0.4% |
| BOND PIMCO Active Bond Exchange-T | 1.06% | 42,557 | $3.9M | Reduce -12.6% |
| AAPL Apple Inc. | 0.64% | 11,607 | $2.4M | Add +0.9% |
| EMB iShares JP Morgan Usd Emergi | 0.47% | 18,645 | $1.7M | Add +67.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,614 | $784K | Reduce -0.2% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 25,604 | $748K | No change |
| NSC Norfolk Southern Corp. | 0.20% | 2,890 | $740K | New |
| PANW Palo Alto Networks Inc. | 0.20% | 3,612 | $739K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.18% | 872 | $680K | Reduce -1.5% |
| IYW iShares Ustechnology ETF | 0.18% | 3,751 | $650K | No change |
| ABBV Abbvie Inc. | 0.17% | 3,445 | $639K | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.15% | 5,111 | $551K | Reduce -23.7% |
| COST Costco Wholesale Corp. | 0.15% | 545 | $539K | Reduce -69.6% |
| IUSV iShares Core S&P U.S. Value | 0.14% | 5,577 | $528K | No change |
| NVDA Nvidia Corp. | 0.14% | 3,319 | $524K | Reduce -6.6% |
| V Visa Inc. Class A | 0.13% | 1,385 | $492K | Reduce -3.4% |
| ABT Abbott Laboratories | 0.13% | 3,458 | $470K | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 1,562 | $453K | Reduce -0.6% |
| SCHV Schwab US Large-Cap Value | 0.12% | 15,518 | $429K | No change |
| IFLN Invesco Bloomberg Enhanced F | 0.09% | 18,523 | $342K | Reduce -11.8% |
| VHT Vanguard Health Care ETF | 0.09% | 1,375 | $341K | Add +8.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 414 | $332K | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,448 | $328K | Reduce -26.9% |
| GVI iShares Intermediate Governm | 0.08% | 2,896 | $309K | No change |
| GOVT iShares US Treasury Bond ETF | 0.08% | 13,431 | $309K | Reduce -11.7% |
| IYF iShares US Financials ETF | 0.08% | 2,452 | $297K | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 1,538 | $273K | Add +3.4% |
| ISRG Intuitive Surgical Inc. | 0.07% | 468 | $254K | Reduce -6.2% |
| NFLX Netflix Inc. | 0.07% | 185 | $248K | New |
| SCHF Schwab Intl Equity ETF | 0.06% | 10,822 | $239K | No change |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,768 | $239K | No change |
| WMT Walmart Inc. | 0.06% | 2,393 | $234K | Reduce -4.5% |
| WAB Wabtec Corp. | 0.06% | 1,068 | $224K | New |
| META Meta Platforms Inc. Class A | 0.06% | 302 | $223K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,353 | $223K | No change |
| ENSG The Ensign Group Inc. | 0.06% | 1,428 | $220K | New |
| SCHA Schwab US Small-Cap ETF | 0.06% | 8,610 | $218K | Reduce -46.7% |
| GLD SPDR Gold Shares | 0.06% | 707 | $216K | No change |
| WEC WEC Energy Group Inc. | 0.06% | 2,040 | $213K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 1,075 | $210K | Reduce -34.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 6,754 | $204K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 329 | $203K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -10.1% | 2.56% | −0.45 |
| COST Costco Wholesale Corp. | Reduce -69.6% | 0.15% | −0.34 |
| BOND PIMCO Active Bond Exchange-T | Reduce -12.6% | 1.06% | −0.22 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -23.7% | 0.15% | −0.08 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.08 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.07 |
| AXP American Express Co. | Sold out | 0.00% | −0.06 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.4% | 2.11% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -46.7% | 0.06% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.0% | 0.17% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.21% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -34.0% | 0.06% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 0.18% | −0.02 |
| HL Hecla Mining Co. | Sold out | 0.00% | −0.02 |
| GOVT iShares US Treasury Bond ETF | Reduce -11.7% | 0.08% | −0.02 |
| IFLN Invesco Bloomberg Enhanced F | Reduce -11.8% | 0.09% | −0.02 |
| V Visa Inc. Class A | Reduce -3.4% | 0.13% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -26.9% | 0.09% | −0.01 |
| NICE LTD (NICEIT 0 09/15/25) | Sold out | 0.00% | −0.00 |
| CHEESECAKE FACTORY (THE) (CAKE 0.375 06/15/26) | Sold out | 0.00% | −0.00 |
| CABLE ONE INC (CABO 1.125 03/15/28) | Sold out | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -6.2% | 0.07% | −0.00 |
| WMT Walmart Inc. | Reduce -4.5% | 0.06% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.12% | +0.01 |
| NVDA Nvidia Corp. | Reduce -6.6% | 0.14% | +0.03 |
| MSFT Microsoft Corp. | Reduce -3.4% | 2.80% | +0.49 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 6.27% | +0.62 |
Portfolio Buys Q1 2025 → Q2 2025
| MTUM iShares MSCI USA Momentum Fa | Add +0.6% | 4.72% | +0.55 |
| AIQ Global X Art Intel & Tech | Add +1.2% | 2.73% | +0.36 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.7% | 5.14% | +0.30 |
| AMZN Amazon.com Inc. | Add +0.6% | 2.76% | +0.25 |
| NSC Norfolk Southern Corp. | New | 0.20% | +0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.9% | 5.87% | +0.20 |
| EMB iShares JP Morgan Usd Emergi | Add +67.9% | 0.47% | +0.18 |
| NFLX Netflix Inc. | New | 0.07% | +0.07 |
| WAB Wabtec Corp. | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | New | 0.06% | +0.06 |
| ENSG The Ensign Group Inc. | New | 0.06% | +0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.05% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Add +5.6% | 4.16% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +0.3% | 0.20% | +0.02 |
| XLF SS Financial Select Sector | Add +0.8% | 6.74% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.0% | 0.09% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +3.4% | 0.07% | +0.01 |
| VHT Vanguard Health Care ETF | Add +8.9% | 0.09% | −0.00 |
| IAGG iShares Intl Aggregate Bond | Add +2.7% | 8.52% | −0.05 |
| AAPL Apple Inc. | Add +0.9% | 0.64% | −0.09 |
| FBND Fidelity Total Bond ETF | Add +4.5% | 11.71% | −0.10 |
| XLP SS Consumer Staples Sel Sect | Add +0.2% | 2.48% | −0.16 |
| EMBD Global X Emerging Markets BD | Add +1.6% | 10.29% | −0.18 |
| IEF iShares 7-10 Year Treasury B | Add +2.2% | 8.43% | −0.24 |
| XLV SS Health Care Select Sector | Add +0.8% | 2.76% | −0.37 |
| XLE SS Energy Select Sector | Add +1.9% | 3.78% | −0.53 |
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 |