Prudent Investors Network, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Prudent Investors Network, Inc. reported 68 stock positions worth $408.3 million. Its top holding was Fidelity Total Bond ETF (FBND) at 12.2% of the portfolio, followed by Global X Emerging Markets BD (EMBD, 10.5%) and iShares Intl Aggregate Bond (IAGG, 8.5%). Compared with Q2 2025, it opened 13 new positions, sold out of 4, added to 24 and reduced 16. The biggest buy was Fidelity Total Bond ETF (FBND, shares +13%) and the biggest sale PIMCO Active Bond Exchange-T (BOND, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE FOREST, CA
- CIK
- 0001766005
- Portfolio Value
- $408.3M (Q3 2025)
- SEC Filing
- 0001986152-25-000103 ↗ filed Nov 13, 2025
Holdings Value
Holdings 68 stocks · $408.3M
| FBND Fidelity Total Bond ETF | 12.16% | 1,073,400 | $49.6M | Add +13.1% |
| EMBD Global X Emerging Markets BD | 10.49% | 1,799,621 | $42.8M | Add +10.1% |
| IAGG iShares Intl Aggregate Bond | 8.48% | 675,903 | $34.6M | Add +9.3% |
| IEF iShares 7-10 Year Treasury B | 8.39% | 354,901 | $34.2M | Add +8.8% |
| XLF SS Financial Select Sector | 6.55% | 496,642 | $26.8M | Add +4.1% |
| QQQ Invesco QQQ Trust Series 1 | 6.24% | 42,440 | $25.5M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.71% | 79,399 | $23.3M | Add +2.2% |
| IDEV iShares Core MSCI Dev MKTS | 5.11% | 260,460 | $20.9M | Add +4.0% |
| MTUM iShares MSCI USA Momentum Fa | 4.64% | 73,798 | $18.9M | Add +1.3% |
| COWZ Pacer US Cash Cows 100 ETF | 4.21% | 299,061 | $17.2M | Add +7.0% |
| XLE SS Energy Select Sector | 3.82% | 174,599 | $15.6M | Add +5.8% |
| AIQ Global X Art Intel & Tech | 2.83% | 234,247 | $11.6M | Add +1.1% |
| XLV SS Health Care Select Sector | 2.73% | 79,983 | $11.1M | Add +5.3% |
| AMZN Amazon.com Inc. | 2.57% | 47,852 | $10.5M | Add +2.6% |
| MSFT Microsoft Corp. | 2.52% | 19,840 | $10.3M | Reduce -4.8% |
| SGOV iShares 0-3 Month Treasury B | 2.29% | 92,978 | $9.4M | Reduce -1.4% |
| XLP SS Consumer Staples Sel Sect | 2.29% | 119,245 | $9.3M | Add +4.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.11% | 98,551 | $8.6M | Add +2.7% |
| BOND PIMCO Active Bond Exchange-T | 0.76% | 33,301 | $3.1M | Reduce -21.8% |
| AAPL Apple Inc. | 0.66% | 10,594 | $2.7M | Reduce -8.7% |
| EMB iShares JP Morgan Usd Emergi | 0.42% | 17,809 | $1.7M | Reduce -4.5% |
| TSLA Tesla Inc. | 0.36% | 3,313 | $1.5M | New |
| ABBV Abbvie Inc. | 0.20% | 3,553 | $823K | Add +3.1% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 25,604 | $817K | No change |
| NSC Norfolk Southern Corp. | 0.20% | 2,716 | $816K | Reduce -6.0% |
| JPM JPMorgan Chase & Co. | 0.20% | 2,573 | $812K | Add +64.7% |
| PANW Palo Alto Networks Inc. | 0.18% | 3,612 | $735K | No change |
| IYW iShares Ustechnology ETF | 0.18% | 3,751 | $735K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 6,466 | $729K | Add +26.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 1,435 | $721K | Reduce -11.1% |
| NVDA Nvidia Corp. | 0.15% | 3,261 | $608K | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.14% | 746 | $569K | Reduce -14.4% |
| IUSV iShares Core S&P U.S. Value | 0.14% | 5,577 | $557K | No change |
| ORCL Oracle Corp. | 0.12% | 1,801 | $507K | New |
| COST Costco Wholesale Corp. | 0.12% | 541 | $500K | Reduce -0.7% |
| V Visa Inc. Class A | 0.12% | 1,381 | $471K | Reduce -0.3% |
| ABT Abbott Laboratories | 0.11% | 3,458 | $463K | No change |
| SCHV Schwab US Large-Cap Value | 0.11% | 15,518 | $452K | No change |
| AXP American Express Co. | 0.10% | 1,277 | $424K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 872 | $418K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 414 | $401K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 1,399 | $391K | Reduce -3.4% |
| IVV iShares Core S&P 500 ETF | 0.09% | 578 | $387K | New |
| GOOG Alphabet Inc. Class C | 0.09% | 1,577 | $384K | Add +2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,053 | $383K | New |
| ITOT iShares Core S&P Total U.S. | 0.09% | 2,464 | $359K | Add +39.4% |
| IFLN Invesco Bloomberg Enhanced F | 0.08% | 18,523 | $344K | No change |
| GOVT iShares US Treasury Bond ETF | 0.08% | 13,431 | $311K | No change |
| GS Goldman Sachs Group Inc. | 0.08% | 386 | $307K | New |
| IYF iShares US Financials ETF | 0.07% | 2,408 | $305K | Reduce -1.8% |
| VHT Vanguard Health Care ETF | 0.07% | 1,115 | $289K | Reduce -18.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 849 | $279K | New |
| VEA Vanguard Ftse Developed ETF | 0.06% | 4,412 | $264K | New |
| GLD SPDR Gold Shares | 0.06% | 734 | $261K | Add +3.8% |
| SCHF Schwab Intl Equity ETF | 0.06% | 10,822 | $252K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,346 | $250K | New |
| ENSG The Ensign Group Inc. | 0.06% | 1,428 | $247K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,410 | $246K | Add +4.2% |
| WMT Walmart Inc. | 0.06% | 2,379 | $245K | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.06% | 3,319 | $227K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.06% | 6,754 | $225K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 306 | $225K | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 1,075 | $224K | No change |
| NFLX Netflix Inc. | 0.05% | 185 | $222K | No change |
| IWB iShares Russell 1000 ETF | 0.05% | 605 | $221K | New |
| ALL Allstate Corp. | 0.05% | 1,000 | $215K | New |
| WAB Wabtec Corp. | 0.05% | 1,068 | $214K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 321 | $214K | Reduce -2.4% |
Portfolio Sells Q2 2025 → Q3 2025
| BOND PIMCO Active Bond Exchange-T | Reduce -21.8% | 0.76% | −0.30 |
| MSFT Microsoft Corp. | Reduce -4.8% | 2.52% | −0.28 |
| SGOV iShares 0-3 Month Treasury B | Reduce -1.4% | 2.29% | −0.27 |
| GVI iShares Intermediate Governm | Sold out | 0.00% | −0.08 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.06 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.06 |
| EMB iShares JP Morgan Usd Emergi | Reduce -4.5% | 0.42% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -14.4% | 0.14% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.1% | 0.18% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.12% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -18.9% | 0.07% | −0.02 |
| V Visa Inc. Class A | Reduce -0.3% | 0.12% | −0.02 |
| IYF iShares US Financials ETF | Reduce -1.8% | 0.07% | −0.01 |
| WMT Walmart Inc. | Reduce -0.6% | 0.06% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.4% | 0.05% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -6.0% | 0.20% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.4% | 0.10% | +0.01 |
| NVDA Nvidia Corp. | Reduce -1.8% | 0.15% | +0.01 |
| AAPL Apple Inc. | Reduce -8.7% | 0.66% | +0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| FBND Fidelity Total Bond ETF | Add +13.1% | 12.16% | +0.45 |
| TSLA Tesla Inc. | New | 0.36% | +0.36 |
| EMBD Global X Emerging Markets BD | Add +10.1% | 10.49% | +0.20 |
| ORCL Oracle Corp. | New | 0.12% | +0.12 |
| AIQ Global X Art Intel & Tech | Add +1.1% | 2.83% | +0.10 |
| AXP American Express Co. | New | 0.10% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | New | 0.09% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.09% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +64.7% | 0.20% | +0.08 |
| GS Goldman Sachs Group Inc. | New | 0.08% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| IWB iShares Russell 1000 ETF | New | 0.05% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Add +7.0% | 4.21% | +0.05 |
| ALL Allstate Corp. | New | 0.05% | +0.05 |
| XLE SS Energy Select Sector | Add +5.8% | 3.82% | +0.04 |
| XOM Exxon Mobil Corp. | Add +26.5% | 0.18% | +0.03 |
| ABBV Abbvie Inc. | Add +3.1% | 0.20% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +39.4% | 0.09% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 0.09% | +0.02 |
| GLD SPDR Gold Shares | Add +3.8% | 0.06% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +4.2% | 0.06% | +0.00 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.06% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.7% | 2.11% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.0% | 5.11% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.8% | 6.24% | −0.03 |
| XLV SS Health Care Select Sector | Add +5.3% | 2.73% | −0.04 |
| IAGG iShares Intl Aggregate Bond | Add +9.3% | 8.48% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Add +8.8% | 8.39% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Add +1.3% | 4.64% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.2% | 5.71% | −0.15 |
| XLF SS Financial Select Sector | Add +4.1% | 6.55% | −0.19 |
| AMZN Amazon.com Inc. | Add +2.6% | 2.57% | −0.19 |
| XLP SS Consumer Staples Sel Sect | Add +4.9% | 2.29% | −0.20 |
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 |