Prudent Investors Network, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Prudent Investors Network, Inc. reported 73 stock positions worth $435.8 million. Its top holding was Fidelity Total Bond ETF (FBND) at 13.9% of the portfolio, followed by Global X Emerging Markets BD (EMBD, 11.6%) and iShares 7-10 Year Treasury B (IEF, 9.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 3, added to 26 and reduced 22. The biggest buy was a new position in Vanguard Ftse Emerging Marke (VWO) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE FOREST, CA
- CIK
- 0001766005
- Portfolio Value
- $435.8M (Q4 2025)
- SEC Filing
- 0001986152-26-000014 ↗ filed Feb 5, 2026
Holdings Value
Holdings 73 stocks · $435.8M
| FBND Fidelity Total Bond ETF | 13.89% | 1,314,388 | $60.5M | Add +22.4% |
| EMBD Global X Emerging Markets BD | 11.64% | 2,112,367 | $50.7M | Add +17.4% |
| IEF iShares 7-10 Year Treasury B | 9.23% | 418,241 | $40.2M | Add +17.9% |
| IAGG iShares Intl Aggregate Bond | 9.11% | 793,484 | $39.7M | Add +17.4% |
| IDEV iShares Core MSCI Dev MKTS | 6.58% | 347,466 | $28.7M | Add +33.4% |
| XLF SS Financial Select Sector | 6.28% | 500,022 | $27.4M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 5.85% | 41,480 | $25.5M | Reduce -2.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.65% | 69,837 | $20.3M | Reduce -12.0% |
| MTUM iShares MSCI USA Momentum Fa | 3.98% | 69,312 | $17.3M | Reduce -6.1% |
| XLE SS Energy Select Sector | 3.68% | 359,154 | $16.1M | Add +2.9% |
| AIQ Global X Art Intel & Tech | 2.54% | 217,750 | $11.1M | Reduce -7.0% |
| AMZN Amazon.com Inc. | 2.53% | 47,764 | $11.0M | Reduce -0.2% |
| XLV SS Health Care Select Sector | 2.44% | 68,793 | $10.6M | Reduce -14.0% |
| SGOV iShares 0-3 Month Treasury B | 2.43% | 105,614 | $10.6M | Add +13.6% |
| XLP SS Consumer Staples Sel Sect | 2.18% | 122,448 | $9.5M | Add +2.7% |
| MSFT Microsoft Corp. | 2.14% | 19,293 | $9.3M | Reduce -2.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.79% | 182,924 | $7.8M | Reduce -7.2% |
| VWO Vanguard Ftse Emerging Marke | 1.77% | 143,195 | $7.7M | New |
| AAPL Apple Inc. | 0.65% | 10,427 | $2.8M | Reduce -1.6% |
| BOND PIMCO Active Bond Exchange-T | 0.51% | 23,970 | $2.2M | Reduce -28.0% |
| EMB iShares JP Morgan Usd Emergi | 0.43% | 19,522 | $1.9M | Add +9.6% |
| XOM Exxon Mobil Corp. | 0.33% | 12,092 | $1.5M | Add +87.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.30% | 30,548 | $1.3M | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.30% | 21,522 | $1.3M | Reduce -92.8% |
| SCHG Schwab US Large-Cap Growth | 0.24% | 32,584 | $1.1M | Add +27.3% |
| TSLA Tesla Inc. | 0.23% | 2,257 | $1.0M | Reduce -31.9% |
| LLY Eli Lilly & Co. | 0.20% | 807 | $867K | Add +8.2% |
| JPM JPMorgan Chase & Co. | 0.20% | 2,642 | $851K | Add +2.7% |
| ABBV Abbvie Inc. | 0.19% | 3,562 | $814K | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.17% | 3,736 | $746K | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.16% | 3,646 | $680K | Add +11.8% |
| PANW Palo Alto Networks Inc. | 0.15% | 3,612 | $665K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,893 | $635K | Add +123.0% |
| IUSV iShares Core S&P U.S. Value | 0.13% | 5,673 | $582K | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.13% | 911 | $571K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,109 | $557K | Reduce -22.7% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,712 | $537K | Add +8.6% |
| IVV iShares Core S&P 500 ETF | 0.12% | 759 | $520K | Add +31.3% |
| V Visa Inc. Class A | 0.11% | 1,381 | $484K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 991 | $483K | Add +13.7% |
| AXP American Express Co. | 0.11% | 1,277 | $472K | No change |
| SCHV Schwab US Large-Cap Value | 0.11% | 15,518 | $459K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 414 | $443K | No change |
| ABT Abbott Laboratories | 0.10% | 3,458 | $433K | No change |
| COST Costco Wholesale Corp. | 0.10% | 496 | $428K | Reduce -8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 2,225 | $425K | Add +8.4% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 2,421 | $360K | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 0.08% | 5,692 | $356K | Add +29.0% |
| IFLN Invesco Bloomberg Enhanced F | 0.08% | 18,523 | $345K | No change |
| GS Goldman Sachs Group Inc. | 0.08% | 386 | $339K | No change |
| GLD SPDR Gold Shares | 0.07% | 818 | $324K | Add +11.4% |
| VHT Vanguard Health Care ETF | 0.07% | 1,100 | $317K | Reduce -1.4% |
| ORCL Oracle Corp. | 0.07% | 1,593 | $310K | Reduce -11.6% |
| IYF iShares US Financials ETF | 0.07% | 2,408 | $310K | No change |
| GOVT iShares US Treasury Bond ETF | 0.07% | 13,431 | $309K | No change |
| NSC Norfolk Southern Corp. | 0.07% | 1,039 | $300K | Reduce -61.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,503 | $267K | Add +6.6% |
| WMT Walmart Inc. | 0.06% | 2,360 | $263K | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 0.06% | 10,822 | $260K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,231 | $255K | Reduce -8.5% |
| ENSG The Ensign Group Inc. | 0.06% | 1,428 | $249K | No change |
| ISRG Intuitive Surgical Inc. | 0.05% | 421 | $238K | New |
| GOOGL Alphabet Inc. Class A | 0.05% | 733 | $229K | New |
| WAB Wabtec Corp. | 0.05% | 1,068 | $228K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 1,075 | $228K | No change |
| IWB iShares Russell 1000 ETF | 0.05% | 605 | $226K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 2,486 | $222K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 6,754 | $221K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 313 | $213K | Reduce -2.5% |
| WFC Wells Fargo & Co. | 0.05% | 2,269 | $211K | New |
| ALL Allstate Corp. | 0.05% | 1,000 | $208K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 309 | $204K | Add +1.0% |
| MICROCHIP TECHNOLOGY INC (MCHP 1.625 02/15/27) | 0.00% | 10,000 | $17K | New |
Portfolio Sells Q3 2025 → Q4 2025
| COWZ Pacer US Cash Cows 100 ETF | Reduce -92.8% | 0.30% | −3.91 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -12.0% | 4.65% | −1.06 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -6.1% | 3.98% | −0.65 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 5.85% | −0.39 |
| MSFT Microsoft Corp. | Reduce -2.8% | 2.14% | −0.38 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -7.2% | 1.79% | −0.31 |
| AIQ Global X Art Intel & Tech | Reduce -7.0% | 2.54% | −0.29 |
| XLV SS Health Care Select Sector | Reduce -14.0% | 2.44% | −0.28 |
| BOND PIMCO Active Bond Exchange-T | Reduce -28.0% | 0.51% | −0.25 |
| NSC Norfolk Southern Corp. | Reduce -61.8% | 0.07% | −0.13 |
| TSLA Tesla Inc. | Reduce -31.9% | 0.23% | −0.13 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.10 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.06 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -11.6% | 0.07% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -22.7% | 0.13% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 2.53% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -8.3% | 0.10% | −0.02 |
| AAPL Apple Inc. | Reduce -1.6% | 0.65% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -0.4% | 0.17% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.8% | 0.08% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.5% | 0.05% | −0.00 |
| JNJ Johnson & Johnson | Reduce -8.5% | 0.06% | −0.00 |
| WMT Walmart Inc. | Reduce -0.8% | 0.06% | +0.00 |
| VHT Vanguard Health Care ETF | Reduce -1.4% | 0.07% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VWO Vanguard Ftse Emerging Marke | New | 1.77% | +1.77 |
| FBND Fidelity Total Bond ETF | Add +22.4% | 13.89% | +1.73 |
| IDEV iShares Core MSCI Dev MKTS | Add +33.4% | 6.58% | +1.46 |
| EMBD Global X Emerging Markets BD | Add +17.4% | 11.64% | +1.15 |
| IEF iShares 7-10 Year Treasury B | Add +17.9% | 9.23% | +0.84 |
| IAGG iShares Intl Aggregate Bond | Add +17.4% | 9.11% | +0.62 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.30% | +0.30 |
| XOM Exxon Mobil Corp. | Add +87.0% | 0.33% | +0.16 |
| SGOV iShares 0-3 Month Treasury B | Add +13.6% | 2.43% | +0.14 |
| VOO Vanguard S&P 500 ETF | New | 0.13% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +123.0% | 0.15% | +0.08 |
| LLY Eli Lilly & Co. | Add +8.2% | 0.20% | +0.06 |
| ISRG Intuitive Surgical Inc. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | New | 0.05% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.05% | +0.05 |
| WFC Wells Fargo & Co. | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +27.3% | 0.24% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +8.6% | 0.12% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +31.3% | 0.12% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +29.0% | 0.08% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +9.6% | 0.43% | +0.02 |
| GLD SPDR Gold Shares | Add +11.4% | 0.07% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +13.7% | 0.11% | +0.01 |
| NVDA Nvidia Corp. | Add +11.8% | 0.16% | +0.01 |
| MICROCHIP TECHNOLOGY INC (MCHP 1.625 02/15/27) | New | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.4% | 0.10% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +6.6% | 0.06% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +1.7% | 0.13% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +2.7% | 0.20% | −0.00 |
| META Meta Platforms Inc. Class A | Add +1.0% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Add +0.3% | 0.19% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Add +2.7% | 2.18% | −0.11 |
| XLE SS Energy Select Sector | Add +2.9% | 3.68% | −0.14 |
| XLF SS Financial Select Sector | Add +0.7% | 6.28% | −0.27 |
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 |