Q2 2026 13F · SEC CIK 1766005

Prudent Investors Network, Inc.

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $516.3M
Reported positions: 87
Top holdings a year, 3 yrs: +10.2%
Assets under management: $515.8M

Prudent Investors Network, Inc. is a wealth manager that reported 87 positions worth $516.3M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Tr (IEF, 10.7%), Ishares Tr (EMB, 10.4%), J P Morgan Exchange Traded F (JCPB, 9.8%). A portfolio copying its top holdings returned 10.2% a year over the last 3 years, against 20.4% for the S&P 500.

Prudent Investors Network, Inc. holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Prudent Investors Network, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEFIshares Tr	10.7%	11.4%	585,975	+6.5%	$55.4M
EMBIshares Tr	10.4%	10.0%	557,163	+14.3%	$53.7M
JCPBJ P Morgan Exchange Traded F	9.8%	—	1,079,613	—	$50.7M
IAGGIshares Tr	8.6%	9.5%	872,594	+0.5%	$44.2M
IDEVIshares Tr	6.9%	6.7%	400,802	+8.1%	$35.7M
QQQInvesco Qqq Tr	6.1%	5.4%	42,443	-0.5%	$31.3M
MTUMIshares Tr	6.0%	3.6%	89,724	+29.8%	$30.8M
XLFSelect Sector Spdr Tr	5.3%	4.4%	507,676	+25.3%	$27.2M
VWOVanguard Intl Equity Index F	4.9%	4.5%	427,991	+10.9%	$25.5M
VOVanguard Index Fds	4.7%	4.6%	303,890	+316.4%	$24.5M
SPSMSpdr Series Trust	3.2%	2.3%	283,778	+28.4%	$16.4M
AIQGlobal X Fds	3.1%	2.4%	246,460	+4.7%	$16.2M
BONDPimco ETF Tr	2.3%	12.2%	126,871	-79.1%	$11.7M
AMZNAmazon Com Inc	2.2%	2.4%	48,319	-8.7%	$11.5M
XLESelect Sector Spdr Tr	2.2%	4.2%	210,982	-32.4%	$11.2M
XLVSelect Sector Spdr Tr	1.9%	1.8%	63,088	+9.0%	$10.0M
XLPSelect Sector Spdr Tr	1.8%	1.8%	114,755	+15.6%	$9.5M
MSFTMicrosoft Corp	0.9%	1.8%	12,258	-45.3%	$4.6M
FBNDFidelity Merrimack Str Tr	0.8%	2.1%	96,380	-55.1%	$4.4M
SGOVIshares Tr	0.7%	0.5%	36,975	+55.1%	$3.7M
EMBDGlobal X Fds	0.7%	1.8%	141,100	-60.1%	$3.4M
AAPLApple Inc	0.6%	0.6%	11,368	+6.1%	$3.3M
NVDANvidia Corporation	0.3%	0.3%	7,856	+4.7%	$1.6M
PANWPalo Alto Networks Inc	0.2%	0.1%	3,692	+2.2%	$1.3M
TSLATesla Inc	0.2%	0.2%	2,572	+0.0%	$1.1M
SCHGSchwab Strategic Tr	0.2%	0.2%	31,942	+24.8%	$1.1M
IYWIshares Tr	0.2%	0.1%	3,715	+0.0%	$937K
ABBVAbbvie Inc	0.2%	0.2%	3,636	+6.1%	$915K
JPMJpmorgan Chase & Co	0.2%	0.2%	2,698	+4.3%	$883K
LLYEli Lilly & Co	0.2%	0.2%	722	-10.5%	$866K
ASMLAsml Hldg NV	0.2%	0.1%	398	-3.9%	$792K
BNDXVanguard Charlotte Fds	0.2%	—	16,103	—	$780K
VTIVanguard Index Fds	0.1%	0.3%	2,055	-50.0%	$761K
SCHVSchwab Strategic Tr	0.1%	0.1%	21,279	+37.1%	$741K
VIGVanguard Specialized Funds	0.1%	0.3%	3,052	-50.3%	$722K
AMDAdvanced Micro Devices Inc	0.1%	—	1,208	—	$702K
GOOGAlphabet Inc	0.1%	0.1%	1,924	+3.3%	$680K
VEAVanguard Ftse Developed Markets Index Fu	0.1%	0.1%	8,724	+51.0%	$622K
IUSVIshares Tr	0.1%	0.1%	5,577	+0.0%	$614K
XLUSelect Sector Spdr Tr	0.1%	0.3%	13,311	-47.1%	$604K
VUGVanguard Index Fds	0.1%	0.1%	6,552	+387.9%	$564K
XOMExxon Mobil Corp	0.1%	0.2%	4,036	-20.5%	$552K
COSTCostco Wholesale Corporation	0.1%	0.1%	570	-7.8%	$533K
VTVVanguard Index Fds	0.1%	0.1%	2,367	-2.1%	$516K
SHYGIshares Tr	0.1%	0.2%	11,990	-48.8%	$508K
USFRWisdomtree Tr	0.1%	0.1%	9,936	+0.0%	$500K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	958	-2.7%	$479K
AXPAmerican Express Co	0.1%	0.1%	1,377	+7.8%	$466K
IVVIshares Tr	0.1%	0.1%	610	-24.2%	$457K
ESGVVanguard World Fd	0.1%	—	3,400	—	$450K

What Prudent Investors Network, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+387.9% shares
VO Vanguard Index Fds+316.4% shares
SGOV Ishares Tr+55.1% shares
VEA Vanguard Ftse Developed Markets Index Fu+51.0% shares
SCHV Schwab Strategic Tr+37.1% shares
MTUM Ishares Tr+29.8% shares
SPSM Spdr Series Trust+28.4% shares
XLF Select Sector Spdr Tr+25.3% shares

Reduced

BOND Pimco ETF Tr-79.1% shares
EMBD Global X Fds-60.1% shares
FBND Fidelity Merrimack Str Tr-55.1% shares
VIG Vanguard Specialized Funds-50.3% shares
VTI Vanguard Index Fds-50.0% shares
SHYG Ishares Tr-48.8% shares
XLU Select Sector Spdr Tr-47.1% shares
MSFT Microsoft Corp-45.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.5% /yr; S&P 500 +20.1%
3 years: +10.2% /yr; S&P 500 +20.4%
5 years: +3.5% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$516.3M	87
Q1 2026	$459.2M	74
Q4 2025	$435.8M	73
Q3 2025	$408.3M	68
Q2 2025	$370.7M	59
Q1 2025	$351.1M	62
Q4 2024	$341.7M	58
Q3 2024	$325.9M	52
Q2 2024	$276.7M	45
Q1 2024	$265.3M	53
Q3 2023	$213.6M	36
Q2 2023	$212.1M	34

Questions about Prudent Investors Network, Inc.'s portfolio

What stocks does Prudent Investors Network, Inc. own?

Prudent Investors Network, Inc.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 87 positions worth $516.3M. The largest are Ishares Tr (IEF) at 10.7%, Ishares Tr (EMB) at 10.4%, J P Morgan Exchange Traded F (JCPB) at 9.8%, Ishares Tr (IAGG) at 8.6% and Ishares Tr (IDEV) at 6.9%.

What did Prudent Investors Network, Inc. buy last quarter?

In Q2 2026, Prudent Investors Network, Inc. added Vanguard Index Fds (VUG) (+387.9% shares), Vanguard Index Fds (VO) (+316.4% shares) and Ishares Tr (SGOV) (+55.1% shares), compared with its Q1 2026 filing.

What did Prudent Investors Network, Inc. sell last quarter?

In Q2 2026, Prudent Investors Network, Inc. cut from its top 50 Pacer Fds Tr (COWZ), cut from its top 50 Ishares Tr (IWF), cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Visa Inc (V), Pimco ETF Tr (BOND) (-79.1% shares), Global X Fds (EMBD) (-60.1% shares) and Fidelity Merrimack Str Tr (FBND) (-55.1% shares), compared with its Q1 2026 filing.

How has Prudent Investors Network, Inc.'s portfolio performed?

A portfolio copying Prudent Investors Network, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.5% against +20.1%. Over 5 years: +3.5% a year against +11.2%.

When is Prudent Investors Network, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Prudent Investors Network, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Prudent Investors Network, Inc. manage?

Prudent Investors Network, Inc. reported $515.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $516.3M.