PI
Prudent Investor Advisors, LLC — 13F Portfolio Report & Top Holdings (Q3 2026)
Prudent Investor Advisors, LLCCIK: 0002152875
Long-term holderQuality / disciplined sizing
Total reported value
$127.6M
Reporting period: 2026-09-30 · Number of holdings: 34
Prudent Investor Advisors, LLC disclosed 34 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $127.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 56.56
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 68
- Sizing Uniformity
- 80.19
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
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Filing History
FAQ
What is Prudent Investor Advisors, LLC and what type of investor is it?
Prudent Investor Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $127.6M, spread across 34 disclosed positions.
What are Prudent Investor Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Prudent Investor Advisors, LLC's top holdings by market value are:
1. Dimensional US Core Equity M (DFAU) — $40.1M (31.4%)
2. Dimensional Short Duration (DFSD) — $15.8M (12.4%)
3. Dimensional International Co (DFAI) — $12.8M (10.0%)
4. Dimensional Core Fixed Inc (DFCF) — $10.3M (8.0%)
5. Dimensional US Core Equity 2 (DFAC) — $8.2M (6.4%)
What changes did Prudent Investor Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Prudent Investor Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Prudent Investor Advisors, LLC focus on?
Sector breakdown data is not yet available for Prudent Investor Advisors, LLC. Check back after the next 13F processing cycle.
Investment Profile
Prudent Investor Advisors, LLC's portfolio is moderately concentrated and long-term-holding.
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