Prudent Investors Network, INC. Institutional Portfolio (13F)

CIK: 0001766005

Diversified strategyMomentum followerSector-focused

Total reported value

$459.2M

Reporting period: 2026-03-31 · Number of holdings: 74

PRUDENT INVESTORS NETWORK, INC. disclosed 74 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $459.2M and a quarterly turnover rate of 61.7%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "P"

Personality snowflake

Concentration: 26.81
Portfolio Stability: 61.66
Momentum/Contrarian: 100
Sector conviction: 90.41
Diversification: 100
Sizing Uniformity: 79.97

Prudent Investors Network, INC.'s disclosed holdings carry a Herfindahl concentration index of 0.067 — mathematically equivalent to about 15 equally-sized positions, well below its 74 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.00), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 7% 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.

Recent moves

Trim FBND
-83.7%　-$50.7M
Add BOND
+2437.4%　$53.9M
Trim EMBD
-83.3%　-$42.4M
Add EMB
+2396.6%　$43.9M
Add VWO
+169.5%　$13.2M
Add IEF
+31.6%　$12.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BOND	Pimco Active Bond Exchange-t	ETF-Other	12.22%	+11.71%	+2437.38%
2	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	11.44%	+2.21%	+31.59%
3	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	9.97%	+9.54%	+2396.56%
4	IAGG	Ishares Intl Aggregate Bond	ETF-Other	9.46%	+0.35%	+9.38%
5	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	6.75%	+0.17%	+6.67%
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.36%	-0.49%	+2.80%
7	VO	Vanguard Mid-cap ETF	ETF-Other	4.56%	-0.09%	+4.51%
8	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	4.54%	+2.77%	+169.52%
9	XLF	Ss Financial Select Sector	ETF-Other	4.36%	-1.92%	-18.94%
10	XLE	Ss Energy Select Sector	ETF-Other	4.17%	+0.49%	-13.05%
11	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	3.61%	-0.37%	-0.25%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	2.40%	—	+10.75%
13	AIQ	Global X Art Intel & Tech	ETF-Tech	2.39%	-0.15%	+8.15%
14	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	2.32%	+2.32%	NEW
15	FBND	Fidelity Total Bond ETF	ETF-Other	2.13%	-11.76%	-83.65%
16	XLV	Ss Health Care Select Sector	ETF-Other	1.85%	-0.59%	-15.85%
17	MSFT	Microsoft CORP	Stock-Tech	1.81%	-0.33%	+16.23%
18	EMBD	Global X Emerging Markets Bd	ETF-Emerging Markets	1.80%	-9.84%	-83.27%
19	XLP	Ss Consumer Staples Sel Sect	ETF-Other	1.77%	-0.41%	-18.91%
20	AAPL	Apple INC	Stock-Tech	0.59%	-0.06%	+2.73%
21	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.52%	-1.91%	-77.43%
22	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.29%	+0.29%	NEW
23	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.29%	+0.14%	+117.27%
24	NVDA	Nvidia CORP	Stock-Tech	0.29%	+0.13%	+105.87%
25	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.25%	-1.54%	-86.24%
26	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.22%	-0.08%	-23.38%
27	TSLA	Tesla INC	Stock-Consumer Disc	0.21%	—	+13.96%
28	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.19%	-0.11%	-35.47%
29	XOM	Exxon Mobil CORP	Stock-Energy	0.19%	-0.14%	-58.00%
30	IWF	Ishares Russell 1000 Growth	ETF-Other	0.17%	+0.17%	NEW
31	JPM	Jpmorgan Chase & Co	Stock-Financials	0.17%	-0.03%	-2.04%
32	SCHG	Schwab US Large-cap Growth	ETF-Other	0.16%	-0.08%	-21.42%
33	ABBV	Abbvie INC	Stock-Healthcare	0.16%	—	-3.79%
34	LLY	Eli Lilly & Co	Stock-Healthcare	0.16%	-0.04%	—
35	IYW	Ishares Ustechnology ETF	ETF-Tech	0.15%	—	-0.56%
36	GLD	Spdr Gold Shares	ETF-Commodities	0.14%	+0.07%	+79.71%
37	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.13%	+0.03%	+24.60%
38	VUG	Vanguard Growth ETF	ETF-Other	0.13%	+0.02%	+35.52%
39	PANW	Palo Alto Networks INC	Stock-Tech	0.13%	-0.02%	—
40	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.12%	—	-1.69%
41	ASML	ASML Holding N.V.	Stock-Tech	0.12%	+0.02%	—
42	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.12%	—	+8.76%
43	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.11%	—	+6.06%
44	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.11%	+0.11%	NEW
45	VTV	Vanguard Value ETF	ETF-Other	0.10%	—	+8.63%
46	SCHV	Schwab US Large-cap Value	ETF-Other	0.10%	—	—
47	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.10%	-0.03%	-11.18%
48	V	Visa Inc-class A Shares	Stock-Financials	0.09%	—	-2.46%
49	AXP	American Express Co	Stock-Financials	0.08%	-0.03%	—
50	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.08%	—	+1.49%

1–50 of 74

Portfolio Performance

Performance for Q3 2026

+1.6%

Performance Last 4 Quarters

+12.4%

Based on 82% of reported portfolio value with available pricing

Stdev: +7.9%
Beta: +0.58
Alpha: +1.4%
Max Drawdown: -4%
Annualized Perf: +12.4%
Batting Avg vs S&P: +41.7%
Sortino: +3
Stutzer: +0.44
Treynor: +0.21
Sterling: +0.92
Calmar: +3.09
Information Ratio: -1.06
Tracking Error: +6%
Stdev Down: +4%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +24.4%
Worst 12 Months: +7.2%
Efficiency Ratio: +0.56
Sharpe: +1.52
Stdev Sectors: +14.8%
Skewness: -0.19
Kurtosis: -0.48
Upside Potential: +4.61

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	74	$459.2M	62	1BOND 2IEF 3EMB Top holdings2026-03-31 1.BOND 2.IEF 3.EMB 4.IAGG 5.IDEV 6.QQQ 7.VO 8.VWO 9.XLF 10.XLE
2025-12-31	73	$435.8M	19	1FBND 2EMBD 3IEF Top holdings2025-12-31 1.FBND 2.EMBD 3.IEF 4.IAGG 5.IDEV 6.XLF 7.QQQ 8.VO 9.MTUM 10.XLE
2025-09-30	68	$408.3M	18	1FBND 2EMBD 3IAGG Top holdings2025-09-30 1.FBND 2.EMBD 3.IAGG 4.IEF 5.XLF 6.QQQ 7.VO 8.IDEV 9.MTUM 10.COWZ
2025-06-30	59	$370.7M	0	1FBND 2EMBD 3IAGG Top holdings2025-06-30 1.FBND 2.EMBD 3.IAGG 4.IEF 5.XLF 6.QQQ 7.VO 8.IDEV 9.MTUM 10.COWZ
2025-03-31	62	$351.1M	100	1FBND 2EMBD 3IEF Top holdings2025-03-31 1.FBND 2.EMBD 3.IEF 4.IAGG 5.XLF 6.VO 7.QQQ 8.IDEV 9.XLE 10.MTUM
2024-12-31	58	$341.7M	0	1BOND 2QQQ 3EMBD Top holdings2024-12-31 1.BOND 2.QQQ 3.EMBD 4.IEF 5.XLF 6.VO 7.IAGG 8.SGOV 9.MTUM 10.MSFT
2024-09-30	52	$325.9M	0	1BOND 2QQQ 3IEF Top holdings2024-09-30 1.BOND 2.QQQ 3.IEF 4.EMBD 5.XLF 6.VO 7.IAGG 8.SGOV 9.MTUM 10.XLV
2024-06-30	45	$276.7M	0	1QQQ 2IEF 3EMB Top holdings2024-06-30 1.QQQ 2.IEF 3.EMB 4.BOND 5.MTUM 6.IAGG 7.VO 8.MSFT 9.SGOV 10.XLF
2024-03-31	53	$265.3M	0	1IEF 2QQQ 3EMB Top holdings2024-03-31 1.IEF 2.QQQ 3.EMB 4.BOND 5.VO 6.MTUM 7.IAGG 8.XLF 9.MSFT 10.SGOV
2023-09-30	36	$213.6M	0	1VGSH 2VCSH 3EMB Top holdings2023-09-30 1.VGSH 2.VCSH 3.EMB 4.BOND 5.QQQ 6.IAGG 7.VIG 8.XLE 9.MTUM 10.XLF
2023-06-30	34	$212.1M	0	1VGSH 2VCSH 3EMB Top holdings2023-06-30 1.VGSH 2.VCSH 3.EMB 4.BOND 5.QQQ 6.IAGG 7.VIG 8.VWO 9.XLE 10.MTUM
2023-03-31	32	$210.8M	0	1VGSH 2VCSH 3EMB Top holdings2023-03-31 1.VGSH 2.VCSH 3.EMB 4.BOND 5.IAGG 6.QQQ 7.VIG 8.VWO 9.XLE 10.MTUM
2022-12-31	33	$211.7M	0	1XLF 2IFLN 3GOVT Top holdings2022-12-31 1.XLF 2.IFLN 3.GOVT 4.EMB 5.BOND 6.QQQ 7.IAGG 8.VIG 9.XLE 10.XLU
2022-09-30	33	$189.0M	0	1QQQ 2IFLN 3GOVT Top holdings2022-09-30 1.QQQ 2.IFLN 3.GOVT 4.MTUM 5.BOND 6.EMB 7.XLF 8.IAGG 9.SPYD 10.AMZN
2022-06-30	30	$192.4M	0	1QQQ 2GOVT 3IFLN Top holdings2022-06-30 1.QQQ 2.GOVT 3.IFLN 4.MTUM 5.BOND 6.EMB 7.XLF 8.IAGG 9.SPYD 10.XLV
2022-03-31	35	$215.3M	0	1IFLN 2GOVT 3EMB Top holdings2022-03-31 1.IFLN 2.GOVT 3.EMB 4.BOND 5.MTUM 6.IAGG 7.QQQ 8.XLF 9.SPYD 10.XLV
2021-12-31	29	$212.2M	0	1IAGG 2IFLN 3MTUM Top holdings2021-12-31 1.IAGG 2.IFLN 3.MTUM 4.GOVT 5.BOND 6.QQQ 7.XLF 8.SPYD 9.VGK 10.XLV
2021-09-30	34	$199.8M	0	1MTUM 2EMB 3IFLN Top holdings2021-09-30 1.MTUM 2.EMB 3.IFLN 4.BOND 5.QQQ 6.IAGG 7.XLF 8.GOVT 9.SPYD 10.VGK
2021-06-30	32	$197.2M	100	1MTUM 2EMB 3BOND Top holdings2021-06-30 1.MTUM 2.EMB 3.BOND 4.IFLN 5.QQQ 6.IAGG 7.XLF 8.GOVT 9.SPYD 10.VGK
2021-03-31	27	$177.2M	12	1EMB 2MTUM 3BOND Top holdings2021-03-31 1.EMB 2.MTUM 3.BOND 4.IFLN 5.IAGG 6.QQQ 7.GOVT 8.XLF 9.SPYD 10.VGK
2020-12-31	24	$164.7M	32	1EMB 2BOND 3MTUM Top holdings2020-12-31 1.EMB 2.BOND 3.MTUM 4.IFLN 5.IAGG 6.QQQ 7.GOVT 8.XLF 9.IEMG 10.VGK
2020-09-30	23	$151.0M	39	1BOND 2EMB 3GOVT Top holdings2020-09-30 1.BOND 2.EMB 3.GOVT 4.MTUM 5.IAGG 6.QQQ 7.VGK 8.XLF 9.O 10.XLV
2020-06-30	23	$147.4M	18	1GOVT 2BOND 3MTUM Top holdings2020-06-30 1.GOVT 2.BOND 3.MTUM 4.QQQ 5.IAGG 6.EMB 7.SPHD 8.XLF 9.O 10.XLV
2020-03-31	22	$130.4M	78	1GOVT 2MTUM 3BOND Top holdings2020-03-31 1.GOVT 2.MTUM 3.BOND 4.QQQ 5.SPHD 6.EMB 7.IAGG 8.XLF 9.O 10.XLE
2019-12-31	22	$112.7M	—	1MTUM 2EMB 3BOND Top holdings2019-12-31 1.MTUM 2.EMB 3.BOND 4.IFLN 5.SPYD 6.IAGG 7.XLF 8.XLE 9.MCHI 10.AAPL

Holding changes this quarter

Prudent Investors Network, INC.'s most significant position changes for 2026-03-31: New buy: Ss Spdr P S&p 600 Small Cap (SPSM); New buy: Vanguard Dividend Apprec ETF (VIG); New buy: Ishares Russell 1000 Growth (IWF); New buy: Wisdomtree Floating Rate Tre (USFR); New buy: Ishares Russell Mid-cap Valu (IWS).

Position changes disclosed by Prudent Investors Network, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BOND	Pimco Active Bond Exchange-t	+11.7%	+2437.38%	Add
2	EMB	Ishares Jp Morgan Usd Emergi	+9.5%	+2396.56%	Add
3	VWO	Vanguard Ftse Emerging Marke	+2.8%	+169.52%	Add
4	IEF	Ishares 7-10 Year Treasury B	+2.2%	+31.59%	Add
5	XLE	Ss Energy Select Sector	+0.5%	-13.05%	Trim
6	IAGG	Ishares Intl Aggregate Bond	+0.4%	+9.38%	Add
7	IDEV	Ishares Core Msci Dev Mkts	+0.2%	+6.67%	Add
8	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+117.27%	Add
9	NVDA	Nvidia CORP	+0.1%	+105.87%	Add
10	GLD	Spdr Gold Shares	+0.1%	+79.71%	Add
11	COST	Costco Wholesale CORP	0%	+24.60%	Add
12	ASML	ASML Holding N.V.	0%	—	Unchanged
13	VUG	Vanguard Growth ETF	0%	+35.52%	Add
14	VHT	Vanguard Health Care ETF	0%	-27.45%	Trim
15	PANW	Palo Alto Networks INC	0%	—	Unchanged
16	JPM	Jpmorgan Chase & Co	0%	-2.04%	Trim
17	AXP	American Express Co	0%	—	Unchanged
18	BRK-B	Berkshire Hathaway Inc-cl B	0%	-11.18%	Trim
19	LLY	Eli Lilly & Co	0%	—	Unchanged
20	AAPL	Apple INC	-0.1%	+2.73%	Add
21	VOO	Vanguard S&p 500 ETF	-0.1%	-50.27%	Trim
22	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.1%	-23.38%	Trim
23	SCHG	Schwab US Large-cap Growth	-0.1%	-21.42%	Trim
24	VO	Vanguard Mid-cap ETF	-0.1%	+4.51%	Add
25	COWZ	Pacer US Cash Cows 100 ETF	-0.1%	-35.47%	Trim
26	XOM	Exxon Mobil CORP	-0.1%	-58.00%	Trim
27	AIQ	Global X Art Intel & Tech	-0.2%	+8.15%	Add
28	MSFT	Microsoft CORP	-0.3%	+16.23%	Add
29	MTUM	Ishares Msci USA Momentum Fa	-0.4%	-0.25%	Trim
30	XLP	Ss Consumer Staples Sel Sect	-0.4%	-18.91%	Trim
31	QQQ	Invesco Qqq Trust Series 1	-0.5%	+2.80%	Add
32	XLV	Ss Health Care Select Sector	-0.6%	-15.85%	Trim
33	XLU	St Sr Utl Sl Se Spdr Etf-usd	-1.5%	-86.24%	Trim
34	SGOV	Ishares 0-3 Month Treasury B	-1.9%	-77.43%	Trim
35	XLF	Ss Financial Select Sector	-1.9%	-18.94%	Trim
36	EMBD	Global X Emerging Markets Bd	-9.8%	-83.27%	Trim
37	FBND	Fidelity Total Bond ETF	-11.8%	-83.65%	Trim
38	SPSM	Ss Spdr P S&p 600 Small Cap	—	NEW	New buy
39	VIG	Vanguard Dividend Apprec ETF	—	NEW	New buy
40	IWF	Ishares Russell 1000 Growth	—	NEW	New buy
41	USFR	Wisdomtree Floating Rate Tre	—	NEW	New buy
42	IWS	Ishares Russell Mid-cap Valu	—	NEW	New buy
43	ORCL	Oracle CORP	—	EXIT	Sold out
44	IYF	Ishares US Financials ETF	—	EXIT	Sold out
45	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
46	BNDX	Vanguard Total Intl Bond ETF	—	NEW	New buy
47	ISRG	Intuitive Surgical INC	—	EXIT	Sold out
48	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
49	WFC	Wells Fargo & Co	—	EXIT	Sold out
50	META	Meta Platforms Inc-class A	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-11	13F-HR	View on EDGAR
2025-12-31	2026-02-05	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-01-24	13F-HR	View on EDGAR
2024-09-30	2024-10-31	13F-HR	View on EDGAR
2024-06-30	2024-07-31	13F-HR	View on EDGAR
2024-03-31	2024-05-16	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-07-18	13F-HR	View on EDGAR
2023-03-31	2023-05-18	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-01	13F-HR	View on EDGAR
2022-06-30	2022-09-14	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-02-09	13F-HR	View on EDGAR
2021-09-30	2021-11-09	13F-HR	View on EDGAR
2021-06-30	2021-07-26	13F-HR	View on EDGAR
2021-03-31	2021-04-29	13F-HR	View on EDGAR
2020-12-31	2021-01-28	13F-HR	View on EDGAR
2020-09-30	2020-11-03	13F-HR	View on EDGAR
2020-06-30	2020-08-11	13F-HR	View on EDGAR
2020-03-31	2020-04-08	13F-HR	View on EDGAR
2019-12-31	2020-01-30	13F-HR	View on EDGAR

FAQ

What is Prudent Investors Network, INC. and what type of investor is it?

Prudent Investors Network, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $459.2M, spread across 74 disclosed positions.

What are Prudent Investors Network, INC.'s largest equity positions?

Based on the latest 13F filing, Prudent Investors Network, INC.'s top holdings by market value are: 1. Pimco Active Bond Exchange-t (BOND) — $56.1M (12.2%) 2. Ishares 7-10 Year Treasury B (IEF) — $52.5M (11.4%) 3. Ishares Jp Morgan Usd Emergi (EMB) — $45.8M (10.0%) 4. Ishares Intl Aggregate Bond (IAGG) — $43.4M (9.5%) 5. Ishares Core Msci Dev Mkts (IDEV) — $31.0M (6.8%)

What changes did Prudent Investors Network, INC. make in its most recent portfolio filing?

In the latest reported quarter, Prudent Investors Network, INC. made 46 notable position adjustments: 7 new positions were initiated, 16 existing holdings were added to, 17 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: Ss Spdr P S&p 600 Small Cap (SPSM); New buy: Vanguard Dividend Apprec ETF (VIG); New buy: Ishares Russell 1000 Growth (IWF); New buy: Wisdomtree Floating Rate Tre (USFR); New buy: Ishares Russell Mid-cap Valu (IWS)

What sectors does Prudent Investors Network, INC. focus on?

Prudent Investors Network, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.1% • Consumer Discretionary: 35.6% • Financials: 7.6% • Health Care: 7.3% • Consumer Staples: 2.8% • Energy: 2.6%

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Prudent Investors Network, INC. Institutional Portfolio (13F)

CIK: 0001766005

Diversified strategyMomentum followerSector-focused

Total reported value

$459.2M

Reporting period: 2026-03-31 · Number of holdings: 74

PRUDENT INVESTORS NETWORK, INC. disclosed 74 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $459.2M and a quarterly turnover rate of 61.7%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "P"

Personality snowflake

Concentration: 26.81
Portfolio Stability: 61.66
Momentum/Contrarian: 100
Sector conviction: 90.41
Diversification: 100
Sizing Uniformity: 79.97

Position sizes vary widely across the portfolio (a coefficient of variation of 2.00), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim FBND
-83.7%　-$50.7M
Add BOND
+2437.4%　$53.9M
Trim EMBD
-83.3%　-$42.4M
Add EMB
+2396.6%　$43.9M
Add VWO
+169.5%　$13.2M
Add IEF
+31.6%　$12.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BOND	Pimco Active Bond Exchange-t	ETF-Other	12.22%	+11.71%	+2437.38%
2	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	11.44%	+2.21%	+31.59%
3	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	9.97%	+9.54%	+2396.56%
4	IAGG	Ishares Intl Aggregate Bond	ETF-Other	9.46%	+0.35%	+9.38%
5	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	6.75%	+0.17%	+6.67%
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.36%	-0.49%	+2.80%
7	VO	Vanguard Mid-cap ETF	ETF-Other	4.56%	-0.09%	+4.51%
8	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	4.54%	+2.77%	+169.52%
9	XLF	Ss Financial Select Sector	ETF-Other	4.36%	-1.92%	-18.94%
10	XLE	Ss Energy Select Sector	ETF-Other	4.17%	+0.49%	-13.05%
11	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	3.61%	-0.37%	-0.25%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	2.40%	—	+10.75%
13	AIQ	Global X Art Intel & Tech	ETF-Tech	2.39%	-0.15%	+8.15%
14	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	2.32%	+2.32%	NEW
15	FBND	Fidelity Total Bond ETF	ETF-Other	2.13%	-11.76%	-83.65%
16	XLV	Ss Health Care Select Sector	ETF-Other	1.85%	-0.59%	-15.85%
17	MSFT	Microsoft CORP	Stock-Tech	1.81%	-0.33%	+16.23%
18	EMBD	Global X Emerging Markets Bd	ETF-Emerging Markets	1.80%	-9.84%	-83.27%
19	XLP	Ss Consumer Staples Sel Sect	ETF-Other	1.77%	-0.41%	-18.91%
20	AAPL	Apple INC	Stock-Tech	0.59%	-0.06%	+2.73%
21	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.52%	-1.91%	-77.43%
22	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.29%	+0.29%	NEW
23	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.29%	+0.14%	+117.27%
24	NVDA	Nvidia CORP	Stock-Tech	0.29%	+0.13%	+105.87%
25	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.25%	-1.54%	-86.24%
26	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.22%	-0.08%	-23.38%
27	TSLA	Tesla INC	Stock-Consumer Disc	0.21%	—	+13.96%
28	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.19%	-0.11%	-35.47%
29	XOM	Exxon Mobil CORP	Stock-Energy	0.19%	-0.14%	-58.00%
30	IWF	Ishares Russell 1000 Growth	ETF-Other	0.17%	+0.17%	NEW
31	JPM	Jpmorgan Chase & Co	Stock-Financials	0.17%	-0.03%	-2.04%
32	SCHG	Schwab US Large-cap Growth	ETF-Other	0.16%	-0.08%	-21.42%
33	ABBV	Abbvie INC	Stock-Healthcare	0.16%	—	-3.79%
34	LLY	Eli Lilly & Co	Stock-Healthcare	0.16%	-0.04%	—
35	IYW	Ishares Ustechnology ETF	ETF-Tech	0.15%	—	-0.56%
36	GLD	Spdr Gold Shares	ETF-Commodities	0.14%	+0.07%	+79.71%
37	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.13%	+0.03%	+24.60%
38	VUG	Vanguard Growth ETF	ETF-Other	0.13%	+0.02%	+35.52%
39	PANW	Palo Alto Networks INC	Stock-Tech	0.13%	-0.02%	—
40	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.12%	—	-1.69%
41	ASML	ASML Holding N.V.	Stock-Tech	0.12%	+0.02%	—
42	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.12%	—	+8.76%
43	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.11%	—	+6.06%
44	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.11%	+0.11%	NEW
45	VTV	Vanguard Value ETF	ETF-Other	0.10%	—	+8.63%
46	SCHV	Schwab US Large-cap Value	ETF-Other	0.10%	—	—
47	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.10%	-0.03%	-11.18%
48	V	Visa Inc-class A Shares	Stock-Financials	0.09%	—	-2.46%
49	AXP	American Express Co	Stock-Financials	0.08%	-0.03%	—
50	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.08%	—	+1.49%

1–50 of 74

Portfolio Performance

Performance for Q3 2026

+1.6%

Performance Last 4 Quarters

+12.4%

Based on 82% of reported portfolio value with available pricing

Stdev: +7.9%
Beta: +0.58
Alpha: +1.4%
Max Drawdown: -4%
Annualized Perf: +12.4%
Batting Avg vs S&P: +41.7%
Sortino: +3
Stutzer: +0.44
Treynor: +0.21
Sterling: +0.92
Calmar: +3.09
Information Ratio: -1.06
Tracking Error: +6%
Stdev Down: +4%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +24.4%
Worst 12 Months: +7.2%
Efficiency Ratio: +0.56
Sharpe: +1.52
Stdev Sectors: +14.8%
Skewness: -0.19
Kurtosis: -0.48
Upside Potential: +4.61

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	74	$459.2M	62	1BOND 2IEF 3EMB Top holdings2026-03-31 1.BOND 2.IEF 3.EMB 4.IAGG 5.IDEV 6.QQQ 7.VO 8.VWO 9.XLF 10.XLE
2025-12-31	73	$435.8M	19	1FBND 2EMBD 3IEF Top holdings2025-12-31 1.FBND 2.EMBD 3.IEF 4.IAGG 5.IDEV 6.XLF 7.QQQ 8.VO 9.MTUM 10.XLE
2025-09-30	68	$408.3M	18	1FBND 2EMBD 3IAGG Top holdings2025-09-30 1.FBND 2.EMBD 3.IAGG 4.IEF 5.XLF 6.QQQ 7.VO 8.IDEV 9.MTUM 10.COWZ
2025-06-30	59	$370.7M	0	1FBND 2EMBD 3IAGG Top holdings2025-06-30 1.FBND 2.EMBD 3.IAGG 4.IEF 5.XLF 6.QQQ 7.VO 8.IDEV 9.MTUM 10.COWZ
2025-03-31	62	$351.1M	100	1FBND 2EMBD 3IEF Top holdings2025-03-31 1.FBND 2.EMBD 3.IEF 4.IAGG 5.XLF 6.VO 7.QQQ 8.IDEV 9.XLE 10.MTUM
2024-12-31	58	$341.7M	0	1BOND 2QQQ 3EMBD Top holdings2024-12-31 1.BOND 2.QQQ 3.EMBD 4.IEF 5.XLF 6.VO 7.IAGG 8.SGOV 9.MTUM 10.MSFT
2024-09-30	52	$325.9M	0	1BOND 2QQQ 3IEF Top holdings2024-09-30 1.BOND 2.QQQ 3.IEF 4.EMBD 5.XLF 6.VO 7.IAGG 8.SGOV 9.MTUM 10.XLV
2024-06-30	45	$276.7M	0	1QQQ 2IEF 3EMB Top holdings2024-06-30 1.QQQ 2.IEF 3.EMB 4.BOND 5.MTUM 6.IAGG 7.VO 8.MSFT 9.SGOV 10.XLF
2024-03-31	53	$265.3M	0	1IEF 2QQQ 3EMB Top holdings2024-03-31 1.IEF 2.QQQ 3.EMB 4.BOND 5.VO 6.MTUM 7.IAGG 8.XLF 9.MSFT 10.SGOV
2023-09-30	36	$213.6M	0	1VGSH 2VCSH 3EMB Top holdings2023-09-30 1.VGSH 2.VCSH 3.EMB 4.BOND 5.QQQ 6.IAGG 7.VIG 8.XLE 9.MTUM 10.XLF
2023-06-30	34	$212.1M	0	1VGSH 2VCSH 3EMB Top holdings2023-06-30 1.VGSH 2.VCSH 3.EMB 4.BOND 5.QQQ 6.IAGG 7.VIG 8.VWO 9.XLE 10.MTUM
2023-03-31	32	$210.8M	0	1VGSH 2VCSH 3EMB Top holdings2023-03-31 1.VGSH 2.VCSH 3.EMB 4.BOND 5.IAGG 6.QQQ 7.VIG 8.VWO 9.XLE 10.MTUM
2022-12-31	33	$211.7M	0	1XLF 2IFLN 3GOVT Top holdings2022-12-31 1.XLF 2.IFLN 3.GOVT 4.EMB 5.BOND 6.QQQ 7.IAGG 8.VIG 9.XLE 10.XLU
2022-09-30	33	$189.0M	0	1QQQ 2IFLN 3GOVT Top holdings2022-09-30 1.QQQ 2.IFLN 3.GOVT 4.MTUM 5.BOND 6.EMB 7.XLF 8.IAGG 9.SPYD 10.AMZN
2022-06-30	30	$192.4M	0	1QQQ 2GOVT 3IFLN Top holdings2022-06-30 1.QQQ 2.GOVT 3.IFLN 4.MTUM 5.BOND 6.EMB 7.XLF 8.IAGG 9.SPYD 10.XLV
2022-03-31	35	$215.3M	0	1IFLN 2GOVT 3EMB Top holdings2022-03-31 1.IFLN 2.GOVT 3.EMB 4.BOND 5.MTUM 6.IAGG 7.QQQ 8.XLF 9.SPYD 10.XLV
2021-12-31	29	$212.2M	0	1IAGG 2IFLN 3MTUM Top holdings2021-12-31 1.IAGG 2.IFLN 3.MTUM 4.GOVT 5.BOND 6.QQQ 7.XLF 8.SPYD 9.VGK 10.XLV
2021-09-30	34	$199.8M	0	1MTUM 2EMB 3IFLN Top holdings2021-09-30 1.MTUM 2.EMB 3.IFLN 4.BOND 5.QQQ 6.IAGG 7.XLF 8.GOVT 9.SPYD 10.VGK
2021-06-30	32	$197.2M	100	1MTUM 2EMB 3BOND Top holdings2021-06-30 1.MTUM 2.EMB 3.BOND 4.IFLN 5.QQQ 6.IAGG 7.XLF 8.GOVT 9.SPYD 10.VGK
2021-03-31	27	$177.2M	12	1EMB 2MTUM 3BOND Top holdings2021-03-31 1.EMB 2.MTUM 3.BOND 4.IFLN 5.IAGG 6.QQQ 7.GOVT 8.XLF 9.SPYD 10.VGK
2020-12-31	24	$164.7M	32	1EMB 2BOND 3MTUM Top holdings2020-12-31 1.EMB 2.BOND 3.MTUM 4.IFLN 5.IAGG 6.QQQ 7.GOVT 8.XLF 9.IEMG 10.VGK
2020-09-30	23	$151.0M	39	1BOND 2EMB 3GOVT Top holdings2020-09-30 1.BOND 2.EMB 3.GOVT 4.MTUM 5.IAGG 6.QQQ 7.VGK 8.XLF 9.O 10.XLV
2020-06-30	23	$147.4M	18	1GOVT 2BOND 3MTUM Top holdings2020-06-30 1.GOVT 2.BOND 3.MTUM 4.QQQ 5.IAGG 6.EMB 7.SPHD 8.XLF 9.O 10.XLV
2020-03-31	22	$130.4M	78	1GOVT 2MTUM 3BOND Top holdings2020-03-31 1.GOVT 2.MTUM 3.BOND 4.QQQ 5.SPHD 6.EMB 7.IAGG 8.XLF 9.O 10.XLE
2019-12-31	22	$112.7M	—	1MTUM 2EMB 3BOND Top holdings2019-12-31 1.MTUM 2.EMB 3.BOND 4.IFLN 5.SPYD 6.IAGG 7.XLF 8.XLE 9.MCHI 10.AAPL

Holding changes this quarter

Position changes disclosed by Prudent Investors Network, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BOND	Pimco Active Bond Exchange-t	+11.7%	+2437.38%	Add
2	EMB	Ishares Jp Morgan Usd Emergi	+9.5%	+2396.56%	Add
3	VWO	Vanguard Ftse Emerging Marke	+2.8%	+169.52%	Add
4	IEF	Ishares 7-10 Year Treasury B	+2.2%	+31.59%	Add
5	XLE	Ss Energy Select Sector	+0.5%	-13.05%	Trim
6	IAGG	Ishares Intl Aggregate Bond	+0.4%	+9.38%	Add
7	IDEV	Ishares Core Msci Dev Mkts	+0.2%	+6.67%	Add
8	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+117.27%	Add
9	NVDA	Nvidia CORP	+0.1%	+105.87%	Add
10	GLD	Spdr Gold Shares	+0.1%	+79.71%	Add
11	COST	Costco Wholesale CORP	0%	+24.60%	Add
12	ASML	ASML Holding N.V.	0%	—	Unchanged
13	VUG	Vanguard Growth ETF	0%	+35.52%	Add
14	VHT	Vanguard Health Care ETF	0%	-27.45%	Trim
15	PANW	Palo Alto Networks INC	0%	—	Unchanged
16	JPM	Jpmorgan Chase & Co	0%	-2.04%	Trim
17	AXP	American Express Co	0%	—	Unchanged
18	BRK-B	Berkshire Hathaway Inc-cl B	0%	-11.18%	Trim
19	LLY	Eli Lilly & Co	0%	—	Unchanged
20	AAPL	Apple INC	-0.1%	+2.73%	Add
21	VOO	Vanguard S&p 500 ETF	-0.1%	-50.27%	Trim
22	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.1%	-23.38%	Trim
23	SCHG	Schwab US Large-cap Growth	-0.1%	-21.42%	Trim
24	VO	Vanguard Mid-cap ETF	-0.1%	+4.51%	Add
25	COWZ	Pacer US Cash Cows 100 ETF	-0.1%	-35.47%	Trim
26	XOM	Exxon Mobil CORP	-0.1%	-58.00%	Trim
27	AIQ	Global X Art Intel & Tech	-0.2%	+8.15%	Add
28	MSFT	Microsoft CORP	-0.3%	+16.23%	Add
29	MTUM	Ishares Msci USA Momentum Fa	-0.4%	-0.25%	Trim
30	XLP	Ss Consumer Staples Sel Sect	-0.4%	-18.91%	Trim
31	QQQ	Invesco Qqq Trust Series 1	-0.5%	+2.80%	Add
32	XLV	Ss Health Care Select Sector	-0.6%	-15.85%	Trim
33	XLU	St Sr Utl Sl Se Spdr Etf-usd	-1.5%	-86.24%	Trim
34	SGOV	Ishares 0-3 Month Treasury B	-1.9%	-77.43%	Trim
35	XLF	Ss Financial Select Sector	-1.9%	-18.94%	Trim
36	EMBD	Global X Emerging Markets Bd	-9.8%	-83.27%	Trim
37	FBND	Fidelity Total Bond ETF	-11.8%	-83.65%	Trim
38	SPSM	Ss Spdr P S&p 600 Small Cap	—	NEW	New buy
39	VIG	Vanguard Dividend Apprec ETF	—	NEW	New buy
40	IWF	Ishares Russell 1000 Growth	—	NEW	New buy
41	USFR	Wisdomtree Floating Rate Tre	—	NEW	New buy
42	IWS	Ishares Russell Mid-cap Valu	—	NEW	New buy
43	ORCL	Oracle CORP	—	EXIT	Sold out
44	IYF	Ishares US Financials ETF	—	EXIT	Sold out
45	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
46	BNDX	Vanguard Total Intl Bond ETF	—	NEW	New buy
47	ISRG	Intuitive Surgical INC	—	EXIT	Sold out
48	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
49	WFC	Wells Fargo & Co	—	EXIT	Sold out
50	META	Meta Platforms Inc-class A	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-11	13F-HR	View on EDGAR
2025-12-31	2026-02-05	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-01-24	13F-HR	View on EDGAR
2024-09-30	2024-10-31	13F-HR	View on EDGAR
2024-06-30	2024-07-31	13F-HR	View on EDGAR
2024-03-31	2024-05-16	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-07-18	13F-HR	View on EDGAR
2023-03-31	2023-05-18	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-01	13F-HR	View on EDGAR
2022-06-30	2022-09-14	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-02-09	13F-HR	View on EDGAR
2021-09-30	2021-11-09	13F-HR	View on EDGAR
2021-06-30	2021-07-26	13F-HR	View on EDGAR
2021-03-31	2021-04-29	13F-HR	View on EDGAR
2020-12-31	2021-01-28	13F-HR	View on EDGAR
2020-09-30	2020-11-03	13F-HR	View on EDGAR
2020-06-30	2020-08-11	13F-HR	View on EDGAR
2020-03-31	2020-04-08	13F-HR	View on EDGAR
2019-12-31	2020-01-30	13F-HR	View on EDGAR