PI

Prudent Investors Network, INC.

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%.

Personality snowflake

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

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

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BONDPimco Active Bond Exchange-tETF-Other12.22%+11.71%+2437.38%
2IEFIshares 7-10 Year Treasury BETF-Gov Bonds11.44%+2.21%+31.59%
3EMBIshares Jp Morgan Usd EmergiETF-Other9.97%+9.54%+2396.56%
4IAGGIshares Intl Aggregate BondETF-Other9.46%+0.35%+9.38%
5IDEVIshares Core Msci Dev MktsETF-Other6.75%+0.17%+6.67%
6QQQInvesco Qqq Trust Series 1ETF-Tech5.36%-0.49%+2.80%
7VOVanguard Mid-cap ETFETF-Other4.56%-0.09%+4.51%
8VWOVanguard Ftse Emerging MarkeETF-Emerging Markets4.54%+2.77%+169.52%
9XLFSs Financial Select SectorETF-Other4.36%-1.92%-18.94%
10XLESs Energy Select SectorETF-Other4.17%+0.49%-13.05%
11MTUMIshares Msci USA Momentum FaETF-Other3.61%-0.37%-0.25%
12AMZNAmazon.com INCStock-Consumer Disc2.40%—+10.75%
13AIQGlobal X Art Intel & TechETF-Tech2.39%-0.15%+8.15%
14SPSMSs Spdr P S&p 600 Small CapETF-Small Cap2.32%+2.32%NEW
15FBNDFidelity Total Bond ETFETF-Other2.13%-11.76%-83.65%
16XLVSs Health Care Select SectorETF-Other1.85%-0.59%-15.85%
17MSFTMicrosoft CORPStock-Tech1.81%-0.33%+16.23%
18EMBDGlobal X Emerging Markets BdETF-Emerging Markets1.80%-9.84%-83.27%
19XLPSs Consumer Staples Sel SectETF-Other1.77%-0.41%-18.91%
20AAPLApple INCStock-Tech0.59%-0.06%+2.73%
21SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.52%-1.91%-77.43%
22VIGVanguard Dividend Apprec ETFETF-Other0.29%+0.29%NEW
23VTIVanguard Total Stock Mkt ETFETF-Other0.29%+0.14%+117.27%
24NVDANvidia CORPStock-Tech0.29%+0.13%+105.87%
25XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.25%-1.54%-86.24%
26SHYGIshares 0-5 Yr Hy CORP BondETF-Corp Bonds0.22%-0.08%-23.38%
27TSLATesla INCStock-Consumer Disc0.21%—+13.96%
28COWZPacer US Cash Cows 100 ETFETF-Other0.19%-0.11%-35.47%
29XOMExxon Mobil CORPStock-Energy0.19%-0.14%-58.00%
30IWFIshares Russell 1000 GrowthETF-Other0.17%+0.17%NEW
31JPMJpmorgan Chase & CoStock-Financials0.17%-0.03%-2.04%
32SCHGSchwab US Large-cap GrowthETF-Other0.16%-0.08%-21.42%
33ABBVAbbvie INCStock-Healthcare0.16%—-3.79%
34LLYEli Lilly & CoStock-Healthcare0.16%-0.04%—
35IYWIshares Ustechnology ETFETF-Tech0.15%—-0.56%
36GLDSpdr Gold SharesETF-Commodities0.14%+0.07%+79.71%
37COSTCostco Wholesale CORPStock-Consumer Staples0.13%+0.03%+24.60%
38VUGVanguard Growth ETFETF-Other0.13%+0.02%+35.52%
39PANWPalo Alto Networks INCStock-Tech0.13%-0.02%—
40IUSVIshares Core S&p U.s. ValueETF-Other0.12%—-1.69%
41ASMLASML Holding N.V.Stock-Tech0.12%+0.02%—
42GOOGAlphabet Inc-cl CStock-Comm Services0.12%—+8.76%
43IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.11%—+6.06%
44USFRWisdomtree Floating Rate TreETF-Other0.11%+0.11%NEW
45VTVVanguard Value ETFETF-Other0.10%—+8.63%
46SCHVSchwab US Large-cap ValueETF-Other0.10%——
47BRK-BBerkshire Hathaway Inc-cl BStock-Other0.10%-0.03%-11.18%
48VVisa Inc-class A SharesStock-Financials0.09%—-2.46%
49AXPAmerican Express CoStock-Financials0.08%-0.03%—
50VEAVanguard Ftse Developed ETFETF-Other0.08%—+1.49%
1–50 of 74

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
#TickerIssuerWeight ChangeShares ChangeAction
1BONDPimco Active Bond Exchange-t+11.7%+2437.38%Add
2EMBIshares Jp Morgan Usd Emergi+9.5%+2396.56%Add
3VWOVanguard Ftse Emerging Marke+2.8%+169.52%Add
4IEFIshares 7-10 Year Treasury B+2.2%+31.59%Add
5XLESs Energy Select Sector+0.5%-13.05%Trim
6IAGGIshares Intl Aggregate Bond+0.4%+9.38%Add
7IDEVIshares Core Msci Dev Mkts+0.2%+6.67%Add
8VTIVanguard Total Stock Mkt ETF+0.1%+117.27%Add
9NVDANvidia CORP+0.1%+105.87%Add
10GLDSpdr Gold Shares+0.1%+79.71%Add
11COSTCostco Wholesale CORP0%+24.60%Add
12ASMLASML Holding N.V.0%—Unchanged
13VUGVanguard Growth ETF0%+35.52%Add
14VHTVanguard Health Care ETF0%-27.45%Trim
15PANWPalo Alto Networks INC0%—Unchanged
16JPMJpmorgan Chase & Co0%-2.04%Trim
17AXPAmerican Express Co0%—Unchanged
18BRK-BBerkshire Hathaway Inc-cl B0%-11.18%Trim
19LLYEli Lilly & Co0%—Unchanged
20AAPLApple INC-0.1%+2.73%Add
21VOOVanguard S&p 500 ETF-0.1%-50.27%Trim
22SHYGIshares 0-5 Yr Hy CORP Bond-0.1%-23.38%Trim
23SCHGSchwab US Large-cap Growth-0.1%-21.42%Trim
24VOVanguard Mid-cap ETF-0.1%+4.51%Add
25COWZPacer US Cash Cows 100 ETF-0.1%-35.47%Trim
26XOMExxon Mobil CORP-0.1%-58.00%Trim
27AIQGlobal X Art Intel & Tech-0.2%+8.15%Add
28MSFTMicrosoft CORP-0.3%+16.23%Add
29MTUMIshares Msci USA Momentum Fa-0.4%-0.25%Trim
30XLPSs Consumer Staples Sel Sect-0.4%-18.91%Trim
31QQQInvesco Qqq Trust Series 1-0.5%+2.80%Add
32XLVSs Health Care Select Sector-0.6%-15.85%Trim
33XLUSt Sr Utl Sl Se Spdr Etf-usd-1.5%-86.24%Trim
34SGOVIshares 0-3 Month Treasury B-1.9%-77.43%Trim
35XLFSs Financial Select Sector-1.9%-18.94%Trim
36EMBDGlobal X Emerging Markets Bd-9.8%-83.27%Trim
37FBNDFidelity Total Bond ETF-11.8%-83.65%Trim
38SPSMSs Spdr P S&p 600 Small Cap—NEWNew buy
39VIGVanguard Dividend Apprec ETF—NEWNew buy
40IWFIshares Russell 1000 Growth—NEWNew buy
41USFRWisdomtree Floating Rate Tre—NEWNew buy
42IWSIshares Russell Mid-cap Valu—NEWNew buy
43ORCLOracle CORP—EXITSold out
44IYFIshares US Financials ETF—EXITSold out
45IJRIshares Core S&p Small-cap E—NEWNew buy
46BNDXVanguard Total Intl Bond ETF—NEWNew buy
47ISRGIntuitive Surgical INC—EXITSold out
48SPYSs Spdr S&p 500 ETF Trust-us—EXITSold out
49WFCWells Fargo & Co—EXITSold out
50METAMeta Platforms Inc-class A—EXITSold out

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%