Prudent Investors Network, Inc. holds a focused book of 87 stocks worth $516.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened JPMorgan Core Plus Bond ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Ishares 7-10 Year Treasury B at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Prudent Investors Network, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $552.7B |
| UBS Group AG | 80 / 80 | $150.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $107.8B |
| LPL Financial LLC | 80 / 80 | $101.0B |
| Cetera Investment Advisers | 80 / 80 | $28.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.4B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.6B |
| Global Retirement Partners, LLC | 80 / 80 | $2.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Prudent Investors Network, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR 7-10 YR TRSY BD | $55.4M | 586.0K | 10.7% | ▲+6.5% Added · +36K sh | |
| 2 | Ishares TR JPMORGAN USD EMG | $53.7M | 557.2K | 10.4% | ▲+14% Added · +70K sh | |
| 3 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $50.7M | 1.08M | 9.8% | ▲New New position | |
| 4 | Ishares TR CORE INTL AGGR | $44.2M | 872.6K | 8.6% | ▲+0.5% Added · +5K sh | |
| 5 | Ishares TR CORE MSCI INTL | $35.7M | 400.8K | 6.9% | ▲+8.1% Added · +30K sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $31.3M | 42.4K | 6.1% | ▼−0.5% Reduced · −197 sh | |
| 7 | Ishares TR MSCI USA MMENTM | $30.8M | 89.7K | 6.0% | ▲+30% Added · +21K sh | |
| 8 | Select Sector SPDR TR ST STR FINL ETF | $27.2M | 507.7K | 5.3% | ▲+25% Added · +102K sh | |
| 9 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $25.5M | 428.0K | 4.9% | ▲+11% Added · +42K sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $24.5M | 303.9K | 4.7% | ▲+316% Added · +231K sh | |
| 11 | SPDR Series Trust ST STR SP600 SML | $16.4M | 283.8K | 3.2% | ▲+28% Added · +63K sh | |
| 12 | Global X FDS ARTIFICIAL ETF | $16.2M | 246.5K | 3.1% | ▲+4.7% Added · +11K sh | |
| 13 | Pimco ETF TR ACTIVE BD ETF | $11.7M | 126.9K | 2.3% | ▼−79% Reduced · −481K sh | |
| 14 | Amazon Com Inc COM | $11.5M | 48.3K | 2.2% | ▼−8.7% Reduced · −5K sh | |
| 15 | Select Sector SPDR TR ST STR ENERG ETF | $11.2M | 211.0K | 2.2% | ▼−32% Reduced · −101K sh | |
| 16 | Select Sector SPDR TR ST STR CARE ETF | $10.0M | 63.1K | 1.9% | ▲+9.0% Added · +5K sh | |
| 17 | Select Sector SPDR TR ST STR STAPL ETF | $9.5M | 114.8K | 1.8% | ▲+16% Added · +15K sh | |
| 18 | Microsoft Corp COM | $4.6M | 12.3K | 0.9% | ▼−45% Reduced · −10K sh | |
| 19 | Fidelity Merrimack STR TR TOTAL BD ETF | $4.4M | 96.4K | 0.8% | ▼−55% Reduced · −119K sh | |
| 20 | Ishares TR 0-3 MTH TREASURY | $3.7M | 37.0K | 0.7% | ▲+55% Added · +13K sh | |
| 21 | Global X FDS X EMERGING MKT | $3.4M | 141.1K | 0.7% | ▼−60% Reduced · −212K sh | |
| 22 | Apple Inc COM | $3.3M | 11.4K | 0.6% | ▲+6.1% Added · +656 sh | |
| 23 | Nvidia Corporation COM | $1.6M | 7.9K | 0.3% | ▲+4.7% Added · +350 sh | |
| 24 | Palo Alto Networks Inc COM | $1.3M | 3.7K | 0.2% | ▲+2.2% Added · +80 sh | |
| 25 | Tesla Inc COM | $1.1M | 2.6K | 0.2% | —Held | |
| 26 | Schwab Strategic TR US LCAP GR ETF | $1.1M | 31.9K | 0.2% | ▲+25% Added · +6K sh | |
| 27 | Ishares TR U.S. TECH ETF | $937K | 3.7K | 0.2% | —Held | |
| 28 | Abbvie Inc COM | $915K | 3.6K | 0.2% | ▲+6.1% Added · +209 sh | |
| 29 | JPMorgan Chase & Co COM | $883K | 2.7K | 0.2% | ▲+4.3% Added · +110 sh | |
| 30 | Eli Lilly & Co COM | $866K | 722 | 0.2% | ▼−11% Reduced · −85 sh | |
| 31 | ASML Hldg NV N Y REGISTRY SHS | $792K | 398 | 0.2% | ▼−3.9% Reduced · −16 sh | |
| 32 | Vanguard Charlotte FDS TOTAL INT BD ETF | $780K | 16.1K | 0.2% | ▲+200% Added · +11K sh | |
| 33 | Vanguard Index FDS TOTAL STK MKT | $761K | 2.1K | 0.1% | ▼−50% Reduced · −2K sh | |
| 34 | Schwab Strategic TR US LCAP VA ETF | $741K | 21.3K | 0.1% | ▲+37% Added · +6K sh | |
| 35 | Vanguard Specialized Funds DIV APP ETF | $722K | 3.1K | 0.1% | ▼−50% Reduced · −3K sh | |
| 36 | Advanced Micro Devices Inc COM | $702K | 1.2K | 0.1% | ▲New New position | |
| 37 | Alphabet Inc CAP STK CL C | $680K | 1.9K | 0.1% | ▲+3.3% Added · +62 sh | |
| 38 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $622K | 8.7K | 0.1% | ▲+51% Added · +3K sh | |
| 39 | Ishares TR CORE S&P US VLU | $614K | 5.6K | 0.1% | —Held | |
| 40 | Select Sector SPDR TR ST STR UTIL ETF | $604K | 13.3K | 0.1% | ▼−47% Reduced · −12K sh | |
| 41 | Vanguard Index FDS GROWTH ETF | $564K | 6.6K | 0.1% | ▲+388% Added · +5K sh | |
| 42 | Exxon Mobil Corp COM | $552K | 4.0K | 0.1% | ▼−21% Reduced · −1K sh | |
| 43 | Costco Wholesale Corporation COM | $533K | 570 | 0.1% | ▼−7.8% Reduced · −48 sh | |
| 44 | Vanguard Index FDS VALUE ETF | $516K | 2.4K | 0.1% | ▼−2.1% Reduced · −50 sh | |
| 45 | Ishares TR 0-5YR HI YL CP | $508K | 12.0K | 0.1% | ▼−49% Reduced · −11K sh | |
| 46 | Wisdomtree TR FLOATNG RAT TREA | $500K | 9.9K | 0.1% | —Held | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $479K | 958 | 0.1% | ▼−2.7% Reduced · −27 sh | |
| 48 | American Express Co COM | $466K | 1.4K | 0.1% | ▲+7.8% Added · +100 sh | |
| 49 | Ishares TR CORE S&P500 ETF | $457K | 610 | 0.1% | ▼−24% Reduced · −195 sh | |
| 50 | Vanguard World FD ESG US STK ETF | $450K | 3.4K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1766005/holdings"
Use Arkolith to show PRUDENT INVESTORS NETWORK, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 87 | $516.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 74 | $459.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 73 | $435.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 68 | $408.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 59 | $370.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 62 | $351.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 58 | $341.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 52 | $325.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.