Prudent Investors Network

LAKE FOREST, CAfiles as PRUDENT INVESTORS NETWORK, INC.

$516m in 87 US stocks at the end of 30 June 2026. The top 10 are 73.4% of the money. It changed about 18.2% of the portfolio this quarter.

Value

$516m

Stocks

Top 10 share

73.4%

Turnover

18.2%

What changed this quarter

New

Bought for the first time this quarter.

J P Morgan Exchange Traded FJCPB
9.8% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
Vanguard World FDESGV
<0.1% of the fund
American Electric PowerAEP
<0.1% of the fund
Vanguard MUN BD FDSVTEB
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
Blackrock Muniholdings California Quality FundMUC
<0.1% of the fund
SanminaSANM
<0.1% of the fund
CareTrust REITCTRE
<0.1% of the fund
Wells Fargo & CompanyWFC
<0.1% of the fund
Ishares TRIYF
<0.1% of the fund
Vanguard Index FDSVV
<0.1% of the fund
Howmet AerospaceHWM
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIEF
10.7% of the fund
+6%
Ishares TREMB
10.4% of the fund
+14%
Ishares TRIDEV
6.9% of the fund
+8%
Ishares TRMTUM
6.0% of the fund
+30%
Select Sector Spdr TRXLF
5.3% of the fund
+25%
Vanguard Intl Equity Index FVWO
4.9% of the fund
+11%
Vanguard Index FDSVO
4.7% of the fund
+4%
Spdr Series TrustSPSM
3.2% of the fund
+28%
Global X FDSAIQ
3.1% of the fund
+5%
Select Sector Spdr TRXLV
1.9% of the fund
+9%
Select Sector Spdr TRXLP
1.8% of the fund
+16%
Ishares TRSGOV
0.7% of the fund
+55%
AppleAAPL
0.6% of the fund
+6%
NvidiaNVDA
0.3% of the fund
+5%
Palo Alto NetworksPANW
0.2% of the fund
+2%
Schwab Strategic TRSCHG
0.2% of the fund
+25%
AbbVieABBV
0.2% of the fund
+6%
JPMorgan ChaseJPM
0.2% of the fund
+4%
Vanguard Charlotte FDSBNDX
0.2% of the fund
+200%
Schwab Strategic TRSCHV
0.1% of the fund
+37%
AlphabetGOOG
0.1% of the fund
+3%
Vanguard Tax-Managed FDSVEA
0.1% of the fund
+51%
American ExpressAXP
<0.1% of the fund
+8%
WalmartWMT
<0.1% of the fund
+29%
Ishares TRIEFA
<0.1% of the fund
+45%

Cut

Sold some of their stake.

Pimco ETF TRBOND
2.3% of the fund
-79%
Amazon.comAMZN
2.2% of the fund
-9%
Select Sector Spdr TRXLE
2.2% of the fund
-32%
MicrosoftMSFT
0.9% of the fund
-45%
Fidelity Merrimack STR TRFBND
0.8% of the fund
-55%
Global X FDSEMBD
0.7% of the fund
-60%
Eli LillyLLY
0.2% of the fund
-11%
ASML Holding NVASML
0.2% of the fund
-4%
Vanguard Index FDSVTI
0.1% of the fund
-50%
Vanguard Specialized FundsVIG
0.1% of the fund
-50%
Select Sector Spdr TRXLU
0.1% of the fund
-47%
Vanguard Index FDSVUG
0.1% of the fund
-19%
ExxonMobil HoldingsXOM
0.1% of the fund
-21%
Costco WholesaleCOST
0.1% of the fund
-8%
Vanguard Index FDSVTV
<0.1% of the fund
-2%
Ishares TRSHYG
<0.1% of the fund
-49%
Berkshire HathawayBRK-B
<0.1% of the fund
-3%
Ishares TRIVV
<0.1% of the fund
-24%
Pacer FDS TRCOWZ
<0.1% of the fund
-52%
Spdr Gold TRGLD
<0.1% of the fund
-24%
VisaV
<0.1% of the fund
-13%
Ishares TRIWF
<0.1% of the fund
-56%
Johnson & JohnsonJNJ
<0.1% of the fund
-3%
Norfolk SouthernNSC
<0.1% of the fund
-13%
Ishares TRIJR
<0.1% of the fund
-31%

Sold out

Sold their entire stake.

Ishares TRIWS
-100%

Holdings

Ishares TRIEF
Share
10.7%
Value
$55m
Shares
585,975
+6%
Ishares TREMB
Share
10.4%
Value
$54m
Shares
557,163
+14%
J P Morgan Exchange Traded FJCPB
Share
9.8%
Value
$51m
Shares
1,079,613
New
Ishares TRIAGG
Share
8.6%
Value
$44m
Shares
872,594
Held
Ishares TRIDEV
Share
6.9%
Value
$36m
Shares
400,802
+8%
Invesco QQQ TRQQQ
Share
6.1%
Value
$31m
Shares
42,443
Held
Ishares TRMTUM
Share
6.0%
Value
$31m
Shares
89,724
+30%
Select Sector Spdr TRXLF
Share
5.3%
Value
$27m
Shares
507,676
+25%
Vanguard Intl Equity Index FVWO
Share
4.9%
Value
$26m
Shares
427,991
+11%
Vanguard Index FDSVO
Share
4.7%
Value
$24m
Shares
303,890
+4%
Spdr Series TrustSPSM
Share
3.2%
Value
$16m
Shares
283,778
+28%
Global X FDSAIQ
Share
3.1%
Value
$16m
Shares
246,460
+5%
Pimco ETF TRBOND
Share
2.3%
Value
$12m
Shares
126,871
-79%
Amazon.comAMZN
Share
2.2%
Value
$12m
Shares
48,319
-9%
Select Sector Spdr TRXLE
Share
2.2%
Value
$11m
Shares
210,982
-32%
Select Sector Spdr TRXLV
Share
1.9%
Value
$10m
Shares
63,088
+9%
Select Sector Spdr TRXLP
Share
1.8%
Value
$10m
Shares
114,755
+16%
MicrosoftMSFT
Share
0.9%
Value
$5m
Shares
12,258
-45%
Fidelity Merrimack STR TRFBND
Share
0.8%
Value
$4m
Shares
96,380
-55%
Ishares TRSGOV
Share
0.7%
Value
$4m
Shares
36,975
+55%
Global X FDSEMBD
Share
0.7%
Value
$3m
Shares
141,100
-60%
AppleAAPL
Share
0.6%
Value
$3m
Shares
11,368
+6%
NvidiaNVDA
Share
0.3%
Value
$2m
Shares
7,856
+5%
Palo Alto NetworksPANW
Share
0.2%
Value
$1m
Shares
3,692
+2%
TeslaTSLA
Share
0.2%
Value
$1m
Shares
2,572
Held
Schwab Strategic TRSCHG
Share
0.2%
Value
$1m
Shares
31,942
+25%
Ishares TRIYW
Share
0.2%
Value
$937,034
Shares
3,715
Held
AbbVieABBV
Share
0.2%
Value
$914,998
Shares
3,636
+6%
JPMorgan ChaseJPM
Share
0.2%
Value
$883,136
Shares
2,698
+4%
Eli LillyLLY
Share
0.2%
Value
$865,988
Shares
722
-11%
ASML Holding NVASML
Share
0.2%
Value
$791,797
Shares
398
-4%
Vanguard Charlotte FDSBNDX
Share
0.2%
Value
$779,868
Shares
16,103
+200%
Vanguard Index FDSVTI
Share
0.1%
Value
$760,556
Shares
2,055
-50%
Schwab Strategic TRSCHV
Share
0.1%
Value
$740,731
Shares
21,279
+37%
Vanguard Specialized FundsVIG
Share
0.1%
Value
$722,164
Shares
3,052
-50%
Advanced Micro DevicesAMD
Share
0.1%
Value
$701,739
Shares
1,208
New
AlphabetGOOG
Share
0.1%
Value
$679,892
Shares
1,924
+3%
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$621,613
Shares
8,724
+51%
Ishares TRIUSV
Share
0.1%
Value
$614,307
Shares
5,577
Held
Select Sector Spdr TRXLU
Share
0.1%
Value
$603,521
Shares
13,311
-47%
Vanguard Index FDSVUG
Share
0.1%
Value
$564,389
Shares
6,552
-19%
ExxonMobil HoldingsXOM
Share
0.1%
Value
$551,802
Shares
4,036
-21%
Costco WholesaleCOST
Share
0.1%
Value
$533,174
Shares
570
-8%
Vanguard Index FDSVTV
Share
<0.1%
Value
$515,744
Shares
2,367
-2%
Ishares TRSHYG
Share
<0.1%
Value
$508,496
Shares
11,990
-49%
Wisdomtree TRUSFR
Share
<0.1%
Value
$500,278
Shares
9,936
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$479,374
Shares
958
-3%
American ExpressAXP
Share
<0.1%
Value
$465,770
Shares
1,377
+8%
Ishares TRIVV
Share
<0.1%
Value
$456,899
Shares
610
-24%
Vanguard World FDESGV
Share
<0.1%
Value
$449,616
Shares
3,400
New
American Electric PowerAEP
Share
<0.1%
Value
$427,121
Shares
3,122
New
Pacer FDS TRCOWZ
Share
<0.1%
Value
$414,190
Shares
6,659
-52%
Spdr Gold TRGLD
Share
<0.1%
Value
$411,849
Shares
1,118
-24%
VisaV
Share
<0.1%
Value
$402,101
Shares
1,172
-13%
Ishares TRIWF
Share
<0.1%
Value
$398,337
Shares
3,208
-56%
Ishares TRITOT
Share
<0.1%
Value
$395,398
Shares
2,407
Held
Goldman Sachs GroupGS
Share
<0.1%
Value
$390,389
Shares
386
Held
WalmartWMT
Share
<0.1%
Value
$387,576
Shares
3,422
+29%
Ishares TRIEFA
Share
<0.1%
Value
$348,746
Shares
3,611
+45%
Vanguard Index FDSVBR
Share
<0.1%
Value
$344,317
Shares
1,417
+8%
AlphabetGOOGL
Share
<0.1%
Value
$341,646
Shares
956
+8%
Invesco Exch Traded FD TR IIIFLN
Share
<0.1%
Value
$338,786
Shares
18,523
Held
Schwab Strategic TRSCHF
Share
<0.1%
Value
$334,789
Shares
12,086
+12%
Abbott LaboratoriesABT
Share
<0.1%
Value
$323,034
Shares
3,560
+3%
Vanguard Index FDSVOO
Share
<0.1%
Value
$311,125
Shares
453
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$308,828
Shares
1,216
-3%
Ishares TRGOVT
Share
<0.1%
Value
$305,958
Shares
13,431
Held
Vanguard MUN BD FDSVTEB
Share
<0.1%
Value
$297,158
Shares
5,875
New
Vanguard Index FDSVOE
Share
<0.1%
Value
$296,993
Shares
1,503
Held
Westinghouse Air Brake TechnologiesWAB
Share
<0.1%
Value
$287,933
Shares
1,068
Held
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$282,721
Shares
592
New
Marvell TechnologyMRVL
Share
<0.1%
Value
$269,590
Shares
905
New
Norfolk SouthernNSC
Share
<0.1%
Value
$267,087
Shares
849
-13%
Blackrock Muniholdings California Quality FundMUC
Share
<0.1%
Value
$256,891
Shares
23,375
New
Vanguard World FDVHT
Share
<0.1%
Value
$252,917
Shares
846
+6%
Ishares TRIWB
Share
<0.1%
Value
$247,748
Shares
605
Held
Ishares TRIJR
Share
<0.1%
Value
$247,084
Shares
1,666
-31%
Schwab Strategic TRSCHE
Share
<0.1%
Value
$244,900
Shares
6,754
Held
AllstateALL
Share
<0.1%
Value
$237,940
Shares
1,000
Held
Ensign GroupENSG
Share
<0.1%
Value
$228,908
Shares
1,428
Held
SanminaSANM
Share
<0.1%
Value
$225,747
Shares
892
New
CareTrust REITCTRE
Share
<0.1%
Value
$217,285
Shares
5,385
New
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$214,864
Shares
2,600
New
Ishares TRIYF
Share
<0.1%
Value
$213,324
Shares
1,673
New
Vanguard Index FDSVV
Share
<0.1%
Value
$213,224
Shares
620
New
Howmet AerospaceHWM
Share
<0.1%
Value
$206,216
Shares
767
New
Microchip Technology
Share
<0.1%
Value
$26,397
Shares
10,000
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIEF	10.7%	$55m	585,975	+6%
Ishares TREMB	10.4%	$54m	557,163	+14%
J P Morgan Exchange Traded FJCPB	9.8%	$51m	1,079,613	New
Ishares TRIAGG	8.6%	$44m	872,594	Held
Ishares TRIDEV	6.9%	$36m	400,802	+8%
Invesco QQQ TRQQQ	6.1%	$31m	42,443	Held
Ishares TRMTUM	6.0%	$31m	89,724	+30%
Select Sector Spdr TRXLF	5.3%	$27m	507,676	+25%
Vanguard Intl Equity Index FVWO	4.9%	$26m	427,991	+11%
Vanguard Index FDSVO	4.7%	$24m	303,890	+4%
Spdr Series TrustSPSM	3.2%	$16m	283,778	+28%
Global X FDSAIQ	3.1%	$16m	246,460	+5%
Pimco ETF TRBOND	2.3%	$12m	126,871	-79%
Amazon.comAMZN	2.2%	$12m	48,319	-9%
Select Sector Spdr TRXLE	2.2%	$11m	210,982	-32%
Select Sector Spdr TRXLV	1.9%	$10m	63,088	+9%
Select Sector Spdr TRXLP	1.8%	$10m	114,755	+16%
MicrosoftMSFT	0.9%	$5m	12,258	-45%
Fidelity Merrimack STR TRFBND	0.8%	$4m	96,380	-55%
Ishares TRSGOV	0.7%	$4m	36,975	+55%
Global X FDSEMBD	0.7%	$3m	141,100	-60%
AppleAAPL	0.6%	$3m	11,368	+6%
NvidiaNVDA	0.3%	$2m	7,856	+5%
Palo Alto NetworksPANW	0.2%	$1m	3,692	+2%
TeslaTSLA	0.2%	$1m	2,572	Held
Schwab Strategic TRSCHG	0.2%	$1m	31,942	+25%
Ishares TRIYW	0.2%	$937,034	3,715	Held
AbbVieABBV	0.2%	$914,998	3,636	+6%
JPMorgan ChaseJPM	0.2%	$883,136	2,698	+4%
Eli LillyLLY	0.2%	$865,988	722	-11%
ASML Holding NVASML	0.2%	$791,797	398	-4%
Vanguard Charlotte FDSBNDX	0.2%	$779,868	16,103	+200%
Vanguard Index FDSVTI	0.1%	$760,556	2,055	-50%
Schwab Strategic TRSCHV	0.1%	$740,731	21,279	+37%
Vanguard Specialized FundsVIG	0.1%	$722,164	3,052	-50%
Advanced Micro DevicesAMD	0.1%	$701,739	1,208	New
AlphabetGOOG	0.1%	$679,892	1,924	+3%
Vanguard Tax-Managed FDSVEA	0.1%	$621,613	8,724	+51%
Ishares TRIUSV	0.1%	$614,307	5,577	Held
Select Sector Spdr TRXLU	0.1%	$603,521	13,311	-47%
Vanguard Index FDSVUG	0.1%	$564,389	6,552	-19%
ExxonMobil HoldingsXOM	0.1%	$551,802	4,036	-21%
Costco WholesaleCOST	0.1%	$533,174	570	-8%
Vanguard Index FDSVTV	<0.1%	$515,744	2,367	-2%
Ishares TRSHYG	<0.1%	$508,496	11,990	-49%
Wisdomtree TRUSFR	<0.1%	$500,278	9,936	Held
Berkshire HathawayBRK-B	<0.1%	$479,374	958	-3%
American ExpressAXP	<0.1%	$465,770	1,377	+8%
Ishares TRIVV	<0.1%	$456,899	610	-24%
Vanguard World FDESGV	<0.1%	$449,616	3,400	New
American Electric PowerAEP	<0.1%	$427,121	3,122	New
Pacer FDS TRCOWZ	<0.1%	$414,190	6,659	-52%
Spdr Gold TRGLD	<0.1%	$411,849	1,118	-24%
VisaV	<0.1%	$402,101	1,172	-13%
Ishares TRIWF	<0.1%	$398,337	3,208	-56%
Ishares TRITOT	<0.1%	$395,398	2,407	Held
Goldman Sachs GroupGS	<0.1%	$390,389	386	Held
WalmartWMT	<0.1%	$387,576	3,422	+29%
Ishares TRIEFA	<0.1%	$348,746	3,611	+45%
Vanguard Index FDSVBR	<0.1%	$344,317	1,417	+8%
AlphabetGOOGL	<0.1%	$341,646	956	+8%
Invesco Exch Traded FD TR IIIFLN	<0.1%	$338,786	18,523	Held
Schwab Strategic TRSCHF	<0.1%	$334,789	12,086	+12%
Abbott LaboratoriesABT	<0.1%	$323,034	3,560	+3%
Vanguard Index FDSVOO	<0.1%	$311,125	453	Held
Johnson & JohnsonJNJ	<0.1%	$308,828	1,216	-3%
Ishares TRGOVT	<0.1%	$305,958	13,431	Held
Vanguard MUN BD FDSVTEB	<0.1%	$297,158	5,875	New
Vanguard Index FDSVOE	<0.1%	$296,993	1,503	Held
Westinghouse Air Brake TechnologiesWAB	<0.1%	$287,933	1,068	Held
Taiwan Semiconductor ManufacturingTSM	<0.1%	$282,721	592	New
Marvell TechnologyMRVL	<0.1%	$269,590	905	New
Norfolk SouthernNSC	<0.1%	$267,087	849	-13%
Blackrock Muniholdings California Quality FundMUC	<0.1%	$256,891	23,375	New
Vanguard World FDVHT	<0.1%	$252,917	846	+6%
Ishares TRIWB	<0.1%	$247,748	605	Held
Ishares TRIJR	<0.1%	$247,084	1,666	-31%
Schwab Strategic TRSCHE	<0.1%	$244,900	6,754	Held
AllstateALL	<0.1%	$237,940	1,000	Held
Ensign GroupENSG	<0.1%	$228,908	1,428	Held
SanminaSANM	<0.1%	$225,747	892	New
CareTrust REITCTRE	<0.1%	$217,285	5,385	New
Wells Fargo & CompanyWFC	<0.1%	$214,864	2,600	New
Ishares TRIYF	<0.1%	$213,324	1,673	New
Vanguard Index FDSVV	<0.1%	$213,224	620	New
Howmet AerospaceHWM	<0.1%	$206,216	767	New
Microchip Technology	<0.1%	$26,397	10,000	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 39.3% since 30 June 2025.

Where the money is

Retail & consumer2.4%

Technology2.4%

Financial services0.6%

Health care0.5%

Industrials0.3%

Media & telecom0.2%

Everyday goods0.2%

Energy0.1%

Utilities0.1%

Real estate0.0%

Other93.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.