PRUDENT INVESTORS NETWORK, INC.

LAKE FOREST, CA · CIK 1766005 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2014 · corporation

Assets managed$515.8m
Staff8 · 3 in investment roles
Main clients (by assets)High net worth individuals 66%, Individuals 34%
Form ADV · 2026-04-30SEC adviser record

$516.3m reported value +12.4% vs Q1 2026

87positions

73.4%in top 10

14 new 31 added 27 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR 7-10 YR TRSY BD IEF	IEF	585,975	$55.4m10.73%	10.73%	Added +35.6k	+35,627 6.5%
2	ISHARES TR JPMORGAN USD EMG EMB	EMB	557,163	$53.7m10.41%	10.41%	Added +69.8k	+69,785 14.3%
3	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	1,079,613	$50.7m9.82%	9.82%	New
4	ISHARES TR CORE INTL AGGR IAGG	IAGG	872,594	$44.2m8.55%	8.55%	Added +4.7k	+4,689 0.5%
5	ISHARES TR CORE MSCI INTL IDEV	IDEV	400,802	$35.7m6.91%	6.91%	Added +30.1k	+30,146 8.1%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	42,443	$31.3m6.05%	6.05%	Reduced -197	-197 -0.5%
7	ISHARES TR MSCI USA MMENTM MTUM	MTUM	89,724	$30.8m5.96%	5.96%	Added +20.6k	+20,583 29.8%
8	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	507,676	$27.2m5.27%	5.27%	Added +102.4k	+102,367 25.3%
9	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	427,991	$25.5m4.95%	4.95%	Added +42.1k	+42,055 10.9%
10	VANGUARD INDEX FDS MID CAP ETF VO	VO	303,890	$24.5m4.74%	4.74%	Added +11.9k	+11,946 4.1%
11	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	283,778	$16.4m3.17%	3.17%	Added +62.8k	+62,822 28.4%
12	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	246,460	$16.2m3.13%	3.13%	Added +11.0k	+10,965 4.7%
13	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	126,871	$11.7m2.27%	2.27%	Reduced -481.3k	-481,338 -79.1%
14	AMAZON COM INC COM AMZN	AMZN	48,319	$11.5m2.23%	2.23%	Reduced -4.6k	-4,579 -8.7%
15	SELECT SECTOR SPDR TR ENERGY XLE	XLE	210,982	$11.2m2.17%	2.17%	Reduced -101.3k	-101,303 -32.4%
16	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	63,088	$10.0m1.94%	1.94%	Added +5.2k	+5,202 9.0%
17	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	114,755	$9.5m1.85%	1.85%	Added +15.5k	+15,461 15.6%
18	MICROSOFT CORP COM MSFT	MSFT	12,258	$4.6m0.89%	0.89%	Reduced -10.2k	-10,166 -45.3%
19	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	96,380	$4.4m0.85%	0.85%	Reduced -118.5k	-118,503 -55.1%
20	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	36,975	$3.7m0.72%	0.72%	Added +13.1k	+13,143 55.1%
21	GLOBAL X FDS X EMERGING MKT EMBD	EMBD	141,100	$3.4m0.65%	0.65%	Reduced -212.3k	-212,281 -60.1%
22	APPLE INC COM AAPL	AAPL	11,368	$3.3m0.64%	0.64%	Added +656	+656 6.1%
23	NVIDIA CORPORATION COM NVDA	NVDA	7,856	$1.6m0.30%	0.30%	Added +350	+350 4.7%
24	PALO ALTO NETWORKS INC COM PANW	PANW	3,692	$1.3m0.24%	0.24%	Added +80	+80 2.2%
25	TESLA INC COM TSLA	TSLA	2,572	$1.1m0.21%	0.21%	Unchanged
26	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	31,942	$1.1m0.21%	0.21%	Added +6.3k	+6,338 24.8%
27	ISHARES TR U.S. TECH ETF IYW	IYW	3,715	$937.0k0.18%	0.18%	Unchanged
28	ABBVIE INC COM ABBV	ABBV	3,636	$915.0k0.18%	0.18%	Added +209	+209 6.1%
29	JPMORGAN CHASE & CO COM JPM	JPM	2,698	$883.1k0.17%	0.17%	Added +110	+110 4.2%
30	ELI LILLY & CO COM LLY	LLY	722	$866.0k0.17%	0.17%	Reduced -85	-85 -10.5%
31	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	398	$791.8k0.15%	0.15%	Reduced -16	-16 -3.9%
32	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	16,103	$779.9k0.15%	0.15%	Added +10.7k	+10,731 199.8%
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,055	$760.6k0.15%	0.15%	Reduced -2.1k	-2,058 -50.0%
34	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	21,279	$740.7k0.14%	0.14%	Added +5.8k	+5,761 37.1%
35	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,052	$722.2k0.14%	0.14%	Reduced -3.1k	-3,094 -50.3%
36	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,208	$701.7k0.14%	0.14%	New
37	ALPHABET INC CAP STK CL C GOOG	GOOG	1,924	$679.9k0.13%	0.13%	Added +62	+62 3.3%
38	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	8,724	$621.6k0.12%	0.12%	Added +2.9k	+2,947 51.0%
39	ISHARES TR CORE S&P US VLU IUSV	IUSV	5,577	$614.3k0.12%	0.12%	Unchanged
40	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	13,311	$603.5k0.12%	0.12%	Reduced -11.9k	-11,867 -47.1%
41	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	6,552	$564.4k0.11%	0.11%	Reduced -1.5k	-1,506 -18.7%
42	EXXON MOBIL CORP COM XOM	XOM	4,036	$551.8k0.11%	0.11%	Reduced -1.0k	-1,043 -20.5%
43	COSTCO WHSL CORP NEW COM COST	COST	570	$533.2k0.10%	0.10%	Reduced -48	-48 -7.8%
44	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,367	$515.7k0.10%	0.10%	Reduced -50	-50 -2.1%
45	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	11,990	$508.5k0.10%	0.10%	Reduced -11.4k	-11,417 -48.8%
46	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	9,936	$500.3k0.10%	0.10%	Unchanged
47	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	958	$479.4k0.09%	0.09%	Reduced -27	-27 -2.7%
48	AMERICAN EXPRESS CO COM AXP	AXP	1,377	$465.8k0.09%	0.09%	Added +100	+100 7.8%
49	ISHARES TR CORE S&P500 ETF IVV	IVV	610	$456.9k0.09%	0.09%	Reduced -195	-195 -24.2%
50	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	3,400	$449.6k0.09%	0.09%	New
51	AMERICAN ELEC PWR CO INC COM AEP	AEP	3,122	$427.1k0.08%	0.08%	New
52	PACER FDS TR US CASH COWS 100 COWZ	COWZ	6,659	$414.2k0.08%	0.08%	Reduced -7.2k	-7,229 -52.0%
53	SPDR GOLD TR GOLD SHS GLD	GLD	1,118	$411.8k0.08%	0.08%	Reduced -352	-352 -23.9%
54	VISA INC COM CL A V	V	1,172	$402.1k0.08%	0.08%	Reduced -175	-175 -13.0%
55	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,208	$398.3k0.08%	0.08%	Reduced -4.1k	-4,092 -56.0%
56	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,407	$395.4k0.08%	0.08%	Unchanged
57	GOLDMAN SACHS GROUP INC COM GS	GS	386	$390.4k0.08%	0.08%	Unchanged
58	WALMART INC COM WMT	WMT	3,422	$387.6k0.08%	0.08%	Added +771	+771 29.1%
59	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,611	$348.7k0.07%	0.07%	Added +1.1k	+1,125 45.2%
60	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,417	$344.3k0.07%	0.07%	Added +105	+105 8.0%
61	ALPHABET INC CAP STK CL A GOOGL	GOOGL	956	$341.6k0.07%	0.07%	Added +69	+69 7.8%
62	INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP IFLN	IFLN	18,523	$338.8k0.07%	0.07%	Unchanged
63	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	12,086	$334.8k0.06%	0.06%	Added +1.3k	+1,264 11.7%
64	ABBOTT LABS COM ABT	ABT	3,560	$323.0k0.06%	0.06%	Added +102	+102 3.0%
65	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	453	$311.1k0.06%	0.06%	Unchanged
66	JOHNSON & JOHNSON COM JNJ	JNJ	1,216	$308.8k0.06%	0.06%	Reduced -32	-32 -2.6%
67	ISHARES TR US TREAS BD ETF GOVT	GOVT	13,431	$306.0k0.06%	0.06%	Unchanged
68	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	5,875	$297.2k0.06%	0.06%	New
69	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,503	$297.0k0.06%	0.06%	Unchanged
70	WABTEC COM WAB	WAB	1,068	$287.9k0.06%	0.06%	Reduced -2	-2 -0.2%
71	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	592	$282.7k0.05%	0.05%	New
72	MARVELL TECHNOLOGY INC COM MRVL	MRVL	905	$269.6k0.05%	0.05%	New
73	NORFOLK SOUTHN CORP COM NSC	NSC	849	$267.1k0.05%	0.05%	Reduced -127	-127 -13.0%
74	BLACKROCK MUNIHLDNGS CALI QL COM MUC	MUC	23,375	$256.9k0.05%	0.05%	New
75	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	846	$252.9k0.05%	0.05%	Added +48	+48 6.0%
76	ISHARES TR RUS 1000 ETF IWB	IWB	605	$247.7k0.05%	0.05%	Unchanged
77	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,666	$247.1k0.05%	0.05%	Reduced -747	-747 -31.0%
78	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	6,754	$244.9k0.05%	0.05%	Unchanged
79	ALLSTATE CORP COM ALL	ALL	1,000	$237.9k0.05%	0.05%	Unchanged
80	ENSIGN GROUP INC COM ENSG	ENSG	1,428	$228.9k0.04%	0.04%	Unchanged
81	SANMINA CORPORATION COM SANM	SANM	892	$225.7k0.04%	0.04%	New
82	CARETRUST REIT INC COM CTRE	CTRE	5,385	$217.3k0.04%	0.04%	New
83	WELLS FARGO CO NEW COM WFC	WFC	2,600	$214.9k0.04%	0.04%	New
84	ISHARES TR U.S. FINLS ETF IYF	IYF	1,673	$213.3k0.04%	0.04%	New
85	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	620	$213.2k0.04%	0.04%	New
86	HOWMET AEROSPACE INC COM HWM	HWM	767	$206.2k0.04%	0.04%	New
87	MICROCHIP TECHNOLOGY INC. NOTE 1.625% 2/1 MCHP 1.625 02.15.27	MCHP 1.625 02.15.27	10,000	$26.4k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IWS	IWS	2,432	$354.4k2.4k shares