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Prudent Investors Network, Inc.
Prudent Investors Network, Inc., headquartered in Lake Forest, California, is an SEC-registered investment advisory firm founded in 1997. The firm specializes in providing investment management and advisory services to fiduciaries—including private, family, public fiduciaries, trustees, guardians, and conservators—as well as to individuals. With approximately 8 employees, Prudent Investors focuses on helping clients navigate financial decision-making, plan their futures, and manage court-supervised and diversified portfolios, grounded in the Uniform Prudent Investor Act and holistic financial planning principles.
Investment Strategy
Prudent Investors Network, Inc. employs a personalized, risk-balanced investment strategy tailored to fiduciaries and individuals. Their approach centers on compliance with the Uniform Prudent Investor Act (UPIA), comprehensive financial planning, diversification, and both active and passive portfolio management. The firm focuses on court-supervised accounts, helping clients balance risk and return, maintain diversification, and create portfolios aligned with specific fiduciary obligations and personal financial goals. As a fee-only advisor, they emphasize independent, objective advice without conflicts from product sales.
Latest 13F Filing Activity
Prudent Investors Network, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 59 equity positions with a total 13F market value of $371M. The fund increased holdings in Invesco QQQ TR, Ishares TR, Microsoft Corp. among other positions. Prudent Investors Network, Inc. reduced exposure to Costco WHSL Corp. New, Select Sector SPDR TR, Ishares TR among others.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 11.71% | $43.4M | 948,805 | $45.65 | $45.75 | +$1.9M |
E EMBD | GLOBAL X FDS | 10.29% | $38.1M | 1,634,904 | $23.24 | $23.32 | +$1.4M |
I IAGG | ISHARES TR | 8.52% | $31.6M | 618,366 | $50.10 | $51.09 | +$1.5M |
I IEF | ISHARES TR | 8.43% | $31.2M | 326,226 | $93.69 | $95.77 | +$801.0K |
X XLF | SELECT SECTOR SPDR TR | 6.74% | $25.0M | 476,954 | $43.49 | $52.37 | +$1.4M |
Industry Allocation
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