Prudent Investor Advisors, LLC Top Holdings and 13F Report (2026) About Prudent Investor Advisors, LLCInvestment ActivityPrudent Investor Advisors, LLC has $127.62 million in total holdings as of September 30, 2026.Prudent Investor Advisors, LLC owns shares of 34 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional US Core Equity Market ETF $40,090,604Dimensional Short-Duration Fixed Income ETF $15,813,309Dimensional International Core Equity Market ETF $12,799,681Dimensional Core Fixed Income ETF $10,263,087Dimensional U.S. Core Equity 2 ETF $8,174,397 Sector AllocationMap of 500 Largest Holdings ofPrudent Investor Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$40,090,604765,67231.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$15,813,309340,27612.4%ETFDFAIDimensional International Core Equity Market ETF$12,799,681308,94710.0%ETFDFCFDimensional Core Fixed Income ETF$10,263,087255,8108.0%ETFDFACDimensional U.S. Core Equity 2 ETF$8,174,397183,9016.4%ETFDFAEDimensional Emerging Core Equity Market ETF$5,344,963135,9704.2%ETFVUSBVanguard Ultra-Short Bond ETF$3,834,04677,3773.0%ETFAVUVAvantis U.S. Small Cap Value ETF$3,671,39531,1742.9%ETFAVLVAvantis U.S. Large Cap Value ETF$3,620,99840,0382.8%ETFVTIVanguard Total Stock Market ETF$3,086,5908,2482.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,383,36264,3801.9%ETFVEUVanguard FTSE All-World ex-US ETF$2,050,32924,7121.6%ETFVGSHVanguard Short-Term Treasury ETF$1,937,37533,6581.5%ETFAVDVAvantis International Small Cap Value ETF$1,706,04715,5971.3%ETFDFGRDimensional Global Real Estate ETF$1,703,58062,9791.3%ETFAVIVAvantis International Large Cap Value ETF$1,636,71420,5541.3%ETFVGITVanguard Intermediate-Term Treasury ETF$1,478,69826,0981.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,468,81518,7561.2%ETFBIVVanguard Intermediate-Term Bond ETF$1,286,17717,6531.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$637,91512,9600.5%ETFAVUSAvantis U.S. Equity ETF$509,1393,9750.4%ETFDFUVDimensional US Marketwide Value ETF$483,7258,7950.4%ETFIVViShares Core S&P 500 ETF$398,2425200.3%ETFDFIVDimensional International Value ETF$370,9106,6400.3%ETFAVGEAvantis All Equity Markets ETF$346,5023,5240.3%ETFDFASDimensional U.S. Small Cap ETF$340,4934,3980.3%ETFDFICDimensional International Core Equity 2 ETF$339,6949,0320.3%ETFAVIGAvantis Core Fixed Income ETF$331,3488,4120.3%ETFAVNVAvantis All International Markets Value ETF$302,9963,5830.2%ETFBSVVanguard Short-Term Bond ETF$301,0783,9410.2%ETFAVDEAvantis International Equity ETF$267,5242,9690.2%ETFAVSFAvantis Short-Term Fixed Income ETF$229,2205,0250.2%ETFRSPInvesco S&P 500 Equal Weight ETF$207,3969970.2%ETFDFATDimensional U.S. Targeted Value ETF$205,9643,1000.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
