Prudent Investor Advisors, LLC has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists 34 holdings managed by the firm, which is headquartered at 101 Parkshore Drive, Suite 100, in Folsom, California.
The portfolio is dominated by exchange-traded funds (ETFs). The largest holding is the Dimensional ETF Trust US Core Equity Market fund, which comprises 765,672 shares. This is followed by the Dimensional ETF Trust Short Duration Fixed Income ETF, with 340,276 shares, and the Dimensional ETF Trust International Core Equity Market fund, with 308,947 shares.
The filing also includes significant positions in Vanguard ETFs. The Vanguard Bond Index Funds Intermediate Term fund holds 1,286,177 shares, while the Vanguard Bond Index Funds Ultra-Short Bond fund holds 3,834,046 shares. Other notable positions include the Vanguard International Equity Index Fund All-World ex US with 2,050,329 shares and the Vanguard Morningstar Total Stock Market ETF with 3,086,590 shares.
The remaining positions in the filing include various ETFs from American Century Investments, Dimensional ETF Trust, and iShares, covering sectors such as small-cap value, international value, and emerging markets.
