Q3 2026 13F · SEC CIK 2152875

Prudent Investor Advisors, LLC

Institutional asset managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $127.6M
Reported positions: 34
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.3B

Prudent Investor Advisors, LLC is an institutional asset manager that reported 34 positions worth $127.6M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Dimensional ETF Trust (DFAU, 31.4%), Dimensional Short-Duration Fixed Income (DFSD, 12.4%), Dimensional ETF Trust (DFAI, 10.0%).

Prudent Investor Advisors, LLC holdings all 34 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Prudent Investor Advisors, LLC 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
DFAUDimensional ETF Trust	31.4%	—	765,672	—	$40.1M
DFSDDimensional Short-Duration Fixed Income	12.4%	—	340,276	—	$15.8M
DFAIDimensional ETF Trust	10.0%	—	308,947	—	$12.8M
DFCFDimensional ETF Trust	8.0%	—	255,810	—	$10.3M
DFACDimensional ETF Trust	6.4%	—	183,901	—	$8.2M
DFAEDimensional ETF Trust	4.2%	—	135,970	—	$5.3M
VUSBVanguard Bd Index Fds	3.0%	—	77,377	—	$3.8M
AVUVAmerican Centy ETF Tr	2.9%	—	31,174	—	$3.7M
AVLVAmerican Centy ETF Tr	2.8%	—	40,038	—	$3.6M
VTIVanguard Index Fds	2.4%	—	8,248	—	$3.1M
DFAXDimensional ETF Trust	1.9%	—	64,380	—	$2.4M
VEUVanguard Intl Equity Index F	1.6%	—	24,712	—	$2.1M
VGSHVanguard Scottsdale Fds	1.5%	—	33,658	—	$1.9M
AVDVAmerican Centy ETF Tr	1.3%	—	15,597	—	$1.7M
DFGRDimensional ETF Trust	1.3%	—	62,979	—	$1.7M
AVIVAmerican Centy ETF Tr	1.3%	—	20,554	—	$1.6M
VGITVanguard Scottsdale Fds	1.2%	—	26,098	—	$1.5M
VCITVanguard Scottsdale Fds	1.2%	—	18,756	—	$1.5M
BIVVanguard Bd Index Fds	1.0%	—	17,653	—	$1.3M
VTIPVanguard Malvern Fds	0.5%	—	12,960	—	$638K
AVUSAvantis U.S. Equity ETF	0.4%	—	3,975	—	$509K
DFUVDimensional ETF Trust	0.4%	—	8,795	—	$484K
IVVIshares Tr	0.3%	—	520	—	$398K
DFIVDimensional ETF Trust	0.3%	—	6,640	—	$371K
AVGEAmerican Centy ETF Tr	0.3%	—	3,524	—	$347K
DFASDimensional ETF Trust	0.3%	—	4,398	—	$340K
DFICDimensional ETF Trust	0.3%	—	9,032	—	$340K
AVIGAmerican Centy ETF Tr	0.3%	—	8,412	—	$331K
AVNVAmerican Centy ETF Tr	0.2%	—	3,583	—	$303K
BSVVanguard Bd Index Fds	0.2%	—	3,941	—	$301K
AVDEAvantis International Equity ETF	0.2%	—	2,969	—	$268K
AVSFAmerican Centy ETF Tr	0.2%	—	5,025	—	$229K
RSPInvesco Exchange Traded Fd T	0.2%	—	997	—	$207K
DFATDimensional ETF Trust	0.2%	—	3,100	—	$206K

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$127.6M	34

Questions about Prudent Investor Advisors, LLC's portfolio

What stocks does Prudent Investor Advisors, LLC own?

Prudent Investor Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 34 positions worth $127.6M. The largest are Dimensional ETF Trust (DFAU) at 31.4%, Dimensional Short-Duration Fixed Income (DFSD) at 12.4%, Dimensional ETF Trust (DFAI) at 10.0%, Dimensional ETF Trust (DFCF) at 8.0% and Dimensional ETF Trust (DFAC) at 6.4%.

When is Prudent Investor Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Prudent Investor Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Prudent Investor Advisors, LLC manage?

Prudent Investor Advisors, LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $127.6M.