StockDriftsStockDriftsTop 34 Prudent Investor Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 31.41% | 765.7K | $40.1M | new | $52.02(+1.30%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 12.39% | 340.3K | $15.8M | new | $47.11(-0.70%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.03% | 308.9K | $12.8M | new | $41.34(+0.17%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.04% | 255.8K | $10.3M | new | $41.16(-0.98%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.41% | 183.9K | $8.2M | new | $44.41(+1.41%) | 2026-09-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.19% | 136.0K | $5.3M | new | $39.76(-8.07%) | 2026-09-30 | |
| VUSB | VANGUARD BD INDEX FDS | 3% | 77.4K | $3.8M | new | $49.66(-0.32%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.88% | 31.2K | $3.7M | new | $121.26(+0.66%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 2.84% | 40.0K | $3.6M | new | $90.83(+3.01%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.42% | 8.2K | $3.1M | new | $372.14(+1.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Prudent Investor Advisors LLC reports $127.62M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (31.4%), DFSD (12.4%) and DFAI (10.0%). The top 20 holdings account for 96.38% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Prudent Investor Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2152875). View Prudent Investor Advisors LLC’s 13F filings on SEC