Prudent Investor Advisors, LLC

CIK

2152875

Location

FOLSOM, CA

Portfolio Value

Small $127,185,837

Diversification

Highly concentrated

Filing Date

Sep 30, 2026

Period ended 24 days ago

Filed Oct 22, 2026 · 2d

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

34 tracked positions · as of Sep 30, 2026

Top Position

77.3%

of portfolio value

Top 5

97.6%

of portfolio value

Top 10

100.0%

of portfolio value

HHI

6,112

Highly concentrated

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	100.0%	$127,185,837	34

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $127,185,837 total · filing declares 34 positions · $127,622,313 · as of Sep 30, 2026

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAU	Dimensional US Core Equity Market ETF	First	765,672	—	$40,090,585	—	31.52%
DFSD	Dimensional Short-Duration Fixed Income ETF	First	340,276	—	$15,813,306	—	12.43%
DFAI	Dimensional International Core Equity Market ETF	First	308,947	—	$12,799,674	—	10.06%
DFCF	Dimensional Core Fixed Income ETF	First	255,810	—	$10,263,097	—	8.07%
DFAC	Dimensional U.S. Core Equity 2 ETF	First	183,901	—	$8,174,399	—	6.43%
DFAE	Dimensional Emerging Core Equity Market ETF	First	135,970	—	$5,344,980	—	4.20%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	First	77,377	—	$3,834,030	—	3.01%
AVUV	Avantis U.S. Small Cap Value ETF	First	31,174	—	$3,671,361	—	2.89%
AVLV	Avantis U.S. Large Cap Value ETF	First	40,038	—	$3,621,036	—	2.85%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	First	8,248	—	$3,086,731	—	2.43%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	First	64,380	—	$2,383,347	—	1.87%
VEU	Vanguard International Equity Index Funds	First	24,712	—	$2,050,354	—	1.61%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	First	33,658	—	$1,937,354	—	1.52%
AVDV	Avantis International Small Cap Value ETF	First	15,597	—	$1,705,999	—	1.34%
DFGR	Dimensional Global Real Estate ETF	First	62,979	—	$1,703,581	—	1.34%
AVIV	Avantis International Large Cap Value ETF	First	20,554	—	$1,636,715	—	1.29%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	First	26,098	—	$1,478,712	—	1.16%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	First	18,756	—	$1,468,782	—	1.15%
BIV	Vanguard Bond Index Funds	First	17,653	—	$1,286,197	—	1.01%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	First	12,960	—	$637,891	—	0.50%
AVUS	Avantis U.S. Equity ETF	First	3,975	—	$509,157	—	0.40%
DFUV	Dimensional U.S. Marketwide Value ETF	First	8,795	—	$483,725	—	0.38%
IVV	iShares Core S&P 500 ETF	First	520	—	$398,242	—	0.31%
DFIV	Dimensional International Value ETF	First	6,640	—	$370,910	—	0.29%
AVGE	Avantis All Equity Markets ETF	First	3,524	—	$346,550	—	0.27%
DFAS	Dimensional U.S. Small Cap ETF	First	4,398	—	$340,493	—	0.27%
DFIC	Dimensional International Core Equity 2 ETF	First	9,032	—	$339,693	—	0.27%
AVIG	Avantis Core Fixed Income ETF	First	8,412	—	$331,348	—	0.26%
AVNV	Avantis All International Markets Value ETF	First	3,583	—	$302,996	—	0.24%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	First	3,941	—	$301,092	—	0.24%
AVDE	Avantis International Equity ETF	First	2,969	—	$267,536	—	0.21%
DFAT	Dimensional U.S. Targeted Value ETF	First	3,100	—	$205,964	—	0.16%
RSP	Victory Portfolios II	First	997	—	$0	—	0.00%
		First	5,025	—	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.