Prudent Man Advisors
Latest statistics and disclosures from Prudent Man Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BND, ESGU, HYG, VEA, and represent 36.99% of Prudent Man Advisors's stock portfolio.
- Added to shares of these 10 stocks: ICSH, META, SPIB, BND, MRVL, VZ, AMZN, GSIE, VTWO, PRIM.
- Started 6 new stock positions in GSIE, PRIM, MRVL, ICSH, VZ, SPIB.
- Reduced shares in these 10 stocks: HYG (-$5.9M), SRLN, VTI, JPM, DIS, IVV, PLD, MSFT, AAPL, BDX.
- Sold out of its positions in ABBV, AZN, AVB, BBVA, BDX, BOOT, CBRE, CTRE, CRS, CMCO.
- Prudent Man Advisors was a net seller of stock by $-62M.
- Prudent Man Advisors has $271M in assets under management (AUM), dropping by -13.82%.
- Central Index Key (CIK): 0001817174
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Portfolio Holdings for Prudent Man Advisors
Prudent Man Advisors holds 133 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 15.9 | $43M | -3% | 131k | 328.17 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.8 | $27M | +2% | 356k | 74.37 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 4.0 | $11M | 74k | 145.60 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 3.9 | $11M | -36% | 130k | 81.19 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.4 | $9.3M | 150k | 62.13 |
|
|
| NVIDIA Corporation (NVDA) | 3.2 | $8.6M | -10% | 46k | 186.58 |
|
| Microsoft Corporation (MSFT) | 2.8 | $7.6M | -14% | 15k | 517.95 |
|
| Apple (AAPL) | 2.7 | $7.4M | -13% | 29k | 258.84 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.5 | $6.9M | 87k | 78.91 |
|
|
| Amazon (AMZN) | 1.9 | $5.2M | +6% | 24k | 219.57 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.8 | $5.0M | 68k | 73.46 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $4.7M | -2% | 19k | 243.55 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $4.3M | -27% | 14k | 315.43 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $3.9M | 16k | 241.96 |
|
|
| Broadcom (AVGO) | 1.4 | $3.7M | -20% | 11k | 329.91 |
|
| Meta Platforms Cl A (META) | 1.4 | $3.7M | +158% | 5.1k | 734.38 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.4 | $3.7M | +2% | 40k | 91.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $3.2M | -29% | 4.7k | 669.30 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.2 | $3.1M | 66k | 46.96 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.4M | -17% | 4.7k | 510.77 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.9 | $2.3M | NEW | 46k | 50.75 |
|
| Wal-Mart Stores (WMT) | 0.8 | $2.3M | -3% | 22k | 103.06 |
|
| Oracle Corporation (ORCL) | 0.8 | $2.2M | -10% | 7.7k | 281.24 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.2M | -23% | 15k | 140.95 |
|
| Philip Morris International (PM) | 0.8 | $2.1M | -28% | 13k | 162.20 |
|
| Blackrock (BLK) | 0.7 | $2.0M | -28% | 1.7k | 1165.87 |
|
| Morgan Stanley Com New (MS) | 0.7 | $1.9M | -27% | 12k | 158.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.9M | -2% | 7.8k | 243.10 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $1.8M | -22% | 14k | 133.90 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.7M | -10% | 3.1k | 568.81 |
|
| Abbott Laboratories (ABT) | 0.6 | $1.7M | -24% | 13k | 133.94 |
|
| Corning Incorporated (GLW) | 0.6 | $1.7M | -32% | 21k | 82.03 |
|
| Visa Com Cl A (V) | 0.6 | $1.7M | -10% | 5.0k | 341.38 |
|
| Metropcs Communications (TMUS) | 0.6 | $1.6M | -21% | 6.9k | 239.38 |
|
| Nextera Energy (NEE) | 0.6 | $1.6M | -24% | 22k | 75.49 |
|
| Starbucks Corporation (SBUX) | 0.6 | $1.5M | -10% | 8.5k | 179.61 |
|
| Emerson Electric (EMR) | 0.6 | $1.5M | -27% | 12k | 131.18 |
|
| Electronic Arts (EA) | 0.6 | $1.5M | -23% | 7.4k | 201.70 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.5M | -10% | 1.6k | 925.63 |
|
| Applied Materials (AMAT) | 0.5 | $1.5M | -7% | 7.2k | 204.74 |
|
| Booking Holdings (BKNG) | 0.5 | $1.4M | -10% | 267.00 | 5399.27 |
|
| Merck & Co (MRK) | 0.5 | $1.4M | -2% | 17k | 83.93 |
|
| Equinix (EQIX) | 0.5 | $1.4M | -29% | 1.7k | 783.24 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $1.4M | +25% | 14k | 97.82 |
|
| Quanta Services (PWR) | 0.5 | $1.3M | -11% | 3.2k | 414.42 |
|
| Labcorp Holdings Com Shs (LH) | 0.5 | $1.3M | -26% | 4.6k | 287.06 |
|
| L3harris Technologies (LHX) | 0.5 | $1.3M | -24% | 4.2k | 305.41 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $1.3M | -10% | 13k | 97.63 |
|
| Honeywell International (HON) | 0.5 | $1.3M | -25% | 6.1k | 210.50 |
|
| UnitedHealth (UNH) | 0.5 | $1.3M | 3.6k | 345.30 |
|
|
| Qualcomm (QCOM) | 0.5 | $1.2M | -21% | 7.5k | 166.36 |
|
| Ameriprise Financial (AMP) | 0.4 | $1.2M | -26% | 2.4k | 491.25 |
|
| Prologis (PLD) | 0.4 | $1.2M | -53% | 10k | 114.52 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.4 | $1.2M | 12k | 97.99 |
|
|
| Dupont De Nemours (DD) | 0.4 | $1.1M | -23% | 15k | 77.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.1M | 18k | 61.54 |
|
|
| Axon Enterprise (AXON) | 0.4 | $1.1M | -10% | 1.5k | 717.64 |
|
| Jacobs Engineering Group (J) | 0.4 | $1.0M | -25% | 6.8k | 149.86 |
|
| salesforce (CRM) | 0.4 | $1.0M | -11% | 4.3k | 237.00 |
|
| Ametek (AME) | 0.4 | $1.0M | -11% | 5.3k | 188.00 |
|
| Oneok (OKE) | 0.4 | $978k | 13k | 72.97 |
|
|
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.4 | $962k | -40% | 15k | 63.30 |
|
| Tesla Motors (TSLA) | 0.3 | $893k | -9% | 2.0k | 444.72 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $891k | 1.5k | 612.38 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $881k | -11% | 2.8k | 309.74 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $832k | -11% | 1.7k | 485.02 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $827k | +5% | 12k | 70.85 |
|
| Bank of America Corporation (BAC) | 0.3 | $821k | -44% | 16k | 51.59 |
|
| Evergy (EVRG) | 0.3 | $793k | -10% | 10k | 76.02 |
|
| Spdr Series Trust S&p Biotech (XBI) | 0.3 | $780k | -44% | 7.8k | 100.20 |
|
| Deere & Company (DE) | 0.3 | $763k | -47% | 910.00 | 838.77 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $755k | -10% | 19k | 39.19 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.3 | $740k | NEW | 22k | 33.89 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $729k | -10% | 1.2k | 609.32 |
|
| Nike CL B (NKE) | 0.3 | $729k | -42% | 4.1k | 179.65 |
|
| EOG Resources (EOG) | 0.3 | $726k | -10% | 6.5k | 112.12 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $702k | -10% | 12k | 56.75 |
|
| Wells Fargo & Company (WFC) | 0.3 | $699k | -49% | 8.3k | 83.82 |
|
| ConocoPhillips (COP) | 0.3 | $695k | -10% | 7.3k | 94.59 |
|
| Cisco Systems (CSCO) | 0.2 | $674k | -43% | 9.8k | 68.42 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $669k | -10% | 877.00 | 763.00 |
|
| LKQ Corporation (LKQ) | 0.2 | $667k | -7% | 22k | 30.54 |
|
| Digital Realty Trust (DLR) | 0.2 | $636k | -50% | 3.7k | 172.88 |
|
| Procter & Gamble Company (PG) | 0.2 | $631k | -45% | 4.1k | 153.65 |
|
| SYSCO Corporation (SYY) | 0.2 | $628k | -10% | 7.6k | 82.34 |
|
| Chevron Corporation (CVX) | 0.2 | $619k | -44% | 4.0k | 155.29 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $610k | -53% | 3.6k | 167.33 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $607k | -10% | 1.6k | 391.64 |
|
| Coca-Cola Company (KO) | 0.2 | $563k | -43% | 7.4k | 76.50 |
|
| Albemarle Corporation (ALB) | 0.2 | $528k | -10% | 6.5k | 81.08 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $516k | -56% | 6.1k | 84.31 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $513k | +13% | 16k | 31.62 |
|
| S&p Global (SPGI) | 0.2 | $478k | -50% | 982.00 | 486.71 |
|
| McDonald's Corporation (MCD) | 0.2 | $467k | -51% | 1.5k | 303.89 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $467k | 4.2k | 111.22 |
|
|
| Vici Pptys (VICI) | 0.2 | $462k | +53% | 14k | 32.61 |
|
| General Dynamics Corporation (GD) | 0.2 | $456k | -44% | 1.3k | 341.00 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $449k | +20% | 17k | 26.95 |
|
| Goldman Sachs (GS) | 0.2 | $444k | -10% | 558.00 | 796.35 |
|
| Valero Energy Corporation (VLO) | 0.2 | $421k | -43% | 2.5k | 170.26 |
|
| Cigna Corp (CI) | 0.2 | $412k | -42% | 1.4k | 288.25 |
|
| American Electric Power Company (AEP) | 0.1 | $404k | -42% | 3.6k | 112.50 |
|
| Marvell Technology (MRVL) | 0.1 | $402k | NEW | 4.8k | 84.07 |
|
| Verizon Communications (VZ) | 0.1 | $390k | NEW | 8.9k | 43.95 |
|
| Regions Financial Corporation (RF) | 0.1 | $390k | -15% | 15k | 26.37 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $387k | -10% | 4.3k | 89.37 |
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $385k | -43% | 4.3k | 88.76 |
|
| Home Depot (HD) | 0.1 | $370k | -42% | 912.00 | 405.19 |
|
| F.N.B. Corporation (FNB) | 0.1 | $366k | -55% | 23k | 16.11 |
|
| Encompass Health Corp (EHC) | 0.1 | $357k | -54% | 2.8k | 127.02 |
|
| BorgWarner (BWA) | 0.1 | $357k | -38% | 8.1k | 43.96 |
|
| Crane Holdings (CXT) | 0.1 | $342k | -42% | 5.1k | 67.07 |
|
| Dover Corporation (DOV) | 0.1 | $340k | -42% | 2.0k | 166.83 |
|
| NiSource (NI) | 0.1 | $336k | -55% | 7.8k | 43.30 |
|
| Medtronic SHS (MDT) | 0.1 | $334k | -46% | 3.5k | 95.24 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $333k | -61% | 1.9k | 178.14 |
|
| Eastman Chemical Company (EMN) | 0.1 | $329k | -21% | 5.2k | 63.05 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $322k | -41% | 7.1k | 45.10 |
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| Carrier Global Corporation (CARR) | 0.1 | $318k | -42% | 5.3k | 59.70 |
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $316k | -51% | 5.2k | 60.49 |
|
| Target Corporation (TGT) | 0.1 | $305k | -23% | 3.4k | 89.70 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $299k | NEW | 7.3k | 41.11 |
|
| American Tower Reit (AMT) | 0.1 | $271k | -64% | 1.4k | 192.32 |
|
| Encana Corporation (OVV) | 0.1 | $260k | -40% | 6.4k | 40.38 |
|
| Clearway Energy CL C (CWEN) | 0.1 | $253k | -67% | 9.0k | 28.25 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $233k | 3.0k | 78.09 |
|
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| Anthem (ELV) | 0.1 | $232k | -42% | 719.00 | 323.12 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $230k | 2.3k | 100.25 |
|
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| Primoris Services (PRIM) | 0.1 | $208k | NEW | 1.5k | 137.33 |
|
| Redwood Trust (RWT) | 0.0 | $98k | -40% | 17k | 5.79 |
|
| Payoneer Global (PAYO) | 0.0 | $92k | -39% | 15k | 6.05 |
|
| Caterpillar (CAT) | 0.0 | $0 | 0 | 0.00 |
|
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| Texas Instruments Incorporated (TXN) | 0.0 | $0 | 0 | 0.00 |
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Past Filings by Prudent Man Advisors
SEC 13F filings are viewable for Prudent Man Advisors going back to 2020
- Prudent Man Advisors 2025 Q3 filed Nov. 13, 2025
- Prudent Man Advisors 2025 Q2 filed July 31, 2025
- Prudent Man Advisors 2025 Q1 filed May 1, 2025
- Prudent Man Advisors 2024 Q4 filed Feb. 5, 2025
- Prudent Man Advisors 2024 Q3 filed Nov. 7, 2024
- Prudent Man Advisors 2024 Q2 filed Aug. 13, 2024
- Prudent Man Advisors 2024 Q1 filed May 14, 2024
- Prudent Man Advisors 2023 Q4 filed Feb. 13, 2024
- Prudent Man Advisors 2023 Q3 filed Nov. 9, 2023
- Prudent Man Advisors 2023 Q2 filed Aug. 10, 2023
- Prudent Man Advisors 2023 Q1 filed May 5, 2023
- Prudent Man Advisors 2022 Q4 filed Feb. 13, 2023
- Prudent Man Advisors 2022 Q3 filed Nov. 9, 2022
- Prudent Man Advisors 2022 Q2 filed Aug. 5, 2022
- Prudent Man Advisors 2022 Q1 filed May 9, 2022
- Prudent Man Advisors 2021 Q4 filed Feb. 10, 2022