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 37.04% of Prudent Man Advisors's stock portfolio.
- Added to shares of these 10 stocks: BAC, MU, DIS, LLY, CEG, FCX, VTI, EQT, BSV, AGG.
- Started 7 new stock positions in DIS, MU, SITM, FCX, CEG, DY, EQT.
- Reduced shares in these 10 stocks: ICSH, NEE, EA, QCOM, AJG, UNH, EOG, HON, SYY, EQIX.
- Sold out of its positions in EOG, AJG, GS, PRIM, SYY.
- Prudent Man Advisors was a net seller of stock by $-1.5M.
- Prudent Man Advisors has $274M in assets under management (AUM), dropping by 1.17%.
- Central Index Key (CIK): 0001817174
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Portfolio Holdings for Prudent Man Advisors
Prudent Man Advisors holds 135 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 16.4 | $45M | 134k | 335.27 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.6 | $26M | 354k | 74.07 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 3.9 | $11M | -3% | 71k | 148.98 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 3.8 | $10M | 128k | 80.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.5 | $9.6M | 149k | 64.79 |
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| NVIDIA Corporation (NVDA) | 3.0 | $8.3M | -3% | 44k | 186.50 |
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| Apple (AAPL) | 2.9 | $7.8M | 28k | 276.43 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.8 | $7.5M | +9% | 96k | 78.81 |
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| Microsoft Corporation (MSFT) | 2.5 | $7.0M | 14k | 483.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $5.9M | 19k | 313.80 |
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| Amazon (AMZN) | 2.0 | $5.5M | 24k | 230.82 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.8 | $5.1M | 67k | 75.44 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $4.3M | 14k | 322.22 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $3.9M | 16k | 246.16 |
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| Broadcom (AVGO) | 1.4 | $3.9M | 11k | 346.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $3.5M | 40k | 88.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $3.4M | +5% | 5.0k | 684.94 |
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| Meta Platforms Cl A (META) | 1.2 | $3.3M | 5.0k | 660.09 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.2 | $3.3M | +6% | 71k | 47.08 |
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| Bank of America Corporation (BAC) | 0.9 | $2.4M | +175% | 44k | 55.00 |
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| Wal-Mart Stores (WMT) | 0.9 | $2.4M | -3% | 22k | 111.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.4M | -3% | 7.6k | 313.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.4M | 4.6k | 510.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.2M | 15k | 143.52 |
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| Morgan Stanley Com New (MS) | 0.8 | $2.1M | 12k | 177.53 |
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| Philip Morris International (PM) | 0.7 | $2.0M | 13k | 160.40 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.9M | +103% | 1.8k | 1074.68 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $1.9M | -19% | 11k | 171.18 |
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| Corning Incorporated (GLW) | 0.7 | $1.8M | 21k | 87.56 |
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| Applied Materials (AMAT) | 0.7 | $1.8M | -2% | 7.0k | 256.99 |
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| Blackrock (BLK) | 0.6 | $1.8M | 1.7k | 1070.34 |
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| Merck & Co (MRK) | 0.6 | $1.8M | 17k | 105.26 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $1.7M | -2% | 3.0k | 570.88 |
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| Visa Com Cl A (V) | 0.6 | $1.7M | -2% | 4.8k | 350.71 |
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| Abbott Laboratories (ABT) | 0.6 | $1.6M | 13k | 125.29 |
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| Starbucks Corporation (SBUX) | 0.6 | $1.5M | 8.4k | 180.63 |
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| Emerson Electric (EMR) | 0.5 | $1.5M | -2% | 11k | 132.72 |
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| Oracle Corporation (ORCL) | 0.5 | $1.5M | 7.6k | 194.91 |
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| Booking Holdings (BKNG) | 0.5 | $1.4M | 267.00 | 5355.33 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.4M | 1.6k | 862.34 |
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| Metropcs Communications (TMUS) | 0.5 | $1.4M | 6.8k | 203.04 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $1.3M | -4% | 13k | 99.52 |
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| Quanta Services (PWR) | 0.5 | $1.3M | -3% | 3.1k | 422.06 |
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| Prologis (PLD) | 0.5 | $1.3M | 10k | 127.66 |
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| Spdr Series Trust Bloomberg High Y (JNK) | 0.5 | $1.3M | +9% | 13k | 97.21 |
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| Micron Technology (MU) | 0.5 | $1.3M | NEW | 4.5k | 285.41 |
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| L3harris Technologies (LHX) | 0.4 | $1.2M | -2% | 4.1k | 293.57 |
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| Boston Scientific Corporation (BSX) | 0.4 | $1.2M | -3% | 13k | 95.35 |
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| Ameriprise Financial (AMP) | 0.4 | $1.2M | 2.4k | 490.34 |
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| Labcorp Holdings Com Shs (LH) | 0.4 | $1.1M | 4.5k | 250.88 |
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| salesforce (CRM) | 0.4 | $1.1M | -2% | 4.2k | 264.91 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.1M | 18k | 61.11 |
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| Walt Disney Company (DIS) | 0.4 | $1.1M | NEW | 9.5k | 113.77 |
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| Ametek (AME) | 0.4 | $1.1M | 5.2k | 205.31 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.4 | $1.1M | -53% | 21k | 50.58 |
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| Spdr Series Trust S&p Regl Bkg (KRE) | 0.4 | $985k | 15k | 64.81 |
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| Oneok (OKE) | 0.4 | $980k | 13k | 73.50 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $977k | +43% | 1.7k | 570.21 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $971k | -2% | 1.7k | 579.45 |
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| Constellation Energy (CEG) | 0.4 | $968k | NEW | 2.7k | 353.27 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $965k | +37% | 2.1k | 453.36 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.3 | $949k | 7.8k | 121.93 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $940k | NEW | 19k | 50.79 |
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| Albemarle Corporation (ALB) | 0.3 | $914k | 6.5k | 141.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $913k | 1.5k | 627.13 |
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| Jacobs Engineering Group (J) | 0.3 | $890k | 6.7k | 132.46 |
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| Tesla Motors (TSLA) | 0.3 | $888k | 2.0k | 449.72 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $877k | +22% | 24k | 37.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $868k | +278% | 8.7k | 99.88 |
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| Axon Enterprise (AXON) | 0.3 | $863k | 1.5k | 567.93 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $850k | 12k | 69.40 |
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| LKQ Corporation (LKQ) | 0.3 | $843k | +27% | 28k | 30.20 |
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| Equinix (EQIX) | 0.3 | $781k | -41% | 1.0k | 766.16 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $776k | -4% | 11k | 69.52 |
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| Deere & Company (DE) | 0.3 | $775k | 905.00 | 856.15 |
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| Wells Fargo & Company (WFC) | 0.3 | $769k | 8.3k | 93.20 |
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| Evergy (EVRG) | 0.3 | $755k | 10k | 72.49 |
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| Cisco Systems (CSCO) | 0.3 | $751k | 9.8k | 77.03 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.3 | $739k | 22k | 33.81 |
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| EQT Corporation (EQT) | 0.3 | $727k | NEW | 14k | 53.60 |
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| ConocoPhillips (COP) | 0.2 | $676k | 7.2k | 93.61 |
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| Nextera Energy (NEE) | 0.2 | $670k | -61% | 8.3k | 80.28 |
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| Nike CL B (NKE) | 0.2 | $661k | 4.0k | 166.03 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $660k | 3.6k | 183.40 |
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| Newmont Mining Corporation (NEM) | 0.2 | $603k | 6.0k | 99.85 |
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| Chevron Corporation (CVX) | 0.2 | $597k | 3.9k | 152.41 |
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| Coca-Cola Company (KO) | 0.2 | $585k | 7.2k | 80.81 |
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| Procter & Gamble Company (PG) | 0.2 | $582k | 4.1k | 143.31 |
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| Digital Realty Trust (DLR) | 0.2 | $563k | 3.6k | 154.71 |
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| Electronic Arts (EA) | 0.2 | $560k | -63% | 2.7k | 204.33 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $515k | +2% | 17k | 30.96 |
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| S&p Global (SPGI) | 0.2 | $509k | 974.00 | 522.59 |
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| Honeywell International (HON) | 0.2 | $505k | -57% | 2.6k | 195.09 |
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| UnitedHealth (UNH) | 0.2 | $473k | -60% | 1.4k | 330.11 |
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| McDonald's Corporation (MCD) | 0.2 | $464k | 1.5k | 305.63 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $461k | 4.2k | 109.91 |
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| General Dynamics Corporation (GD) | 0.2 | $446k | 1.3k | 336.66 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $441k | 17k | 26.49 |
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| Marvell Technology (MRVL) | 0.1 | $408k | 4.8k | 84.98 |
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| American Electric Power Company (AEP) | 0.1 | $405k | -2% | 3.5k | 115.31 |
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| Qualcomm (QCOM) | 0.1 | $400k | -68% | 2.3k | 171.05 |
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| Valero Energy Corporation (VLO) | 0.1 | $399k | 2.5k | 162.79 |
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| Vici Pptys (VICI) | 0.1 | $398k | 14k | 28.12 |
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| Regions Financial Corporation (RF) | 0.1 | $398k | 15k | 27.10 |
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| Dover Corporation (DOV) | 0.1 | $394k | 2.0k | 195.24 |
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| Cigna Corp (CI) | 0.1 | $388k | 1.4k | 275.23 |
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| F.N.B. Corporation (FNB) | 0.1 | $387k | 23k | 17.10 |
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| Bristol Myers Squibb (BMY) | 0.1 | $381k | 7.1k | 53.94 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $377k | 4.3k | 87.42 |
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| BorgWarner (BWA) | 0.1 | $363k | 8.1k | 45.06 |
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| Verizon Communications (VZ) | 0.1 | $359k | 8.8k | 40.73 |
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| Welltower Inc Com reit (WELL) | 0.1 | $348k | 1.9k | 185.61 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $347k | -13% | 3.8k | 92.30 |
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| Medtronic SHS (MDT) | 0.1 | $346k | +2% | 3.6k | 96.06 |
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| Eastman Chemical Company (EMN) | 0.1 | $333k | 5.2k | 63.83 |
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| Target Corporation (TGT) | 0.1 | $331k | 3.4k | 97.75 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $325k | +4% | 7.6k | 42.94 |
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| NiSource (NI) | 0.1 | $324k | 7.8k | 41.76 |
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| Home Depot (HD) | 0.1 | $312k | 908.00 | 344.10 |
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| Clearway Energy CL C (CWEN) | 0.1 | $298k | 9.0k | 33.26 |
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| Encompass Health Corp (EHC) | 0.1 | $294k | 2.8k | 106.14 |
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| Fidelity National Financial Com Shs (FNF) | 0.1 | $285k | 5.2k | 54.59 |
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| Carrier Global Corporation (CARR) | 0.1 | $280k | 5.3k | 52.84 |
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| Encana Corporation (OVV) | 0.1 | $252k | 6.4k | 39.19 |
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| Anthem (ELV) | 0.1 | $252k | 719.00 | 350.55 |
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| American Tower Reit (AMT) | 0.1 | $249k | 1.4k | 175.57 |
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| Crane Holdings (CXT) | 0.1 | $240k | 5.1k | 47.07 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $232k | 3.0k | 77.88 |
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| Dycom Industries (DY) | 0.1 | $222k | NEW | 657.00 | 337.90 |
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| Dupont De Nemours (DD) | 0.1 | $220k | -62% | 5.5k | 40.20 |
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| Sitime Corp (SITM) | 0.1 | $203k | NEW | 576.00 | 353.19 |
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| Redwood Trust (RWT) | 0.0 | $94k | 17k | 5.53 |
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| Payoneer Global (PAYO) | 0.0 | $85k | 15k | 5.62 |
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| 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 Q4 filed Feb. 11, 2026
- 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