Prudent Man Advisors
Latest statistics and disclosures from Prudent Man Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BND, NVDA, AAPL, HYG, and represent 29.52% of Prudent Man Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, NVDA, AAPL, MSFT, AMZN, GOOG, MU, JPM, VMBS, AVGO.
- Started 7 new stock positions in VTR, PEP, AVY, GILD, PRIM, FN, MOD.
- Reduced shares in these 10 stocks: VTI, VEA, BND, IWM, ESGU, EQIX, ICSH, AGG, KO, EA.
- Sold out of its positions in KO, CXT, DD, EA, TIP, QCOM, SITM, TGT.
- Prudent Man Advisors was a net buyer of stock by $65M.
- Prudent Man Advisors has $333M in assets under management (AUM), dropping by 21.57%.
- Central Index Key (CIK): 0001817174
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Portfolio Holdings for Prudent Man Advisors
Prudent Man Advisors holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 12.0 | $40M | -6% | 125k | 320.81 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.3 | $25M | -6% | 332k | 73.64 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $12M | +52% | 68k | 174.40 |
|
| Apple (AAPL) | 3.4 | $11M | +54% | 44k | 256.55 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 3.3 | $11M | +6% | 137k | 79.56 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 2.7 | $9.2M | -8% | 65k | 141.42 |
|
| Microsoft Corporation (MSFT) | 2.5 | $8.2M | +54% | 22k | 370.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $8.1M | +49% | 28k | 286.86 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.4 | $8.1M | -18% | 121k | 67.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $7.8M | +139% | 12k | 653.21 |
|
| Amazon (AMZN) | 2.3 | $7.7M | +57% | 37k | 208.27 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.1 | $7.1M | -4% | 91k | 78.41 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $6.1M | +54% | 21k | 294.16 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.8 | $6.1M | +17% | 79k | 77.11 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.6 | $5.4M | +62% | 115k | 46.95 |
|
| Broadcom (AVGO) | 1.6 | $5.3M | +53% | 17k | 309.51 |
|
| Meta Platforms Cl A (META) | 1.3 | $4.4M | +52% | 7.7k | 572.13 |
|
| Wal-Mart Stores (WMT) | 1.2 | $4.1M | +51% | 33k | 124.28 |
|
| Corning Incorporated (GLW) | 1.2 | $4.0M | +42% | 29k | 135.97 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.8M | +75% | 13k | 287.56 |
|
| Micron Technology (MU) | 1.1 | $3.8M | +150% | 11k | 337.84 |
|
| Bank of America Corporation (BAC) | 1.1 | $3.6M | +66% | 73k | 48.75 |
|
| Applied Materials (AMAT) | 1.1 | $3.5M | +47% | 10k | 341.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.4M | +53% | 7.1k | 484.25 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $3.2M | -7% | 37k | 88.70 |
|
| Philip Morris International (PM) | 1.0 | $3.2M | +53% | 20k | 165.34 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $3.1M | +31% | 15k | 213.66 |
|
| Morgan Stanley Com New (MS) | 0.9 | $3.1M | +55% | 19k | 164.57 |
|
| Merck & Co (MRK) | 0.9 | $3.0M | +50% | 25k | 120.29 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $2.9M | -26% | 12k | 248.00 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $2.7M | +66% | 3.0k | 919.77 |
|
| Quanta Services (PWR) | 0.8 | $2.5M | +47% | 4.6k | 549.02 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.5M | +56% | 2.5k | 996.43 |
|
| Blackrock (BLK) | 0.7 | $2.4M | +52% | 2.5k | 961.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $2.3M | +54% | 4.6k | 499.66 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $2.3M | 16k | 148.10 |
|
|
| Emerson Electric (EMR) | 0.7 | $2.3M | +53% | 17k | 131.02 |
|
| Visa Com Cl A (V) | 0.7 | $2.3M | +54% | 7.5k | 302.24 |
|
| Metropcs Communications (TMUS) | 0.7 | $2.2M | +53% | 10k | 210.03 |
|
| L3harris Technologies (LHX) | 0.6 | $2.1M | +50% | 6.2k | 345.15 |
|
| Starbucks Corporation (SBUX) | 0.6 | $2.0M | +51% | 13k | 157.23 |
|
| Abbott Laboratories (ABT) | 0.6 | $1.9M | +49% | 19k | 102.67 |
|
| Prologis (PLD) | 0.6 | $1.9M | +41% | 15k | 132.18 |
|
| Freeport Mcmoran CL B (FCX) | 0.6 | $1.9M | +75% | 32k | 58.78 |
|
| Oneok (OKE) | 0.6 | $1.9M | +57% | 21k | 90.39 |
|
| Northrop Grumman Corporation (NOC) | 0.6 | $1.9M | +62% | 2.8k | 682.24 |
|
| Labcorp Holdings Com Shs (LH) | 0.6 | $1.9M | +53% | 7.0k | 266.81 |
|
| Booking Holdings (BKNG) | 0.5 | $1.8M | +56% | 419.00 | 4210.32 |
|
| Oracle Corporation (ORCL) | 0.5 | $1.7M | +53% | 12k | 147.11 |
|
| Ametek (AME) | 0.5 | $1.7M | +52% | 8.0k | 214.36 |
|
| Albemarle Corporation (ALB) | 0.5 | $1.7M | +44% | 9.3k | 179.53 |
|
| Ameriprise Financial (AMP) | 0.5 | $1.6M | +54% | 3.7k | 444.40 |
|
| Walt Disney Company (DIS) | 0.5 | $1.6M | +76% | 17k | 96.38 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $1.6M | +17% | 16k | 100.17 |
|
| EQT Corporation (EQT) | 0.5 | $1.5M | +77% | 24k | 63.64 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $1.5M | +60% | 3.4k | 446.54 |
|
| ConocoPhillips (COP) | 0.5 | $1.5M | +59% | 12k | 132.00 |
|
| Jacobs Engineering Group (J) | 0.4 | $1.4M | +66% | 11k | 127.28 |
|
| Evergy (EVRG) | 0.4 | $1.4M | +58% | 17k | 81.92 |
|
| Constellation Energy (CEG) | 0.4 | $1.3M | +72% | 4.7k | 279.25 |
|
| LKQ Corporation (LKQ) | 0.4 | $1.3M | +60% | 45k | 29.37 |
|
| Delta Air Lines Com New (DAL) | 0.4 | $1.3M | +55% | 19k | 66.48 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $1.3M | +52% | 2.5k | 491.53 |
|
| Chevron Corporation (CVX) | 0.4 | $1.2M | +51% | 5.9k | 206.90 |
|
| Chipotle Mexican Grill (CMG) | 0.4 | $1.2M | +59% | 38k | 32.01 |
|
| Deere & Company (DE) | 0.4 | $1.2M | +50% | 1.4k | 878.00 |
|
| salesforce (CRM) | 0.4 | $1.2M | +50% | 6.3k | 186.67 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $1.2M | +47% | 19k | 62.75 |
|
| Tesla Motors (TSLA) | 0.3 | $1.1M | +55% | 3.1k | 371.75 |
|
| Cisco Systems (CSCO) | 0.3 | $1.1M | +47% | 14k | 77.59 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.3 | $1.1M | -15% | 11k | 95.72 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.0M | +50% | 5.4k | 192.90 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.0M | +78% | 7.3k | 144.44 |
|
| Axon Enterprise (AXON) | 0.3 | $1.0M | +55% | 2.4k | 424.69 |
|
| Verizon Communications (VZ) | 0.3 | $981k | +121% | 20k | 50.20 |
|
| Wells Fargo & Company (WFC) | 0.3 | $977k | +48% | 12k | 79.61 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.3 | $961k | -3% | 7.5k | 127.73 |
|
| Spdr Series Trust State Street Spd (KRE) | 0.3 | $958k | -3% | 15k | 65.15 |
|
| Nextera Energy (NEE) | 0.3 | $918k | +18% | 9.9k | 92.88 |
|
| Valero Energy Corporation (VLO) | 0.3 | $902k | +48% | 3.7k | 247.08 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $901k | -21% | 14k | 63.43 |
|
| Digital Realty Trust (DLR) | 0.3 | $881k | +34% | 4.9k | 180.21 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $871k | 1.5k | 597.55 |
|
|
| Honeywell International (HON) | 0.2 | $820k | +40% | 3.6k | 226.03 |
|
| Pepsi (PEP) | 0.2 | $818k | NEW | 5.3k | 155.29 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $798k | +22% | 7.4k | 108.25 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.2 | $751k | +2% | 22k | 33.54 |
|
| Ventas (VTR) | 0.2 | $746k | NEW | 9.1k | 81.78 |
|
| Marvell Technology (MRVL) | 0.2 | $729k | +53% | 7.4k | 99.05 |
|
| McDonald's Corporation (MCD) | 0.2 | $716k | +51% | 2.3k | 310.79 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $715k | +61% | 27k | 26.61 |
|
| American Electric Power Company (AEP) | 0.2 | $687k | +48% | 5.2k | 131.08 |
|
| General Dynamics Corporation (GD) | 0.2 | $678k | +49% | 2.0k | 343.22 |
|
| Gilead Sciences (GILD) | 0.2 | $663k | NEW | 4.8k | 139.37 |
|
| BorgWarner (BWA) | 0.2 | $662k | +51% | 12k | 54.26 |
|
| Nike CL B (NKE) | 0.2 | $659k | +52% | 6.1k | 108.40 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $650k | +51% | 11k | 60.65 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $649k | NEW | 3.8k | 172.68 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $637k | -17% | 9.3k | 68.78 |
|
| Dover Corporation (DOV) | 0.2 | $615k | +46% | 3.0k | 208.45 |
|
| S&p Global (SPGI) | 0.2 | $613k | +47% | 1.4k | 425.34 |
|
| Eastman Chemical Company (EMN) | 0.2 | $587k | +47% | 7.7k | 76.32 |
|
| Encana Corporation (OVV) | 0.2 | $582k | +52% | 9.8k | 59.36 |
|
| Regions Financial Corporation (RF) | 0.2 | $578k | +50% | 22k | 26.12 |
|
| F.N.B. Corporation (FNB) | 0.2 | $561k | +48% | 34k | 16.72 |
|
| Cigna Corp (CI) | 0.2 | $558k | +48% | 2.1k | 266.75 |
|
| Vici Pptys (VICI) | 0.2 | $539k | +39% | 20k | 27.32 |
|
| NiSource (NI) | 0.2 | $537k | +48% | 12k | 46.66 |
|
| Clearway Energy CL C (CWEN) | 0.2 | $515k | +46% | 13k | 39.29 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $504k | 17k | 30.32 |
|
|
| Medtronic SHS (MDT) | 0.1 | $479k | +53% | 5.5k | 86.65 |
|
| UnitedHealth (UNH) | 0.1 | $464k | +19% | 1.7k | 270.59 |
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $448k | +53% | 6.6k | 67.57 |
|
| Carrier Global Corporation (CARR) | 0.1 | $445k | +49% | 7.9k | 56.31 |
|
| Home Depot (HD) | 0.1 | $443k | +48% | 1.3k | 328.89 |
|
| Encompass Health Corp (EHC) | 0.1 | $396k | +47% | 4.1k | 96.73 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $390k | +19% | 9.0k | 43.13 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $385k | +3% | 1.9k | 197.71 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $385k | -64% | 7.6k | 50.62 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.1 | $360k | +49% | 7.8k | 46.38 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $342k | -3% | 3.6k | 93.74 |
|
| Anthem (ELV) | 0.1 | $322k | +53% | 1.1k | 292.75 |
|
| Equinix (EQIX) | 0.1 | $303k | -69% | 309.00 | 980.24 |
|
| American Tower Reit (AMT) | 0.1 | $256k | +4% | 1.5k | 172.58 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $230k | 3.0k | 77.18 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $228k | -73% | 2.3k | 99.27 |
|
| Modine Manufacturing (MOD) | 0.1 | $222k | NEW | 1.0k | 216.71 |
|
| Fabrinet SHS (FN) | 0.1 | $220k | NEW | 422.00 | 521.52 |
|
| Dycom Industries (DY) | 0.1 | $216k | -3% | 637.00 | 338.82 |
|
| Primoris Services (PRIM) | 0.1 | $209k | NEW | 1.5k | 143.04 |
|
| Redwood Trust (RWT) | 0.0 | $93k | -2% | 17k | 5.61 |
|
| Payoneer Global (PAYO) | 0.0 | $71k | -3% | 15k | 4.83 |
|
| Caterpillar (CAT) | 0.0 | $0 | 0 | 0.00 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Prudent Man Advisors
SEC 13F filings are viewable for Prudent Man Advisors going back to 2020
- Prudent Man Advisors 2026 Q1 filed May 8, 2026
- 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