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Prudent Man Advisors, LLC

Updated 2 days ago

Managed by Prudent Man Advisors, Llc • Latest filing Q3 2026

Portfolio value
$425.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$271.5M
Q4 2025$274.7M
Q1 2026$333.9M
Q2 2026$437.5M
Q3 2026$425.6M

Top holdings

144 positions as of Q3 2026

View filing
V

VANGUARD INDEX FDS

Value
$35.5M
Shares
95.0K
% Port
8.35%
V

VANGUARD BD INDEX FDS

Value
$24.4M
Shares
348.2K
% Port
5.74%
A

APPLE INC

Value
$19.4M
Shares
57.7K
% Port
4.56%
E

ISHARES TR

Value
$17.1M
Shares
221.2K
% Port
4.01%
N

NVIDIA CORPORATION

Value
$16.9M
Shares
73.9K
% Port
3.96%
M

MICROSOFT CORP

Value
$16.3M
Shares
31.7K
% Port
3.82%
A

AMAZON COM INC

Value
$13.4M
Shares
53.6K
% Port
3.14%
V

VANGUARD TAX-MANAGED FDS

Value
$12.3M
Shares
169.1K
% Port
2.90%
E

ISHARES TR

Value
$9.8M
Shares
12.7K
% Port
2.29%
E

ISHARES TR

Value
$9.7M
Shares
57.9K
% Port
2.27%
G

ALPHABET INC

Value
$8.2M
Shares
23.9K
% Port
1.92%
V

VANGUARD BD INDEX FDS

Value
$7.5M
Shares
97.6K
% Port
1.75%
J

JPMORGAN CHASE & CO

Value
$7.4M
Shares
22.5K
% Port
1.75%
V

VANGUARD STAR FDS

Value
$6.8M
Shares
80.5K
% Port
1.61%
V

VANGUARD SCOTTSDALE FDS

Value
$6.8M
Shares
60.7K
% Port
1.60%
A

BROADCOM INC

Value
$6.4M
Shares
18.4K
% Port
1.51%
M

MICRON TECHNOLOGY INC

Value
$6.3M
Shares
6.0K
% Port
1.49%
S

SPDR SERIES TRUST

Value
$6.3M
Shares
67.8K
% Port
1.48%
V

VANGUARD SCOTTSDALE FDS

Value
$5.8M
Shares
130.5K
% Port
1.36%
S

SSGA ACTIVE ETF TR

Value
$5.5M
Shares
135.8K
% Port
1.29%

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Prudent Man Advisors, LLC (Prudent Man Advisors, Llc) Portfolio & 13F Holdings | Track13F