Prudent Man Advisors, LLC

CIK 0001817174 · NAPERVILLE, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Prudent Man Advisors, LLC reported 141 positions worth $437.5M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VTI (9.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$437.5M
2026 Q2
Positions
141
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.7%
Est. Net Flow (Q)
2026 Q2
10 / 141 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$43.3M9.91%117,125
2BNDVANGUARD BD INDEX FDSSH$25.5M5.82%347,148
3HYGISHARES TRSH$17.5M3.99%218,425
4NVDANVIDIA CORPORATIONSH$15.0M3.44%75,192
5AAPLAPPLE INCSH$14.1M3.23%48,371
6VEAVANGUARD TAX-MANAGED FDSSH$12.6M2.89%171,924
7GOOGALPHABET INCSH$11.0M2.52%31,240
8MUMICRON TECHNOLOGY INCSH$10.6M2.41%9,147
9AMZNAMAZON COM INCSH$10.1M2.31%42,487
10IVVISHARES TRSH$9.6M2.20%12,854

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Prudent Man Advisors, LLC hold as of Q2 2026?

Prudent Man Advisors, LLC reported 141 positions worth $437.5M in its Q2 2026 13F filing. Largest positions: VTI (9.9%), BND (5.8%), HYG (4.0%), NVDA (3.4%) and AAPL (3.2%).

What did Prudent Man Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Prudent Man Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.