Prudent Man Advisors, LLC Portfolio Holdings

Prudent Man Advisors, LLC

  • $263 Million
  • Q3 2025

Prudent Man Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $263 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43.1M, Vanguard Bd Index Fd Inc Total with a value of $26.5M, Ishares Trust Ishares Esg Awar with a value of $10.7M, Ishares Tr with a value of $10.5M, and Vanguard Ftse Developed Market with a value of $8.98M.

Examining the 13F form we can see an decrease of $43.1M in the current position value, from $306M to 263M.

Below you can find more details about Prudent Man Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $263 Million
ETFs: $140 Million
Technology: $36.4 Million
Financial Services: $17.6 Million
Communication Services: $13.9 Million
Industrials: $12.2 Million
Consumer Cyclical: $11.1 Million
Healthcare: $9.45 Million
Consumer Defensive: $7.92 Million
Other: $14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.1 Million 16.4% of portfolio
131,375
Q3 2025 Reduced 3.98%
$0
$26.5 Million 10.08% of portfolio
356,354
Q3 2025 Added 2.64%
$0
$10.7 Million 4.09% of portfolio
73,790
Q3 2025 Added 1.75%
$0
$10.5 Million 4.01% of portfolio
129,834
Q3 2025 Reduced 36.05%
$0
$8.98 Million 3.41% of portfolio
149,792
Q3 2025 Reduced 0.47%
$474B
$8.57 Million 3.26% of portfolio
45,947
Q3 2025 Reduced 10.75%
$3.8T
$7.58 Million 2.88% of portfolio
14,636
Q3 2025 Reduced 14.26%
$4.38T
$7.33 Million 2.79% of portfolio
28,775
Q3 2025 Reduced 13.65%
$0
$6.9 Million 2.62% of portfolio
87,443
Q3 2025 Reduced 1.8%
$2.39T
$5.16 Million 1.96% of portfolio
23,490
Q3 2025 Added 6.92%
$0
$5.01 Million 1.91% of portfolio
68,207
Q3 2025 Reduced 0.03%
$1.69T
$4.7 Million 1.79% of portfolio
19,302
Q3 2025 Reduced 2.06%
$891B
$4.32 Million 1.64% of portfolio
13,705
Q3 2025 Reduced 27.94%
$0
$3.89 Million 1.48% of portfolio
16,093
Q3 2025 Reduced 1.1%
$1.37T
$3.74 Million 1.42% of portfolio
5,094
Q3 2025 Added 158.97%
$139B
$3.74 Million 1.42% of portfolio
11,342
Q3 2025 Reduced 20.77%
$0
$3.17 Million 1.21% of portfolio
4,742
Q3 2025 Reduced 29.81%
$0
$3.12 Million 1.19% of portfolio
66,384
Q3 2025 Added 0.15%
$662B
$2.36 Million 0.9% of portfolio
4,693
Q3 2025 Reduced 17.08%
$0
$2.34 Million 0.89% of portfolio
46,180
Q3 2025 New
$278B
$2.3 Million 0.88% of portfolio
22,343
Q3 2025 Reduced 3.03%
$0
$2.16 Million 0.82% of portfolio
15,324
Q3 2025 Reduced 23.63%
$601B
$2.16 Million 0.82% of portfolio
7,690
Q3 2025 Reduced 10.53%
$241B
$2.09 Million 0.79% of portfolio
12,876
Q3 2025 Reduced 28.1%
$278B
$1.92 Million 0.73% of portfolio
12,080
Q3 2025 Reduced 27.42%
$1.65T
$1.91 Million 0.72% of portfolio
7,839
Q3 2025 Reduced 2.38%
$521B
$1.75 Million 0.66% of portfolio
3,073
Q3 2025 Reduced 10.41%
$69.4B
$1.71 Million 0.65% of portfolio
20,842
Q3 2025 Reduced 32.42%
$540B
$1.7 Million 0.65% of portfolio
4,986
Q3 2025 Reduced 10.34%
$229B
$1.72 Million 0.65% of portfolio
12,816
Q3 2025 Reduced 24.14%
$269B
$1.64 Million 0.63% of portfolio
6,868
Q3 2025 Reduced 21.59%
$165B
$1.64 Million 0.62% of portfolio
21,676
Q3 2025 Reduced 24.25%
$75.4B
$1.53 Million 0.58% of portfolio
11,692
Q3 2025 Reduced 27.41%
$55.9B
$1.5 Million 0.57% of portfolio
7,415
Q3 2025 Reduced 23.47%
$409B
$1.48 Million 0.56% of portfolio
1,604
Q3 2025 Reduced 10.94%
$194B
$1.46 Million 0.56% of portfolio
7,150
Q3 2025 Reduced 7.44%
$200B
$1.44 Million 0.55% of portfolio
267
Q3 2025 Reduced 10.7%
$235B
$1.43 Million 0.54% of portfolio
17,035
Q3 2025 Reduced 2.78%
$71.5B
$1.36 Million 0.52% of portfolio
1,742
Q3 2025 Reduced 29.56%
$0
$1.36 Million 0.52% of portfolio
13,858
Q3 2025 Added 25.32%
$61.4B
$1.34 Million 0.51% of portfolio
3,226
Q3 2025 Reduced 11.18%
$147B
$1.28 Million 0.49% of portfolio
13,105
Q3 2025 Reduced 10.57%
$55.4B
$1.29 Million 0.49% of portfolio
4,222
Q3 2025 Reduced 24.88%
$195B
$1.25 Million 0.48% of portfolio
7,512
Q3 2025 Reduced 21.17%
$134B
$1.27 Million 0.48% of portfolio
6,055
Q3 2025 Reduced 26.0%
$301B
$1.26 Million 0.48% of portfolio
3,641
Q3 2025 Reduced 0.49%
$0
$1.17 Million 0.45% of portfolio
11,988
Q2 2025 Reduced 0.1%
$113B
$1.19 Million 0.45% of portfolio
10,382
Q3 2025 Reduced 53.06%
$48.9B
$1.19 Million 0.45% of portfolio
2,427
Q3 2025 Reduced 26.3%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $263 Million
  • Prior Value $306 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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