Prudent Man Advisors, LLC Portfolio Holdings

Prudent Man Advisors, LLC

  • $306 Million
  • Q2 2025

Prudent Man Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $306 Million distributed in 182 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 $41.6M, Vanguard Bd Index Fd Inc Total with a value of $25.6M, Ishares Tr with a value of $16.4M, Ishares Trust Ishares Esg Awar with a value of $9.81M, and Vanguard Ftse Developed Market with a value of $8.58M.

Examining the 13F form we can see an increase of $37.9M in the current position value, from $268M to 306M.

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

Portfolio value $306 Million
ETFs: $146 Million
Technology: $39.5 Million
Financial Services: $24.5 Million
Industrials: $18.5 Million
Healthcare: $14.7 Million
Consumer Cyclical: $13.1 Million
Real Estate: $12.7 Million
Communication Services: $12.5 Million
Other: $25 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$8.49 Million 2.77% of portfolio
17,070
Q2 2025 Added 29.55%
$471B
$8.13 Million 2.66% of portfolio
51,479
Q2 2025 Added 33.94%
$4.13T
$6.84 Million 2.23% of portfolio
33,325
Q2 2025 Added 28.72%
$902B
$5.51 Million 1.8% of portfolio
19,019
Q2 2025 Added 11.01%
$2.27T
$4.82 Million 1.57% of portfolio
21,969
Q2 2025 Added 32.92%
$137B
$3.95 Million 1.29% of portfolio
14,315
Q2 2025 Added 21.06%
$1.5T
$3.5 Million 1.14% of portfolio
19,707
Q2 2025 Added 47.3%
$245B
$3.26 Million 1.07% of portfolio
17,909
Q2 2025 Added 8.43%
$654B
$2.75 Million 0.9% of portfolio
5,660
Q2 2025 Added 40.94%
$263B
$2.34 Million 0.77% of portfolio
16,644
Q2 2025 Added 9.83%
$107B
$2.32 Million 0.76% of portfolio
22,116
Q2 2025 Added 9.35%
$233B
$2.3 Million 0.75% of portfolio
16,894
Q2 2025 Added 16.15%
$276B
$2.25 Million 0.74% of portfolio
23,040
Q2 2025 Added 54.87%
$78.7B
$2.15 Million 0.7% of portfolio
16,106
Q2 2025 Added 17.02%
$286B
$2.09 Million 0.68% of portfolio
8,759
Q2 2025 Added 19.99%
$154B
$1.99 Million 0.65% of portfolio
28,615
Q2 2025 Added 17.37%
$566B
$1.97 Million 0.64% of portfolio
5,561
Q2 2025 Added 32.37%
$551B
$1.93 Million 0.63% of portfolio
3,430
Q2 2025 Added 33.31%
$142B
$1.91 Million 0.62% of portfolio
8,182
Q2 2025 Added 16.21%
$779B
$1.88 Million 0.61% of portfolio
8,595
Q2 2025 Added 33.24%
$406B
$1.78 Million 0.58% of portfolio
1,801
Q2 2025 Added 32.04%
$215B
$1.73 Million 0.57% of portfolio
299
Q2 2025 Added 31.72%
$52.4B
$1.76 Million 0.57% of portfolio
3,293
Q2 2025 Added 10.76%
$10.1B
$1.69 Million 0.55% of portfolio
8,910
Q2 2025 Reduced 3.36%
$69.8B
$1.62 Million 0.53% of portfolio
30,841
Q2 2025 Added 13.61%
$204B
$1.57 Million 0.51% of portfolio
12,690
Q2 2025 Added 36.36%
$138B
$1.57 Million 0.51% of portfolio
14,654
Q2 2025 Added 34.11%
$55.9B
$1.55 Million 0.51% of portfolio
9,689
Q2 2025 Added 17.6%
$190B
$1.52 Million 0.5% of portfolio
9,529
Q2 2025 Added 19.49%
$1.65T
$1.45 Million 0.47% of portfolio
1,967
Q2 2025 Added 33.72%
$192B
$1.41 Million 0.46% of portfolio
7,725
Q2 2025 Added 84.32%
$56.7B
$1.41 Million 0.46% of portfolio
5,620
Q2 2025 Added 17.16%
$51.2B
$1.41 Million 0.46% of portfolio
1,708
Q2 2025 Added 31.59%
$1.45T
$1.42 Million 0.46% of portfolio
8,030
Q2 2025 Reduced 0.53%
$227B
$1.39 Million 0.45% of portfolio
17,523
Q2 2025 Added 20.57%
$60.2B
$1.37 Million 0.45% of portfolio
3,632
Q2 2025 Added 33.33%
$405B
$1.35 Million 0.44% of portfolio
28,557
Q2 2025 Reduced 1.35%
$40.6B
$1.31 Million 0.43% of portfolio
19,114
Q2 2025 Added 18.38%
$306B
$1.31 Million 0.43% of portfolio
16,370
Q2 2025 Reduced 12.45%
$50B
$1.31 Million 0.43% of portfolio
7,491
Q2 2025 Reduced 0.83%
$239B
$1.32 Million 0.43% of portfolio
4,846
Q2 2025 Added 32.62%
$1.12B
$1.21 Million 0.4% of portfolio
21,566
Q2 2025 Added 36.72%
$360B
$1.2 Million 0.39% of portfolio
7,511
Q2 2025 Reduced 4.43%
$280B
$1.21 Million 0.39% of portfolio
17,382
Q1 2025 Added 2.51%
$331B
$1.14 Million 0.37% of portfolio
3,659
Q2 2025 Added 34.18%
$245B
$1.14 Million 0.37% of portfolio
7,798
Q2 2025 Reduced 1.61%
$32.4B
$1.09 Million 0.36% of portfolio
13,388
Q2 2025 Added 83.25%
$54.6B
$1.11 Million 0.36% of portfolio
6,432
Q2 2025 Added 17.65%
$42.7B
$1.09 Million 0.35% of portfolio
6,001
Q2 2025 Added 33.8%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $306 Million
  • Prior Value $268 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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