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 Market Cap. of $10 Billions to $200 Billions
