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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$3.95 Million 1.29% of portfolio
14,315
Q2 2025 Added 21.06%
$97.6B
$2.32 Million 0.76% of portfolio
22,116
Q2 2025 Added 9.35%
$78.5B
$2.15 Million 0.7% of portfolio
16,106
Q2 2025 Added 17.02%
$142B
$1.99 Million 0.65% of portfolio
28,615
Q2 2025 Added 17.37%
$70.7B
$1.97 Million 0.64% of portfolio
2,473
Q2 2025 Added 10.2%
$145B
$1.91 Million 0.62% of portfolio
8,182
Q2 2025 Added 16.21%
$53.9B
$1.76 Million 0.57% of portfolio
3,293
Q2 2025 Added 10.76%
$10.9B
$1.69 Million 0.55% of portfolio
8,910
Q2 2025 Reduced 3.36%
$55.6B
$1.62 Million 0.53% of portfolio
30,841
Q2 2025 Added 13.61%
$148B
$1.57 Million 0.51% of portfolio
14,654
Q2 2025 Added 34.11%
$46.6B
$1.55 Million 0.51% of portfolio
9,689
Q2 2025 Added 17.6%
$166B
$1.52 Million 0.5% of portfolio
9,529
Q2 2025 Added 19.49%
$159B
$1.41 Million 0.46% of portfolio
7,725
Q2 2025 Added 84.32%
$51.6B
$1.41 Million 0.46% of portfolio
5,620
Q2 2025 Added 17.16%
$59.9B
$1.41 Million 0.46% of portfolio
1,708
Q2 2025 Added 31.59%
$55.2B
$1.37 Million 0.45% of portfolio
3,632
Q2 2025 Added 33.33%
$48.9B
$1.31 Million 0.43% of portfolio
7,491
Q2 2025 Reduced 0.83%
$33.3B
$1.09 Million 0.36% of portfolio
13,388
Q2 2025 Added 83.25%
$55.2B
$1.11 Million 0.36% of portfolio
6,432
Q2 2025 Added 17.65%
$41.8B
$1.09 Million 0.35% of portfolio
6,001
Q2 2025 Added 33.8%
$181B
$1.04 Million 0.34% of portfolio
1,966
Q2 2025 Reduced 1.4%
$60.9B
$1.03 Million 0.34% of portfolio
3,208
Q2 2025 Added 34.23%
$154B
$885,000 0.29% of portfolio
1,741
Q2 2025 Reduced 10.58%
$96.1B
$876,000 0.29% of portfolio
3,965
Q2 2025 Added 1.15%
$106B
$874,000 0.29% of portfolio
9,539
Q2 2025 Added 33.41%
$68.1B
$863,000 0.28% of portfolio
7,218
Q2 2025 Added 31.88%
$83.9B
$827,000 0.27% of portfolio
2,503
Q2 2025 Reduced 1.77%
$70.5B
$820,000 0.27% of portfolio
13,057
Q2 2025 Reduced 12.3%
$54.7B
$814,000 0.27% of portfolio
13,989
Q2 2025 Reduced 9.85%
$181B
$783,000 0.26% of portfolio
1,933
Q2 2025 Added 32.4%
$16.6B
$802,000 0.26% of portfolio
11,646
Q2 2025 Added 28.63%
$11.7B
$756,000 0.25% of portfolio
6,170
Q2 2025 Reduced 20.71%
$94.1B
$772,000 0.25% of portfolio
1,735
Q2 2025 Added 27.67%
$120B
$736,000 0.24% of portfolio
8,205
Q2 2025 Added 30.26%
$77.9B
$742,000 0.24% of portfolio
4,830
Q2 2025 Added 1.17%
$17.2B
$696,000 0.23% of portfolio
17,269
Q2 2025 Added 0.17%
$86.2B
$700,000 0.23% of portfolio
2,401
Q2 2025 Reduced 2.16%
$89.4B
$669,000 0.22% of portfolio
1,339
Q2 2025 Added 29.0%
$55.2B
$678,000 0.22% of portfolio
9,274
Q2 2025 Reduced 2.12%
$34.4B
$676,000 0.22% of portfolio
13,761
Q2 2025 Added 31.16%
$139B
$687,000 0.22% of portfolio
19,270
Q2 2025 Added 0.21%
$22.1B
$632,000 0.21% of portfolio
7,641
Q2 2025 Reduced 0.13%
$24.4B
$653,000 0.21% of portfolio
3,568
Q2 2025 Reduced 0.03%
$57.8B
$653,000 0.21% of portfolio
6,295
Q2 2025 Added 0.03%
$40.9B
$642,000 0.21% of portfolio
8,485
Q2 2025 Added 30.32%
$13.7B
$653,000 0.21% of portfolio
4,169
Q2 2025 Reduced 2.59%
$16.1B
$599,000 0.2% of portfolio
10,690
Q2 2025 Reduced 15.24%
$123B
$569,000 0.19% of portfolio
6,535
Q2 2025 Reduced 0.06%
$51.4B
$587,000 0.19% of portfolio
4,370
Q2 2025 Added 0.21%

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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