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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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