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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56B
$1.37 Million 0.45% of portfolio
3,632
Q2 2025 Added 33.33%
$381B
$1.35 Million 0.44% of portfolio
28,557
Q2 2025 Reduced 1.35%
$36B
$1.31 Million 0.43% of portfolio
19,114
Q2 2025 Added 18.38%
$302B
$1.31 Million 0.43% of portfolio
16,370
Q2 2025 Reduced 12.45%
$48.7B
$1.31 Million 0.43% of portfolio
7,491
Q2 2025 Reduced 0.83%
$232B
$1.32 Million 0.43% of portfolio
4,846
Q2 2025 Added 32.62%
$1.19B
$1.21 Million 0.4% of portfolio
21,566
Q2 2025 Added 36.72%
$368B
$1.2 Million 0.39% of portfolio
7,511
Q2 2025 Reduced 4.43%
$293B
$1.21 Million 0.39% of portfolio
17,382
Q1 2025 Added 2.51%
$0
$1.17 Million 0.38% of portfolio
11,988
Q2 2025 Reduced 0.1%
$0
$1.16 Million 0.38% of portfolio
14,028
Q2 2025 Added 18.71%
$245B
$1.14 Million 0.37% of portfolio
3,659
Q2 2025 Added 34.18%
$229B
$1.14 Million 0.37% of portfolio
7,798
Q2 2025 Reduced 1.61%
$33.1B
$1.09 Million 0.36% of portfolio
13,388
Q2 2025 Added 83.25%
$55.6B
$1.11 Million 0.36% of portfolio
6,432
Q2 2025 Added 17.65%
$42.5B
$1.09 Million 0.35% of portfolio
6,001
Q2 2025 Added 33.8%
$61.1B
$1.03 Million 0.34% of portfolio
3,208
Q2 2025 Added 34.23%
$302B
$1.02 Million 0.33% of portfolio
7,137
Q2 2025 Reduced 1.69%
$0
$997,000 0.33% of portfolio
47,700
Q4 2024 Reduced 20.5%
$0
$964,000 0.31% of portfolio
11,058
Q2 2025 Added 7.37%
$351B
$936,000 0.31% of portfolio
5,045
Q2 2025 Reduced 1.81%
$306B
$915,000 0.3% of portfolio
12,942
Q2 2025 Added 0.04%
$222B
$917,000 0.3% of portfolio
3,140
Q2 2025 Reduced 1.47%
$0
$911,000 0.3% of portfolio
18,439
Q2 2025 Reduced 1.29%
$153B
$885,000 0.29% of portfolio
1,741
Q2 2025 Reduced 10.58%
$95.3B
$876,000 0.29% of portfolio
3,965
Q2 2025 Added 1.15%
$108B
$874,000 0.29% of portfolio
9,539
Q2 2025 Added 33.41%
$8.14B
$869,000 0.28% of portfolio
23,495
Q2 2025 Added 92.53%
$2.41B
$871,000 0.28% of portfolio
27,234
Q2 2025 Added 3.87%
$69.2B
$863,000 0.28% of portfolio
7,218
Q2 2025 Added 31.88%
$85.6B
$827,000 0.27% of portfolio
2,503
Q2 2025 Reduced 1.77%
$70.4B
$820,000 0.27% of portfolio
13,057
Q2 2025 Reduced 12.3%
$0
$826,000 0.27% of portfolio
1,455
Q2 2025 Added 7.78%
$54.7B
$814,000 0.27% of portfolio
13,989
Q2 2025 Reduced 9.85%
$1.27T
$822,000 0.27% of portfolio
3,631
Q2 2025 Added 2.89%
$187B
$783,000 0.26% of portfolio
1,933
Q2 2025 Added 32.4%
$16.7B
$802,000 0.26% of portfolio
11,646
Q2 2025 Added 28.63%
$11.8B
$756,000 0.25% of portfolio
6,170
Q2 2025 Reduced 20.71%
$0
$769,000 0.25% of portfolio
11,065
Q2 2025 Added 6.75%
$608B
$767,000 0.25% of portfolio
985
Q2 2025 Added 28.26%
$99.5B
$772,000 0.25% of portfolio
1,735
Q2 2025 Added 27.67%
$5.44B
$742,000 0.24% of portfolio
50,934
Q2 2025 Reduced 2.17%
$120B
$736,000 0.24% of portfolio
8,205
Q2 2025 Added 30.26%
$76.4B
$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%
$1.08T
$709,000 0.23% of portfolio
2,232
Q2 2025 Added 32.86%
$89.4B
$669,000 0.22% of portfolio
1,339
Q2 2025 Added 29.0%
$55B
$678,000 0.22% of portfolio
9,274
Q2 2025 Reduced 2.12%

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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