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.

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$8.57 Million 3.26% of portfolio
45,947
Q3 2025 Reduced 10.75%
$3.78T
$7.58 Million 2.88% of portfolio
14,636
Q3 2025 Reduced 14.26%
$4.3T
$7.33 Million 2.79% of portfolio
28,775
Q3 2025 Reduced 13.65%
$2.39T
$5.16 Million 1.96% of portfolio
23,490
Q3 2025 Added 6.92%
$1.74T
$4.7 Million 1.79% of portfolio
19,302
Q3 2025 Reduced 2.06%
$881B
$4.32 Million 1.64% of portfolio
13,705
Q3 2025 Reduced 27.94%
$1.37T
$3.74 Million 1.42% of portfolio
5,094
Q3 2025 Added 158.97%
$139B
$3.74 Million 1.42% of portfolio
11,342
Q3 2025 Reduced 20.77%
$662B
$2.36 Million 0.9% of portfolio
4,693
Q3 2025 Reduced 17.08%
$279B
$2.3 Million 0.88% of portfolio
22,343
Q3 2025 Reduced 3.03%
$593B
$2.16 Million 0.82% of portfolio
7,690
Q3 2025 Reduced 10.53%
$237B
$2.09 Million 0.79% of portfolio
12,876
Q3 2025 Reduced 28.1%
$270B
$1.92 Million 0.73% of portfolio
12,080
Q3 2025 Reduced 27.42%
$1.65T
$1.91 Million 0.72% of portfolio
7,839
Q3 2025 Reduced 2.38%
$512B
$1.75 Million 0.66% of portfolio
3,073
Q3 2025 Reduced 10.41%
$69.4B
$1.71 Million 0.65% of portfolio
20,842
Q3 2025 Reduced 32.42%
$228B
$1.72 Million 0.65% of portfolio
12,816
Q3 2025 Reduced 24.14%
$269B
$1.64 Million 0.63% of portfolio
6,868
Q3 2025 Reduced 21.59%
$168B
$1.64 Million 0.62% of portfolio
21,676
Q3 2025 Reduced 24.25%
$75.4B
$1.53 Million 0.58% of portfolio
11,692
Q3 2025 Reduced 27.41%
$55.8B
$1.5 Million 0.57% of portfolio
7,415
Q3 2025 Reduced 23.47%
$404B
$1.48 Million 0.56% of portfolio
1,604
Q3 2025 Reduced 10.94%
$197B
$1.46 Million 0.56% of portfolio
7,150
Q3 2025 Reduced 7.44%
$191B
$1.44 Million 0.55% of portfolio
267
Q3 2025 Reduced 10.7%
$235B
$1.43 Million 0.54% of portfolio
17,035
Q3 2025 Reduced 2.78%
$71.5B
$1.36 Million 0.52% of portfolio
1,742
Q3 2025 Reduced 29.56%
$61.4B
$1.34 Million 0.51% of portfolio
3,226
Q3 2025 Reduced 11.18%
$147B
$1.28 Million 0.49% of portfolio
13,105
Q3 2025 Reduced 10.57%
$55.4B
$1.29 Million 0.49% of portfolio
4,222
Q3 2025 Reduced 24.88%
$187B
$1.25 Million 0.48% of portfolio
7,512
Q3 2025 Reduced 21.17%
$132B
$1.27 Million 0.48% of portfolio
6,055
Q3 2025 Reduced 26.0%
$300B
$1.26 Million 0.48% of portfolio
3,641
Q3 2025 Reduced 0.49%
$114B
$1.19 Million 0.45% of portfolio
10,382
Q3 2025 Reduced 53.06%
$47B
$1.19 Million 0.45% of portfolio
2,427
Q3 2025 Reduced 26.3%
$19.9B
$1.13 Million 0.43% of portfolio
14,556
Q3 2025 Reduced 23.85%
$39.4B
$1.09 Million 0.42% of portfolio
1,524
Q3 2025 Reduced 10.77%
$237B
$1.02 Million 0.39% of portfolio
4,296
Q3 2025 Reduced 11.35%
$44.4B
$1 Million 0.38% of portfolio
5,337
Q3 2025 Reduced 11.06%
$31.5B
$978,000 0.37% of portfolio
13,405
Q3 2025 Added 0.13%
$10.3B
$938,000 0.36% of portfolio
5,098
Q3 2025 Reduced 42.78%
$54.4B
$881,000 0.34% of portfolio
2,845
Q3 2025 Reduced 11.32%
$1.29T
$893,000 0.34% of portfolio
2,009
Q3 2025 Reduced 9.99%
$222B
$831,000 0.32% of portfolio
1,715
Q3 2025 Reduced 11.28%
$413B
$821,000 0.31% of portfolio
15,920
Q3 2025 Reduced 44.25%
$17.6B
$793,000 0.3% of portfolio
10,432
Q3 2025 Reduced 10.42%
$875M
$755,000 0.29% of portfolio
19,269
Q3 2025 Reduced 10.65%
$64.7B
$726,000 0.28% of portfolio
6,479
Q3 2025 Reduced 10.24%
$86.7B
$729,000 0.28% of portfolio
1,197
Q3 2025 Reduced 10.6%
$37.5B
$702,000 0.27% of portfolio
12,371
Q3 2025 Reduced 10.1%

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
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