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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$983,000 0.37% of portfolio
18,153
Q3 2025 Reduced 1.55%
$31.5B
$978,000 0.37% of portfolio
13,405
Q3 2025 Added 0.13%
$0
$962,000 0.37% of portfolio
15,198
Q3 2025 Reduced 40.0%
$10.3B
$938,000 0.36% of portfolio
5,098
Q3 2025 Reduced 42.78%
$0
$891,000 0.34% of portfolio
1,455
Q2 2025 Added 7.78%
$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%
$0
$826,000 0.31% of portfolio
11,665
Q3 2025 Added 5.42%
$413B
$821,000 0.31% of portfolio
15,920
Q3 2025 Reduced 44.25%
$0
$779,000 0.3% of portfolio
7,783
Q3 2025 Reduced 44.52%
$17.6B
$793,000 0.3% of portfolio
10,432
Q3 2025 Reduced 10.42%
$0
$740,000 0.28% of portfolio
21,845
Q3 2025 New
$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%
$97.3B
$722,000 0.27% of portfolio
8,540
Q3 2025 Reduced 10.47%
$317B
$699,000 0.27% of portfolio
8,340
Q3 2025 Reduced 49.05%
$113B
$695,000 0.26% of portfolio
7,348
Q3 2025 Reduced 10.44%
$319B
$673,000 0.26% of portfolio
9,845
Q3 2025 Reduced 43.36%
$971B
$669,000 0.25% of portfolio
877
Q3 2025 Reduced 10.96%
$8.25B
$666,000 0.25% of portfolio
21,829
Q3 2025 Reduced 7.09%
$303B
$619,000 0.24% of portfolio
3,987
Q3 2025 Reduced 44.14%
$45.5B
$636,000 0.24% of portfolio
3,680
Q3 2025 Reduced 50.87%
$346B
$631,000 0.24% of portfolio
4,107
Q3 2025 Reduced 45.32%
$37.9B
$627,000 0.24% of portfolio
7,622
Q3 2025 Reduced 10.17%
$258B
$610,000 0.23% of portfolio
3,646
Q3 2025 Reduced 53.24%
$111B
$607,000 0.23% of portfolio
1,551
Q3 2025 Reduced 10.61%
$69.1B
$515,000 0.2% of portfolio
6,120
Q3 2025 Reduced 56.25%
$13.5B
$527,000 0.2% of portfolio
6,508
Q3 2025 Reduced 10.3%
$306B
$487,000 0.19% of portfolio
7,353
Q3 2025 Reduced 43.18%
$0
$512,000 0.19% of portfolio
16,220
Q3 2025 Added 13.27%
$224B
$467,000 0.18% of portfolio
1,538
Q3 2025 Reduced 51.02%
$0
$466,000 0.18% of portfolio
4,197
Q1 2025 Added 6.36%
$159B
$477,000 0.18% of portfolio
982
Q3 2025 Reduced 50.05%
$29.2B
$461,000 0.18% of portfolio
14,162
Q3 2025 Added 53.9%
$265B
$444,000 0.17% of portfolio
558
Q3 2025 Reduced 10.72%
$0
$448,000 0.17% of portfolio
16,641
Q3 2025 Added 20.23%
$94.5B
$456,000 0.17% of portfolio
1,338
Q3 2025 Reduced 44.27%
$70.1B
$421,000 0.16% of portfolio
2,473
Q3 2025 Reduced 43.41%
$144B
$416,000 0.16% of portfolio
910
Q3 2025 Reduced 47.73%
$82.8B
$412,000 0.16% of portfolio
1,430
Q3 2025 Reduced 42.87%
$23.3B
$389,000 0.15% of portfolio
14,786
Q3 2025 Reduced 15.25%
$73.7B
$402,000 0.15% of portfolio
4,782
Q3 2025 New
$172B
$390,000 0.15% of portfolio
8,877
Q3 2025 New

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
Track This Portfolio

Track Prudent Man Advisors, LLC Portfolio

Follow Prudent Man Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prudent Man Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prudent Man Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email