Prudent Man Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Prudent Man Advisors, LLC 13F Holdings
CIK 0001817174 · NAPERVILLE, IL
As of Sep 30, 2025, Prudent Man Advisors, LLC reported
133 positions worth $271.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 131,375 | $43.1M | 15.88% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 356,354 | $26.5M | 9.76% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 73,790 |
|
0.7M3.96% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 129,834 |
0.5M | 3.88% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 149,792 | $9.3M | 3.43% |
| NVIDIA CORP | NVDA | Technology | 45,947 | $8.6M | 3.16% |
| MICROSOFT CORP | MSFT | Technology | 14,636 | $7.6M | 2.79% |
| APPLE INC | AAPL | Technology | 28,775 | $7.4M | 2.74% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 87,443 | $6.9M | 2.54% |
| AMAZON.COM INC | AMZN | Equity | 23,490 | $5.2M | 1.90% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 68,207 | $5.0M | 1.85% |
| ALPHABET INC | GOOG | Equity | 19,302 | $4.7M | 1.73% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 13,705 | $4.3M | 1.59% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 16,093 | $3.9M | 1.43% |
| BROADCOM INC | AVGO | Technology | 11,342 | $3.7M | 1.38% |
| META PLATFORMS INC | META | Communication Services | 5,094 | $3.7M | 1.38% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 40,073 | $3.7M | 1.35% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,742 | $3.2M | 1.17% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 66,384 | $3.1M | 1.15% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,693 | $2.4M | 0.88% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 46,180 | $2.3M | 0.86% |
| WALMART INC | WMT | Consumer Defensive | 22,343 | $2.3M | 0.85% |
| ORACLE CORP | ORCL | Technology | 7,690 | $2.2M | 0.80% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 15,324 | $2.2M | 0.80% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 12,876 | $2.1M | 0.77% |