Prudent Man Advisors, LLC
CIK: 0001817174SEC EDGAR →
Portfolio Value
$274.0M
Holdings
135
As of
Q4 2025
New Positions
5
Closed Positions
54
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 133,725 | $44.0M | 16.06% |
| 2 | VANGUARD BD INDEX FDS | 353,591 | $26.0M | 9.49% |
| 3 | ISHARES TR | 127,848 | $10.0M | 3.65% |
| 4 | ISHARES TR | 70,919 | $10.0M | 3.65% |
| 5 | VANGUARD TAX-MANAGED FDS | 148,459 | $9.0M | 3.28% |
| 6 | NVIDIA CORPORATION | 44,349 | $8.0M | 2.92% |
| 7 | APPLE INC | 28,290 | $7.0M | 2.55% |
| 8 | VANGUARD BD INDEX FDS | 95,768 | $7.0M | 2.55% |
| 9 | MICROSOFT CORP | 14,379 | $6.0M | 2.19% |
| 10 | ALPHABET INC | 18,920 | $5.0M | 1.82% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $138.0M | 66.7% |
| Technology | 17 | $30.0M | 14.5% |
| Communication Services | 6 | $12.0M | 5.8% |
| Consumer Cyclical | 9 | $7.0M | 3.4% |
| Unknown | 8 | $7.0M | 3.4% |
| Healthcare | 13 | $5.0M | 2.4% |
| Industrials | 17 | $4.0M | 1.9% |
| Consumer Defensive | 4 | $3.0M | 1.4% |
| Real Estate | 6 | $1.0M | 0.5% |
| Energy | 6 | $0 | 0.0% |
| Utilities | 6 | $0 | 0.0% |
| Basic Materials | 5 | $0 | 0.0% |