Prudent Man Advisors, LLC — Q3 2025 13F Holdings

Name: Prudent Man Advisors, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001817174

Total reported value

$333.9M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	15.88%	-4.34%	-3.98%
2	BND	Vanguard Total Bond Market	ETF-Other	9.76%	-2.20%	+2.64%
3	ESGU	Ishares Esg Aware Msci USA	ETF-Other	3.96%	-1.11%	+1.75%
4	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	3.88%	—	-36.05%
5	VEA	Vanguard Ftse Developed ETF	ETF-Other	3.43%	-1.07%	-0.47%
6	NVDA	Nvidia CORP	Stock-Tech	3.16%	+0.53%	-10.75%
7	MSFT	Microsoft CORP	Stock-Tech	2.79%	-0.07%	-14.26%
8	AAPL	Apple INC	Stock-Tech	2.74%	+0.50%	-13.65%
9	BSV	Vanguard Short-term Bond ETF	ETF-Other	2.54%	—	-1.80%
10	AMZN	Amazon.com INC	Stock-Consumer Disc	1.90%	+0.33%	+6.92%
11	VXUS	Vanguard Total Intl Stock	ETF-Other	1.85%	-0.03%	-0.03%
12	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.73%	+0.27%	-2.06%
13	JPM	Jpmorgan Chase & Co	Stock-Financials	1.59%	+0.26%	-27.94%
14	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.43%	-0.57%	-1.10%
15	AVGO	Broadcom INC	Stock-Tech	1.38%	+0.19%	-20.77%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	1.38%	+0.10%	+158.97%
17	VNQ	Vanguard Real Estate ETF	ETF-Other	1.35%	—	+2.36%
18	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.17%	+1.09%	-29.81%
19	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	1.15%	+0.41%	+0.15%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.88%	+0.17%	-17.08%
21	ICSH	Ishares Ultra Short Duration	ETF-Other	0.86%	-0.27%	—
22	WMT	Walmart INC	Stock-Consumer Staples	0.85%	+0.35%	-3.03%
23	ORCL	Oracle CORP	Stock-Tech	0.80%	—	-10.53%
24	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.80%	—	-23.63%
25	PM	Philip Morris International	Stock-Consumer Staples	0.77%	+0.23%	-28.10%
26	BLK	Blackrock INC	Stock-Financials	0.73%	+0.08%	-28.94%
27	MS	Morgan Stanley	Stock-Financials	0.71%	+0.15%	-27.42%
28	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.70%	+0.29%	-2.38%
29	LRCX	Lam Research CORP	Stock-Tech	0.68%	+0.24%	-22.56%
30	MA	Mastercard INC - A	Stock-Financials	0.64%	—	-10.41%
31	ABT	Abbott Laboratories	Stock-Healthcare	0.63%	—	-24.14%
32	GLW	Corning INC	Stock-Tech	0.63%	+0.53%	-32.42%
33	V	Visa Inc-class A Shares	Stock-Financials	0.63%	—	-10.34%
34	TMUS	T-mobile US INC	Stock-Comm Services	0.61%	+0.15%	-21.59%
35	NEE	Nextera Energy INC	Stock-Utilities	0.60%	—	-24.25%
36	SBUX	Starbucks CORP	Stock-Consumer Disc	0.57%	—	-10.47%
37	EMR	Emerson Electric Co	Stock-Industrials	0.56%	+0.13%	-27.41%
38	EA	Electronic Arts INC	Stock-Comm Services	0.55%	—	-23.47%
39	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.55%	+0.24%	-10.94%
40	AMAT	Applied Materials INC	Stock-Tech	0.54%	+0.40%	-7.44%
41	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.53%	—	-10.70%
42	MRK	Merck & Co. INC.	Stock-Healthcare	0.53%	+0.27%	-2.78%
43	EQIX	Equinix INC	Stock-Real Estate	0.50%	—	-29.56%
44	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	0.50%	—	+25.32%
45	PWR	Quanta Services INC	Stock-Industrials	0.49%	+0.28%	-11.18%
46	LH	Labcorp Holdings INC	Stock-Healthcare	0.49%	+0.15%	-26.84%
47	LHX	L3harris Technologies INC	Stock-Industrials	0.47%	+0.20%	-24.88%
48	BSX	Boston Scientific CORP	Stock-Healthcare	0.47%	—	-10.57%
49	HON	Honeywell International INC	Stock-Industrials	0.47%	—	-26.00%
50	UNH	Unitedhealth Group INC	Stock-Healthcare	0.46%	—	-0.49%

1–50 of 133

Holding changes this quarter

Position changes disclosed by Prudent Man Advisors, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+1.7%	-10.75%	Add
2	META	Meta Platforms Inc-class A	+1.1%	+158.97%	Add
3	MSFT	Microsoft CORP	+1%	-14.26%	Add
4	GOOG	Alphabet Inc-cl C	+1%	-2.06%	Add
5	VXUS	Vanguard Total Intl Stock	+1%	-0.03%	Add
6	ESGU	Ishares Esg Aware Msci USA	+0.8%	+1.75%	Add
7	AMZN	Amazon.com INC	+0.8%	+6.92%	Add
8	AVGO	Broadcom INC	+0.7%	-20.77%	Trim
9	AAPL	Apple INC	+0.6%	-13.65%	Add
10	BND	Vanguard Total Bond Market	+0.6%	+2.64%	Add
11	VEA	Vanguard Ftse Developed ETF	+0.5%	-0.47%	Trim
12	ORCL	Oracle CORP	+0.5%	-10.53%	Add
13	WMT	Walmart INC	+0.4%	-3.03%	Add
14	AMAT	Applied Materials INC	+0.3%	-7.44%	Add
15	LRCX	Lam Research CORP	+0.3%	-22.56%	Trim
16	GOOGL	Alphabet Inc-cl A	+0.3%	-2.38%	Trim
17	IWM	Ishares Russell 2000 ETF	+0.3%	-1.10%	Trim
18	PWR	Quanta Services INC	+0.2%	-11.18%	Add
19	VTWO	Vanguard Russell 2000 ETF	+0.2%	+25.32%	Add
20	GLW	Corning INC	+0.2%	-32.42%	Trim
21	PM	Philip Morris International	-0.2%	-28.10%	Trim
22	DE	Deere & Co	-0.2%	-47.73%	Trim
23	FNF	Fidelity National Financial	-0.2%	-51.18%	Trim
24	SPGI	S&p Global INC	-0.2%	-50.05%	Trim
25	MCD	Mcdonald's CORP	-0.2%	-51.02%	Trim
26	CWEN	Clearway Energy Inc-c	-0.2%	-67.10%	Trim
27	CVX	Chevron CORP	-0.2%	-44.14%	Trim
28	AMT	American Tower CORP	-0.2%	-64.49%	Trim
29	WFC	Wells Fargo & Co	-0.2%	-49.05%	Trim
30	IVV	Ishares Core S&p 500 ETF	-0.3%	-29.81%	Trim
31	PG	Procter & Gamble Co/the	-0.3%	-45.32%	Trim
32	PLD	Prologis INC	-0.4%	-53.06%	Trim
33	VTI	Vanguard Total Stock Mkt ETF	-0.9%	-3.98%	Trim
34	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-1.9%	-36.05%	Trim
35	SRLN	Ss Blackstone Sr Loan ETF	—	EXIT	Sold out
36	ICSH	Ishares Ultra Short Duration	—	NEW	New buy
37	BDX	Becton Dickinson And Co	—	EXIT	Sold out
38	ABBV	Abbvie INC	—	EXIT	Sold out
39	BKLN	Invesco Senior Loan ETF	—	EXIT	Sold out
40	DIS	Walt Disney Co/the	—	EXIT	Sold out
41	WMB	Williams Cos INC	—	EXIT	Sold out
42	SPIB	Ss Spdr P Int C CORP ETF	—	NEW	New buy
43	CMCSA	Comcast Corp-class A	—	EXIT	Sold out
44	REXR	Rexford Industrial Realty In	—	EXIT	Sold out
45	MPC	Marathon Petroleum CORP	—	EXIT	Sold out
46	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	Sold out
47	ITT	Itt INC	—	EXIT	Sold out
48	PSA	Public Storage	—	EXIT	Sold out
49	LEN	Lennar Corp-a	—	EXIT	Sold out
50	CBRE	Cbre Group INC - A	—	EXIT	Sold out