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CIK: 0001817174
Total reported value
$437.5M
$437.5M
134 檔
22.5%
During the Q1 2026 filing period, Prudent Man Advisors, LLC (CIK: 0001817174) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $437.5M across 134 reported positions.
In Q1 2026, Prudent Man Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 104 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.98% | -2.07% | -6.79% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.33% | -1.51% | -6.06% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.54% | -0.10% | +52.98% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.35% | -0.12% | +54.29% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 3.26% | +0.73% | +6.96% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.74% | -0.56% | -8.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.35% | +54.62% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.43% | +0.09% | +49.59% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.43% | +0.46% | -18.57% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | -0.14% | +139.05% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | -0.01% | +57.47% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.14% | -0.53% | -4.88% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.10% | +54.88% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.81% | -0.24% | +17.05% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.62% | -0.23% | +62.93% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.59% | +0.04% | +53.66% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.63% | +52.08% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.28% | +51.68% | |
| 19 | GLW | Corning Inc | Stock-Tech | 1.19% | +0.21% | +42.02% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.08% | +75.87% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.13% | +1.28% | +150.13% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.07% | +0.01% | +66.63% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.05% | +0.50% | +47.41% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.11% | +53.78% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.97% | -0.13% | -7.44% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.97% | -0.08% | +53.83% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.93% | +0.33% | +31.36% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.92% | -0.06% | +55.44% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | -0.07% | +50.96% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | -0.06% | -26.96% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.19% | +66.35% | |
| 32 | PWR | Quanta Services Inc | Stock-Industrials | 0.76% | -0.22% | +47.49% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.15% | +56.34% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.73% | -0.11% | +52.92% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | — | +54.13% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | -0.11% | +1.23% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.68% | -0.04% | +53.34% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.02% | +54.18% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.65% | -0.22% | +53.95% | |
| 40 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.64% | -0.17% | +50.51% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | -0.06% | +51.66% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.15% | +49.46% | |
| 43 | PLD | Prologis Inc | Stock-Real Estate | 0.58% | -0.09% | +41.92% | |
| 44 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.57% | -0.04% | +75.32% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.57% | -0.12% | +57.79% | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.57% | -0.20% | +62.08% | |
| 47 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.56% | -0.07% | +53.78% | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.53% | +0.05% | +56.93% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.08% | +53.65% | |
| 50 | AME | Ametek Inc | Stock-Industrials | 0.51% | -0.03% | +52.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.1% | +139.05% | Add |
| 2 | MU | Micron Technology Inc | +0.7% | +150.13% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +52.98% | Add |
| 4 | GLW | Corning Inc | +0.5% | +42.02% | Add |
| 5 | AAPL | Apple Inc | +0.5% | +54.29% | Add |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +62.93% | Add |
| 7 | AMAT | Applied Materials Inc | +0.4% | +47.41% | Add |
| 8 | WMT | Walmart Inc | +0.4% | +51.68% | Add |
| 9 | AMZN | Amazon.com Inc | +0.3% | +57.47% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +75.87% | Add |
| 11 | PWR | Quanta Services Inc | +0.3% | +47.49% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.3% | +49.59% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.3% | +50.96% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | +54.88% | Add |
| 15 | LRCX | Lam Research CORP | +0.2% | +31.36% | Add |
| 16 | COST | Costco Wholesale CORP | +0.2% | +56.34% | Add |
| 17 | PM | Philip Morris International | +0.2% | +53.83% | Add |
| 18 | FCX | Freeport-mcmoran Inc | +0.2% | +75.32% | Add |
| 19 | OKE | Oneok Inc | +0.2% | +57.79% | Add |
| 20 | NOC | Northrop Grumman CORP | +0.2% | +62.08% | Add |
| 21 | LHX | L3harris Technologies Inc | +0.2% | +50.51% | Add |
| 22 | COP | Conocophillips | +0.2% | +59.40% | Add |
| 23 | EQT | Eqt CORP | +0.2% | +77.99% | Add |
| 24 | AVGO | Broadcom Inc | +0.2% | +53.66% | Add |
| 25 | BAC | Bank Of America CORP | +0.2% | +66.63% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +53.78% | Add |
| 27 | ALB | Albemarle CORP | +0.2% | +44.74% | Add |
| 28 | VZ | Verizon Communications Inc | +0.2% | +121.62% | Add |
| 29 | MS | Morgan Stanley | +0.2% | +55.44% | Add |
| 30 | TMUS | T-mobile US Inc | +0.2% | +53.95% | Add |
| 31 | LH | Labcorp Holdings Inc | +0.2% | +53.78% | Add |
| 32 | CVX | Chevron CORP | +0.2% | +51.30% | Add |
| 33 | EMR | Emerson Electric Co | +0.1% | +53.34% | Add |
| 34 | EVRG | Evergy Inc | +0.1% | +58.30% | Add |
| 35 | LLY | Eli Lilly & Co | +0.1% | +66.35% | Add |
| 36 | AME | Ametek Inc | +0.1% | +52.49% | Add |
| 37 | VLO | Valero Energy CORP | +0.1% | +48.94% | Add |
| 38 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +60.97% | Add |
| 39 | J | Jacobs Solutions Inc | +0.1% | +66.48% | Add |
| 40 | META | Meta Platforms Inc-class A | +0.1% | +52.08% | Add |
| 41 | PLD | Prologis Inc | +0.1% | +41.92% | Add |
| 42 | PG | Procter & Gamble Co/the | +0.1% | +78.66% | Add |
| 43 | DIS | Walt Disney Co/the | +0.1% | +76.72% | Add |
| 44 | BLK | Blackrock Inc | +0.1% | +52.92% | Add |
| 45 | LKQ | Lkq CORP | +0.1% | +60.14% | Add |
| 46 | DE | Deere & Co | +0.1% | +50.17% | Add |
| 47 | OVV | Ovintiv Inc | +0.1% | +52.31% | Add |
| 48 | MA | Mastercard Inc - A | +0.1% | +54.13% | Add |
| 49 | DAL | Delta Air Lines Inc | +0.1% | +55.13% | Add |
| 50 | RTX | Rtx CORP | +0.1% | +50.96% | Add |
According to official SEC Form 13F filings, Prudent Man Advisors, LLC reported a total U.S. public equity portfolio value of $437.5M across 134 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, NVDA) accounted for 22.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
PEP
市值: $818.1K
Top Position Liquidated / Trimmed
KO
前期市值: $584.9K
During Q1 2026, Prudent Man Advisors, LLC's top holdings by market value included VTI (12.0%)、BND (7.3%)、NVDA (3.5%). The largest single position, VTI, represented 12.0% of total portfolio value.
In Q1 2026, Prudent Man Advisors, LLC made 138 total portfolio adjustments, initiating 7 new buys, adding to 104 positions, trimming 19 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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