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Prudent Man Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$333.9M

Reporting period: 2026-03-31 · Number of holdings: 135

Prudent Man Advisors, LLC disclosed 135 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $333.9M and a quarterly turnover rate of 30.4%.

Personality snowflake

Concentration
12.55
Portfolio Stability
30.45
Momentum/Contrarian
100
Sector conviction
44.85
Diversification
100
Sizing Uniformity
82.03

Recent moves

  • Trim VTI

    -6.8%　-$4.8M

  • Trim BND

    -6.1%　-$1.7M

  • Trim ESGU

    -8.7%　-$1.4M

  • Add IVV

    +139.1%　$4.4M

  • Trim VEA

    -18.6%　-$1.5M

  • Add MU

    +150.1%　$2.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 134 holdings (of 135 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other11.98%-4.34%-6.79%
2BNDVanguard Total Bond MarketETF-Other7.33%-2.20%-6.06%
3NVDANvidia CORPStock-Tech3.54%+0.53%+52.98%
4AAPLApple INCStock-Tech3.35%+0.50%+54.29%
5HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield3.26%—+6.96%
6ESGUIshares Esg Aware Msci USAETF-Other2.74%-1.11%-8.67%
7MSFTMicrosoft CORPStock-Tech2.46%-0.07%+54.62%
8GOOGAlphabet Inc-cl CStock-Comm Services2.43%+0.27%+49.59%
9VEAVanguard Ftse Developed ETFETF-Other2.43%-1.07%-18.57%
10IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.34%+1.09%+139.05%
11AMZNAmazon.com INCStock-Consumer Disc2.32%+0.33%+57.47%
12BSVVanguard Short-term Bond ETFETF-Other2.14%—-4.88%
13JPMJpmorgan Chase & CoStock-Financials1.84%+0.26%+54.88%
14VXUSVanguard Total Intl StockETF-Other1.81%-0.03%+17.05%
15VMBSVanguard Mortgage-backed SecETF-Other1.62%+0.41%+62.93%
16AVGOBroadcom INCStock-Tech1.59%+0.19%+53.66%
17METAMeta Platforms Inc-class AStock-Comm Services1.31%+0.10%+52.08%
18WMTWalmart INCStock-Consumer Staples1.22%+0.35%+51.68%
19GLWCorning INCStock-Tech1.19%+0.53%+42.02%
20GOOGLAlphabet Inc-cl AStock-Comm Services1.15%+0.29%+75.87%
21MUMicron Technology INCStock-Tech1.13%+0.67%+150.13%
22BACBank Of America CORPStock-Financials1.07%+0.19%+66.63%
23AMATApplied Materials INCStock-Tech1.05%+0.40%+47.41%
24BRK-BBerkshire Hathaway Inc-cl BStock-Other1.03%+0.17%+53.78%
25VNQVanguard Real Estate ETFETF-Other0.97%—-7.44%
26PMPhilip Morris InternationalStock-Consumer Staples0.97%+0.23%+53.83%
27LRCXLam Research CORPStock-Tech0.93%+0.24%+31.36%
28MSMorgan StanleyStock-Financials0.92%+0.15%+55.44%
29MRKMerck & Co. INC.Stock-Healthcare0.91%+0.27%+50.96%
30IWMIshares Russell 2000 ETFETF-Small Cap0.87%-0.57%-26.96%
31LLYEli Lilly & CoStock-Healthcare0.82%+0.12%+66.35%
32PWRQuanta Services INCStock-Industrials0.76%+0.28%+47.49%
33COSTCostco Wholesale CORPStock-Consumer Staples0.74%+0.24%+56.34%
34BLKBlackrock INCStock-Financials0.73%+0.08%+52.92%
35MAMastercard INC - AStock-Financials0.69%—+54.13%
36VYMVanguard High Dvd Yield ETFETF-Other0.69%—+1.23%
37EMREmerson Electric CoStock-Industrials0.68%+0.13%+53.34%
38VVisa Inc-class A SharesStock-Financials0.68%—+54.18%
39TMUST-mobile US INCStock-Comm Services0.65%+0.15%+53.95%
40LHXL3harris Technologies INCStock-Industrials0.64%+0.20%+50.51%
41SBUXStarbucks CORPStock-Consumer Disc0.60%—+51.66%
42ABTAbbott LaboratoriesStock-Healthcare0.58%—+49.46%
43PLDPrologis INCStock-Real Estate0.58%—+41.92%
44FCXFreeport-mcmoran INCStock-Materials0.57%+0.23%+75.32%
45OKEOneok INCStock-Energy0.57%+0.21%+57.79%
46NOCNorthrop Grumman CORPStock-Industrials0.57%+0.21%+62.08%
47LHLabcorp Holdings INCStock-Healthcare0.56%+0.15%+53.78%
48BKNGBooking Holdings INCStock-Consumer Disc0.53%—+56.93%
49ORCLOracle CORPStock-Tech0.52%—+53.65%
50AMEAmetek INCStock-Industrials0.51%+0.12%+52.49%
1–50 of 134

Holding changes this quarter

Prudent Man Advisors, LLC's most significant position changes for 2026-03-31: New buy: Pepsico INC (PEP); New buy: Ventas INC (VTR); New buy: Gilead Sciences INC (GILD); New buy: Avery Dennison CORP (AVY); Trim: Vanguard Total Stock Mkt ETF (VTI) — shares -6.79%.

Position changes disclosed by Prudent Man Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IVVIshares Core S&p 500 ETF+1.1%+139.05%Add
2MUMicron Technology INC+0.7%+150.13%Add
3NVDANvidia CORP+0.5%+52.98%Add
4GLWCorning INC+0.5%+42.02%Add
5AAPLApple INC+0.5%+54.29%Add
6VMBSVanguard Mortgage-backed Sec+0.4%+62.93%Add
7AMATApplied Materials INC+0.4%+47.41%Add
8WMTWalmart INC+0.4%+51.68%Add
9AMZNAmazon.com INC+0.3%+57.47%Add
10GOOGLAlphabet Inc-cl A+0.3%+75.87%Add
11PWRQuanta Services INC+0.3%+47.49%Add
12GOOGAlphabet Inc-cl C+0.3%+49.59%Add
13MRKMerck & Co. INC.+0.3%+50.96%Add
14JPMJpmorgan Chase & Co+0.3%+54.88%Add
15LRCXLam Research CORP+0.2%+31.36%Add
16COSTCostco Wholesale CORP+0.2%+56.34%Add
17PMPhilip Morris International+0.2%+53.83%Add
18FCXFreeport-mcmoran INC+0.2%+75.32%Add
19OKEOneok INC+0.2%+57.79%Add
20NOCNorthrop Grumman CORP+0.2%+62.08%Add
21LHXL3harris Technologies INC+0.2%+50.51%Add
22COPConocophillips+0.2%+59.40%Add
23EQTEqt CORP+0.2%+77.99%Add
24AVGOBroadcom INC+0.2%+53.66%Add
25BACBank Of America CORP+0.2%+66.63%Add
26BRK-BBerkshire Hathaway Inc-cl B+0.2%+53.78%Add
27ALBAlbemarle CORP+0.2%+44.74%Add
28VZVerizon Communications INC+0.2%+121.62%Add
29MSMorgan Stanley+0.2%+55.44%Add
30TMUST-mobile US INC+0.2%+53.95%Add
31LHLabcorp Holdings INC+0.2%+53.78%Add
32CVXChevron CORP+0.2%+51.30%Add
33EMREmerson Electric Co+0.1%+53.34%Add
34LLYEli Lilly & Co+0.1%+66.35%Add
35AMEAmetek INC+0.1%+52.49%Add
36METAMeta Platforms Inc-class A+0.1%+52.08%Add
37BLKBlackrock INC+0.1%+52.92%Add
38VXUSVanguard Total Intl Stock0%+17.05%Add
39MSFTMicrosoft CORP-0.1%+54.62%Add
40AGGIshares Core U.s. Aggregate-0.3%-73.55%Trim
41ICSHIshares Ultra Short Duration-0.3%-64.21%Trim
42IWMIshares Russell 2000 ETF-0.6%-26.96%Trim
43VEAVanguard Ftse Developed ETF-1.1%-18.57%Trim
44ESGUIshares Esg Aware Msci USA-1.1%-8.67%Trim
45BNDVanguard Total Bond Market-2.2%-6.06%Trim
46VTIVanguard Total Stock Mkt ETF-4.3%-6.79%Trim
47PEPPepsico INC—NEWNew buy
48VTRVentas INC—NEWNew buy
49GILDGilead Sciences INC—NEWNew buy
50AVYAvery Dennison CORP—NEWNew buy

FAQ

What is Prudent Man Advisors, LLC and what type of investor is it?
Prudent Man Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $333.9M, spread across 135 disclosed positions.
What are Prudent Man Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Prudent Man Advisors, LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $40.0M (12.0%) 2. Vanguard Total Bond Market (BND) — $24.5M (7.3%) 3. Nvidia CORP (NVDA) — $11.8M (3.5%) 4. Apple INC (AAPL) — $11.2M (3.4%) 5. Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — $10.9M (3.3%)
What changes did Prudent Man Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Prudent Man Advisors, LLC made 50 notable position adjustments: 4 new positions were initiated, 39 existing holdings were added to, 7 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Pepsico INC (PEP); New buy: Ventas INC (VTR); New buy: Gilead Sciences INC (GILD); New buy: Avery Dennison CORP (AVY); Trim: Vanguard Total Stock Mkt ETF (VTI) — shares -6.79%
What sectors does Prudent Man Advisors, LLC focus on?
Prudent Man Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 28.9% • Financials: 14.3% • Communication Services: 10.8% • Industrials: 10.2% • Consumer Discretionary: 9.5% • Health Care: 8.7%