Institutions / Prudent Man Advisors, LLC
Prudent Man Advisors, LLC
CIK 1817174 · Institution · as of Dec 31, 2025
Portfolio value
$274.69M
Positions
135
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 135 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $44.83M | 16.3% |
| Vanguard Bd Index Fds | $26.19M | 9.5% |
| iShares Tr | $10.57M | 3.8% |
| iShares Tr | $10.31M | 3.8% |
| Vanguard Tax-Managed Fds | $9.62M | 3.5% |
| NVIDIA Corp | $8.27M | 3.0% |
| Apple Inc. | $7.82M | 2.8% |
| Vanguard Bd Index Fds | $7.55M | 2.7% |
| Microsoft Corp | $6.95M | 2.5% |
| Alphabet Inc. | $5.94M | 2.2% |
| Amazon.com Inc | $5.45M | 2.0% |
| Vanguard Star Fds | $5.06M | 1.8% |
| JPMorgan Chase & Co | $4.34M | 1.6% |
| iShares Tr | $3.95M | 1.4% |
| Broadcom Inc. | $3.85M | 1.4% |
| Vanguard Index Fds | $3.50M | 1.3% |
| iShares Tr | $3.43M | 1.2% |
| Meta Platforms Inc | $3.33M | 1.2% |
| Vanguard Scottsdale Fds | $3.32M | 1.2% |
| Bank of America Corp /De | $2.42M | 0.9% |
| Walmart Inc. | $2.40M | 0.9% |
| Alphabet Inc. | $2.37M | 0.9% |
| Warren E. Buffett | $2.36M | 0.9% |
| Vanguard Whitehall Fds | $2.20M | 0.8% |
| Morgan Stanley | $2.13M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.