Prudent Man Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Prudent Man Advisors, LLC held in its portfolio 135 assets valued at $274,692,273 (i.e. $274.69M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($44.83M), VANGUARD BD INDEX FDS ($26.19M), and ISHARES TR ($10.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 135 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prudent Man Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 133725 | 44833981 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 353591 | 26190485 | TOTAL BND MRKT |
| ISHARES TR | 70919 | 10565513 | ESG AWR MSCI USA |
| ISHARES TR | 127848 | 10308384 | IBOXX HI YD ETF |
| VANGUARD TAX-MANAGED FDS | 148459 | 9618848 | VAN FTSE DEV MKT |
| NVIDIA CORPORATION | 44349 | 8271089 | COM |
| APPLE INC | 28290 | 7820195 | COM |
| VANGUARD BD INDEX FDS | 95768 | 7547476 | SHORT TRM BOND |
| MICROSOFT CORP | 14379 | 6953972 | COM |
| ALPHABET INC | 18920 | 5937096 | CAP STK CL C |
| AMAZON COM INC | 23626 | 5453353 | COM |
| VANGUARD STAR FDS | 67057 | 5058780 | VG TL INTL STK F |
| JPMORGAN CHASE & CO. | 13461 | 4337403 | COM |
| ISHARES TR | 16035 | 3947176 | RUSSELL 2000 ETF |
| BROADCOM INC | 11131 | 3852439 | COM |
| VANGUARD INDEX FDS | 39535 | 3498452 | REAL ESTATE ETF |
| ISHARES TR | 5006 | 3428810 | CORE S&P500 ETF |
| META PLATFORMS INC | 5044 | 3329494 | CL A |
| VANGUARD SCOTTSDALE FDS | 70534 | 3320741 | MTG-BKD SECS ETF |
| BANK AMERICA CORP | 43934 | 2416370 | COM |
| WALMART INC | 21545 | 2400331 | COM |
| ALPHABET INC | 7576 | 2371288 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 4626 | 2362920 | CL B NEW |
| VANGUARD WHITEHALL FDS | 15304 | 2196430 | HIGH DIV YLD |
| MORGAN STANLEY | 11982 | 2127164 | COM NEW |
| PHILIP MORRIS INTL INC | 12672 | 2032589 | COM |
| ELI LILLY & CO | 1783 | 1916154 | COM |
| LAM RESEARCH CORP | 11113 | 1902324 | COM NEW |
| CORNING INC | 20576 | 1801635 | COM |
| APPLIED MATLS INC | 6958 | 1788136 | COM |
| BLACKROCK INC | 1663 | 1779975 | COM |
| MERCK & CO INC | 16725 | 1760474 | COM |
| MASTERCARD INCORPORATED | 2993 | 1708644 | CL A |
| VISA INC | 4845 | 1699190 | COM CL A |
| ABBOTT LABS | 12668 | 1587174 | COM |
| STARBUCKS CORP | 8376 | 1512951 | COM |
| EMERSON ELEC CO | 11355 | 1507036 | COM |
| ORACLE CORP | 7633 | 1487748 | COM |
| BOOKING HOLDINGS INC | 267 | 1429873 | COM |
| COSTCO WHSL CORP NEW | 1594 | 1374570 | COM |
| T-MOBILE US INC | 6758 | 1372144 | COM |
| VANGUARD SCOTTSDALE FDS | 13298 | 1323417 | VNG RUS2000IDX |
| QUANTA SVCS INC | 3127 | 1319782 | COM |
| PROLOGIS INC. | 10303 | 1315281 | COM |
| SPDR SERIES TRUST | 13148 | 1278117 | BLOOMBERG HIGH Y |
| MICRON TECHNOLOGY INC | 4454 | 1271216 | COM |
| L3HARRIS TECHNOLOGIES INC | 4130 | 1212444 | COM |
| BOSTON SCIENTIFIC CORP | 12581 | 1199598 | COM |
| AMERIPRISE FINL INC | 2391 | 1172403 | COM |
| LABCORP HOLDINGS INC | 4539 | 1138744 | COM SHS |
| SALESFORCE INC | 4202 | 1113152 | COM |
| VANGUARD INTL EQUITY INDEX F | 18023 | 1101463 | FTSE EMR MKT ETF |
| DISNEY WALT CO | 9488 | 1079450 | COM |
| AMETEK INC | 5243 | 1076440 | COM |
| ISHARES TR | 21255 | 1075078 | ULTRA SHORT DUR |
| SPDR SERIES TRUST | 15198 | 984982 | S&P REGL BKG |
| ONEOK INC NEW | 13337 | 980270 | COM |
| NORTHROP GRUMMAN CORP | 1714 | 977340 | COM |
| THERMO FISHER SCIENTIFIC INC | 1676 | 971158 | COM |
| CONSTELLATION ENERGY CORP | 2741 | 968313 | COM |
| VERTEX PHARMACEUTICALS INC | 2129 | 965203 | COM |
| SPDR SERIES TRUST | 7783 | 948981 | S&P BIOTECH |
| FREEPORT-MCMORAN INC | 18500 | 939615 | CL B |
| ALBEMARLE CORP | 6459 | 913561 | COM |
| VANGUARD INDEX FDS | 1455 | 912474 | S&P 500 ETF SHS |
| JACOBS SOLUTIONS INC | 6719 | 889999 | COM |
| TESLA INC | 1975 | 888197 | COM |
| CHIPOTLE MEXICAN GRILL INC | 23692 | 876604 | COM |
| ISHARES TR | 8688 | 867757 | CORE US AGGBD ET |
| AXON ENTERPRISE INC | 1519 | 862686 | COM |
| DELTA AIR LINES INC DEL | 12241 | 849525 | COM NEW |
| LKQ CORP | 27901 | 842610 | COM |
| EQUINIX INC | 1019 | 780717 | COM |
| VANGUARD BD INDEX FDS | 11165 | 776191 | LONG TERM BOND |
| DEERE & CO | 905 | 774820 | COM |
| WELLS FARGO CO NEW | 8252 | 769086 | COM |
| EVERGY INC | 10418 | 755201 | COM |
| CISCO SYS INC | 9752 | 751197 | COM |
| SPDR SERIES TRUST | 21845 | 738579 | PORTFOLIO INTRMD |
| EQT CORP | 13558 | 726709 | COM |
| CONOCOPHILLIPS | 7219 | 675771 | COM |
| NEXTERA ENERGY INC | 8346 | 670017 | COM |
| NIKE INC | 3981 | 660966 | CL B |
| RTX CORPORATION | 3601 | 660423 | COM |
| NEWMONT CORP | 6036 | 602695 | COM |
| CHEVRON CORP NEW | 3916 | 596838 | COM |
| COCA COLA CO | 7237 | 584858 | COM |
| PROCTER AND GAMBLE CO | 4058 | 581552 | COM |
| DIGITAL RLTY TR INC | 3638 | 562835 | COM |
| ELECTRONIC ARTS INC | 2738 | 559456 | COM |
| ISHARES TR | 16620 | 514555 | PFD AND INCM SEC |
| S&P GLOBAL INC | 974 | 509003 | COM |
| HONEYWELL INTL INC | 2586 | 504503 | COM |
| UNITEDHEALTH GROUP INC | 1434 | 473378 | COM |
| MCDONALDS CORP | 1517 | 463641 | COM |
| ISHARES TR | 4197 | 461292 | TIPS BD ETF |
| GENERAL DYNAMICS CORP | 1324 | 445738 | COM |
| SCHWAB STRATEGIC TR | 16641 | 440820 | US TIPS ETF |
| MARVELL TECHNOLOGY INC | 4798 | 407734 | COM |
| AMERICAN ELEC PWR CO INC | 3516 | 405430 | COM |
| QUALCOMM INC | 2336 | 399573 | COM |
| VALERO ENERGY CORP | 2452 | 399161 | COM |
| VICI PPTYS INC | 14167 | 398376 | COM |
| REGIONS FINANCIAL CORP NEW | 14669 | 397530 | COM |
| DOVER CORP | 2019 | 394190 | COM |
| CATERPILLAR INC | 0 | 389162 | COM |
| THE CIGNA GROUP | 1408 | 387524 | COM |
| F N B CORP | 22614 | 386699 | COM |
| BRISTOL-MYERS SQUIBB CO | 7054 | 380493 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 4313 | 377042 | COM |
| BORGWARNER INC | 8059 | 363139 | COM |
| VERIZON COMMUNICATIONS INC | 8819 | 359198 | COM |
| WELLTOWER INC | 1877 | 348390 | COM |
| VANGUARD SCOTTSDALE FDS | 3763 | 347325 | VNG RUS1000VAL |
| MEDTRONIC PLC | 3604 | 346200 | SHS |
| EASTMAN CHEM CO | 5211 | 332618 | COM |
| TARGET CORP | 3385 | 330884 | COM |
| GOLDMAN SACHS ETF TR | 7563 | 324755 | ACTIVEBETA INT |
| NISOURCE INC | 7763 | 324183 | COM |
| HOME DEPOT INC | 908 | 312443 | COM |
| CLEARWAY ENERGY INC | 8960 | 298010 | CL C |
| ENCOMPASS HEALTH CORP | 2773 | 294326 | COM |
| FIDELITY NATIONAL FINANCIAL | 5214 | 284632 | COM SHS |
| CARRIER GLOBAL CORPORATION | 5291 | 279576 | COM |
| OVINTIV INC | 6441 | 252423 | COM |
| ELEVANCE HEALTH INC FORMERLY | 719 | 252045 | COM |
| AMERICAN TOWER CORP NEW | 1417 | 248783 | COM |
| CRANE NXT CO | 5098 | 239963 | COM |
| VANGUARD BD INDEX FDS | 2978 | 231927 | INTERMED TERM |
| DYCOM INDS INC | 657 | 222000 | COM |
| DUPONT DE NEMOURS INC | 5481 | 220336 | COM |
| TEXAS INSTRS INC | 0 | 207980 | COM |
| SITIME CORP | 576 | 203437 | COM |
| REDWOOD TRUST INC | 16980 | 93899 | COM |
| PAYONEER GLOBAL INC | 15192 | 85379 | COM |
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