Institutional Manager · CIK 0001817174
Prudent Man Advisors, LLC
NAPERVILLE, IL · File #028-20318
Latest AUM
$274.7M
Positions
136
Top-10 Concentration
61.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025136 pos · $274.7M
- 13F HOLDINGS REPORTQ/E Sep 2025134 pos · $271.5M
- 13F HOLDINGS REPORTQ/E Jun 2025182 pos · $314.9M
- 13F HOLDINGS REPORTQ/E Mar 2025171 pos · $275.4M
- 13F HOLDINGS REPORTQ/E Dec 2024169 pos · $275.3M
- 13F HOLDINGS REPORTQ/E Sep 2024183 pos · $299.7M
- 13F HOLDINGS REPORTQ/E Jun 2024173 pos · $282.9M
- 13F HOLDINGS REPORTQ/E Mar 2024177 pos · $266.6M
- 13F HOLDINGS REPORTQ/E Dec 2023187 pos · $252.1M
- 13F HOLDINGS REPORTQ/E Sep 2023208 pos · $265,993
- 13F HOLDINGS REPORTQ/E Jun 2023203 pos · $255,832
- 13F HOLDINGS REPORTQ/E Mar 2023202 pos · $247,444
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 133,725 | $44.8M | 19.88% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 353,591 | $26.2M | 11.61% |
| 3 | ISHARES TR | 46435G425 | 70,919 | $10.6M | 4.68% |
| 4 | ISHARES TR | 464288513 | 127,848 | $10.3M | 4.57% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 148,459 | $9.6M | 4.26% |
| 6 | NVIDIA CORPORATION | NVDA | 44,349 | $8.3M | 3.67% |
| 7 | APPLE INC | AAPL | 28,290 | $7.8M | 3.47% |
| 8 | VANGUARD BD INDEX FDS | 921937827 | 95,768 | $7.5M | 3.35% |
| 9 | MICROSOFT CORP | MSFT | 14,379 | $7.0M | 3.08% |
| 10 | ALPHABET INC | GOOG | 18,920 | $5.9M | 2.63% |
| 11 | AMAZON COM INC | AMZN | 23,626 | $5.5M | 2.42% |
| 12 | VANGUARD STAR FDS | 921909768 | 67,057 | $5.1M | 2.24% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 13,461 | $4.3M | 1.92% |
| 14 | ISHARES TR | 464287655 | 16,035 | $3.9M | 1.75% |
| 15 | BROADCOM INC | AVGO | 11,131 | $3.9M | 1.71% |
| 16 | VANGUARD INDEX FDS | 922908553 | 39,535 | $3.5M | 1.55% |
| 17 | ISHARES TR | 464287200 | 5,006 | $3.4M | 1.52% |
| 18 | META PLATFORMS INC | META | 5,044 | $3.3M | 1.48% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C771 | 70,534 | $3.3M | 1.47% |
| 20 | BANK AMERICA CORP | 060505104 | 43,934 | $2.4M | 1.07% |