Prudent Man Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Prudent Man Advisors, Llc disclosed 142 stock positions valued at approximately $425.58M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 142
- Portfolio Value
- $425.58M
Holdings by Sector
Prudent Man Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 8.35% | 94,988 | -22,137 | -18.90% | $35,548,309 |
| VANGUARD BD INDEX FDS | BND | Other | 5.74% | 348,228 | +1,080 | +0.31% | $24,428,194 |
| APPLE INC | AAPL | Technology | 4.56% | 57,738 | +9,367 | +19.36% | $19,386,268 |
| ISHARES TR | HYG | Other | 4.01% | 221,246 | +2,821 | +1.29% | $17,082,404 |
| NVIDIA CORPORATION | NVDA | Technology | 3.96% | 73,863 | -1,329 | -1.77% | $16,868,832 |
| MICROSOFT CORP | MSFT | Technology | 3.82% | 31,704 | +7,008 | +28.38% | $16,260,982 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.14% | 53,593 | +11,106 | +26.14% | $13,352,696 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.90% | 169,086 | -2,838 | -1.65% | $12,328,681 |
| ISHARES TR | IVV | Other | 2.29% | 12,744 | -110 | -0.86% | $9,759,992 |
| ISHARES TR | ESGU | Other | 2.27% | 57,923 | -389 | -0.67% | $9,661,556 |
| ALPHABET INC | GOOG | Communication Services | 1.92% | 23,920 | -7,320 | -23.43% | $8,150,501 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.75% | 97,581 | +7,108 | +7.86% | $7,455,188 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.75% | 22,508 | -702 | -3.02% | $7,446,322 |
| VANGUARD STAR FDS | VXUS | Other | 1.61% | 80,500 | -5 | -0.01% | $6,839,280 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 1.60% | 60,741 | - | - | $6,817,570 |
| BROADCOM INC | AVGO | Technology | 1.51% | 18,352 | -491 | -2.61% | $6,445,039 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.49% | 5,958 | -3,189 | -34.86% | $6,345,925 |
| SPDR SERIES TRUST | JNK | Other | 1.48% | 67,828 | +144 | +0.21% | $6,291,047 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.36% | 130,500 | +170 | +0.13% | $5,795,505 |
| SSGA ACTIVE ETF TR | SRLN | Other | 1.29% | 135,750 | +650 | +0.48% | $5,482,943 |
| ALPHABET INC | GOOGL | Communication Services | 1.19% | 14,756 | -307 | -2.04% | $5,077,244 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.16% | 8,042 | -218 | -2.64% | $4,919,774 |
| BANK OF AMER CORP | BAC | Financial Services | 1.02% | 79,906 | -2,879 | -3.48% | $4,349,284 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 1.00% | 93,230 | +430 | +0.46% | $4,273,663 |
| ELI LILLY & CO | LLY | Healthcare | 0.99% | 3,630 | -65 | -1.76% | $4,200,200 |
| MERCK & CO INC | MRK | Healthcare | 0.97% | 28,514 | +68 | +0.24% | $4,143,369 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.95% | 21,195 | -435 | -2.01% | $4,044,430 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.91% | 7,721 | -274 | -3.43% | $3,881,981 |
| LAM RESEARCH CORP | LRCX | Technology | 0.88% | 11,399 | -1,348 | -10.58% | $3,744,685 |
| META PLATFORMS INC | META | Communication Services | 0.88% | 5,159 | -159 | -2.99% | $3,741,204 |
Showing 30 of 142 holdings in the latest reporting period.