Prudent Man Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Prudent Man Advisors, Llc disclosed 141 stock positions valued at approximately $437.54M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 141
- Portfolio Value
- $437.54M
Holdings by Sector
Prudent Man Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 9.91% | 117,125 | -7,524 | -6.04% | $43,340,935 |
| VANGUARD BD INDEX FDS | BND | Other | 5.82% | 347,148 | +14,984 | +4.51% | $25,484,135 |
| ISHARES TR | HYG | Other | 3.99% | 218,425 | +81,682 | +59.73% | $17,467,447 |
| NVIDIA CORPORATION | NVDA | Technology | 3.44% | 75,192 | +7,348 | +10.83% | $15,045,167 |
| APPLE INC | AAPL | Technology | 3.23% | 48,371 | +4,723 | +10.82% | $14,134,230 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.89% | 171,924 | +51,029 | +42.21% | $12,642,634 |
| ALPHABET INC | GOOG | Communication Services | 2.52% | 31,240 | +2,937 | +10.38% | $11,038,029 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.41% | 9,147 | -1,994 | -17.90% | $10,558,291 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.31% | 42,487 | +5,282 | +14.20% | $10,126,352 |
| ISHARES TR | IVV | Other | 2.20% | 12,854 | +887 | +7.41% | $9,626,232 |
| ISHARES TR | ESGU | Other | 2.18% | 58,312 | -6,458 | -9.97% | $9,543,925 |
| MICROSOFT CORP | MSFT | Technology | 2.11% | 24,696 | +2,463 | +11.08% | $9,212,102 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.74% | 23,210 | +2,361 | +11.32% | $7,597,329 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 1.69% | 60,741 | +45,172 | +290.14% | $7,375,172 |
| BROADCOM INC | AVGO | Technology | 1.63% | 18,843 | +1,739 | +10.17% | $7,117,943 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.61% | 90,473 | -619 | -0.68% | $7,048,751 |
| VANGUARD STAR FDS | VXUS | Other | 1.57% | 80,505 | +2,012 | +2.56% | $6,882,372 |
| APPLIED MATLS INC | AMAT | Technology | 1.55% | 9,361 | -896 | -8.74% | $6,768,003 |
| SPDR SERIES TRUST | JNK | Other | 1.49% | 67,684 | +56,551 | +507.96% | $6,522,707 |
| CORNING INC | GLW | Technology | 1.40% | 23,903 | -5,320 | -18.20% | $6,105,543 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.39% | 130,330 | +15,406 | +13.41% | $6,100,747 |
| LAM RESEARCH CORP | LRCX | Other | 1.26% | 12,747 | -1,851 | -12.68% | $5,523,657 |
| SSGA ACTIVE ETF TR | SRLN | Other | 1.24% | 135,100 | +135,100 | +100.00% | $5,443,179 |
| ALPHABET INC | GOOGL | Communication Services | 1.23% | 15,063 | +1,739 | +13.05% | $5,383,064 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.10% | 8,260 | +8,260 | +100.00% | $4,798,317 |
| BANK AMERICA CORP | BAC | Financial Services | 1.08% | 82,785 | +9,577 | +13.08% | $4,717,089 |
| ELI LILLY & CO | LLY | Healthcare | 1.01% | 3,695 | +729 | +24.58% | $4,431,894 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.97% | 92,800 | +83,760 | +926.55% | $4,240,960 |
| WALMART INC | WMT | Consumer Defensive | 0.94% | 36,169 | +3,490 | +10.68% | $4,096,501 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.92% | 7,995 | +881 | +12.38% | $4,038,110 |
Showing 30 of 141 holdings in the latest reporting period.