Prudent Man Advisors, LLC — 13F Holdings & Portfolio

CIK 1817174 · latest 13F-HR filed 2026-08-05

Prudent Man Advisors, LLC manages $437.5M in 13F-reported U.S. long-equity assets across 142 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (9.91%), BND (5.82%), HYG (3.99%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 8, added to 89, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2135 CITY GATE LANE
7TH FLOOR
NAPERVILLE, IL 60563
Phone
(630) 657-6498
Filing Manager
Prudent Man Advisors, LLC
NAPERVILLE, IL
Signatory
Kevin Kulling
Deputy Chief Compliance Officer
Loading holdings…
AUM

$437.5M

Long-equity book

Holdings

142

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+15 / −8 / ↑89 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$6.8M +180.5%
  • ISHARES TR$6.6M +60.6%
  • VANGUARD SCOTTSDALE FDS$5.8M +372.9%
  • SPDR SERIES TRUST$5.5M +512.1%
  • VANGUARD TAX-MANAGED FDS$4.5M +56.1%
Show all 89 →

Top Trims

  • META PLATFORMS INC-$1.4M -31.7%
  • LKQ CORP-$903.6K -68.9%
  • JACOBS SOLUTIONS INC-$880.6K -61.8%
  • T-MOBILE US INC-$302.6K -13.8%
  • ALBEMARLE CORP-$266.4K -15.9%
Show all 16 →

New Positions

  • SSGA ACTIVE ETF TR$5.4M
  • ADVANCED MICRO DEVICES INC$4.8M
  • LUMENTUM HLDGS INC$2.3M
  • EATON CORP PLC$2.3M
  • INTUITIVE SURGICAL INC$2.2M
Show all 15 →

Exited Positions

  • BOSTON SCIENTIFIC CORP$1.2M
  • HONEYWELL INTL INC$820.0K
  • ISHARES TR$385.1K
  • MODINE MFG CO$221.9K
  • FABRINET$220.1K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $43.3M 9.91% 117,125 SH
2 VANGUARD BD INDEX FDS BND 921937835 $25.5M 5.82% 347,148 SH
3 ISHARES TR HYG 464288513 $17.5M 3.99% 218,425 SH
4 NVIDIA CORPORATION NVDA 67066G104 $15.0M 3.44% 75,192 SH
5 APPLE INC AAPL 037833100 $14.1M 3.23% 48,371 SH
6 VANGUARD TAX-MANAGED FDS VEA 921943858 $12.6M 2.89% 171,924 SH
7 ALPHABET INC GOOG 02079K107 $11.0M 2.52% 31,240 SH
8 MICRON TECHNOLOGY INC MU 595112103 $10.6M 2.41% 9,147 SH
9 AMAZON COM INC AMZN 023135106 $10.1M 2.31% 42,487 SH
10 ISHARES TR IVV 464287200 $9.6M 2.20% 12,854 SH
11 ISHARES TR ESGU 46435G425 $9.5M 2.18% 58,312 SH
12 MICROSOFT CORP MSFT 594918104 $9.2M 2.11% 24,696 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $7.6M 1.74% 23,210 SH
14 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $7.4M 1.69% 60,741 SH
15 BROADCOM INC AVGO 11135F101 $7.1M 1.63% 18,843 SH
16 VANGUARD BD INDEX FDS BSV 921937827 $7.0M 1.61% 90,473 SH
17 VANGUARD STAR FDS VXUS 921909768 $6.9M 1.57% 80,505 SH
18 APPLIED MATLS INC AMAT 038222105 $6.8M 1.55% 9,361 SH
19 SPDR SERIES TRUST JNK 78468R622 $6.5M 1.49% 67,684 SH
20 CORNING INC GLW 219350105 $6.1M 1.40% 23,903 SH
21 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $6.1M 1.39% 130,330 SH
22 SSGA ACTIVE ETF TR SRLN 78467V608 $5.4M 1.24% 135,100 SH
23 ALPHABET INC GOOGL 02079K305 $5.4M 1.23% 15,063 SH
24 ADVANCED MICRO DEVICES INC AMD 007903107 $4.8M 1.10% 8,260 SH
25 BANK AMERICA CORP BAC 060505104 $4.7M 1.08% 82,785 SH
26 ELI LILLY & CO LLY 532457108 $4.4M 1.01% 3,695 SH
27 GOLDMAN SACHS ETF TR GSIE 381430107 $4.2M 0.97% 92,800 SH
28 WALMART INC WMT 931142103 $4.1M 0.94% 36,169 SH
29 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.0M 0.92% 7,995 SH
30 PHILIP MORRIS INTL INC PM 718172109 $3.9M 0.89% 21,630 SH
31 MORGAN STANLEY MS 617446448 $3.8M 0.86% 17,951 SH
32 VANGUARD INDEX FDS VNQ 922908553 $3.7M 0.84% 38,160 SH
33 MERCK & CO INC MRK 58933Y105 $3.7M 0.84% 28,446 SH
34 ISHARES TR IWM 464287655 $3.6M 0.81% 11,826 SH
35 LAM RESEARCH CORP LRCX 512807306 $3.2M 0.73% 7,410 SH
36 MASTERCARD INCORPORATED MA 57636Q104 $3.0M 0.69% 5,873 SH
37 META PLATFORMS INC META 30303M102 $3.0M 0.68% 5,318 SH
38 VISA INC V 92826C839 $2.9M 0.66% 8,477 SH
39 EMERSON ELEC CO EMR 291011104 $2.8M 0.64% 19,485 SH
40 BLACKROCK INC BLK 09290D101 $2.7M 0.62% 2,834 SH
41 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.6M 0.59% 2,758 SH
42 VANGUARD WHITEHALL FDS VYM 921946406 $2.6M 0.58% 16,150 SH
43 BOOKING HOLDINGS INC BKNG 09857L108 $2.5M 0.58% 14,215 SH
44 VANGUARD INDEX FDS VOO 922908363 $2.5M 0.58% 3,688 SH
45 MARVELL TECHNOLOGY INC MRVL 573874104 $2.4M 0.56% 8,208 SH
46 AXON ENTERPRISE INC AXON 05464C101 $2.4M 0.55% 4,258 SH
47 STARBUCKS CORP SBUX 855244109 $2.4M 0.54% 13,608 SH
48 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $2.4M 0.54% 69,335 SH
49 QUANTA SVCS INC PWR 74762E102 $2.3M 0.54% 3,253 SH
50 LUMENTUM HLDGS INC LITE 55024U109 $2.3M 0.53% 2,726 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $437.5M 142 0001817174-26-000003
2026-03-31 2026-05-08 $333.9M 135 0001817174-26-000002
2025-12-31 2026-02-11 $274.7M 136 0001817174-26-000001