DOSSIER · 13F-HR · Q2 2026

Prudent Man Advisors, LLC

$438M in tracked AUM across 142 positions as of Q2 2026.

PM
CIK 0001817174 · last filed Jun 30, 2026
Total AUM
$438M
as of Q2 2026
Holdings
142
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Prudent Man Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$43M117K9.9%
02
BND
VANGUARD BD INDEX FDS
$25M347K5.8%
03
HYG
ISHARES TR
$17M218K4.0%
04
NVDA
NVIDIA CORPORATION
$15M75K3.4%
05
AAPL
APPLE INC
$14M48K3.2%
06
VEA
VANGUARD TAX-MANAGED FDS
$13M172K2.9%
07
GOOG
ALPHABET INC
$11M31K2.5%
08
MU
MICRON TECHNOLOGY INC
$11M9K2.4%
09
AMZN
AMAZON COM INC
$10M42K2.3%
10
IVV
ISHARES TR
$10M13K2.2%

Filing history

2026Q2Jun 30
$438M 31.0%
142 positionsView →
2026Q1Mar 31
$334M 21.6%
135 positionsView →
2025Q4Dec 31
$275M 1.2%
136 positionsView →
2025Q3Sep 30
$271M 13.8%
134 positionsView →
2025Q2Jun 30
$315M 14.3%
182 positionsLocked
2025Q1Mar 31
$275M 0.1%
171 positionsLocked
2024Q4Dec 31
$275M 8.2%
169 positionsLocked
2024Q3Sep 30
$300M 6.0%
183 positionsLocked
2024Q2Jun 30
$283M 6.1%
173 positionsLocked
2024Q1Mar 31
$267M 0.5%
177 positionsLocked
2023Q4Dec 31
$268M 6.3%
188 positionsLocked
2023Q3Sep 30
$252M 5.2%
187 positionsLocked
Showing 12 of 25