§ 13F · FUND PROFILE
Prudent Man Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271M (13F)Positions · 134Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 125K | $40M | 12.0% | −7% |
| 2 | BND | VANGUARD BD INDEX FDS | 332K | $24M | 7.3% | −6% |
| 3 | NVDA | NVIDIA CORPORATION | 68K | $12M | 3.5% | +53% |
| 4 | AAPL | APPLE INC | 44K | $11M | 3.4% | +54% |
| 5 | HYG | ISHARES TR | 137K | $11M | 3.3% | +7% |
| 6 | ESGU | ISHARES TR | 65K | $9M | 2.7% | −9% |
| 7 | MSFT | MICROSOFT CORP | 22K | $8M | 2.5% | +55% |
| 8 | GOOG | ALPHABET INC | 28K | $8M | 2.4% | +50% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 121K | $8M | 2.4% | −19% |
| 10 | IVV | ISHARES TR | 12K | $8M | 2.3% | +139% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRUDENT SIGNAL
AC read
Prudent Man Advisors, LLC is a Other fund managing $271 million in assets. The fund runs a portfolio of 134 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed