Prudent Man Advisors, LLC 13F Holdings · Q2 2026
Prudent Man Advisors, LLC reported 139 securities worth $437.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (9.93%), BND (5.84%), HYG (4.00%). Among its top 25 positions this quarter: 2 new, 16 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $43.3M | 9.93% | 117,125 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $25.5M | 5.84% | 347,148 | Added |
| 3 | HYG | ISHARES TR | $17.5M | 4.00% | 218,425 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $15.0M | 3.45% | 75,192 | Added |
| 5 | AAPL | APPLE INC | $14.1M | 3.24% | 48,371 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $12.6M | 2.90% | 171,924 | Added |
| 7 | GOOG | ALPHABET INC | $11.0M | 2.53% | 31,240 | Added |
| 8 | MU | MICRON TECHNOLOGY INC | $10.6M | 2.42% | 9,147 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $10.1M | 2.32% | 42,487 | Added |
| 10 | IVV | ISHARES TR | $9.6M | 2.21% | 12,854 | Added |
| 11 | ESGU | ISHARES TR | $9.5M | 2.19% | 58,312 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $9.2M | 2.11% | 24,696 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $7.6M | 1.74% | 23,210 | Added |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | $7.4M | 1.69% | 60,741 | Added |
| 15 | AVGO | BROADCOM INC | $7.1M | 1.63% | 18,843 | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $7.0M | 1.61% | 90,473 | Trimmed |
| 17 | VXUS | VANGUARD STAR FDS | $6.9M | 1.58% | 80,505 | Added |
| 18 | AMAT | APPLIED MATLS INC | $6.8M | 1.55% | 9,361 | Trimmed |
| 19 | JNK | SPDR SERIES TRUST | $6.5M | 1.49% | 67,684 | Added |
| 20 | GLW | CORNING INC | $6.1M | 1.40% | 23,903 | Trimmed |
| 21 | VMBS | VANGUARD SCOTTSDALE FDS | $6.1M | 1.40% | 130,330 | Added |
| 22 | LRCX | LAM RESEARCH CORP | $5.5M | 1.27% | 12,747 | Trimmed |
| 23 | SRLN | SSGA ACTIVE ETF TR | $5.4M | 1.25% | 135,100 | New |
| 24 | GOOGL | ALPHABET INC | $5.4M | 1.23% | 15,063 | Added |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $4.8M | 1.10% | 8,260 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR