PRUDENT MAN ADVISORS, LLC

Filed: 2/5/2025ACC: 0001817174-25-000001

📋 What this filing means

PRUDENT MAN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $275.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

169

Positions

$275.26M

Total AUM (reported)

2.67M

Total Shares

Allocation by class

COM$108.23M39.3%

TOTAL STK MKT$48.09M17.5%

TOTAL BND MRKT$22.88M8.3%

IBOXX HI YD ETF$19.46M7.1%

ESG AWR MSCI USA$11.81M4.3%

VAN FTSE DEV MKT$7.60M2.8%

SHORT TRM BOND$5.78M2.1%

Portfolio Concentration

Top 3$90.44M32.9%

4–10$45.81M16.6%

11–25$38.38M13.9%

Rest$100.64M36.6%

Top 3 weight

32.9%

Top 10 weight

49.5%

Voting Authority Distribution

Total shares with voting rights: 2.67M

Sole

Full voting authority

2.34M

% of voting shares87.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

324.37K

% of voting shares12.2%

Investment Discretion (by position count)

Sole169

Shared0

Other0

Dominant voting typeSole · 87.8% of voting shares

Institutional Holdings169

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares165.93K

TypeSH

Market value$48.09M

17.47%

Sole

165.69K

Shared

0.00

None

238.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares318.24K

TypeSH

Market value$22.88M

8.31%

Sole

230.30K

Shared

0.00

None

87.94K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares247.47K

TypeSH

Market value$19.46M

7.07%

Sole

234.34K

Shared

0.00

None

13.13K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares91.71K

TypeSH

Market value$11.81M

4.29%

Sole

52.03K

Shared

0.00

None

39.68K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares153.40K

TypeSH

Market value$7.60M

2.76%

Sole

86.64K

Shared

0.00

None

66.76K

APPLE INC

SOLE

COM

Shares24.79K

TypeSH

Market value$6.33M

2.30%

Sole

20.53K

Shared

0.00

None

4.26K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares74.83K

TypeSH

Market value$5.78M

2.10%

Sole

74.83K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares12.68K

TypeSH

Market value$5.35M

1.94%

Sole

10.55K

Shared

0.00

None

2.13K

NVIDIA CORPORATION

SOLE

COM

Shares36.86K

TypeSH

Market value$4.95M

1.80%

Sole

30.02K

Shared

0.00

None

6.84K

JPMORGAN CHASE & CO.

SOLE

COM

Shares16.65K

TypeSH

Market value$3.99M

1.45%

Sole

15.24K

Shared

0.00

None

1.41K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares17.82K

TypeSH

Market value$3.94M

1.43%

Sole

9.84K

Shared

0.00

None

7.98K

AMAZON COM INC

SOLE

COM

Shares15.88K

TypeSH

Market value$3.48M

1.27%

Sole

12.94K

Shared

0.00

None

2.94K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares5.68K

TypeSH

Market value$3.35M

1.22%

Sole

5.68K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares34.85K

TypeSH

Market value$3.10M

1.13%

Sole

23.13K

Shared

0.00

None

11.72K

BROADCOM INC

SOLE

COM

Shares12.79K

TypeSH

Market value$2.96M

1.08%

Sole

11.03K

Shared

0.00

None

1.76K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares21.27K

TypeSH

Market value$2.71M

0.99%

Sole

16.30K

Shared

0.00

None

4.98K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares58.39K

TypeSH

Market value$2.65M

0.96%

Sole

58.39K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares12.06K

TypeSH

Market value$2.30M

0.83%

Sole

10.40K

Shared

0.00

None

1.66K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares36.70K

TypeSH

Market value$2.16M

0.79%

Sole

34.31K

Shared

0.00

None

2.39K

EQUINIX INC

SOLE

COM

Shares2.19K

TypeSH

Market value$2.06M

0.75%

Sole

2.07K

Shared

0.00

None

115.00

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares27.51K

TypeSH

Market value$2.06M

0.75%

Sole

24.54K

Shared

0.00

None

2.98K

PROLOGIS INC.

SOLE

COM

Shares18.39K

TypeSH

Market value$1.94M

0.71%

Sole

17.56K

Shared

0.00

None

834.00

PHILIP MORRIS INTL INC

SOLE

COM

Shares15.90K

TypeSH

Market value$1.91M

0.70%

Sole

14.66K

Shared

0.00

None

1.25K

MORGAN STANLEY

SOLE

COM NEW

Shares15.02K

TypeSH

Market value$1.89M

0.69%

Sole

13.47K

Shared

0.00

None

1.54K

SSGA ACTIVE ETF TR

SOLE

BLACKSTONE SENR

Shares44.40K

TypeSH

Market value$1.85M

0.67%

Sole

44.40K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	165.93K	SH	$48.09M 17.47%	165.69K	238.00
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	318.24K	SH	$22.88M 8.31%	230.30K	87.94K
ISHARES TRSOLE	IBOXX HI YD ETF	247.47K	SH	$19.46M 7.07%	234.34K	13.13K
ISHARES TRSOLE	ESG AWR MSCI USA	91.71K	SH	$11.81M 4.29%	52.03K	39.68K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	153.40K	SH	$7.60M 2.76%	86.64K	66.76K
APPLE INCSOLE	COM	24.79K	SH	$6.33M 2.30%	20.53K	4.26K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	74.83K	SH	$5.78M 2.10%	74.83K	0.00
MICROSOFT CORPSOLE	COM	12.68K	SH	$5.35M 1.94%	10.55K	2.13K
NVIDIA CORPORATIONSOLE	COM	36.86K	SH	$4.95M 1.80%	30.02K	6.84K
JPMORGAN CHASE & CO.SOLE	COM	16.65K	SH	$3.99M 1.45%	15.24K	1.41K
ISHARES TRSOLE	RUSSELL 2000 ETF	17.82K	SH	$3.94M 1.43%	9.84K	7.98K
AMAZON COM INCSOLE	COM	15.88K	SH	$3.48M 1.27%	12.94K	2.94K
ISHARES TRSOLE	CORE S&P500 ETF	5.68K	SH	$3.35M 1.22%	5.68K	0.00
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	34.85K	SH	$3.10M 1.13%	23.13K	11.72K
BROADCOM INCSOLE	COM	12.79K	SH	$2.96M 1.08%	11.03K	1.76K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	21.27K	SH	$2.71M 0.99%	16.30K	4.98K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	58.39K	SH	$2.65M 0.96%	58.39K	0.00
ALPHABET INCSOLE	CAP STK CL C	12.06K	SH	$2.30M 0.83%	10.40K	1.66K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	36.70K	SH	$2.16M 0.79%	34.31K	2.39K
EQUINIX INCSOLE	COM	2.19K	SH	$2.06M 0.75%	2.07K	115.00
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	27.51K	SH	$2.06M 0.75%	24.54K	2.98K
PROLOGIS INC.SOLE	COM	18.39K	SH	$1.94M 0.71%	17.56K	834.00
PHILIP MORRIS INTL INCSOLE	COM	15.90K	SH	$1.91M 0.70%	14.66K	1.25K
MORGAN STANLEYSOLE	COM NEW	15.02K	SH	$1.89M 0.69%	13.47K	1.54K
SSGA ACTIVE ETF TRSOLE	BLACKSTONE SENR	44.40K	SH	$1.85M 0.67%	44.40K	0.00

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