Filed: 5/1/2025ACC: 0001817174-25-000002
📋 What this filing means
PRUDENT MAN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $275.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
171
Positions
$275.43M
Total AUM (reported)
2.76M
Total Shares
Allocation by class
COM$110.62M40.2%
TOTAL STK MKT$46.13M16.7%
TOTAL BND MRKT$25.33M9.2%
IBOXX HI YD ETF$15.99M5.8%
ESG AWR MSCI USA$8.69M3.2%
VAN FTSE DEV MKT$7.96M2.9%
SHORT TRM BOND$6.54M2.4%
Portfolio Concentration
Top 3$87.45M31.7%
4–10$42.73M15.5%
11–25$41.11M14.9%
Rest$104.14M37.8%
Top 3 weight
31.7%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Sole
Full voting authority
2.46M
shares
% of voting shares89.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
295.75K
shares
% of voting shares10.7%
Investment Discretion (by position count)
Sole171
Shared0
Other0
Dominant voting typeSole · 89.3% of voting shares
Institutional Holdings171
Rows:
VANGUARD INDEX FDS
SOLEShares167.84K
TypeSH
Market value$46.13M
16.75%
Sole
166.70K
Shared
0.00
None
1.14K
VANGUARD BD INDEX FDS
SOLEShares344.86K
TypeSH
Market value$25.33M
9.20%
Sole
268.77K
Shared
0.00
None
76.09K
ISHARES TR
SOLEShares202.63K
TypeSH
Market value$15.99M
5.80%
Sole
189.47K
Shared
0.00
None
13.16K
ISHARES TR
SOLEShares71.25K
TypeSH
Market value$8.69M
3.15%
Sole
39.52K
Shared
0.00
None
31.73K
VANGUARD TAX-MANAGED FDS
SOLEShares150.99K
TypeSH
Market value$7.96M
2.89%
Sole
94.33K
Shared
0.00
None
56.66K
VANGUARD BD INDEX FDS
SOLEShares83.53K
TypeSH
Market value$6.54M
2.37%
Sole
79.23K
Shared
0.00
None
4.30K
APPLE INC
SOLEShares25.89K
TypeSH
Market value$5.86M
2.13%
Sole
22.05K
Shared
0.00
None
3.85K
MICROSOFT CORP
SOLEShares13.18K
TypeSH
Market value$4.95M
1.80%
Sole
11.28K
Shared
0.00
None
1.90K
SSGA ACTIVE ETF TR
SOLEShares110.50K
TypeSH
Market value$4.54M
1.65%
Sole
110.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares17.13K
TypeSH
Market value$4.20M
1.53%
Sole
15.92K
Shared
0.00
None
1.22K
NVIDIA CORPORATION
SOLEShares38.44K
TypeSH
Market value$4.17M
1.51%
Sole
32.27K
Shared
0.00
None
6.16K
ISHARES TR
SOLEShares6.97K
TypeSH
Market value$3.92M
1.42%
Sole
6.13K
Shared
0.00
None
840.00
VANGUARD INDEX FDS
SOLEShares38.33K
TypeSH
Market value$3.47M
1.26%
Sole
28.15K
Shared
0.00
None
10.18K
ISHARES TR
SOLEShares16.29K
TypeSH
Market value$3.25M
1.18%
Sole
9.75K
Shared
0.00
None
6.54K
AMAZON COM INC
SOLEShares16.53K
TypeSH
Market value$3.14M
1.14%
Sole
13.89K
Shared
0.00
None
2.64K
VANGUARD SCOTTSDALE FDS
SOLEShares64.98K
TypeSH
Market value$3.01M
1.09%
Sole
60.68K
Shared
0.00
None
4.30K
PHILIP MORRIS INTL INC
SOLEShares16.52K
TypeSH
Market value$2.62M
0.95%
Sole
15.35K
Shared
0.00
None
1.17K
VANGUARD WHITEHALL FDS
SOLEShares19.98K
TypeSH
Market value$2.58M
0.94%
Sole
14.97K
Shared
0.00
None
5.01K
VANGUARD STAR FDS
SOLEShares39.95K
TypeSH
Market value$2.48M
0.90%
Sole
37.06K
Shared
0.00
None
2.89K
PROLOGIS INC.
SOLEShares20.23K
TypeSH
Market value$2.26M
0.82%
Sole
19.22K
Shared
0.00
None
1K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.02K
TypeSH
Market value$2.18M
0.79%
Sole
3.73K
Shared
0.00
None
286.00
ALPHABET INC
SOLEShares13.38K
TypeSH
Market value$2.09M
0.76%
Sole
11.81K
Shared
0.00
None
1.57K
BLACKROCK INC
SOLEShares2.13K
TypeSH
Market value$2.02M
0.73%
Sole
1.97K
Shared
0.00
None
159.00
BROADCOM INC
SOLEShares11.82K
TypeSH
Market value$1.98M
0.72%
Sole
10.45K
Shared
0.00
None
1.37K
T-MOBILE US INC
SOLEShares7.30K
TypeSH
Market value$1.95M
0.71%
Sole
6.60K
Shared
0.00
None
698.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 167.84K | SH | $46.13M 16.75% | 166.70K | 0.00 | 1.14K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 344.86K | SH | $25.33M 9.20% | 268.77K | 0.00 | 76.09K |
ISHARES TRSOLE | IBOXX HI YD ETF | 202.63K | SH | $15.99M 5.80% | 189.47K | 0.00 | 13.16K |
ISHARES TRSOLE | ESG AWR MSCI USA | 71.25K | SH | $8.69M 3.15% | 39.52K | 0.00 | 31.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 150.99K | SH | $7.96M 2.89% | 94.33K | 0.00 | 56.66K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 83.53K | SH | $6.54M 2.37% | 79.23K | 0.00 | 4.30K |
APPLE INCSOLE | COM | 25.89K | SH | $5.86M 2.13% | 22.05K | 0.00 | 3.85K |
MICROSOFT CORPSOLE | COM | 13.18K | SH | $4.95M 1.80% | 11.28K | 0.00 | 1.90K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 110.50K | SH | $4.54M 1.65% | 110.50K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 17.13K | SH | $4.20M 1.53% | 15.92K | 0.00 | 1.22K |
NVIDIA CORPORATIONSOLE | COM | 38.44K | SH | $4.17M 1.51% | 32.27K | 0.00 | 6.16K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.97K | SH | $3.92M 1.42% | 6.13K | 0.00 | 840.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 38.33K | SH | $3.47M 1.26% | 28.15K | 0.00 | 10.18K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 16.29K | SH | $3.25M 1.18% | 9.75K | 0.00 | 6.54K |
AMAZON COM INCSOLE | COM | 16.53K | SH | $3.14M 1.14% | 13.89K | 0.00 | 2.64K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 64.98K | SH | $3.01M 1.09% | 60.68K | 0.00 | 4.30K |
PHILIP MORRIS INTL INCSOLE | COM | 16.52K | SH | $2.62M 0.95% | 15.35K | 0.00 | 1.17K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 19.98K | SH | $2.58M 0.94% | 14.97K | 0.00 | 5.01K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 39.95K | SH | $2.48M 0.90% | 37.06K | 0.00 | 2.89K |
PROLOGIS INC.SOLE | COM | 20.23K | SH | $2.26M 0.82% | 19.22K | 0.00 | 1K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.02K | SH | $2.18M 0.79% | 3.73K | 0.00 | 286.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.38K | SH | $2.09M 0.76% | 11.81K | 0.00 | 1.57K |
BLACKROCK INCSOLE | COM | 2.13K | SH | $2.02M 0.73% | 1.97K | 0.00 | 159.00 |
BROADCOM INCSOLE | COM | 11.82K | SH | $1.98M 0.72% | 10.45K | 0.00 | 1.37K |
T-MOBILE US INCSOLE | COM | 7.30K | SH | $1.95M 0.71% | 6.60K | 0.00 | 698.00 |
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