PRUDENT MAN ADVISORS, LLC

Filed: 7/31/2025ACC: 0001817174-25-000003

📋 What this filing means

PRUDENT MAN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 181 equity positions with a total reported market value of $314.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

181

Positions

$314.88M

Total AUM (reported)

2.99M

Total Shares

Allocation by class

COM$141.63M45.0%

TOTAL STK MKT$41.59M13.2%

TOTAL BND MRKT$25.56M8.1%

IBOXX HI YD ETF$16.37M5.2%

ESG AWR MSCI USA$9.81M3.1%

VAN FTSE DEV MKT$8.89M2.8%

SHORT TRM BOND$7.01M2.2%

Portfolio Concentration

Top 3$83.52M26.5%

4–10$54.79M17.4%

11–25$51.73M16.4%

Rest$124.85M39.6%

Top 3 weight

26.5%

Top 10 weight

43.9%

Voting Authority Distribution

Total shares with voting rights: 2.99M

Sole

Full voting authority

2.69M

% of voting shares90.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

297.12K

% of voting shares9.9%

Investment Discretion (by position count)

Sole181

Shared0

Other0

Dominant voting typeSole · 90.1% of voting shares

Institutional Holdings181

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares136.82K

TypeSH

Market value$41.59M

13.21%

Sole

135.65K

Shared

0.00

None

1.18K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares347.17K

TypeSH

Market value$25.56M

8.12%

Sole

270.44K

Shared

0.00

None

76.73K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares203.02K

TypeSH

Market value$16.37M

5.20%

Sole

189.73K

Shared

0.00

None

13.28K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares72.52K

TypeSH

Market value$9.81M

3.12%

Sole

39.85K

Shared

0.00

None

32.67K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares150.50K

TypeSH

Market value$8.89M

2.82%

Sole

93.74K

Shared

0.00

None

56.76K

MICROSOFT CORP

SOLE

COM

Shares17.07K

TypeSH

Market value$8.49M

2.70%

Sole

15.20K

Shared

0.00

None

1.87K

NVIDIA CORPORATION

SOLE

COM

Shares51.48K

TypeSH

Market value$8.13M

2.58%

Sole

45.38K

Shared

0.00

None

6.10K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares89.04K

TypeSH

Market value$7.01M

2.23%

Sole

84.74K

Shared

0.00

None

4.30K

APPLE INC

SOLE

COM

Shares33.33K

TypeSH

Market value$6.93M

2.20%

Sole

29.52K

Shared

0.00

None

3.80K

JPMORGAN CHASE & CO.

SOLE

COM

Shares19.02K

TypeSH

Market value$5.51M

1.75%

Sole

17.81K

Shared

0.00

None

1.21K

AMAZON COM INC

SOLE

COM

Shares21.97K

TypeSH

Market value$4.82M

1.53%

Sole

19.35K

Shared

0.00

None

2.62K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares68.23K

TypeSH

Market value$4.71M

1.50%

Sole

65.34K

Shared

0.00

None

2.89K

SSGA ACTIVE ETF TR

SOLE

BLACKSTONE SENR

Shares110.50K

TypeSH

Market value$4.60M

1.46%

Sole

110.50K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares6.76K

TypeSH

Market value$4.19M

1.33%

Sole

6.03K

Shared

0.00

None

724.00

BROADCOM INC

SOLE

COM

Shares14.31K

TypeSH

Market value$3.95M

1.25%

Sole

13.01K

Shared

0.00

None

1.31K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares16.27K

TypeSH

Market value$3.51M

1.12%

Sole

9.76K

Shared

0.00

None

6.52K

ALPHABET INC

SOLE

CAP STK CL C

Shares19.71K

TypeSH

Market value$3.50M

1.11%

Sole

18.14K

Shared

0.00

None

1.57K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares39.15K

TypeSH

Market value$3.49M

1.11%

Sole

28.90K

Shared

0.00

None

10.25K

PHILIP MORRIS INTL INC

SOLE

COM

Shares17.91K

TypeSH

Market value$3.26M

1.04%

Sole

16.79K

Shared

0.00

None

1.11K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares66.28K

TypeSH

Market value$3.07M

0.98%

Sole

61.93K

Shared

0.00

None

4.35K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares5.66K

TypeSH

Market value$2.79M

0.88%

Sole

5.37K

Shared

0.00

None

286.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares20.07K

TypeSH

Market value$2.67M

0.85%

Sole

15.07K

Shared

0.00

None

BLACKROCK INC

SOLE

COM

Shares2.38K

TypeSH

Market value$2.50M

0.79%

Sole

2.23K

Shared

0.00

None

158.00

MORGAN STANLEY

SOLE

COM NEW

Shares16.64K

TypeSH

Market value$2.34M

0.74%

Sole

15.59K

Shared

0.00

None

1.06K

PROLOGIS INC.

SOLE

COM

Shares22.12K

TypeSH

Market value$2.32M

0.74%

Sole

21.11K

Shared

0.00

None

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	136.82K	SH	$41.59M 13.21%	135.65K	1.18K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	347.17K	SH	$25.56M 8.12%	270.44K	76.73K
ISHARES TRSOLE	IBOXX HI YD ETF	203.02K	SH	$16.37M 5.20%	189.73K	13.28K
ISHARES TRSOLE	ESG AWR MSCI USA	72.52K	SH	$9.81M 3.12%	39.85K	32.67K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	150.50K	SH	$8.89M 2.82%	93.74K	56.76K
MICROSOFT CORPSOLE	COM	17.07K	SH	$8.49M 2.70%	15.20K	1.87K
NVIDIA CORPORATIONSOLE	COM	51.48K	SH	$8.13M 2.58%	45.38K	6.10K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	89.04K	SH	$7.01M 2.23%	84.74K	4.30K
APPLE INCSOLE	COM	33.33K	SH	$6.93M 2.20%	29.52K	3.80K
JPMORGAN CHASE & CO.SOLE	COM	19.02K	SH	$5.51M 1.75%	17.81K	1.21K
AMAZON COM INCSOLE	COM	21.97K	SH	$4.82M 1.53%	19.35K	2.62K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	68.23K	SH	$4.71M 1.50%	65.34K	2.89K
SSGA ACTIVE ETF TRSOLE	BLACKSTONE SENR	110.50K	SH	$4.60M 1.46%	110.50K	0.00
ISHARES TRSOLE	CORE S&P500 ETF	6.76K	SH	$4.19M 1.33%	6.03K	724.00
BROADCOM INCSOLE	COM	14.31K	SH	$3.95M 1.25%	13.01K	1.31K
ISHARES TRSOLE	RUSSELL 2000 ETF	16.27K	SH	$3.51M 1.12%	9.76K	6.52K
ALPHABET INCSOLE	CAP STK CL C	19.71K	SH	$3.50M 1.11%	18.14K	1.57K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	39.15K	SH	$3.49M 1.11%	28.90K	10.25K
PHILIP MORRIS INTL INCSOLE	COM	17.91K	SH	$3.26M 1.04%	16.79K	1.11K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	66.28K	SH	$3.07M 0.98%	61.93K	4.35K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	5.66K	SH	$2.79M 0.88%	5.37K	286.00
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	20.07K	SH	$2.67M 0.85%	15.07K	5K
BLACKROCK INCSOLE	COM	2.38K	SH	$2.50M 0.79%	2.23K	158.00
MORGAN STANLEYSOLE	COM NEW	16.64K	SH	$2.34M 0.74%	15.59K	1.06K
PROLOGIS INC.SOLE	COM	22.12K	SH	$2.32M 0.74%	21.11K	1K

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