PRUDENT MAN ADVISORS, LLC

Filed: 11/13/2025ACC: 0001817174-25-000005

📋 What this filing means

PRUDENT MAN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $271.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

133

Positions

$271.46M

Total AUM (reported)

2.17M

Total Shares

Allocation by class

COM$106.95M39.4%

TOTAL STK MKT$43.11M15.9%

TOTAL BND MRKT$26.50M9.8%

ESG AWR MSCI USA$10.74M4.0%

IBOXX HI YD ETF$10.54M3.9%

VAN FTSE DEV MKT$9.31M3.4%

SHORT TRM BOND$6.90M2.5%

Portfolio Concentration

Top 3$80.36M29.6%

4–10$55.51M20.4%

11–25$48.82M18.0%

Rest$86.78M32.0%

Top 3 weight

29.6%

Top 10 weight

50.0%

Voting Authority Distribution

Total shares with voting rights: 2.17M

Sole

Full voting authority

1.88M

% of voting shares86.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

290.49K

% of voting shares13.4%

Investment Discretion (by position count)

Sole133

Shared0

Other0

Dominant voting typeSole · 86.6% of voting shares

Institutional Holdings133

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares131.38K

TypeSH

Market value$43.11M

15.88%

Sole

130.21K

Shared

0.00

None

1.16K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares356.35K

TypeSH

Market value$26.50M

9.76%

Sole

280.53K

Shared

0.00

None

75.83K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares73.79K

TypeSH

Market value$10.74M

3.96%

Sole

42.30K

Shared

0.00

None

31.49K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares129.83K

TypeSH

Market value$10.54M

3.88%

Sole

116.89K

Shared

0.00

None

12.95K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares149.79K

TypeSH

Market value$9.31M

3.43%

Sole

94.28K

Shared

0.00

None

55.52K

NVIDIA CORPORATION

SOLE

COM

Shares45.95K

TypeSH

Market value$8.57M

3.16%

Sole

39.90K

Shared

0.00

None

6.05K

MICROSOFT CORP

SOLE

COM

Shares14.64K

TypeSH

Market value$7.58M

2.79%

Sole

12.78K

Shared

0.00

None

1.85K

APPLE INC

SOLE

COM

Shares28.77K

TypeSH

Market value$7.45M

2.74%

Sole

25.01K

Shared

0.00

None

3.76K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares87.44K

TypeSH

Market value$6.90M

2.54%

Sole

83.14K

Shared

0.00

None

4.30K

AMAZON COM INC

SOLE

COM

Shares23.49K

TypeSH

Market value$5.16M

1.90%

Sole

20.90K

Shared

0.00

None

2.59K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares68.21K

TypeSH

Market value$5.01M

1.85%

Sole

65.34K

Shared

0.00

None

2.87K

ALPHABET INC

SOLE

CAP STK CL C

Shares19.30K

TypeSH

Market value$4.70M

1.73%

Sole

17.73K

Shared

0.00

None

1.57K

JPMORGAN CHASE & CO.

SOLE

COM

Shares13.71K

TypeSH

Market value$4.32M

1.59%

Sole

12.51K

Shared

0.00

None

1.19K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares16.09K

TypeSH

Market value$3.89M

1.43%

Sole

9.72K

Shared

0.00

None

6.37K

BROADCOM INC

SOLE

COM

Shares11.34K

TypeSH

Market value$3.74M

1.38%

Sole

10.05K

Shared

0.00

None

1.29K

META PLATFORMS INC

SOLE

CL A

Shares5.09K

TypeSH

Market value$3.74M

1.38%

Sole

4.53K

Shared

0.00

None

567.00

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares40.07K

TypeSH

Market value$3.66M

1.35%

Sole

29.91K

Shared

0.00

None

10.16K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.74K

TypeSH

Market value$3.17M

1.17%

Sole

4.12K

Shared

0.00

None

626.00

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares66.38K

TypeSH

Market value$3.12M

1.15%

Sole

62.03K

Shared

0.00

None

4.35K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares4.69K

TypeSH

Market value$2.40M

0.88%

Sole

4.41K

Shared

0.00

None

286.00

ISHARES TR

SOLE

ULTRA SHORT DUR

Shares46.18K

TypeSH

Market value$2.34M

0.86%

Sole

46.18K

Shared

0.00

None

0.00

WALMART INC

SOLE

COM

Shares22.34K

TypeSH

Market value$2.30M

0.85%

Sole

20.11K

Shared

0.00

None

2.24K

ORACLE CORP

SOLE

COM

Shares7.69K

TypeSH

Market value$2.16M

0.80%

Sole

6.66K

Shared

0.00

None

1.03K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares15.32K

TypeSH

Market value$2.16M

0.80%

Sole

10.64K

Shared

0.00

None

4.68K

PHILIP MORRIS INTL INC

SOLE

COM

Shares12.88K

TypeSH

Market value$2.09M

0.77%

Sole

11.76K

Shared

0.00

None

1.11K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	131.38K	SH	$43.11M 15.88%	130.21K	1.16K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	356.35K	SH	$26.50M 9.76%	280.53K	75.83K
ISHARES TRSOLE	ESG AWR MSCI USA	73.79K	SH	$10.74M 3.96%	42.30K	31.49K
ISHARES TRSOLE	IBOXX HI YD ETF	129.83K	SH	$10.54M 3.88%	116.89K	12.95K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	149.79K	SH	$9.31M 3.43%	94.28K	55.52K
NVIDIA CORPORATIONSOLE	COM	45.95K	SH	$8.57M 3.16%	39.90K	6.05K
MICROSOFT CORPSOLE	COM	14.64K	SH	$7.58M 2.79%	12.78K	1.85K
APPLE INCSOLE	COM	28.77K	SH	$7.45M 2.74%	25.01K	3.76K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	87.44K	SH	$6.90M 2.54%	83.14K	4.30K
AMAZON COM INCSOLE	COM	23.49K	SH	$5.16M 1.90%	20.90K	2.59K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	68.21K	SH	$5.01M 1.85%	65.34K	2.87K
ALPHABET INCSOLE	CAP STK CL C	19.30K	SH	$4.70M 1.73%	17.73K	1.57K
JPMORGAN CHASE & CO.SOLE	COM	13.71K	SH	$4.32M 1.59%	12.51K	1.19K
ISHARES TRSOLE	RUSSELL 2000 ETF	16.09K	SH	$3.89M 1.43%	9.72K	6.37K
BROADCOM INCSOLE	COM	11.34K	SH	$3.74M 1.38%	10.05K	1.29K
META PLATFORMS INCSOLE	CL A	5.09K	SH	$3.74M 1.38%	4.53K	567.00
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	40.07K	SH	$3.66M 1.35%	29.91K	10.16K
ISHARES TRSOLE	CORE S&P500 ETF	4.74K	SH	$3.17M 1.17%	4.12K	626.00
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	66.38K	SH	$3.12M 1.15%	62.03K	4.35K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	4.69K	SH	$2.40M 0.88%	4.41K	286.00
ISHARES TRSOLE	ULTRA SHORT DUR	46.18K	SH	$2.34M 0.86%	46.18K	0.00
WALMART INCSOLE	COM	22.34K	SH	$2.30M 0.85%	20.11K	2.24K
ORACLE CORPSOLE	COM	7.69K	SH	$2.16M 0.80%	6.66K	1.03K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	15.32K	SH	$2.16M 0.80%	10.64K	4.68K
PHILIP MORRIS INTL INCSOLE	COM	12.88K	SH	$2.09M 0.77%	11.76K	1.11K

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