PRUDENT MAN ADVISORS, LLC

Filed: 2/11/2026ACC: 0001817174-26-000001

📋 What this filing means

PRUDENT MAN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 135 equity positions with a total reported market value of $274.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

135

Positions

$274.69M

Total AUM (reported)

2.18M

Total Shares

Allocation by class

COM$105.89M38.5%

TOTAL STK MKT$44.83M16.3%

TOTAL BND MRKT$26.19M9.5%

ESG AWR MSCI USA$10.57M3.8%

IBOXX HI YD ETF$10.31M3.8%

VAN FTSE DEV MKT$9.62M3.5%

SHORT TRM BOND$7.55M2.7%

Portfolio Concentration

Top 3$81.59M29.7%

4–10$56.46M20.6%

11–25$50.10M18.2%

Rest$86.54M31.5%

Top 3 weight

29.7%

Top 10 weight

50.3%

Voting Authority Distribution

Total shares with voting rights: 2.18M

Sole

Full voting authority

1.89M

% of voting shares86.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

288.39K

% of voting shares13.2%

Investment Discretion (by position count)

Sole135

Shared0

Other0

Dominant voting typeSole · 86.8% of voting shares

Institutional Holdings135

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares133.72K

TypeSH

Market value$44.83M

16.32%

Sole

132.60K

Shared

0.00

None

1.13K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares353.59K

TypeSH

Market value$26.19M

9.53%

Sole

278.58K

Shared

0.00

None

75.02K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares70.92K

TypeSH

Market value$10.57M

3.85%

Sole

40.52K

Shared

0.00

None

30.40K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares127.85K

TypeSH

Market value$10.31M

3.75%

Sole

115.13K

Shared

0.00

None

12.72K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares148.46K

TypeSH

Market value$9.62M

3.50%

Sole

94.55K

Shared

0.00

None

53.91K

NVIDIA CORPORATION

SOLE

COM

Shares44.35K

TypeSH

Market value$8.27M

3.01%

Sole

38.43K

Shared

0.00

None

5.92K

APPLE INC

SOLE

COM

Shares28.29K

TypeSH

Market value$7.82M

2.85%

Sole

24.55K

Shared

0.00

None

3.74K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares95.77K

TypeSH

Market value$7.55M

2.75%

Sole

90.97K

Shared

0.00

None

4.80K

MICROSOFT CORP

SOLE

COM

Shares14.38K

TypeSH

Market value$6.95M

2.53%

Sole

12.53K

Shared

0.00

None

1.85K

ALPHABET INC

SOLE

CAP STK CL C

Shares18.92K

TypeSH

Market value$5.94M

2.16%

Sole

17.35K

Shared

0.00

None

1.57K

AMAZON COM INC

SOLE

COM

Shares23.63K

TypeSH

Market value$5.45M

1.99%

Sole

21.02K

Shared

0.00

None

2.60K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares67.06K

TypeSH

Market value$5.06M

1.84%

Sole

64.19K

Shared

0.00

None

2.87K

JPMORGAN CHASE & CO.

SOLE

COM

Shares13.46K

TypeSH

Market value$4.34M

1.58%

Sole

12.28K

Shared

0.00

None

1.18K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares16.04K

TypeSH

Market value$3.95M

1.44%

Sole

9.77K

Shared

0.00

None

6.26K

BROADCOM INC

SOLE

COM

Shares11.13K

TypeSH

Market value$3.85M

1.40%

Sole

9.85K

Shared

0.00

None

1.28K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares39.53K

TypeSH

Market value$3.50M

1.27%

Sole

29.51K

Shared

0.00

None

10.03K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares5.01K

TypeSH

Market value$3.43M

1.25%

Sole

4.17K

Shared

0.00

None

833.00

META PLATFORMS INC

SOLE

CL A

Shares5.04K

TypeSH

Market value$3.33M

1.21%

Sole

4.48K

Shared

0.00

None

567.00

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares70.53K

TypeSH

Market value$3.32M

1.21%

Sole

65.71K

Shared

0.00

None

4.83K

BANK AMERICA CORP

SOLE

COM

Shares43.93K

TypeSH

Market value$2.42M

0.88%

Sole

41.56K

Shared

0.00

None

2.38K

WALMART INC

SOLE

COM

Shares21.55K

TypeSH

Market value$2.40M

0.87%

Sole

19.41K

Shared

0.00

None

2.14K

ALPHABET INC

SOLE

CAP STK CL A

Shares7.58K

TypeSH

Market value$2.37M

0.86%

Sole

6.23K

Shared

0.00

None

1.35K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares4.63K

TypeSH

Market value$2.36M

0.86%

Sole

4.35K

Shared

0.00

None

279.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares15.30K

TypeSH

Market value$2.20M

0.80%

Sole

10.60K

Shared

0.00

None

4.71K

MORGAN STANLEY

SOLE

COM NEW

Shares11.98K

TypeSH

Market value$2.13M

0.77%

Sole

10.93K

Shared

0.00

None

1.05K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	133.72K	SH	$44.83M 16.32%	132.60K	1.13K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	353.59K	SH	$26.19M 9.53%	278.58K	75.02K
ISHARES TRSOLE	ESG AWR MSCI USA	70.92K	SH	$10.57M 3.85%	40.52K	30.40K
ISHARES TRSOLE	IBOXX HI YD ETF	127.85K	SH	$10.31M 3.75%	115.13K	12.72K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	148.46K	SH	$9.62M 3.50%	94.55K	53.91K
NVIDIA CORPORATIONSOLE	COM	44.35K	SH	$8.27M 3.01%	38.43K	5.92K
APPLE INCSOLE	COM	28.29K	SH	$7.82M 2.85%	24.55K	3.74K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	95.77K	SH	$7.55M 2.75%	90.97K	4.80K
MICROSOFT CORPSOLE	COM	14.38K	SH	$6.95M 2.53%	12.53K	1.85K
ALPHABET INCSOLE	CAP STK CL C	18.92K	SH	$5.94M 2.16%	17.35K	1.57K
AMAZON COM INCSOLE	COM	23.63K	SH	$5.45M 1.99%	21.02K	2.60K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	67.06K	SH	$5.06M 1.84%	64.19K	2.87K
JPMORGAN CHASE & CO.SOLE	COM	13.46K	SH	$4.34M 1.58%	12.28K	1.18K
ISHARES TRSOLE	RUSSELL 2000 ETF	16.04K	SH	$3.95M 1.44%	9.77K	6.26K
BROADCOM INCSOLE	COM	11.13K	SH	$3.85M 1.40%	9.85K	1.28K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	39.53K	SH	$3.50M 1.27%	29.51K	10.03K
ISHARES TRSOLE	CORE S&P500 ETF	5.01K	SH	$3.43M 1.25%	4.17K	833.00
META PLATFORMS INCSOLE	CL A	5.04K	SH	$3.33M 1.21%	4.48K	567.00
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	70.53K	SH	$3.32M 1.21%	65.71K	4.83K
BANK AMERICA CORPSOLE	COM	43.93K	SH	$2.42M 0.88%	41.56K	2.38K
WALMART INCSOLE	COM	21.55K	SH	$2.40M 0.87%	19.41K	2.14K
ALPHABET INCSOLE	CAP STK CL A	7.58K	SH	$2.37M 0.86%	6.23K	1.35K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	4.63K	SH	$2.36M 0.86%	4.35K	279.00
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	15.30K	SH	$2.20M 0.80%	10.60K	4.71K
MORGAN STANLEYSOLE	COM NEW	11.98K	SH	$2.13M 0.77%	10.93K	1.05K

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