Filed: 5/8/2026ACC: 0001817174-26-000002
📋 What this filing means
PRUDENT MAN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $333.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$333.92M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$158.18M47.4%
TOTAL STK MKT$39.99M12.0%
TOTAL BND MRKT$24.46M7.3%
IBOXX HI YD ETF$10.88M3.3%
ESG AWR MSCI USA$9.16M2.7%
CAP STK CL C$8.12M2.4%
VAN FTSE DEV MKT$8.10M2.4%
Portfolio Concentration
Top 3$76.28M22.8%
4–10$63.50M19.0%
11–25$71.55M21.4%
Rest$122.58M36.7%
Top 3 weight
22.8%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.30M
shares
% of voting shares88.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
287.37K
shares
% of voting shares11.1%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeSole · 88.9% of voting shares
Institutional Holdings134
Rows:
VANGUARD INDEX FDS
SOLEShares124.65K
TypeSH
Market value$39.99M
11.98%
Sole
122.87K
Shared
0.00
None
1.77K
VANGUARD BD INDEX FDS
SOLEShares332.16K
TypeSH
Market value$24.46M
7.33%
Sole
270.70K
Shared
0.00
None
61.46K
NVIDIA CORPORATION
SOLEShares67.84K
TypeSH
Market value$11.83M
3.54%
Sole
62.13K
Shared
0.00
None
5.71K
APPLE INC
SOLEShares43.65K
TypeSH
Market value$11.20M
3.35%
Sole
40K
Shared
0.00
None
3.65K
ISHARES TR
SOLEShares136.74K
TypeSH
Market value$10.88M
3.26%
Sole
124.54K
Shared
0.00
None
12.20K
ISHARES TR
SOLEShares64.77K
TypeSH
Market value$9.16M
2.74%
Sole
38.21K
Shared
0.00
None
26.56K
MICROSOFT CORP
SOLEShares22.23K
TypeSH
Market value$8.23M
2.46%
Sole
20.42K
Shared
0.00
None
1.81K
ALPHABET INC
SOLEShares28.30K
TypeSH
Market value$8.12M
2.43%
Sole
26.76K
Shared
0.00
None
1.54K
VANGUARD TAX-MANAGED FDS
SOLEShares120.89K
TypeSH
Market value$8.10M
2.43%
Sole
75.02K
Shared
0.00
None
45.88K
ISHARES TR
SOLEShares11.97K
TypeSH
Market value$7.82M
2.34%
Sole
8.19K
Shared
0.00
None
3.77K
AMAZON COM INC
SOLEShares37.20K
TypeSH
Market value$7.75M
2.32%
Sole
34.66K
Shared
0.00
None
2.55K
VANGUARD BD INDEX FDS
SOLEShares91.09K
TypeSH
Market value$7.14M
2.14%
Sole
79.21K
Shared
0.00
None
11.88K
JPMORGAN CHASE & CO
SOLEShares20.85K
TypeSH
Market value$6.13M
1.84%
Sole
19.52K
Shared
0.00
None
1.33K
VANGUARD STAR FDS
SOLEShares78.49K
TypeSH
Market value$6.05M
1.81%
Sole
74.02K
Shared
0.00
None
4.47K
VANGUARD SCOTTSDALE FDS
SOLEShares114.92K
TypeSH
Market value$5.40M
1.62%
Sole
93.56K
Shared
0.00
None
21.36K
BROADCOM INC
SOLEShares17.10K
TypeSH
Market value$5.29M
1.59%
Sole
15.80K
Shared
0.00
None
1.31K
META PLATFORMS INC
SOLEShares7.67K
TypeSH
Market value$4.39M
1.31%
Sole
7.10K
Shared
0.00
None
568.00
WALMART INC
SOLEShares32.68K
TypeSH
Market value$4.06M
1.22%
Sole
30.54K
Shared
0.00
None
2.14K
CORNING INC
SOLEShares29.22K
TypeSH
Market value$3.97M
1.19%
Sole
27.31K
Shared
0.00
None
1.91K
ALPHABET INC
SOLEShares13.32K
TypeSH
Market value$3.83M
1.15%
Sole
12.01K
Shared
0.00
None
1.31K
MICRON TECHNOLOGY INC
SOLEShares11.14K
TypeSH
Market value$3.76M
1.13%
Sole
10.50K
Shared
0.00
None
645.00
BANK AMERICA CORP
SOLEShares73.21K
TypeSH
Market value$3.57M
1.07%
Sole
69K
Shared
0.00
None
4.21K
APPLIED MATLS INC
SOLEShares10.26K
TypeSH
Market value$3.51M
1.05%
Sole
9.65K
Shared
0.00
None
606.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.11K
TypeSH
Market value$3.44M
1.03%
Sole
6.84K
Shared
0.00
None
274.00
VANGUARD INDEX FDS
SOLEShares36.59K
TypeSH
Market value$3.25M
0.97%
Sole
28.76K
Shared
0.00
None
7.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 124.65K | SH | $39.99M 11.98% | 122.87K | 0.00 | 1.77K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 332.16K | SH | $24.46M 7.33% | 270.70K | 0.00 | 61.46K |
NVIDIA CORPORATIONSOLE | COM | 67.84K | SH | $11.83M 3.54% | 62.13K | 0.00 | 5.71K |
APPLE INCSOLE | COM | 43.65K | SH | $11.20M 3.35% | 40K | 0.00 | 3.65K |
ISHARES TRSOLE | IBOXX HI YD ETF | 136.74K | SH | $10.88M 3.26% | 124.54K | 0.00 | 12.20K |
ISHARES TRSOLE | ESG AWR MSCI USA | 64.77K | SH | $9.16M 2.74% | 38.21K | 0.00 | 26.56K |
MICROSOFT CORPSOLE | COM | 22.23K | SH | $8.23M 2.46% | 20.42K | 0.00 | 1.81K |
ALPHABET INCSOLE | CAP STK CL C | 28.30K | SH | $8.12M 2.43% | 26.76K | 0.00 | 1.54K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 120.89K | SH | $8.10M 2.43% | 75.02K | 0.00 | 45.88K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.97K | SH | $7.82M 2.34% | 8.19K | 0.00 | 3.77K |
AMAZON COM INCSOLE | COM | 37.20K | SH | $7.75M 2.32% | 34.66K | 0.00 | 2.55K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 91.09K | SH | $7.14M 2.14% | 79.21K | 0.00 | 11.88K |
JPMORGAN CHASE & COSOLE | COM | 20.85K | SH | $6.13M 1.84% | 19.52K | 0.00 | 1.33K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 78.49K | SH | $6.05M 1.81% | 74.02K | 0.00 | 4.47K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 114.92K | SH | $5.40M 1.62% | 93.56K | 0.00 | 21.36K |
BROADCOM INCSOLE | COM | 17.10K | SH | $5.29M 1.59% | 15.80K | 0.00 | 1.31K |
META PLATFORMS INCSOLE | CL A | 7.67K | SH | $4.39M 1.31% | 7.10K | 0.00 | 568.00 |
WALMART INCSOLE | COM | 32.68K | SH | $4.06M 1.22% | 30.54K | 0.00 | 2.14K |
CORNING INCSOLE | COM | 29.22K | SH | $3.97M 1.19% | 27.31K | 0.00 | 1.91K |
ALPHABET INCSOLE | CAP STK CL A | 13.32K | SH | $3.83M 1.15% | 12.01K | 0.00 | 1.31K |
MICRON TECHNOLOGY INCSOLE | COM | 11.14K | SH | $3.76M 1.13% | 10.50K | 0.00 | 645.00 |
BANK AMERICA CORPSOLE | COM | 73.21K | SH | $3.57M 1.07% | 69K | 0.00 | 4.21K |
APPLIED MATLS INCSOLE | COM | 10.26K | SH | $3.51M 1.05% | 9.65K | 0.00 | 606.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.11K | SH | $3.44M 1.03% | 6.84K | 0.00 | 274.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 36.59K | SH | $3.25M 0.97% | 28.76K | 0.00 | 7.83K |
Page 1 of 6
…