# Prudent Man Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1817174. Source: https://holderbook.com/funds/1817174-prudent-man-advisors-llc/

- Reported value: $437.5M
- Positions: 141
- Weight of the ten largest: 38.7%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $43.3M | 117,125 | 9.9% | 24 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $25.5M | 347,148 | 5.8% | 25 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $17.5M | 218,425 | 4.0% | 25 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $15.0M | 75,192 | 3.4% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $14.1M | 48,371 | 3.2% | 25 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $12.6M | 171,924 | 2.9% | 25 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $11.0M | 31,240 | 2.5% | 25 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $10.6M | 9,147 | 2.4% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.1M | 42,487 | 2.3% | 25 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $9.6M | 12,854 | 2.2% | 25 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $9.5M | 58,312 | 2.2% | 20 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.2M | 24,696 | 2.1% | 25 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.6M | 23,210 | 1.7% | 25 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $7.4M | 60,741 | 1.7% | 9 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $7.1M | 18,843 | 1.6% | 25 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $7.0M | 90,473 | 1.6% | 24 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $6.9M | 80,505 | 1.6% | 24 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $6.8M | 9,361 | 1.5% | 25 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $6.5M | 67,684 | 1.5% | 25 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $6.1M | 23,903 | 1.4% | 17 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $6.1M | 130,330 | 1.4% | 17 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $5.5M | 12,747 | 1.3% | 6 |
| SSGA ACTIVE ETF TR | [SRLN](https://holderbook.com/stocks/SRLN/) | $5.4M | 135,100 | 1.2% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $5.4M | 15,063 | 1.2% | 25 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $4.8M | 8,260 | 1.1% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $4.7M | 82,785 | 1.1% | 25 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.4M | 3,695 | 1.0% | 8 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $4.2M | 92,800 | 1.0% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $4.1M | 36,169 | 0.9% | 25 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.0M | 7,995 | 0.9% | 10 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $3.9M | 21,630 | 0.9% | 25 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $3.8M | 17,951 | 0.9% | 25 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $3.7M | 38,160 | 0.8% | 25 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $3.7M | 28,446 | 0.8% | 25 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $3.6M | 11,826 | 0.8% | 25 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $3.0M | 5,873 | 0.7% | 25 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.0M | 5,318 | 0.7% | 11 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.9M | 8,477 | 0.7% | 25 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $2.8M | 19,485 | 0.6% | 21 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $2.7M | 2,834 | 0.6% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.6M | 2,758 | 0.6% | 25 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $2.6M | 16,150 | 0.6% | 25 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $2.5M | 14,215 | 0.6% | 18 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.5M | 3,688 | 0.6% | 7 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $2.4M | 8,208 | 0.6% | 4 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $2.4M | 4,258 | 0.5% | 8 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $2.4M | 13,608 | 0.5% | 21 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $2.4M | 69,335 | 0.5% | 15 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $2.3M | 3,253 | 0.5% | 25 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $2.3M | 2,726 | 0.5% | 1 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $2.3M | 37,015 | 0.5% | 3 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $2.3M | 5,330 | 0.5% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $2.2M | 5,580 | 0.5% | 1 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $2.2M | 15,971 | 0.5% | 25 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $2.1M | 7,648 | 0.5% | 8 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $2.1M | 8,720 | 0.5% | 25 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $2.1M | 7,125 | 0.5% | 25 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $2.0M | 22,871 | 0.5% | 11 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $1.9M | 20,774 | 0.4% | 18 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.9M | 13,078 | 0.4% | 7 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $1.9M | 3,827 | 0.4% | 25 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $1.9M | 4,122 | 0.4% | 25 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $1.9M | 11,224 | 0.4% | 25 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.9M | 20,636 | 0.4% | 25 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.9M | 15,822 | 0.4% | 25 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $1.8M | 7,372 | 0.4% | 3 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.7M | 17,884 | 0.4% | 3 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $1.6M | 3,199 | 0.4% | 25 |
| INVESCO EXCH TRADED FD TR II | [BKLN](https://holderbook.com/stocks/BKLN/) | $1.6M | 79,900 | 0.4% | 1 |
| EVERGY INC | [EVRG](https://holderbook.com/stocks/EVRG/) | $1.5M | 17,719 | 0.4% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.5M | 3,470 | 0.3% | 22 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.5M | 1,536 | 0.3% | 12 |
| ALBEMARLE CORP | [ALB](https://holderbook.com/stocks/ALB/) | $1.4M | 10,457 | 0.3% | 11 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $1.4M | 25,717 | 0.3% | 3 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $1.4M | 2,724 | 0.3% | 25 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $1.3M | 12,306 | 0.3% | 25 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.2M | 8,054 | 0.3% | 25 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $1.2M | 7,395 | 0.3% | 25 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.2M | 6,125 | 0.3% | 25 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.1M | 13,840 | 0.3% | 21 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.1M | 6,653 | 0.3% | 25 |
| SPDR SERIES TRUST | [KRE](https://holderbook.com/stocks/KRE/) | $1.1M | 14,458 | 0.2% | 14 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $1.1M | 6,902 | 0.2% | 25 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $1.1M | 4,145 | 0.2% | 25 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $990.5K | 14,128 | 0.2% | 25 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $966.5K | 11,012 | 0.2% | 25 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $957.5K | 5,332 | 0.2% | 18 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $926.8K | 21,890 | 0.2% | 4 |
| BORGWARNER INC | [BWA](https://holderbook.com/stocks/BWA/) | $901.2K | 13,573 | 0.2% | 12 |
| VENTAS INC | [VTR](https://holderbook.com/stocks/VTR/) | $891.7K | 10,042 | 0.2% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $801.3K | 1,928 | 0.2% | 25 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $799.4K | 5,843 | 0.2% | 21 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $794.9K | 5,871 | 0.2% | 2 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $789.6K | 2,229 | 0.2% | 12 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $769.6K | 8,240 | 0.2% | 10 |
| DOVER CORP | [DOV](https://holderbook.com/stocks/DOV/) | $752.9K | 3,357 | 0.2% | 24 |
| SPDR SERIES TRUST | [SPIB](https://holderbook.com/stocks/SPIB/) | $749.2K | 22,395 | 0.2% | 4 |
| REGIONS FINANCIAL CORP NEW | [RF](https://holderbook.com/stocks/RF/) | $748.9K | 24,799 | 0.2% | 5 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $741.4K | 27,971 | 0.2% | 6 |
| F N B CORP | [FNB](https://holderbook.com/stocks/FNB/) | $730.3K | 38,275 | 0.2% | 25 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.8% | +14.8% | -1.0% | 99% |
| Q1 2026 | -2.1% | -4.6% | +2.6% | 99% |
| Q4 2025 | +1.6% | +2.4% | -0.7% | 99% |
| Q3 2025 | +6.2% | +7.8% | -1.7% | 99% |
| Q2 2025 | +7.0% | +10.5% | -3.5% | 99% |
| Q1 2025 | -2.1% | -4.6% | +2.4% | 99% |
| Q4 2024 | -0.2% | +2.1% | -2.3% | 99% |
| Q3 2024 | +5.6% | +5.4% | +0.2% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $437.5M | 141 |
| Q1 2026 | $333.9M | 134 |
| Q4 2025 | $274.7M | 135 |
| Q3 2025 | $271.5M | 133 |
| Q2 2025 | $314.9M | 181 |
| Q1 2025 | $275.4M | 171 |
| Q4 2024 | $275.3M | 169 |
| Q3 2024 | $299.7M | 183 |
| Q2 2024 | $282.9M | 173 |
| Q1 2024 | $266.6M | 177 |
| Q4 2023 | $268.0M | 188 |
| Q3 2023 | $252.1M | 187 |