Q2 2026 13F · SEC CIK 1817174

Prudent Man Advisors, LLC

Hedge fundFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $437.5M
Reported positions: 141
Top holdings a year, 3 yrs: +13.6%
Assets under management: $30.6B

Prudent Man Advisors, LLC is a hedge fund that reported 141 positions worth $437.5M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Vanguard Index Fds (VTI, 9.9%), Vanguard Total Bond Market ETF (BND, 5.8%), Ishares Trust (HYG, 4.0%). A portfolio copying its top holdings returned 13.6% a year over the last 3 years, against 20.4% for the S&P 500.

Prudent Man Advisors, LLC holdings largest 50 of 141 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Prudent Man Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	9.9%	12.0%	117,125	-6.0%	$43.3M
BNDVanguard Total Bond Market ETF	5.8%	7.3%	347,148	+4.5%	$25.5M
HYGIshares Trust	4.0%	3.3%	218,425	+59.7%	$17.5M
NVDANvidia Corporation Com	3.4%	3.5%	75,192	+10.8%	$15.0M
AAPLApple Inc	3.2%	3.4%	48,371	+10.8%	$14.1M
VEAVanguard Tax-Managed Fds	2.9%	2.4%	171,924	+42.2%	$12.6M
GOOGAlphabet Inc	2.5%	2.4%	31,240	+10.4%	$11.0M
MUMicron Technology Inc	2.4%	1.1%	9,147	-17.9%	$10.6M
AMZNAmazon Com Inc Com	2.3%	2.3%	42,487	+14.2%	$10.1M
IVVIshares Core S&p 500 ETF	2.2%	2.3%	12,854	+7.4%	$9.6M
ESGUIshares Msci Usa Esg	2.2%	2.7%	58,312	-10.0%	$9.5M
MSFTMicrosoft Corp	2.1%	2.5%	24,696	+11.1%	$9.2M
JPMJpmorgan Chase & Co	1.7%	1.8%	23,210	+11.3%	$7.6M
VTWOVanguard Scottsdale Fds	1.7%	—	60,741	—	$7.4M
AVGOBroadcom Inc	1.6%	1.6%	18,843	+10.2%	$7.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.6%	2.1%	90,473	-0.7%	$7.0M
VXUSVanguard Star Fds Vanguard Total Intl St	1.6%	1.8%	80,505	+2.6%	$6.9M
AMATApplied Matls Inc	1.5%	1.1%	9,361	-8.7%	$6.8M
JNKState Street Spdr Bloomberg High Yield B	1.5%	—	67,684	—	$6.5M
GLWCorning Inc.	1.4%	1.2%	23,903	-18.2%	$6.1M
VMBSVmbs	1.4%	1.6%	130,330	+13.4%	$6.1M
LRCXLam Research Corp	1.3%	0.9%	12,747	-12.7%	$5.5M
SRLNSsga Active ETF Tr	1.2%	—	135,100	—	$5.4M
GOOGLAlphabet Inc	1.2%	1.1%	15,063	+13.1%	$5.4M
AMDAdvanced Micro Devices Inc	1.1%	—	8,260	—	$4.8M
BACBank of Amer Corp	1.1%	1.1%	82,785	+13.1%	$4.7M
LLYLilly Eli & Co	1.0%	0.8%	3,695	+24.6%	$4.4M
GSIEGoldman Sachs ETF Tr	1.0%	—	92,800	—	$4.2M
WMTWalmart Inc	0.9%	1.2%	36,169	+10.7%	$4.1M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.0%	7,995	+12.4%	$4.0M
PMPhilip Morris Intl Inc Com	0.9%	1.0%	21,630	+11.0%	$3.9M
MSMorgan Stanley Com New	0.9%	0.9%	17,951	-3.6%	$3.8M
VNQVanguard Real Estate ETF	0.8%	1.0%	38,160	+4.3%	$3.7M
MRKMerck & Co. Inc	0.8%	0.9%	28,446	+12.7%	$3.7M
IWMIshares	0.8%	0.9%	11,826	+1.0%	$3.6M
MAMastercard Inc.	0.7%	0.7%	5,873	+27.3%	$3.0M
METAMeta Platforms Inc Class A	0.7%	1.3%	5,318	-30.7%	$3.0M
VVisa Inc Com Cl A	0.7%	0.7%	8,477	+13.5%	$2.9M
EMREmerson Elec Co Com	0.6%	0.7%	19,485	+11.9%	$2.8M
BLKBlackrock Inc	0.6%	0.7%	2,834	+11.4%	$2.7M
COSTCostco Whsl Corp New	0.6%	0.7%	2,758	+10.7%	$2.6M
VYMVym	0.6%	0.7%	16,150	+4.2%	$2.6M
BKNGBooking Holdings Inc Com	0.6%	0.5%	14,215	+3292.6%	$2.5M
VOOVanguard S&p 500 ETF	0.6%	—	3,688	—	$2.5M
MRVLMarvell Technology Inc	0.6%	—	8,208	—	$2.4M
AXONAxon Enterprise Inc	0.5%	—	4,258	—	$2.4M
SBUXStarbucks Corp Com	0.5%	0.6%	13,608	+7.1%	$2.4M
CMGChipotle Mexican Grill Inc	0.5%	—	69,335	—	$2.4M
PWRQuanta Svcs Inc Com	0.5%	0.8%	3,253	-29.5%	$2.3M
LITELumentum Hldgs Inc Com	0.5%	—	2,726	—	$2.3M

What Prudent Man Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc Com+3292.6% shares
HYG Ishares Trust+59.7% shares
VEA Vanguard Tax-Managed Fds+42.2% shares
MA Mastercard Inc.+27.3% shares
LLY Lilly Eli & Co+24.6% shares
AMZN Amazon Com Inc Com+14.2% shares
V Visa Inc Com Cl A+13.5% shares
VMBS Vmbs+13.4% shares

Reduced

META Meta Platforms Inc Class A-30.7% shares
PWR Quanta Svcs Inc Com-29.5% shares
GLW Corning Inc.-18.2% shares
MU Micron Technology Inc-17.9% shares
LRCX Lam Research Corp-12.7% shares
ESGU Ishares Msci Usa Esg-10.0% shares
AMAT Applied Matls Inc-8.7% shares
VTI Vanguard Index Fds-6.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.1% /yr; S&P 500 +20.1%
3 years: +13.6% /yr; S&P 500 +20.4%
5 years: +5.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Prudent Man Advisors, LLC's portfolio

What stocks does Prudent Man Advisors, LLC own?

Prudent Man Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 141 positions worth $437.5M. The largest are Vanguard Index Fds (VTI) at 9.9%, Vanguard Total Bond Market ETF (BND) at 5.8%, Ishares Trust (HYG) at 4.0%, Nvidia Corporation Com (NVDA) at 3.4% and Apple Inc (AAPL) at 3.2%.

What did Prudent Man Advisors, LLC buy last quarter?

In Q2 2026, Prudent Man Advisors, LLC added Booking Holdings Inc Com (BKNG) (+3292.6% shares), Ishares Trust (HYG) (+59.7% shares) and Vanguard Tax-Managed Fds (VEA) (+42.2% shares), compared with its Q1 2026 filing.

What did Prudent Man Advisors, LLC sell last quarter?

In Q2 2026, Prudent Man Advisors, LLC cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 L3harris Technologies Inc (LHX), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Prologis Inc (PLD), cut from its top 50 Freeport Mcmoran Inc Cl B (FCX), Meta Platforms Inc Class A (META) (-30.7% shares), Quanta Svcs Inc Com (PWR) (-29.5% shares) and Corning Inc. (GLW) (-18.2% shares), compared with its Q1 2026 filing.

How has Prudent Man Advisors, LLC's portfolio performed?

A portfolio copying Prudent Man Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.1% against +20.1%. Over 5 years: +5.9% a year against +11.6%.

When is Prudent Man Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Prudent Man Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Prudent Man Advisors, LLC manage?

Prudent Man Advisors, LLC reported $30.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $437.5M.