Prudent Man Advisors, LLC
CIK 1817174
13F filing for Q2 2026・No. 4,252
- Holdings
- US$437.54M
- Quarter change
- +US$103.63M
- Entries
- 142
- Net bought (estimate)
- +US$56.74M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 8
- Cut 19
- Added 103
- Corporate actions 0
- Unchanged 2
Largest holdings
139 stocks worth US$436.46M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 117,125 | US$43.34M | 9.93% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 347,148 | US$25.48M | 5.84% |
| HYGISHARES TRIBOXX HI YD ETF | Added | 218,425 | US$17.47M | 4.00% |
| NVDANvidiaCOM | Added | 75,192 | US$15.05M | 3.45% |
| AAPLAppleCOM | Added | 48,371 | US$14.13M | 3.24% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 171,924 | US$12.64M | 2.90% |
| GOOGALPHABET INCCAP STK CL C | Added | 31,240 | US$11.04M | 2.53% |
| MUMicronCOM | Cut | 9,147 | US$10.56M | 2.42% |
| AMZNAmazonCOM | Added | 42,487 | US$10.13M | 2.32% |
| IVVISHARES TRCORE S&P500 ETF | Added | 12,854 | US$9.63M | 2.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.