account_balance
Investment manager · 13F filer · SEC CIK 1817174
Prudent Man Advisors, LLC
Reported value$426Mas of Sep 30, 2026
Positions143 11 new, 7 sold out
Top 10 weight41.0%VTI alone is 8%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
8.4%Trimmed −19%
BNDVanguard Bd Index FDS
5.7%
AAPLApple Inc.
4.6%Added +19%
HYGiShares Tr
4.0%
NVDANVIDIA Corp
4.0%
MSFTMicrosoft Corp
3.8%Added +28%
AMZNAmazon.com Inc
3.1%Added +26%
VEAVanguard Tax-Managed FDS
2.9%
IVViShares Tr
2.3%
ESGUiShares Tr
2.3%
GOOGAlphabet Inc.
1.9%Trimmed −23%
BSVVanguard Bd Index FDS
1.8%+8%
VTIVanguard Index FDS
8.4%Trimmed −19%
BNDVanguard Bd Index FDS
5.7%
AAPLApple Inc.
4.6%Added +19%
HYGiShares Tr
4.0%
NVDANVIDIA Corp
4.0%
MSFTMicrosoft Corp
3.8%
AMZNAmazon.com Inc
3.1%
VEAVanguard Tax-Managed FDS
2.9%
IVViShares Tr
2.3%
ESGU2.3%
GOOG1.9%BSV1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 8.4% Trimmed −19%
BND Vanguard Bd Index FDS 5.7% Held
AAPL Apple Inc. 4.6% Added +19%HYG iShares Tr 4.0% Held
NVDA NVIDIA Corp 4.0% HeldMSFT Microsoft Corp 3.8% Added +28%AMZN Amazon.com Inc 3.1% Added +26%VEA Vanguard Tax-Managed FDS 2.9% Held
IVV iShares Tr 2.3% Held
ESGU iShares Tr 2.3% Held
GOOG Alphabet Inc. 1.9% Trimmed −23%BSV Vanguard Bd Index FDS 1.8% Added +8%
What changed
Biggest moves since Jun 30, 2026
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