Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prudent Man Advisors, LLC (CIK 1817174) reported $333.9M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($40.0M, 11.98%), BND ($24.5M, 7.33%), NVDA ($11.8M, 3.54%), AAPL ($11.2M, 3.35%), HYG ($10.9M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $40.0M | 11.98% | 124,649 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $24.5M | 7.33% | 332,164 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $11.8M | 3.54% | 67,844 | Added |
| 4 | AAPL | APPLE INC | $11.2M | 3.35% | 43,648 | Added |
| 5 | HYG | ISHARES TR | $10.9M | 3.26% | 136,743 | Added |
| 6 | ESGU | ISHARES TR | $9.2M | 2.74% | 64,770 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $8.2M | 2.46% | 22,233 | Added |
| 8 | GOOG | ALPHABET INC | $8.1M | 2.43% | 28,303 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $8.1M | 2.43% | 120,895 | Trimmed |
| 10 | IVV | ISHARES TR | $7.8M | 2.34% | 11,967 | Added |
| 11 | AMZN | AMAZON COM INC | $7.7M | 2.32% | 37,205 | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $7.1M | 2.14% | 91,092 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $6.1M | 1.84% | 20,849 | Added |
| 14 | VXUS | VANGUARD STAR FDS | $6.1M | 1.81% | 78,493 | Added |
| 15 | VMBS | VANGUARD SCOTTSDALE FDS | $5.4M | 1.62% | 114,924 | Added |
| 16 | AVGO | BROADCOM INC | $5.3M | 1.59% | 17,104 | Added |
| 17 | META | META PLATFORMS INC | $4.4M | 1.31% | 7,671 | Added |
| 18 | WMT | WALMART INC | $4.1M | 1.22% | 32,679 | Added |
| 19 | GLW | CORNING INC | $4.0M | 1.19% | 29,223 | Added |
| 20 | GOOGL | ALPHABET INC | $3.8M | 1.15% | 13,324 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $3.8M | 1.13% | 11,141 | Added |
| 22 | BAC | BANK AMERICA CORP | $3.6M | 1.07% | 73,208 | Added |
| 23 | AMAT | APPLIED MATLS INC | $3.5M | 1.05% | 10,257 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.4M | 1.03% | 7,114 | Added |
| 25 | PM | PHILIP MORRIS INTL INC | $3.2M | 0.97% | 19,493 | Added |
Source: SEC Form 13F filings · as of 2026-03-31