Prudent Man Advisors, LLC
•CIK: 1817174•Filing: Q4 2025
**Prudent Man Advisors, LLC** manages $274M across a diversified portfolio of 133 positions. The strategy exhibits a notable allocation to core fixed income and broad market exposure, highlighted by significant holdings in VTI ($44.8M) and BND ($26.2M). Further diversification is evident through substantial allocations to international equities (VEA, $9.6M) and credit sectors (HYG, $10.3M). Key technology and growth names, including NVDA ($8.3M), AAPL ($7.8M), and MSFT ($7.0M), anchor the equity component.
Total AUM
$274.1M
QoQ Performance
+1.2%
Positions
115
Top 10 Concentration
50.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
BND
VTI16.4%
BND9.6%
ESGU3.9%
HYG3.8%
VEA3.5%
NVDA3.0%
AAPL2.9%
BSV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.6%
Technology16.1%
Financial5.6%
Consumer5.6%
Healthcare2.9%
ETF1.6%
Communication0.9%
Real Estate0.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑20 increased
↓90 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023