Prudent Man Advisors, LLC Top Holdings and 13F Report (2025) About Prudent Man Advisors, LLCInvestment ActivityPrudent Man Advisors, LLC has $314.88 million in total holdings as of June 30, 2025.Prudent Man Advisors, LLC owns shares of 181 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 10.73% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Prudent Man Advisors, LLC has purchased 169 new stocks and bought additional shares in 114 stocks.Prudent Man Advisors, LLC sold shares of 38 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $41,585,222Vanguard Total Bond Market ETF $25,562,348iShares iBoxx $ High Yield Corporate Bond ETF $16,373,321iShares ESG Aware MSCI USA ETF $9,812,091Vanguard FTSE Developed Markets ETF $8,894,499 Largest New Holdings this Quarter 87612E106 - Target $435,244 Holding7591EP100 - Regions Financial $410,330 Holding92206C714 - Vanguard Russell 1000 Value ETF $410,116 Holding55955D100 - Magnite $274,003 Holding343412102 - Fluor $266,091 Holding Largest Purchases this Quarter NVIDIA 13,044 shares (about $2.06M)Vanguard Total International Stock ETF 28,280 shares (about $1.95M)Microsoft 3,894 shares (about $1.94M)Apple 7,435 shares (about $1.55M)Amazon.com 5,441 shares (about $1.19M) Largest Sales this Quarter Vanguard Total Stock Market ETF 31,017 shares (about $9.43M)Marathon Petroleum 2,301 shares (about $382.22K)Encompass Health 1,612 shares (about $197.68K)Wells Fargo & Company 2,328 shares (about $186.52K)Deere & Company 206 shares (about $150.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrudent Man Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$41,585,222$9,426,997 ▼-18.5%136,82513.2%ETFBNDVanguard Total Bond Market ETF$25,562,348$170,380 ▲0.7%347,1738.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$16,373,321$30,970 ▲0.2%203,0175.2%ETFESGUiShares ESG Aware MSCI USA ETF$9,812,091$171,425 ▲1.8%72,5213.1%ManufacturingVEAVanguard FTSE Developed Markets ETF$8,894,499$29,136 ▼-0.3%150,5002.8%ETFMSFTMicrosoft$8,490,789$1,936,915 ▲29.6%17,0702.7%Computer and TechnologyNVDANVIDIA$8,133,167$2,060,822 ▲33.9%51,4792.6%Computer and TechnologyBSVVanguard Short-Term Bond ETF$7,007,684$433,637 ▲6.6%89,0432.2%ETFAAPLApple$6,934,854$1,547,206 ▲28.7%33,3252.2%Computer and TechnologyJPMJPMorgan Chase & Co.$5,513,798$547,060 ▲11.0%19,0191.8%FinanceAMZNAmazon.com$4,819,779$1,193,701 ▲32.9%21,9691.5%Retail/WholesaleVXUSVanguard Total International Stock ETF$4,713,942$1,953,865 ▲70.8%68,2291.5%ETFSRLNSPDR Blackstone Senior Loan ETF$4,595,6950.0%110,5001.5%ETFIVViShares Core S&P 500 ETF$4,194,800$132,252 ▼-3.1%6,7561.3%ETFAVGOBroadcom$3,945,930$686,369 ▲21.1%14,3151.3%Computer and TechnologyIWMiShares Russell 2000 ETF$3,511,335$4,532 ▼-0.1%16,2721.1%FinanceGOOGAlphabet$3,495,825$1,122,524 ▲47.3%19,7071.1%Computer and TechnologyVNQVanguard Real Estate ETF$3,486,610$73,207 ▲2.1%39,1491.1%ETFPMPhilip Morris International$3,261,766$253,707 ▲8.4%17,9091.0%Consumer StaplesVMBSVanguard Mortgage-Backed Securities ETF$3,071,601$60,242 ▲2.0%66,2841.0%ETFBRK.BBerkshire Hathaway$2,785,855$809,178 ▲40.9%5,6600.9%FinanceVYMVanguard High Dividend Yield ETF$2,674,865$10,665 ▲0.4%20,0650.8%ETFBLACKROCK INC$2,501,412$264,411 ▲11.8%2,3840.8%COMMSMorgan Stanley$2,344,474$209,741 ▲9.8%16,6440.7%FinancePLDPrologis$2,324,834$198,782 ▲9.3%22,1160.7%FinanceABTAbbott Laboratories$2,297,753$319,487 ▲16.1%16,8940.7%MedicalWMTWalmart$2,252,851$798,178 ▲54.9%23,0400.7%Retail/WholesaleEMREmerson Electric$2,147,413$312,259 ▲17.0%16,1060.7%IndustrialsTMUST-Mobile US$2,086,919$347,621 ▲20.0%8,7590.7%Computer and TechnologyNEENextEra Energy$1,986,453$293,924 ▲17.4%28,6150.6%UtilitiesVVisa$1,974,433$482,868 ▲32.4%5,5610.6%Business ServicesEQIXEquinix$1,967,197$182,163 ▲10.2%2,4730.6%FinanceMAMastercard$1,927,454$481,583 ▲33.3%3,4300.6%Business ServicesHONHoneywell International$1,905,424$265,716 ▲16.2%8,1820.6%Multi-Sector ConglomeratesORCLOracle$1,879,125$468,743 ▲33.2%8,5950.6%Computer and TechnologyCOSTCostco Wholesale$1,782,882$432,604 ▲32.0%1,8010.6%Retail/WholesaleAMPAmeriprise Financial$1,757,573$170,794 ▲10.8%3,2930.6%FinanceSBUXStarbucks$1,752,827$438,988 ▲33.4%9,5390.6%Retail/WholesaleBKNGBooking$1,730,983$416,825 ▲31.7%2990.5%Retail/WholesaleLAM RESEARCH CORP$1,727,980$291,339 ▲20.3%17,7520.5%COM NEWLABCORP HOLDINGS INC$1,658,013$128,367 ▲8.4%6,3160.5%COM SHSGLWCorning$1,621,928$194,267 ▲13.6%30,8410.5%Computer and TechnologyBSXBoston Scientific$1,573,986$400,317 ▲34.1%14,6540.5%MedicalDISWalt Disney$1,573,687$419,650 ▲36.4%12,6900.5%Consumer DiscretionaryEAElectronic Arts$1,547,333$231,565 ▲17.6%9,6890.5%Consumer DiscretionaryQCOMQUALCOMM$1,517,589$247,490 ▲19.5%9,5290.5%Computer and TechnologyKRESPDR S&P Regional Banking ETF$1,504,349$376,117 ▲33.3%25,3300.5%ETFMETAMeta Platforms$1,451,823$366,093 ▲33.7%1,9670.5%Computer and TechnologyGOOGLAlphabet$1,415,127$7,578 ▼-0.5%8,0300.4%Computer and TechnologyAMATApplied Materials$1,414,216$646,969 ▲84.3%7,7250.4%Computer and TechnologyAXONAxon Enterprise$1,414,122$339,456 ▲31.6%1,7080.4%AerospaceLHXL3Harris Technologies$1,409,721$206,441 ▲17.2%5,6200.4%AerospaceMRKMerck & Co., Inc.$1,387,121$236,609 ▲20.6%17,5230.4%MedicalPWRQuanta Services$1,373,187$343,297 ▲33.3%3,6320.4%ConstructionBACBank of America$1,351,317$18,549 ▼-1.4%28,5570.4%FinanceCRMSalesforce$1,321,456$325,047 ▲32.6%4,8460.4%Computer and TechnologyWFCWells Fargo & Company$1,311,564$186,519 ▼-12.5%16,3700.4%FinanceDDDuPont de Nemours$1,311,029$203,575 ▲18.4%19,1140.4%Basic MaterialsDLRDigital Realty Trust$1,305,906$10,983 ▼-0.8%7,4910.4%FinanceDEDeere & Company$1,271,347$150,429 ▼-10.6%1,7410.4%IndustrialsCMGChipotle Mexican Grill$1,210,931$325,221 ▲36.7%21,5660.4%Retail/WholesaleCSCOCisco Systems$1,205,9630.0%17,3820.4%Computer and TechnologyJJacobs Solutions$1,196,721$161,684 ▲15.6%9,1040.4%Business ServicesPGProcter & Gamble$1,196,653$55,443 ▼-4.4%7,5110.4%Consumer StaplesJNKSPDR Bloomberg High Yield Bond ETF$1,166,073$1,167 ▼-0.1%11,9880.4%FinanceXBISPDR S&P Biotech ETF$1,163,342$183,358 ▲18.7%14,0280.4%ETFUNHUnitedHealth Group$1,141,498$290,756 ▲34.2%3,6590.4%MedicalRTXRTX$1,138,664$18,691 ▼-1.6%7,7980.4%AerospaceBDXBecton, Dickinson and Company$1,107,912$166,221 ▲17.7%6,4320.4%MedicalOKEONEOK$1,092,862$496,473 ▲83.2%13,3880.3%EnergyAMEAMETEK$1,085,941$274,335 ▲33.8%6,0010.3%Computer and TechnologySPGIS&P Global$1,036,652$14,764 ▼-1.4%1,9660.3%FinanceVWOVanguard FTSE Emerging Markets ETF$1,033,938$13,514 ▼-1.3%18,4390.3%ETFAJGArthur J. Gallagher & Co.$1,026,945$261,858 ▲34.2%3,2080.3%FinanceCVXChevron$1,021,947$17,612 ▼-1.7%7,1370.3%EnergyBKLNInvesco Senior Loan ETF$997,8840.0%47,7000.3%ETFKOCocaCola$995,514$385 ▲0.0%12,9420.3%Consumer StaplesVTWOVanguard Russell 2000 ETF$964,479$66,200 ▲7.4%11,0580.3%ETFNKENIKE$958,656$35,236 ▼-3.5%7,1010.3%Consumer DiscretionaryABBVAbbVie$936,453$17,263 ▼-1.8%5,0450.3%MedicalMCDMcDonald's$917,414$13,732 ▼-1.5%3,1400.3%Retail/WholesaleAMTAmerican Tower$876,344$9,946 ▲1.1%3,9650.3%FinanceCWENClearway Energy$871,488$32,480 ▲3.9%27,2340.3%EnergyLKQLKQ$869,550$417,917 ▲92.5%23,4950.3%Auto/Tires/TrucksEOGEOG Resources$863,345$208,719 ▲31.9%7,2180.3%EnergyCICigna Group$827,442$14,876 ▼-1.8%2,5030.3%MedicalVOOVanguard S&P 500 ETF$826,484$59,643 ▲7.8%1,4550.3%ETFTSMTaiwan Semiconductor Manufacturing$822,385$23,102 ▲2.9%3,6310.3%Computer and TechnologyWMBWilliams Companies$820,110$115,068 ▼-12.3%13,0570.3%EnergyNEMNewmont$814,999$89,021 ▼-9.8%13,9890.3%Basic MaterialsEVERGY INC$802,759$178,667 ▲28.6%11,6460.3%COMTMOThermo Fisher Scientific$783,754$191,783 ▲32.4%1,9330.2%MedicalVRTXVertex Pharmaceuticals$772,422$167,395 ▲27.7%1,7350.2%MedicalBLVVanguard Long-Term Bond ETF$769,460$48,678 ▲6.8%11,0650.2%ETFLLYEli Lilly and Company$767,837$169,158 ▲28.3%9850.2%MedicalEHCEncompass Health$756,627$197,680 ▼-20.7%6,1700.2%MedicalFNBF.N.B.$742,618$16,475 ▼-2.2%50,9340.2%FinanceWELLWelltower$742,516$8,609 ▲1.2%4,8300.2%FinanceCOPConocoPhillips$736,317$171,045 ▲30.3%8,2050.2%EnergyTSLATesla$709,017$175,348 ▲32.9%2,2320.2%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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