StockDriftsStockDriftsTop 50 Prudent Man Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 9.91% | 117.1K | $43.3M | -6.04%(-7.52K) | $175.50(+118.45%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.82% | 347.1K | $25.5M | +4.51%(+14.98K) | $82.89(-12.83%) | 2026-06-30 | |
| HYG | ISHARES TR | 3.99% | 218.4K | $17.5M | +59.73%(+81.68K) | $79.49(+0.28%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.44% | 75.2K | $15.0M | +10.83%(+7.35K) | $126.77(+78.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.23% | 48.4K | $14.1M | +10.82%(+4.72K) | $186.14(+64.05%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.89% | 171.9K | $12.6M | +42.21%(+51.03K) | $46.80(+58.13%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.52% | 31.2K | $11.0M | +10.38%(+2.94K) | $196.28(+74.57%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.41% | 9.1K | $10.6M | -17.90%(-1.99K) | $277.54(+265.64%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.31% | 42.5K | $10.1M | +14.20%(+5.28K) | $180.29(+45.62%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.2% | 12.9K | $9.6M | +7.41%(+887) | $574.97(+35.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.89% | +43.88% | +5.97% | +33.65% |
| Top 20 Holdings Unweighted | +14.70% | +50.88% | +7.15% | +41.21% |
Prudent Man Advisors, LLC reports $437.54M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are VTI (9.9%), BND (5.8%) and HYG (4.0%). The top 20 holdings account for 55.69% of reported assets. Its disclosed equity book has returned +43.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prudent Man Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1817174). View Prudent Man Advisors, LLC’s 13F filings on SEC