Prudent Man Advisors, LLC - Portfolio overview

Prudent Man Advisors, LLC has 145 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 11.74%
2. BND - VANGUARD BD INDEX FDS, 7.18%
3. NVDA - NVIDIA CORPORATION, 3.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.