13F-HR filed by Prudent Man Advisors, LLC
Prudent Man Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-08, with 134 holding rows worth $333,919,337.
- Accession
- 0001817174-26-000002
- Filer
- CIK 1817174
- Filed
- 2026-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 135 entries on the cover page, a total value of $333,919,337 stated on the cover page (in dollars after the unit check, H1), rows summing to $333,919,337 with VALUE read as dollars as filed, 13F file number 028-20318. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 124,649 | $39,988,646 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 332,164 | $24,460,557 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 67,844 | $11,831,994 | dollars as filed | |
| Apple Inc | 037833100 | COM | 43,648 | $11,198,109 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 136,743 | $10,879,273 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 64,770 | $9,159,773 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 22,233 | $8,229,990 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 28,303 | $8,118,999 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 120,895 | $8,100,448 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 11,967 | $7,816,964 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 37,205 | $7,748,685 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 91,092 | $7,142,524 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 20,849 | $6,132,942 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 78,493 | $6,052,595 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 114,924 | $5,395,682 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 17,104 | $5,293,859 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 7,671 | $4,388,809 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 32,679 | $4,061,346 | dollars as filed | |
| CORNING INC | 219350105 | COM | 29,223 | $3,973,451 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 13,324 | $3,831,449 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 11,141 | $3,763,875 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 73,208 | $3,568,890 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 10,257 | $3,505,740 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,114 | $3,444,933 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 36,594 | $3,245,888 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 19,493 | $3,222,973 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 14,598 | $3,119,009 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 18,625 | $3,065,116 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 25,248 | $3,037,082 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 11,712 | $2,904,576 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,966 | $2,728,038 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 4,612 | $2,532,080 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,492 | $2,483,104 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 2,543 | $2,445,629 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 4,613 | $2,304,932 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 15,492 | $2,294,365 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 17,412 | $2,281,320 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 7,470 | $2,257,733 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 10,404 | $2,185,152 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 6,216 | $2,145,452 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 12,703 | $1,997,266 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 18,933 | $1,943,851 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 14,622 | $1,932,736 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 32,434 | $1,906,471 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 21,044 | $1,902,167 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 2,778 | $1,895,263 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 6,980 | $1,862,334 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 419 | $1,764,124 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 11,728 | $1,725,306 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 7,995 | $1,713,808 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 9,349 | $1,678,426 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 3,706 | $1,646,946 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 16,767 | $1,616,003 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 15,569 | $1,559,547 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 24,132 | $1,535,760 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 3,427 | $1,530,293 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 11,507 | $1,518,924 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 11,186 | $1,423,754 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 16,492 | $1,351,025 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 4,720 | $1,318,060 | dollars as filed | |
| LKQ CORP COM | 501889208 | Stock | 44,681 | $1,312,281 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 18,990 | $1,262,455 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 2,549 | $1,252,910 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 5,925 | $1,225,883 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 37,721 | $1,207,449 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,359 | $1,193,205 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 6,327 | $1,181,061 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 18,543 | $1,163,573 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,071 | $1,141,644 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 14,347 | $1,113,184 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 11,133 | $1,065,651 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 5,436 | $1,048,604 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 7,250 | $1,047,190 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 2,365 | $1,004,392 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 19,545 | $981,159 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 12,274 | $977,133 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 7,526 | $961,296 | dollars as filed | |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 14,711 | $958,422 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 9,886 | $918,212 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 3,652 | $902,336 | dollars as filed | |
| VWO | 922042858 | SHS | 14,203 | $900,934 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 4,891 | $881,407 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,457 | $870,630 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 3,628 | $820,037 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 5,268 | $818,068 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 7,369 | $797,694 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 22,395 | $751,128 | dollars as filed | |
| VENTAS INC COM | 92276F100 | REIT | 9,117 | $745,588 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 7,358 | $728,810 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,304 | $716,060 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 26,856 | $714,638 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 5,237 | $686,466 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,975 | $677,860 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 4,759 | $663,262 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 12,205 | $662,243 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 6,076 | $658,644 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 10,713 | $649,743 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 3,759 | $649,104 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 9,265 | $637,247 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 2,950 | $614,928 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,440 | $612,490 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 7,685 | $586,519 | dollars as filed | |
| OVINTIV INC | 69047Q102 | COM | 9,810 | $582,322 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 22,124 | $577,879 | dollars as filed | |
| F N B CORP | 302520101 | COM | 33,564 | $561,190 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 2,090 | $557,508 | dollars as filed | |
| VICI PPTYS INC COM | 925652109 | REIT | 19,729 | $538,996 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 11,505 | $536,823 | dollars as filed | |
| CLEARWAY ENERGY INC CL C | 18539C204 | Stock | 13,110 | $515,092 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 16,620 | $503,918 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 0 | $481,271 | dollars as filed | Amount filed as zero, left out of ratios. |
| Medtronic Plc | G5960L103 | COM | 5,523 | $478,568 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,713 | $463,521 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 6,625 | $447,651 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 7,905 | $445,131 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,347 | $443,015 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 4,096 | $396,206 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 9,040 | $389,895 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 1,948 | $385,139 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 7,607 | $385,066 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 7,769 | $360,326 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 3,649 | $342,057 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 1,101 | $322,318 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 309 | $302,894 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 1,482 | $255,764 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 0 | $232,735 | dollars as filed | Amount filed as zero, left out of ratios. |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 2,978 | $229,842 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,298 | $228,122 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 1,024 | $221,911 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 422 | $220,081 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 637 | $215,828 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 1,464 | $209,411 | dollars as filed | |
| REDWOOD TRUST INC | 758075402 | COM | 16,543 | $92,806 | dollars as filed | |
| PAYONEER GLOBAL INC COM | 70451X104 | Stock | 14,589 | $70,465 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001817174-26-000002 | this filing | 2026-05-08 | acceptance time not in the bulk data set |