Prudent Man Advisors, LLC holds a diversified book of 139 stocks worth $437.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened SS Blackstone SR Loan ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1817174/holdings"
Use Arkolith to show Prudent Man Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Prudent Man Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $43.3M | 117.1K | 9.9% | ▼−6.0% Reduced · −8K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $25.5M | 347.1K | 5.8% | ▲+4.5% Added · +15K sh | |
| 3 | Ishares TR IBOXX HI YD ETF | $17.5M | 218.4K | 4.0% | ▲+60% Added · +82K sh | |
| 4 | Nvidia Corporation COM | $15.0M | 75.2K | 3.4% | ▲+11% Added · +7K sh | |
| 5 | Apple Inc COM | $14.1M | 48.4K | 3.2% | ▲+11% Added · +5K sh | |
| 6 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.6M | 171.9K | 2.9% | ▲+42% Added · +51K sh | |
| 7 | Alphabet Inc CAP STK CL C | $11.0M | 31.2K | 2.5% | ▲+10% Added · +3K sh | |
| 8 | Micron Technology Inc COM | $10.6M | 9.1K | 2.4% | ▼−18% Reduced · −2K sh | |
| 9 | Amazon Com Inc COM | $10.1M | 42.5K | 2.3% | ▲+14% Added · +5K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $9.6M | 12.9K | 2.2% | ▲+7.4% Added · +887 sh | |
| 11 | Ishares TR ESG AWR MSCI USA | $9.5M | 58.3K | 2.2% | ▼−10.0% Reduced · −6K sh | |
| 12 | Microsoft Corp COM | $9.2M | 24.7K | 2.1% | ▲+11% Added · +2K sh | |
| 13 | JPMorgan Chase & Co COM | $7.6M | 23.2K | 1.7% | ▲+11% Added · +2K sh | |
| 14 | Vanguard Scottsdale FDS VNG RUS2000IDX | $7.4M | 60.7K | 1.7% | ▲+290% Added · +45K sh | |
| 15 | Broadcom Inc COM | $7.1M | 18.8K | 1.6% | ▲+10% Added · +2K sh | |
| 16 | Vanguard BD Index FDS SHORT TRM BOND | $7.0M | 90.5K | 1.6% | ▼−0.7% Reduced · −619 sh | |
| 17 | Vanguard Star FDS VG TL INTL STK F | $6.9M | 80.5K | 1.6% | ▲+2.6% Added · +2K sh | |
| 18 | Applied Matls Inc COM | $6.8M | 9.4K | 1.5% | ▼−8.7% Reduced · −896 sh | |
| 19 | SPDR Series Trust STATE STREET SPD | $6.5M | 67.7K | 1.5% | ▲+508% Added · +57K sh | |
| 20 | Corning Inc COM | $6.1M | 23.9K | 1.4% | ▼−18% Reduced · −5K sh | |
| 21 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $6.1M | 130.3K | 1.4% | ▲+13% Added · +15K sh | |
| 22 | Lam Research Corp COM NEW | $5.5M | 12.7K | 1.3% | ▼−13% Reduced · −2K sh | |
| 23 | Ssga Active ETF TR STATE STREET BLA | $5.4M | 135.1K | 1.2% | ▲New New position | |
| 24 | Alphabet Inc CAP STK CL A | $5.4M | 15.1K | 1.2% | ▲+13% Added · +2K sh | |
| 25 | Advanced Micro Devices Inc COM | $4.8M | 8.3K | 1.1% | ▲New New position | |
| 26 | Bank America Corp COM | $4.7M | 82.8K | 1.1% | ▲+13% Added · +10K sh | |
| 27 | Eli Lilly & Co COM | $4.4M | 3.7K | 1.0% | ▲+25% Added · +729 sh | |
| 28 | Goldman Sachs ETF TR ACTIVEBETA INT | $4.2M | 92.8K | 1.0% | ▲10× Added · +84K sh | |
| 29 | Walmart Inc COM | $4.1M | 36.2K | 0.9% | ▲+11% Added · +3K sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $4.0M | 8.0K | 0.9% | ▲+12% Added · +881 sh | |
| 31 | Philip Morris Intl Inc COM | $3.9M | 21.6K | 0.9% | ▲+11% Added · +2K sh | |
| 32 | Morgan Stanley COM NEW | $3.8M | 18.0K | 0.9% | ▼−3.6% Reduced · −674 sh | |
| 33 | Vanguard Index FDS REAL ESTATE ETF | $3.7M | 38.2K | 0.8% | ▲+4.3% Added · +2K sh | |
| 34 | Merck & Co Inc COM | $3.7M | 28.4K | 0.8% | ▲+13% Added · +3K sh | |
| 35 | Ishares TR RUSSELL 2000 ETF | $3.6M | 11.8K | 0.8% | ▲+1.0% Added · +114 sh | |
| 36 | Mastercard Incorporated CL A | $3.0M | 5.9K | 0.7% | ▲+27% Added · +1K sh | |
| 37 | Meta Platforms Inc CL A | $3.0M | 5.3K | 0.7% | ▼−31% Reduced · −2K sh | |
| 38 | Visa Inc COM CL A | $2.9M | 8.5K | 0.7% | ▲+13% Added · +1K sh | |
| 39 | Emerson Elec Co COM | $2.8M | 19.5K | 0.6% | ▲+12% Added · +2K sh | |
| 40 | BlackRock Inc COM | $2.7M | 2.8K | 0.6% | ▲+11% Added · +291 sh | |
| 41 | Costco Wholesale Corporation COM | $2.6M | 2.8K | 0.6% | ▲+11% Added · +266 sh | |
| 42 | Vanguard Whitehall FDS HIGH DIV YLD | $2.6M | 16.1K | 0.6% | ▲+4.2% Added · +658 sh | |
| 43 | Booking Holdings Inc COM | $2.5M | 14.2K | 0.6% | ▲34× Added · +14K sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $2.5M | 3.7K | 0.6% | ▲+153% Added · +2K sh | |
| 45 | Marvell Technology Inc COM | $2.4M | 8.2K | 0.6% | ▲+12% Added · +850 sh | |
| 46 | Axon Enterprise Inc COM | $2.4M | 4.3K | 0.5% | ▲+80% Added · +2K sh | |
| 47 | Starbucks Corp COM | $2.4M | 13.6K | 0.5% | ▲+7.1% Added · +905 sh | |
| 48 | Chipotle Mexican Grill Inc COM | $2.4M | 69.3K | 0.5% | ▲+84% Added · +32K sh | |
| 49 | Quanta Svcs Inc COM | $2.3M | 3.3K | 0.5% | ▼−29% Reduced · −1K sh | |
| 50 | Lumentum Hldgs Inc COM | $2.3M | 2.7K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 142 | $437.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 135 | $333.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 136 | $274.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 134 | $271.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 182 | $314.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 171 | $275.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 169 | $275.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 183 | $299.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.