Prudent Man Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Naperville, IL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$333,919
Net value change ($000)
+59,227 (21.6%)
New positions
7
Sold out positions
8
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 4,388 128.0%
NVDA 3,561 43.1%
AAPL 3,378 43.2%
MU 2,493 196.1%
AMZN 2,296 42.1%
GOOGL 2,182 36.8%
GLW 2,171 120.5%
VMBS 2,075 62.5%
JPM 1,796 41.4%
AMAT 1,718 96.1%
Top Reduces (Value $000, Stocks/ETFs)
VTI -4,845 -10.8%
BND -1,729 -6.6%
VEA -1,519 -15.8%
ESGU -1,406 -13.3%
IWM -1,042 -26.4%
ICSH -690 -64.2%
AGG -640 -73.7%
KO -585 -100.0%
EA -559 -100.0%
EQIX -478 -61.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type