Prudent Man Advisors, LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 437,545
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 141 | 437,545 | 13F-HR | Prudent Man Advisors, LLC |
| Q1 2026 | 5/8/2026 | 134 | 333,919 | 13F-HR | Prudent Man Advisors, LLC |
| Q4 2025 | 2/11/2026 | 135 | 274,692 | 13F-HR | Prudent Man Advisors, LLC |
| Q3 2025 | 11/13/2025 | 133 | 271,462 | 13F-HR | Prudent Man Advisors, LLC |
| Q2 2025 | 7/31/2025 | 181 | 314,883 | 13F-HR | Prudent Man Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 255.1 K | 58.3% | 59.15 K | 0 | 59.15 K |
| ETFs | 174.7 K | 39.9% | 44.52 K | 0 | 44.52 K |
| Debt | 7.736 K | 1.8% | 0 | 44 | -44 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
437,545
Holdings
141
QoQ value change ($000)
103,626
(31.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.