Loading…
CIK 0001817174 • 6 13F filings • May 1, 2025 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("prudent-man-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.6M | 0.6%Prev: 0.6% | 12,668 SH | Decreased-148 SH |
| ALBEMARLE CORP | COM | $914K | 0.3%Prev: 0.2% | 6,459 SH | Increased-49 SH |
| ALPHABET INC | CAP STK CL A | $2.4M | 0.9%Prev: 0.7% | 7,576 SH | Increased-263 SH |
| ALPHABET INC | CAP STK CL C | $5.9M | 2.2%Prev: 1.7% | 18,920 SH | Increased-382 SH |
| AMAZON COM INC | COM | $5.5M | 2.0%Prev: 1.9% | 23,626 SH | Increased+136 SH |
| AMERICAN ELEC PWR CO INC | COM | $405K | 0.1%Prev: 0.1% | 3,516 SH | Increased-79 SH |
| AMERICAN TOWER CORP NEW | COM | $249K | 0.1%Prev: 0.1% | 1,417 SH | Decreased+9 SH |
| AMERIPRISE FINL INC | COM | $1.2M | 0.4%Prev: 0.4% | 2,391 SH | Decreased-36 SH |
| AMETEK INC | COM | $1.1M | 0.4%Prev: 0.4% | 5,243 SH | Increased-94 SH |
| APPLE INC | COM | $7.8M | 2.8%Prev: 2.7% | 28,290 SH | Increased-485 SH |
| APPLIED MATLS INC | COM | $1.8M | 0.7%Prev: 0.5% | 6,958 SH | Increased-192 SH |
| AXON ENTERPRISE INC | COM | $863K | 0.3%Prev: 0.4% | 1,519 SH | Decreased-5 SH |
| BANK AMERICA CORP | COM | $2.4M | 0.9%Prev: 0.3% | 43,934 SH | Increased+28,014 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.4M | 0.9%Prev: 0.9% | 4,626 SH | Decreased-67 SH |
| BLACKROCK INC | COM | $1.8M | 0.6%Prev: 0.7% | 1,663 SH | Decreased-31 SH |
| BOOKING HOLDINGS INC | COM | $1.4M | 0.5%Prev: 0.5% | 267 SH | Decreased |
| BORGWARNER INC | COM | $363K | 0.1%Prev: 0.1% | 8,059 SH | Increased-57 SH |
| BOSTON SCIENTIFIC CORP | COM | $1.2M | 0.4%Prev: 0.5% | 12,581 SH | Decreased-524 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $380K | 0.1%Prev: 0.1% | 7,054 SH | Increased-87 SH |
| BROADCOM INC | COM | $3.9M | 1.4%Prev: 1.4% | 11,131 SH | Increased-211 SH |
| CARRIER GLOBAL CORPORATION | COM | $280K | 0.1%Prev: 0.1% | 5,291 SH | Decreased-38 SH |
| CATERPILLAR INC | COM | $389K | 0.1%Prev: 0.1% | 0 SH | Increased |
| CHEVRON CORP NEW | COM | $597K | 0.2%Prev: 0.2% | 3,916 SH | Decreased-71 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $877K | 0.3%Prev: 0.3% | 23,692 SH | Increased+4,423 SH |
| CISCO SYS INC | COM | $751K | 0.3%Prev: 0.2% | 9,752 SH | Increased-93 SH |
| CLEARWAY ENERGY INC | CL C | $298K | 0.1%Prev: 0.1% | 8,960 SH | Increased |
| COCA COLA CO | COM | $585K | 0.2%Prev: 0.2% | 7,237 SH | Increased-116 SH |
| CONOCOPHILLIPS | COM | $676K | 0.2%Prev: 0.3% | 7,219 SH | Decreased-129 SH |
| CONSTELLATION ENERGY CORP | COM | $968K | 0.4% | 2,741 SH | New |
| CORNING INC | COM | $1.8M | 0.7%Prev: 0.6% | 20,576 SH | Increased-266 SH |
| COSTCO WHSL CORP NEW | COM | $1.4M | 0.5%Prev: 0.5% | 1,594 SH | Decreased-10 SH |
| CRANE NXT CO | COM | $240K | 0.1%Prev: 0.1% | 5,098 SH | Decreased |
| DEERE & CO | COM | $775K | 0.3%Prev: 0.3% | 905 SH | Increased-5 SH |
| DELTA AIR LINES INC DEL | COM NEW | $850K | 0.3%Prev: 0.3% | 12,241 SH | Increased-130 SH |
| DIGITAL RLTY TR INC | COM | $563K | 0.2%Prev: 0.2% | 3,638 SH | Decreased-42 SH |
| DISNEY WALT CO | COM | $1.1M | 0.4% | 9,488 SH | New |
| DOVER CORP | COM | $394K | 0.1%Prev: 0.1% | 2,019 SH | Increased-18 SH |
| DUPONT DE NEMOURS INC | COM | $220K | 0.1%Prev: 0.4% | 5,481 SH | Decreased-9,075 SH |
| DYCOM INDS INC | COM | $222K | 0.1% | 657 SH | New |
| EASTMAN CHEM CO | COM | $333K | 0.1%Prev: 0.1% | 5,211 SH | Increased |
| ELECTRONIC ARTS INC | COM | $559K | 0.2%Prev: 0.6% | 2,738 SH | Decreased-4,677 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $252K | 0.1% | 719 SH | New |
| ELI LILLY & CO | COM | $1.9M | 0.7%Prev: 0.2% | 1,783 SH | Increased+906 SH |
| EMERSON ELEC CO | COM | $1.5M | 0.5%Prev: 0.6% | 11,355 SH | Decreased-337 SH |
| ENCOMPASS HEALTH CORP | COM | $294K | 0.1%Prev: 0.1% | 2,773 SH | Decreased-39 SH |
| EQT CORP | COM | $727K | 0.3% | 13,558 SH | New |
| EQUINIX INC | COM | $781K | 0.3%Prev: 0.5% | 1,019 SH | Decreased-723 SH |
| EVERGY INC | COM | $755K | 0.3%Prev: 0.3% | 10,418 SH | Decreased-14 SH |
| F N B CORP | COM | $387K | 0.1%Prev: 0.1% | 22,614 SH | Increased-125 SH |
| FIDELITY NATIONAL FINANCIAL | COM SHS | $285K | 0.1%Prev: 0.1% | 5,214 SH | Decreased-5 SH |
| FREEPORT-MCMORAN INC | CL B | $940K | 0.3% | 18,500 SH | New |
| GENERAL DYNAMICS CORP | COM | $446K | 0.2%Prev: 0.2% | 1,324 SH | Decreased-14 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $325K | 0.1%Prev: 0.1% | 7,563 SH | Increased+300 SH |
| HOME DEPOT INC | COM | $312K | 0.1%Prev: 0.1% | 908 SH | Decreased-4 SH |
| HONEYWELL INTL INC | COM | $505K | 0.2%Prev: 0.5% | 2,586 SH | Decreased-3,469 SH |
| ISHARES TR | CORE S&P500 ETF | $3.4M | 1.2%Prev: 1.2% | 5,006 SH | Increased+264 SH |
| ISHARES TR | CORE US AGGBD ET | $868K | 0.3%Prev: 0.1% | 8,688 SH | Increased+6,390 SH |
| ISHARES TR | ESG AWR MSCI USA | $10.6M | 3.8%Prev: 4.0% | 70,919 SH | Decreased-2,871 SH |
| ISHARES TR | IBOXX HI YD ETF | $10.3M | 3.8%Prev: 3.9% | 127,848 SH | Decreased-1,986 SH |
| ISHARES TR | PFD AND INCM SEC | $515K | 0.2%Prev: 0.2% | 16,620 SH | Increased+400 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.9M | 1.4%Prev: 1.4% | 16,035 SH | Increased-58 SH |
| ISHARES TR | TIPS BD ETF | $461K | 0.2%Prev: 0.2% | 4,197 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $1.1M | 0.4%Prev: 0.9% | 21,255 SH | Decreased-24,925 SH |
| JACOBS SOLUTIONS INC | COM | $890K | 0.3%Prev: 0.4% | 6,719 SH | Decreased-95 SH |
| JPMORGAN CHASE & CO. | COM | $4.3M | 1.6%Prev: 1.6% | 13,461 SH | Increased-244 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $1.2M | 0.4%Prev: 0.5% | 4,130 SH | Decreased-92 SH |
| LABCORP HOLDINGS INC | COM SHS | $1.1M | 0.4%Prev: 0.5% | 4,539 SH | Decreased-82 SH |
| LAM RESEARCH CORP | COM NEW | $1.9M | 0.7%Prev: 0.7% | 11,113 SH | Increased-2,634 SH |
| LKQ CORP | COM | $843K | 0.3%Prev: 0.2% | 27,901 SH | Increased+6,072 SH |
| MARVELL TECHNOLOGY INC | COM | $408K | 0.1%Prev: 0.1% | 4,798 SH | Increased+16 SH |
| MASTERCARD INCORPORATED | CL A | $1.7M | 0.6%Prev: 0.6% | 2,993 SH | Decreased-80 SH |
| MCDONALDS CORP | COM | $464K | 0.2%Prev: 0.2% | 1,517 SH | Decreased-21 SH |
| MEDTRONIC PLC | SHS | $346K | 0.1%Prev: 0.1% | 3,604 SH | Increased+95 SH |
| MERCK & CO INC | COM | $1.8M | 0.6%Prev: 0.5% | 16,725 SH | Increased-310 SH |
| META PLATFORMS INC | CL A | $3.3M | 1.2%Prev: 1.4% | 5,044 SH | Decreased-50 SH |
| MICRON TECHNOLOGY INC | COM | $1.3M | 0.5% | 4,454 SH | New |
| MICROSOFT CORP | COM | $7.0M | 2.5%Prev: 2.8% | 14,379 SH | Decreased-257 SH |
| MORGAN STANLEY | COM NEW | $2.1M | 0.8%Prev: 0.7% | 11,982 SH | Increased-98 SH |
| NEWMONT CORP | COM | $603K | 0.2%Prev: 0.2% | 6,036 SH | Increased-84 SH |
| NEXTERA ENERGY INC | COM | $670K | 0.2%Prev: 0.6% | 8,346 SH | Decreased-13,330 SH |
| NIKE INC | CL B | $661K | 0.2%Prev: 0.3% | 3,981 SH | Decreased-75 SH |
| NISOURCE INC | COM | $324K | 0.1%Prev: 0.1% | 7,763 SH | Decreased |
| NORTHROP GRUMMAN CORP | COM | $977K | 0.4%Prev: 0.3% | 1,714 SH | Increased+517 SH |
| NVIDIA CORPORATION | COM | $8.3M | 3.0%Prev: 3.2% | 44,349 SH | Decreased-1,598 SH |
| ONEOK INC NEW | COM | $980K | 0.4%Prev: 0.4% | 13,337 SH | Increased-68 SH |
| ORACLE CORP | COM | $1.5M | 0.5%Prev: 0.8% | 7,633 SH | Decreased-57 SH |
| OVINTIV INC | COM | $252K | 0.1%Prev: 0.1% | 6,441 SH | Decreased |
| PAYONEER GLOBAL INC | COM | $85K | 0.0%Prev: 0.0% | 15,192 SH | Decreased |
| PHILIP MORRIS INTL INC | COM | $2.0M | 0.7%Prev: 0.8% | 12,672 SH | Decreased-204 SH |
| PROCTER AND GAMBLE CO | COM | $582K | 0.2%Prev: 0.2% | 4,058 SH | Decreased-49 SH |
| PROLOGIS INC. | COM | $1.3M | 0.5%Prev: 0.4% | 10,303 SH | Increased-79 SH |
| QUALCOMM INC | COM | $400K | 0.1%Prev: 0.5% | 2,336 SH | Decreased-5,176 SH |
| QUANTA SVCS INC | COM | $1.3M | 0.5%Prev: 0.5% | 3,127 SH | Decreased-99 SH |
| REDWOOD TRUST INC | COM | $94K | 0.0%Prev: 0.0% | 16,980 SH | Decreased |
| REGIONS FINANCIAL CORP NEW | COM | $398K | 0.1%Prev: 0.1% | 14,669 SH | Increased-117 SH |
| RTX CORPORATION | COM | $660K | 0.2%Prev: 0.2% | 3,601 SH | Increased-45 SH |
| S&P GLOBAL INC | COM | $509K | 0.2%Prev: 0.2% | 974 SH | Increased-8 SH |
| SALESFORCE INC | COM | $1.1M | 0.4%Prev: 0.4% | 4,202 SH | Increased-94 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $441K | 0.2%Prev: 0.2% | 16,641 SH | Decreased |
| SITIME CORP | COM | $203K | 0.1% | 576 SH | New |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | $1.3M | 0.5%Prev: 0.4% | 13,148 SH | Increased+1,160 SH |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $739K | 0.3%Prev: 0.3% | 21,845 SH | Decreased |
| SPDR SERIES TRUST | S&P BIOTECH | $949K | 0.3%Prev: 0.3% | 7,783 SH | Increased |
| SPDR SERIES TRUST | S&P REGL BKG | $985K | 0.4%Prev: 0.4% | 15,198 SH | Increased |
| SS&C TECHNOLOGIES HLDGS INC | COM | $377K | 0.1%Prev: 0.1% | 4,313 SH | Decreased-28 SH |
| STARBUCKS CORP | COM | $1.5M | 0.6%Prev: 0.6% | 8,376 SH | Decreased-164 SH |
| T-MOBILE US INC | COM | $1.4M | 0.5%Prev: 0.6% | 6,758 SH | Decreased-110 SH |
| TARGET CORP | COM | $331K | 0.1%Prev: 0.1% | 3,385 SH | Increased-11 SH |
| TESLA INC | COM | $888K | 0.3%Prev: 0.3% | 1,975 SH | Decreased-34 SH |
| TEXAS INSTRS INC | COM | $208K | 0.1%Prev: 0.1% | 0 SH | Decreased |
| THE CIGNA GROUP | COM | $388K | 0.1%Prev: 0.2% | 1,408 SH | Decreased-22 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $971K | 0.4%Prev: 0.3% | 1,676 SH | Increased-39 SH |
| UNITEDHEALTH GROUP INC | COM | $473K | 0.2%Prev: 0.5% | 1,434 SH | Decreased-2,207 SH |
| VALERO ENERGY CORP | COM | $399K | 0.1%Prev: 0.2% | 2,452 SH | Decreased-21 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $232K | 0.1%Prev: 0.1% | 2,978 SH | Decreased |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $776K | 0.3%Prev: 0.3% | 11,165 SH | Decreased-500 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.5M | 2.7%Prev: 2.5% | 95,768 SH | Increased+8,325 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $26.2M | 9.5%Prev: 9.8% | 353,591 SH | Decreased-2,763 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.5M | 1.3%Prev: 1.3% | 39,535 SH | Decreased-538 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $912K | 0.3%Prev: 0.3% | 1,455 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $44.8M | 16.3%Prev: 15.9% | 133,725 SH | Increased+2,350 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.1M | 0.4%Prev: 0.4% | 18,023 SH | Decreased-130 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $3.3M | 1.2%Prev: 1.1% | 70,534 SH | Increased+4,150 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $347K | 0.1%Prev: 0.1% | 3,763 SH | Decreased-567 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $1.3M | 0.5%Prev: 0.5% | 13,298 SH | Decreased-560 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.1M | 1.8%Prev: 1.8% | 67,057 SH | Increased-1,150 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.6M | 3.5%Prev: 3.4% | 148,459 SH | Increased-1,333 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.2M | 0.8%Prev: 0.8% | 15,304 SH | Increased-20 SH |
| VERIZON COMMUNICATIONS INC | COM | $359K | 0.1%Prev: 0.1% | 8,819 SH | Decreased-58 SH |
| VERTEX PHARMACEUTICALS INC | COM | $965K | 0.4%Prev: 0.2% | 2,129 SH | Increased+578 SH |
| VICI PPTYS INC | COM | $398K | 0.1%Prev: 0.2% | 14,167 SH | Decreased+5 SH |
| VISA INC | COM CL A | $1.7M | 0.6%Prev: 0.6% | 4,845 SH | Decreased-141 SH |
| WALMART INC | COM | $2.4M | 0.9%Prev: 0.8% | 21,545 SH | Increased-798 SH |
| WELLS FARGO CO NEW | COM | $769K | 0.3%Prev: 0.3% | 8,252 SH | Increased-88 SH |
| WELLTOWER INC | COM | $348K | 0.1%Prev: 0.1% | 1,877 SH | Increased+7 SH |
| 13F-HR |
| 0001817174-26-000003 |
| $437.5M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001817174-25-000003 | $314.9M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001817174-26-000002 | $333.9M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001817174-25-000002 | $275.4M | View |