Prudent Man Advisors, LLC

NAPERVILLE, IL · CIK 1817174 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$30.6bn
Staff157 · 81 in investment roles
Main clients (by assets)Private funds 88%, State and local governments 6%, Companies 4%
Websitepmanetwork.com
Form ADV · 2026-04-30SEC adviser record

Legal entityPrudent Man Advisors, LLC (US)

Others nearbyNaperville, IL, Minneapolis, MN, Denver, CO, Lancaster, PA, Milwaukee, WI, Orlando, FL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Naperville, IL (main office)United States	United States	about 22
St. Louis Park, MNUnited States	United States	14
Denver, COUnited States	United States	11
Lancaster, PAUnited States	United States	9
Milwaukee, WIUnited States	United States	6
Orlando, FLUnited States	United States	5
Albertville, MNUnited States	United States	4
Pleasanton, CAUnited States	United States	3
West Des Moines, IAUnited States	United States	3
St. Louis, MOUnited States	United States	2
Lincoln, NEUnited States	United States	1
Richardson, TXUnited States	United States	1

2 more cities

Chamblee, GAUnited States	United States
Hopewell Junction, NYUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$437.5m reported value +31.0% vs Q1 2026

141positions

38.7%in top 10

15 new 104 added 18 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	117,125	$43.3m9.91%	9.91%	Reduced -7.5k	-7,524 -6.0%
2	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	347,148	$25.5m5.82%	5.82%	Added +15.0k	+14,984 4.5%
3	ISHARES TR IBOXX HI YD ETF HYG	HYG	218,425	$17.5m3.99%	3.99%	Added +81.7k	+81,682 59.7%
4	NVIDIA CORPORATION COM NVDA	NVDA	75,192	$15.0m3.44%	3.44%	Added +7.3k	+7,348 10.8%
5	APPLE INC COM AAPL	AAPL	48,371	$14.1m3.23%	3.23%	Added +4.7k	+4,723 10.8%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	171,924	$12.6m2.89%	2.89%	Added +51.0k	+51,029 42.2%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	31,240	$11.0m2.52%	2.52%	Added +2.9k	+2,937 10.4%
8	MICRON TECHNOLOGY INC COM MU	MU	9,147	$10.6m2.41%	2.41%	Reduced -2.0k	-1,994 -17.9%
9	AMAZON COM INC COM AMZN	AMZN	42,487	$10.1m2.31%	2.31%	Added +5.3k	+5,282 14.2%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	12,854	$9.6m2.20%	2.20%	Added +887	+887 7.4%
11	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	58,312	$9.5m2.18%	2.18%	Reduced -6.5k	-6,458 -10.0%
12	MICROSOFT CORP COM MSFT	MSFT	24,696	$9.2m2.11%	2.11%	Added +2.5k	+2,463 11.1%
13	JPMORGAN CHASE & CO COM JPM	JPM	23,210	$7.6m1.74%	1.74%	Added +2.4k	+2,361 11.3%
14	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	60,741	$7.4m1.69%	1.69%	Added +45.2k	+45,172 290.1%
15	BROADCOM INC COM AVGO	AVGO	18,843	$7.1m1.63%	1.63%	Added +1.7k	+1,739 10.2%
16	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	90,473	$7.0m1.61%	1.61%	Reduced -619	-619 -0.7%
17	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	80,505	$6.9m1.57%	1.57%	Added +2.0k	+2,012 2.6%
18	APPLIED MATLS INC COM AMAT	AMAT	9,361	$6.8m1.55%	1.55%	Reduced -896	-896 -8.7%
19	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	67,684	$6.5m1.49%	1.49%	Added +56.6k	+56,551 508.0%
20	CORNING INC COM GLW	GLW	23,903	$6.1m1.40%	1.40%	Reduced -5.3k	-5,320 -18.2%
21	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	130,330	$6.1m1.39%	1.39%	Added +15.4k	+15,406 13.4%
22	LAM RESEARCH CORP COM NEW LRCX	LRCX	12,747	$5.5m1.26%	1.26%	Reduced -1.9k	-1,851 -12.7%
23	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	135,100	$5.4m1.24%	1.24%	New
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,063	$5.4m1.23%	1.23%	Added +1.7k	+1,739 13.1%
25	ADVANCED MICRO DEVICES INC COM AMD	AMD	8,260	$4.8m1.10%	1.10%	New
26	BANK AMERICA CORP COM BAC	BAC	82,785	$4.7m1.08%	1.08%	Added +9.6k	+9,577 13.1%
27	ELI LILLY & CO COM LLY	LLY	3,695	$4.4m1.01%	1.01%	Added +729	+729 24.6%
28	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	92,800	$4.2m0.97%	0.97%	Added +83.8k	+83,760 926.5%
29	WALMART INC COM WMT	WMT	36,169	$4.1m0.94%	0.94%	Added +3.5k	+3,490 10.7%
30	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,995	$4.0m0.92%	0.92%	Added +881	+881 12.4%
31	PHILIP MORRIS INTL INC COM PM	PM	21,630	$3.9m0.89%	0.89%	Added +2.1k	+2,137 11.0%
32	MORGAN STANLEY COM NEW MS	MS	17,951	$3.8m0.86%	0.86%	Reduced -674	-674 -3.6%
33	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	38,160	$3.7m0.84%	0.84%	Added +1.6k	+1,566 4.3%
34	MERCK & CO INC COM MRK	MRK	28,446	$3.7m0.84%	0.84%	Added +3.2k	+3,198 12.7%
35	ISHARES TR RUSSELL 2000 ETF IWM	IWM	11,826	$3.6m0.81%	0.81%	Added +114	+114 1.0%
36	MASTERCARD INCORPORATED CL A MA	MA	5,873	$3.0m0.69%	0.69%	Added +1.3k	+1,260 27.3%
37	META PLATFORMS INC CL A META	META	5,318	$3.0m0.68%	0.68%	Reduced -2.4k	-2,353 -30.7%
38	VISA INC COM CL A V	V	8,477	$2.9m0.66%	0.66%	Added +1.0k	+1,007 13.5%
39	EMERSON ELEC CO COM EMR	EMR	19,485	$2.8m0.64%	0.64%	Added +2.1k	+2,073 11.9%
40	BLACKROCK INC COM BLK	BLK	2,834	$2.7m0.62%	0.62%	Added +291	+291 11.4%
41	COSTCO WHSL CORP NEW COM COST	COST	2,758	$2.6m0.59%	0.59%	Added +266	+266 10.7%
42	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	16,150	$2.6m0.58%	0.58%	Added +658	+658 4.2%
43	BOOKING HOLDINGS INC COM BKNG	BKNG	14,215	$2.5m0.58%	0.58%	Added +3.7k	+3,740 35.7%
44	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,688	$2.5m0.58%	0.58%	Added +2.2k	+2,231 153.1%
45	MARVELL TECHNOLOGY INC COM MRVL	MRVL	8,208	$2.4m0.56%	0.56%	Added +850	+850 11.6%
46	AXON ENTERPRISE INC COM AXON	AXON	4,258	$2.4m0.55%	0.55%	Added +1.9k	+1,893 80.0%
47	STARBUCKS CORP COM SBUX	SBUX	13,608	$2.4m0.54%	0.54%	Added +905	+905 7.1%
48	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	69,335	$2.4m0.54%	0.54%	Added +31.6k	+31,614 83.8%
49	QUANTA SVCS INC COM PWR	PWR	3,253	$2.3m0.54%	0.54%	Reduced -1.4k	-1,359 -29.5%
50	LUMENTUM HLDGS INC COM LITE	LITE	2,726	$2.3m0.53%	0.53%	New
51	FREEPORT-MCMORAN INC CL B FCX	FCX	37,015	$2.3m0.53%	0.53%	Added +4.6k	+4,581 14.1%
52	EATON CORP PLC SHS ETN	ETN	5,330	$2.3m0.52%	0.52%	New
53	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	5,580	$2.2m0.51%	0.51%	New
54	PROLOGIS INC. COM PLD	PLD	15,971	$2.2m0.49%	0.49%	Added +1.3k	+1,349 9.2%
55	LABCORP HOLDINGS INC COM SHS LH	LH	7,648	$2.1m0.49%	0.49%	Added +668	+668 9.6%
56	AMETEK INC COM AME	AME	8,720	$2.1m0.48%	0.48%	Added +725	+725 9.1%
57	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	7,125	$2.1m0.47%	0.47%	Added +909	+909 14.6%
58	ONEOK INC NEW COM OKE	OKE	22,871	$2.0m0.45%	0.45%	Added +1.8k	+1,827 8.7%
59	DELTA AIR LINES INC DEL COM NEW DAL	DAL	20,774	$1.9m0.44%	0.44%	Added +1.8k	+1,784 9.4%
60	ORACLE CORP COM ORCL	ORCL	13,078	$1.9m0.44%	0.44%	Added +1.4k	+1,350 11.5%
61	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	3,827	$1.9m0.43%	0.43%	Added +400	+400 11.7%
62	AMERIPRISE FINL INC COM AMP	AMP	4,122	$1.9m0.43%	0.43%	Added +416	+416 11.2%
63	T-MOBILE US INC COM TMUS	TMUS	11,224	$1.9m0.43%	0.43%	Added +820	+820 7.9%
64	ABBOTT LABS COM ABT	ABT	20,636	$1.9m0.43%	0.43%	Added +1.7k	+1,703 9.0%
65	CISCO SYS INC COM CSCO	CSCO	15,822	$1.9m0.42%	0.42%	Added +1.5k	+1,475 10.3%
66	CONSTELLATION ENERGY CORP COM CEG	CEG	7,372	$1.8m0.42%	0.42%	Added +2.7k	+2,652 56.2%
67	DISNEY WALT CO COM DIS	DIS	17,884	$1.7m0.39%	0.39%	Added +1.1k	+1,117 6.7%
68	NORTHROP GRUMMAN CORP COM NOC	NOC	3,199	$1.6m0.37%	0.37%	Added +421	+421 15.2%
69	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	79,900	$1.6m0.37%	0.37%	New
70	EVERGY INC COM EVRG	EVRG	17,719	$1.5m0.35%	0.35%	Added +1.2k	+1,227 7.4%
71	TESLA INC COM TSLA	TSLA	3,470	$1.5m0.33%	0.33%	Added +399	+399 13.0%
72	DEERE & CO COM DE	DE	1,536	$1.5m0.33%	0.33%	Added +177	+177 13.0%
73	ALBEMARLE CORP COM ALB	ALB	10,457	$1.4m0.32%	0.32%	Added +1.1k	+1,108 11.8%
74	EQT CORP COM EQT	EQT	25,717	$1.4m0.31%	0.31%	Added +1.6k	+1,585 6.6%
75	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,724	$1.4m0.31%	0.31%	Added +175	+175 6.9%
76	CONOCOPHILLIPS COM COP	COP	12,306	$1.3m0.29%	0.29%	Added +799	+799 6.9%
77	PROCTER AND GAMBLE CO COM PG	PG	8,054	$1.2m0.27%	0.27%	Added +804	+804 11.1%
78	SPDR SER TR S&P BIOTECH XBI	XBI	7,395	$1.2m0.27%	0.27%	Reduced -131	-131 -1.7%
79	RTX CORPORATION COM RTX	RTX	6,125	$1.2m0.27%	0.27%	Added +689	+689 12.7%
80	WELLS FARGO CO NEW COM WFC	WFC	13,840	$1.1m0.26%	0.26%	Added +1.6k	+1,566 12.8%
81	CHEVRON CORP NEW COM CVX	CVX	6,653	$1.1m0.25%	0.25%	Added +728	+728 12.3%
82	SPDR SER TR S&P REGL BKG KRE	KRE	14,458	$1.1m0.25%	0.25%	Reduced -253	-253 -1.7%
83	SALESFORCE INC COM CRM	CRM	6,902	$1.1m0.25%	0.25%	Added +575	+575 9.1%
84	VALERO ENERGY CORP COM VLO	VLO	4,145	$1.1m0.25%	0.25%	Added +493	+493 13.5%
85	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	14,128	$990.5k0.23%	0.23%	Reduced -75	-75 -0.5%
86	NEXTERA ENERGY INC COM NEE	NEE	11,012	$966.5k0.22%	0.22%	Added +1.1k	+1,126 11.4%
87	DIGITAL RLTY TR INC COM DLR	DLR	5,332	$957.5k0.22%	0.22%	Added +441	+441 9.0%
88	VERIZON COMMUNICATIONS INC COM VZ	VZ	21,890	$926.8k0.21%	0.21%	Added +2.3k	+2,345 12.0%
89	BORGWARNER INC COM BWA	BWA	13,573	$901.2k0.21%	0.21%	Added +1.4k	+1,368 11.2%
90	VENTAS INC COM VTR	VTR	10,042	$891.7k0.20%	0.20%	Added +925	+925 10.2%
91	UNITEDHEALTH GROUP INC COM UNH	UNH	1,928	$801.3k0.18%	0.18%	Added +215	+215 12.6%
92	AMERICAN ELEC PWR CO INC COM AEP	AEP	5,843	$799.4k0.18%	0.18%	Added +606	+606 11.6%
93	PEPSICO INC COM PEP	PEP	5,871	$794.9k0.18%	0.18%	Added +603	+603 11.4%
94	GENERAL DYNAMICS CORP COM GD	GD	2,229	$789.6k0.18%	0.18%	Added +254	+254 12.9%
95	NEWMONT CORP COM NEM	NEM	8,240	$769.6k0.18%	0.18%	Added +871	+871 11.8%
96	DOVER CORP COM DOV	DOV	3,357	$752.9k0.17%	0.17%	Added +407	+407 13.8%
97	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	22,395	$749.2k0.17%	0.17%	Unchanged
98	REGIONS FINANCIAL CORP NEW COM RF	RF	24,799	$748.9k0.17%	0.17%	Added +2.7k	+2,675 12.1%
99	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	27,971	$741.4k0.17%	0.17%	Added +1.1k	+1,115 4.2%
100	F N B CORP COM FNB	FNB	38,275	$730.3k0.17%	0.17%	Added +4.7k	+4,711 14.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BOSTON SCIENTIFIC CORP BSX	BSX	18,543	$1.2m18.5k shares
HONEYWELL INTL INC		1,814	$820.0k1.8k shares
ISHARES TR ICSH	ICSH	7,607	$385.1k7.6k shares
MODINE MFG CO MOD	MOD	1,024	$221.9k1.0k shares
FABRINET FN	FN	422	$220.1k422 shares
DYCOM INDS INC DY	DY	637	$215.8k637 shares
PRIMORIS SVCS CORP PRIM	PRIM	1,464	$209.4k1.5k shares
PAYONEER GLOBAL INC PAYO	PAYO	14,589	$70.5k14.6k shares