Prudent Man Advisors, LLC
Long Only Manager
Prudent Man Advisors, LLC is a Long Only Manager based in Naperville, IL led by Todd William Alton, reporting $27.8B in AUM as of Q3 2025 with 52% ETF concentration, 50% concentrated in top 10 holdings, and 16% allocation to VTI.
CEOTodd William Alton
- Portfolio Value
- $271.5M
- Positions
- 133
- Top Holding
- VTI at 15.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Prudent Man Advisors, LLC's portfolio (50% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $43.1M | 15.88% | -$1.8M Sold | — 131.4K shares | |
ETF ETF | $26.5M | 9.76% | +$682.8K Bought | — 356.4K shares | |
ETF ETF | $10.7M | 3.96% | +$184.8K Bought | — 73.8K shares | |
ETF ETF | $10.5M | 3.88% | -$5.9M Sold | — 129.8K shares | |
ETF ETF | $9.3M | 3.43% | -$44.0K Sold | — 149.8K shares | |
Semiconductors Technology | $8.6M | 3.16% | -$1.0M Sold | 0.00% 45.9K shares | |
Software - Infrastructure Technology | $7.6M | 2.79% | -$1.3M Sold | 0.00% 14.6K shares | |
Consumer Electronics Technology | $7.4M | 2.74% | -$1.2M Sold | 0.00% 28.8K shares | |
ETF ETF | $6.9M | 2.54% | -$126.3K Sold | — 87.4K shares | |
Specialty Retail Consumer Cyclical | $5.2M | 1.90% | +$334.0K Bought | 0.00% 23.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Prudent Man Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+158.97% | |
+53.9% | |
+25.32% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Prudent Man Advisors, LLC
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