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Kevin Kulling

Prudent Man Advisors, Llc

Assets Managed
$333.919M
Holdings
134
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
21.57%(2Q avg: 11.38%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Prudent Man Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Prudent Man Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 333.919M in assets, with a quarterly growth rate of 21.57% and a 2-quarter average growth rate of 11.38%. The portfolio is managed by Kevin Kulling, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -6.78%
11.98%
$39.989M
124,649 shares@ $320.82 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -6.05%
7.33%
$24.461M
332,164 shares@ $73.65 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 52.98%
3.55%
$11.832M
67,844 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 54.29%
3.36%
$11.198M
43,648 shares@ $256.56 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
Increased 6.96%
3.26%
$10.879M
136,743 shares@ $79.56 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Decreased -8.67%
2.75%
$9.16M
64,770 shares@ $141.42 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 54.63%
2.47%
$8.23M
22,233 shares@ $370.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 49.6%
2.44%
$8.119M
28,303 shares@ $286.87 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -18.56%
2.43%
$8.1M
120,895 shares@ $67.01 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 139.06%
2.35%
$7.817M
11,967 shares@ $653.21 avg price

1-10 of 134