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Prodigy Asset Management LLC
Prodigy Asset Management LLC is an Omaha, Nebraska-based investment adviser founded in 2011. The firm is 100% employee-owned and serves not-for-profit organizations, high-net-worth individuals, and families, providing personalized investment management including Outsourced CIO services. With about 9 employees and over 125 years of collective experience, Prodigy focuses on long-term relationships and customized diversification across public and alternative asset classes. Their team supports clients' missions with independent, professional guidance and a relationship-driven service model.
Investment Strategy
Prodigy Asset Management provides tailored investment advisory services, including Outsourced CIO solutions for organizations and individuals. Their approach emphasizes developing customized, diversified portfolios across a broad range of asset classes, considering each client's unique goals and constraints. The firm leverages global relationships, industry expertise in institutional and alternative assets (private equity, hedge funds), and a mission-driven philosophy. Accounts are actively managed and monitored, with annual reviews and ongoing guidance. Their independent, employee-owned structure ensures unbiased advice focused on clients' best interests.
Latest 13F Filing Activity
Prodigy Asset Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 23 equity positions with a total 13F market value of $222M. The fund increased holdings in Morgan Stanley Etf Trust, T Rowe Price Etf Inc., Vanguard Specialized Funds among other positions. Prodigy Asset Management LLC reduced exposure to TCW Etf Trust, Disney Walt Co., Visa Inc. among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EVTR | MORGAN STANLEY ETF TRUST | 34.75% | $77.0M | 1,496,371 | $51.45 | $51.45 | +$77.0M |
V VIG | VANGUARD SPECIALIZED FUNDS | 16.55% | $36.7M | 169,954 | $196.43 | $215.79 | +$2.2M |
T TSPA | T ROWE PRICE ETF INC | 12.36% | $27.4M | 653,122 | $37.02 | $41.91 | +$2.4M |
E EAGL | 2023 ETF SERIES TRUST | 4.50% | $10.0M | 318,889 | $27.85 | $31.26 | +$344.4K |
D DFAU | DIMENSIONAL ETF TRUST | 3.48% | $7.7M | 168,339 | $41.39 | $45.76 | +$1.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
P Phil Ruden | Managing Partner | Omaha, NE , United States | |
A Arnie Ovalles | Partner | Omaha, NE , United States | |
M Michael Eglseder | Managing Partner | Omaha, NE , United States | |
T Todd Trautman | Partner | Omaha, NE , United States |
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