Q2 2026 13F · SEC CIK 2054263

Prudent Man Investment Management, Inc.

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $293.1M
Reported positions: 169
Holdings vs S&P 500, 3 yrs: —
Assets under management: $390.2M

Prudent Man Investment Management, Inc. is a wealth manager that reported 169 positions worth $293.1M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 32.1%), Dimensional ETF Trust (DUSB, 27.2%), Dimensional International Core Equity Ma (DFAI, 13.5%).

Prudent Man Investment Management, Inc. holdings largest 50 of 169 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Prudent Man Investment Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional U.s. Core Equity 2	32.1%	31.7%	2,373,152	-0.4%	$94.0M
DUSBDimensional ETF Trust	27.2%	27.2%	1,571,347	-1.6%	$79.6M
DFAIDimensional International Core Equity Ma	13.5%	13.5%	1,040,170	-1.5%	$39.6M
DFUVDimensional U.s. Marketwide Val	7.5%	7.5%	471,441	-1.7%	$22.0M
DFAUDimensional US Core Equity Market ETF	5.4%	5.8%	340,877	-6.7%	$16.0M
DFAEDimensional ETF Trust	3.8%	3.8%	341,941	-1.6%	$11.1M
DFLVDimensional ETF Trust	3.5%	3.5%	301,855	-1.0%	$10.3M
AAPLApple Inc	1.3%	1.3%	14,286	+0.0%	$3.9M
DFAWDimensional ETF Trust	1.0%	1.0%	39,079	-1.0%	$2.9M
DFAXDimensional World Ex U.s. Core	0.5%	0.5%	42,556	+0.0%	$1.4M
VUSBVanguard Bd Index Fds	0.5%	0.5%	27,772	+0.0%	$1.4M
DFATDimensional U.s. Targeted Value	0.3%	0.3%	15,118	-0.1%	$900K
VTIVanguard Index Fds	0.2%	0.2%	2,087	+0.0%	$700K
AVXCAmerican Centy ETF Tr	0.2%	0.2%	10,086	+0.0%	$643K
DFSVDfa U.s. Small Cap Value ETF	0.2%	0.2%	17,539	-0.1%	$577K
DFUSDimensional ETF Trust	0.2%	0.2%	7,466	+0.0%	$554K
MGKVanguard World Fd	0.2%	0.2%	1,198	+0.0%	$494K
PNCPnc Finl Svcs Group Inc	0.1%	0.1%	1,825	+0.0%	$381K
NVDANvidia Corporation Com	0.1%	0.1%	1,950	+0.0%	$364K
EMXCIshares Inc	0.1%	0.1%	4,729	+0.0%	$344K
VTVVanguard Value ETF	0.1%	0.1%	1,780	+0.0%	$340K
WMTWalmart Inc	0.1%	0.1%	2,969	+0.0%	$331K
VXUSVanguard Star Fds Vanguard Total Intl St	0.1%	0.1%	4,333	+0.0%	$327K
DFASDimensional ETF Trust	0.1%	0.1%	4,438	-0.1%	$309K
MSFTMicrosoft Corp	0.1%	0.1%	639	+0.0%	$309K
LMTLockheed Martin Corp Com	0.1%	0.1%	510	+0.0%	$247K
VOOVanguard S&p 500 ETF	0.1%	0.1%	386	+0.0%	$242K
XOMExxon Mobil Corp	0.1%	0.1%	1,618	+0.0%	$195K
AXPAmerican Express Co Com	0.1%	0.1%	449	+0.0%	$166K
VTVanguard Total World Stock Index Fund Et	0.1%	0.1%	1,172	+0.0%	$165K
CASYCaseys Gen Stores Inc	0.0%	0.0%	260	+0.0%	$144K
IVVIshares Core S&p 500 ETF	0.0%	0.0%	191	+0.0%	$131K
SPYSpdr S&p 500 ETF Tr	0.0%	0.0%	189	+0.0%	$129K
GOOGLAlphabet Inc	0.0%	0.0%	389	+0.0%	$122K
BACBank of Amer Corp	0.0%	0.0%	1,685	+0.0%	$93K
DISDisney Walt Co	0.0%	0.0%	804	+0.0%	$91K
PEGPublic Service Enterprise Group Inc	0.0%	0.0%	1,134	+0.0%	$91K
DEXCDimensional ETF Trust	0.0%	0.0%	1,475	+0.0%	$89K
XELXcel Energy Inc	0.0%	0.0%	1,178	+0.0%	$87K
GSGoldman Sachs Group Inc	0.0%	0.0%	94	+0.0%	$83K
BRK-BBerkshire Hathaway Inc Del	0.0%	0.0%	162	+0.0%	$81K
ORCLOracle Corp	0.0%	0.0%	416	+0.0%	$81K
TMOThermo Fisher Scientific Inc	0.0%	0.0%	138	+0.0%	$80K
SCHESchwab Strategic Tr	0.0%	0.0%	2,371	+0.0%	$78K
LLYLilly Eli & Co	0.0%	0.0%	71	+0.0%	$76K
WFCWells Fargo Co New	0.0%	0.0%	800	+0.0%	$75K
JNJJohnson & Johnson	0.0%	0.0%	350	+0.0%	$72K
SNPEDbx ETF Tr	0.0%	0.0%	1,068	+0.0%	$67K
PEPPepsico Inc	0.0%	0.0%	460	+0.0%	$66K
ASMLAsml Hldg NV	0.0%	0.0%	60	+0.0%	$64K

What Prudent Man Investment Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

DFAU Dimensional US Core Equity Market ETF-6.7% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$293.1M	169
Q1 2026	$297.3M	169
Q4 2025	$297.4M	169
Q3 2025	$180.1M	168
Q2 2025	$180.1M	169
Q1 2025	$180.5M	169
Q4 2024	$180.7M	169

Questions about Prudent Man Investment Management, Inc.'s portfolio

What stocks does Prudent Man Investment Management, Inc. own?

Prudent Man Investment Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 169 positions worth $293.1M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 32.1%, Dimensional ETF Trust (DUSB) at 27.2%, Dimensional International Core Equity Ma (DFAI) at 13.5%, Dimensional U.s. Marketwide Val (DFUV) at 7.5% and Dimensional US Core Equity Market ETF (DFAU) at 5.4%.

What did Prudent Man Investment Management, Inc. buy last quarter?

Prudent Man Investment Management, Inc. opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Prudent Man Investment Management, Inc. sell last quarter?

In Q2 2026, Prudent Man Investment Management, Inc. Dimensional US Core Equity Market ETF (DFAU) (-6.7% shares), compared with its Q1 2026 filing.

When is Prudent Man Investment Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Prudent Man Investment Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Prudent Man Investment Management, Inc. manage?

Prudent Man Investment Management, Inc. reported $390.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $293.1M.