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Prudent Man Investment Management, Inc.
Updated 2 days agoManaged by Prudent Man Investment Management, Inc. • Latest filing Q3 2026
Portfolio value
$354M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $180.1M |
| Q4 2025 | $297.4M |
| Q1 2026 | $297.3M |
| Q2 2026 | $293.1M |
| Q3 2026 | $354M |
Top holdings
261 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $116.6M | 2.62M | 32.95% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $83.3M | 1.65M | 23.54% | — |
| 3 | $50.1M | 1.21M | 14.15% | — | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $26.8M | 487.5K | 7.58% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $18.6M | 356.0K | 5.27% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $15.6M | 387.6K | 4.40% | — |
| 7 | $15.4M | 391.4K | 4.35% | — | |
| 8 | $4.9M | 14.7K | 1.38% | — | |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $3.4M | 41.6K | 0.97% | — |
| 10 | $1.6M | 44.3K | 0.46% | — | |
| 11 | ? N/A DFA INVT DIMENSIONS GROUP IN | $1.1M | 29.2K | 0.31% | — |
| 12 | $1M | 21.1K | 0.29% | — | |
| 13 | $975K | 14.7K | 0.28% | — | |
| 14 | $766K | 2.0K | 0.22% | — | |
| 15 | $727K | 9.4K | 0.21% | — | |
| 16 | $603K | 7.3K | 0.17% | — | |
| 17 | $601K | 2.6K | 0.17% | — | |
| 18 | ? N/A AMERICAN CENTY ETF TR | $572K | 7.0K | 0.16% | — |
| 19 | $473K | 5.1K | 0.13% | — | |
| 20 | $456K | 4.6K | 0.13% | — |