Prudent Man Investment Management, Inc.
Q3 2026 13F filing
Updated 2 days ago261 disclosed positions worth $354M
Full holdings
Every line item disclosed in 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 | C DIMENSIONAL ETF TRUST | $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 | N DIMENSIONAL ETF TRUST | $15.4M | 391.4K | 4.35% | — |
| 8 | A APPLE INC | $4.9M | 14.7K | 1.38% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $3.4M | 41.6K | 0.97% | — |
| 10 | D DIMENSIONAL ETF TRUST | $1.6M | 44.3K | 0.46% | — |
| 11 | ? N/A DFA INVT DIMENSIONS GROUP IN | $1.1M | 29.2K | 0.31% | — |
| 12 | V VANGUARD BD INDEX FDS | $1M | 21.1K | 0.29% | — |
| 13 | A DIMENSIONAL ETF TRUST | $975K | 14.7K | 0.28% | — |
| 14 | V VANGUARD INDEX FDS | $766K | 2.0K | 0.22% | — |
| 15 | R DIMENSIONAL ETF TRUST | $727K | 9.4K | 0.21% | — |
| 16 | R DIMENSIONAL ETF TRUST | $603K | 7.3K | 0.17% | — |
| 17 | N NVIDIA CORPORATION | $601K | 2.6K | 0.17% | — |
| 18 | ? N/A AMERICAN CENTY ETF TR | $572K | 7.0K | 0.16% | — |
| 19 | V VANGUARD WORLD FD | $473K | 5.1K | 0.13% | — |
| 20 | E ISHARES INC | $456K | 4.6K | 0.13% | — |
| 21 | V VANGUARD INDEX FDS | $453K | 2.1K | 0.13% | — |
| 22 | P PNC FINL SVCS GROUP INC | $406K | 1.8K | 0.11% | — |
| 23 | V VANGUARD STAR FDS | $368K | 4.3K | 0.10% | — |
| 24 | M MICROSOFT CORP | $348K | 679 | 0.10% | — |
| 25 | V VANGUARD INSTL INDEX FD | $332K | 4.4K | 0.09% | — |
| 26 | S SCHWAB STRATEGIC TR | $317K | 11.5K | 0.09% | — |
| 27 | W WALMART INC | $310K | 3.0K | 0.09% | — |
| 28 | X EXXONMOBIL HOLDINGS CORP | $284K | 1.7K | 0.08% | — |
| 29 | V VANGUARD INDEX FDS | $269K | 384 | 0.08% | — |
| 30 | L LOCKHEED MARTIN CORP | $257K | 505 | 0.07% | — |
| 31 | P PRINCIPAL FINANCIAL GROUP IN | $224K | 2.0K | 0.06% | — |
| 32 | S STATE STR SPDR S&P 500 ETF T | $183K | 241 | 0.05% | — |
| 33 | B BERKSHIRE HATHAWAY INC DEL | $183K | 368 | 0.05% | — |
| 34 | J JOHNSON & JOHNSON | $156K | 589 | 0.04% | — |
| 35 | H DIMENSIONAL ETF TRUST | $149K | 4.0K | 0.04% | — |
| 36 | E ISHARES TR | $146K | 191 | 0.04% | — |
| 37 | D DISNEY WALT CO | $144K | 1.4K | 0.04% | — |
| 38 | V VANGUARD INTL EQUITY INDEX F | $139K | 2.3K | 0.04% | — |
| 39 | M MERCK & CO INC | $138K | 950 | 0.04% | — |
| 40 | A AMERICAN EXPRESS CO | $137K | 449 | 0.04% | — |
| 41 | C CHEVRON CORPORATION | $133K | 649 | 0.04% | — |
| 42 | E ISHARES TR | $130K | 466 | 0.04% | — |
| 43 | C CASEYS GEN STORES INC | $128K | 210 | 0.04% | — |
| 44 | G ALPHABET INC | $122K | 356 | 0.03% | — |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $110K | 1.4K | 0.03% | — |
| 46 | S SCHWAB STRATEGIC TR | $109K | 3.6K | 0.03% | — |
| 47 | A ASML HLDG NV | $109K | 60 | 0.03% | — |
| 48 | D DELL TECHNOLOGIES INC | $101K | 188 | 0.03% | — |
| 49 | V VANGUARD INTL EQUITY INDEX F | $101K | 639 | 0.03% | — |
| 50 | E INVESCO EXCH TRADED FD TR II | $98K | 323 | 0.03% | — |