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Prudent Man Investment Management

Latest statistics and disclosures from Prudent Man Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DUSB, DFAI, DFUV, DFAU, and represent 85.75% of Prudent Man Investment Management's stock portfolio.
Added to shares of these 3 stocks: SCHB, DFAI, DFAE.
Reduced shares in these 9 stocks: DFAC, DFAW, DFUV, DUSB, DFLV, NVDA, MSFT, TSLA, AVGO.
Prudent Man Investment Management was a net seller of stock by $-118k.
Prudent Man Investment Management has $297M in assets under management (AUM), dropping by -0.04%.
Central Index Key (CIK): 0002054263

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Portfolio Holdings for Prudent Man Investment Management

Prudent Man Investment Management holds 169 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	31.7	$94M		2.4M	39.59	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	27.2	$81M		1.6M	50.65	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	13.5	$40M		1.1M	38.11	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.5	$22M		480k	46.59	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.8	$17M		365k	46.80	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.8	$11M		348k	32.57	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	3.5	$10M		305k	34.21	View chart
Apple (AAPL)	1.3	$3.9M		14k	271.86	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.0	$2.9M		40k	73.98	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$1.4M		43k	32.73	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$1.4M		28k	49.84	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$901k		15k	59.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$700k		2.1k	335.27	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.2	$643k		10k	63.77	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$577k		18k	32.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$554k		7.5k	74.17	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$495k		1.2k	412.77	View chart
PNC Financial Services (PNC)	0.1	$381k		1.8k	208.73	View chart
NVIDIA Corporation (NVDA)	0.1	$364k		2.0k	186.50	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$344k		4.7k	72.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$340k		1.8k	191.03	View chart
Wal-Mart Stores (WMT)	0.1	$331k		3.0k	111.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$327k		4.3k	75.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$310k		4.4k	69.67	View chart
Microsoft Corporation (MSFT)	0.1	$309k		639.00	483.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$247k		510.00	483.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$242k		386.00	627.13	View chart
Exxon Mobil Corporation (XOM)	0.1	$195k		1.6k	120.35	View chart
American Express Company (AXP)	0.1	$166k		449.00	369.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$165k		1.2k	141.07	View chart
Casey's General Stores (CASY)	0.0	$144k		260.00	552.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$131k		191.00	684.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$129k		189.00	681.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$122k		389.00	313.00	View chart
Bank of America Corporation (BAC)	0.0	$93k		1.7k	55.00	View chart
Walt Disney Company (DIS)	0.0	$92k		804.00	113.77	View chart
Public Service Enterprise (PEG)	0.0	$91k		1.1k	80.30	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.0	$89k		1.5k	60.52	View chart
Xcel Energy (XEL)	0.0	$87k		1.2k	73.86	View chart
Goldman Sachs (GS)	0.0	$83k		94.00	879.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$81k		162.00	502.65	View chart
Oracle Corporation (ORCL)	0.0	$81k		416.00	194.93	View chart
Thermo Fisher Scientific (TMO)	0.0	$80k		138.00	579.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$78k		2.4k	32.75	View chart
Eli Lilly & Co. (LLY)	0.0	$76k		71.00	1074.69	View chart
Wells Fargo & Company (WFC)	0.0	$75k		800.00	93.20	View chart
Johnson & Johnson (JNJ)	0.0	$72k		350.00	206.95	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.0	$67k		1.1k	62.43	View chart
Pepsi (PEP)	0.0	$66k		460.00	143.52	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$64k		60.00	1069.87	View chart
InterDigital (IDCC)	0.0	$64k		200.00	318.38	View chart
JPMorgan Chase & Co. (JPM)	0.0	$63k		194.00	322.22	View chart
Chevron Corporation (CVX)	0.0	$57k		373.00	152.41	View chart
Waste Management (WM)	0.0	$55k		248.00	219.71	View chart
Amazon (AMZN)	0.0	$53k		229.00	230.82	View chart
Expedia Group Com New (EXPE)	0.0	$52k		185.00	283.31	View chart
Abbvie (ABBV)	0.0	$49k		215.00	228.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$48k		970.00	49.90	View chart
Lowe's Companies (LOW)	0.0	$48k		200.00	241.16	View chart
McDonald's Corporation (MCD)	0.0	$39k		127.00	305.64	View chart
Comcast Corp Cl A (CMCSA)	0.0	$36k		1.2k	29.89	View chart
Palantir Technologies Cl A (PLTR)	0.0	$35k		198.00	177.75	View chart
Abbott Laboratories (ABT)	0.0	$33k		261.00	125.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$32k		838.00	38.00	View chart
Wec Energy Group (WEC)	0.0	$32k		300.00	105.46	View chart
PPG Industries (PPG)	0.0	$31k		300.00	102.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$30k		1.1k	26.90	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$29k		893.00	32.94	View chart
Philip Morris International (PM)	0.0	$29k		180.00	160.40	View chart
Illinois Tool Works (ITW)	0.0	$27k		108.00	246.31	View chart
Sempra Energy (SRE)	0.0	$27k		300.00	88.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$25k		52.00	487.87	View chart
Cardinal Health (CAH)	0.0	$23k		111.00	205.50	View chart
Blackrock (BLK)	0.0	$23k		21.00	1070.38	View chart
Us Bancorp Del Com New (USB)	0.0	$22k		417.00	53.36	View chart
Visa Com Cl A (V)	0.0	$22k		63.00	350.71	View chart
Barrett Business Services (BBSI)	0.0	$22k		601.00	36.23	View chart
Verizon Communications (VZ)	0.0	$21k		520.00	40.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$20k		83.00	245.37	View chart
Tesla Motors (TSLA)	0.0	$20k	-16%	45.00	449.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$20k		65.00	303.89	View chart
Intel Corporation (INTC)	0.0	$19k		520.00	36.90	View chart
Travelers Companies (TRV)	0.0	$17k		58.00	290.07	View chart
Procter & Gamble Company (PG)	0.0	$17k		117.00	143.32	View chart
Nike CL B (NKE)	0.0	$17k		263.00	63.71	View chart
Broadcom (AVGO)	0.0	$16k	-4%	47.00	346.11	View chart
Gilead Sciences (GILD)	0.0	$16k		132.00	122.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$16k		204.00	78.81	View chart
Meta Platforms Cl A (META)	0.0	$16k		24.00	660.12	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$15k		169.00	85.91	View chart
Key (KEY)	0.0	$14k		693.00	20.64	View chart
FirstEnergy (FE)	0.0	$13k		300.00	44.77	View chart
Baxter International (BAX)	0.0	$13k		700.00	19.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$13k		575.00	23.03	View chart
Boeing Company (BA)	0.0	$13k		60.00	217.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$12k	+32%	470.00	26.23	View chart
Novartis Sponsored Adr (NVS)	0.0	$12k		84.00	137.88	View chart
American Electric Power Company (AEP)	0.0	$12k		100.00	115.31	View chart
Merck & Co (MRK)	0.0	$11k		100.00	105.26	View chart
Altria (MO)	0.0	$10k		180.00	57.66	View chart
Metropcs Communications (TMUS)	0.0	$10k		51.00	203.06	View chart
Costco Wholesale Corporation (COST)	0.0	$9.5k		11.00	862.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$8.9k		99.00	89.46	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$8.8k		63.00	139.17	View chart
Best Buy (BBY)	0.0	$8.7k		130.00	66.93	View chart
Global X Fds Global X Uranium (URA)	0.0	$8.5k		200.00	42.73	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$8.3k		173.00	48.19	View chart
MetLife (MET)	0.0	$7.7k		98.00	78.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$7.6k		115.00	66.00	View chart
Sonoco Products Company (SON)	0.0	$7.5k		171.00	43.64	View chart
CSX Corporation (CSX)	0.0	$7.3k		200.00	36.25	View chart
Northwest Natural Holdin (NWN)	0.0	$7.0k		150.00	46.74	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$6.7k		124.00	53.83	View chart
Williams Companies (WMB)	0.0	$6.6k		110.00	60.12	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$6.5k		39.00	167.95	View chart
Phillips 66 (PSX)	0.0	$6.5k		50.00	129.04	View chart
GSK Sponsored Adr (GSK)	0.0	$5.9k		120.00	49.04	View chart
Entergy Corporation (ETR)	0.0	$5.5k		60.00	92.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$5.4k		17.00	314.82	View chart
Texas Roadhouse (TXRH)	0.0	$5.1k		31.00	166.00	View chart
Cenovus Energy (CVE)	0.0	$4.9k		292.00	16.92	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$4.9k		470.00	10.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$4.8k		22.00	219.82	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$4.8k		10.00	480.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.8k		24.00	198.62	View chart
Netflix (NFLX)	0.0	$4.7k		50.00	93.76	View chart
ConAgra Foods (CAG)	0.0	$4.7k		269.00	17.31	View chart
Exelon Corporation (EXC)	0.0	$4.4k		100.00	43.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$4.2k		14.00	302.14	View chart
Harley-Davidson (HOG)	0.0	$4.1k		200.00	20.49	View chart
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN)	0.0	$4.1k		200.00	20.47	View chart
Nextera Energy (NEE)	0.0	$3.9k		48.00	80.29	View chart
Marsh & McLennan Companies (MRSH)	0.0	$3.5k		19.00	185.53	View chart
PPL Corporation (PPL)	0.0	$3.5k		100.00	35.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$3.5k		56.00	62.48	View chart
Home Depot (HD)	0.0	$3.4k		10.00	344.10	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.3k		19.00	173.53	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$3.3k		49.00	67.22	View chart
Eaton Corp SHS (ETN)	0.0	$3.2k		10.00	318.60	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.2k		31.00	102.55	View chart
Honeywell International (HON)	0.0	$3.1k		16.00	195.12	View chart
Genelux Corporation (GNLX)	0.0	$2.9k		660.00	4.36	View chart
Pfizer (PFE)	0.0	$2.5k		100.00	24.90	View chart
Coupang Cl A (CPNG)	0.0	$2.4k		100.00	23.59	View chart
Encana Corporation (OVV)	0.0	$2.3k		58.00	39.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$2.2k		18.00	120.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$2.0k		38.00	53.76	View chart
Starbucks Corporation (SBUX)	0.0	$2.0k		24.00	84.25	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$1.9k		54.00	34.46	View chart
Danaher Corporation (DHR)	0.0	$1.8k		8.00	229.00	View chart
Advisorshares Tr Pure Cannabis (YOLO)	0.0	$1.7k		527.00	3.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$1.7k		72.00	24.04	View chart
Ge Aerospace Com New (GE)	0.0	$1.5k		5.00	308.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.5k		7.00	211.86	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.4k		13.00	109.92	View chart
Rocket Lab Corp (RKLB)	0.0	$1.3k		19.00	69.79	View chart
Ford Motor Company (F)	0.0	$1.3k		100.00	13.12	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$1.1k		30.00	38.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$1.0k		11.00	91.45	View chart
Kraft Heinz (KHC)	0.0	$995.000300		41.00	24.27	View chart
Voyager Therapeutics (VYGR)	0.0	$687.995000		175.00	3.93	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$645.000000		10.00	64.50	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$574.000000		4.00	143.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$531.000000		6.00	88.50	View chart
Haleon Spon Ads (HLN)	0.0	$506.000000		50.00	10.12	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$459.000000		10.00	45.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$397.000000		1.00	397.00	View chart
Advanced Micro Devices (AMD)	0.0	$215.000000		1.00	215.00	View chart
Xti Aerospace Com New (XTIA)	0.0	$60.000000		48.00	1.25	View chart

Past Filings by Prudent Man Investment Management

SEC 13F filings are viewable for Prudent Man Investment Management going back to 2025

Prudent Man Investment Management 2026 Q1 filed May 4, 2026
Prudent Man Investment Management 2025 Q4 filed Feb. 12, 2026
Prudent Man Investment Management 2025 Q3 filed Nov. 5, 2025
Prudent Man Investment Management 2025 Q2 filed Aug. 7, 2025
Prudent Man Investment Management 2025 Q1 filed April 30, 2025

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