Prudent Man Investment Management, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Prudent Man Investment Management, Inc. reported 167 stock positions worth $180.1 million. Its top holding was Dimension Ultrashort Fi ETF (DUSB) at 31.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 28.8%) and Dimensional US Marketwide Va (DFUV, 10.3%). Compared with Q1 2025, it reduced 5. The biggest sale was Dimension Ultrashort Fi ETF (DUSB, shares −0%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, CO
CIK
0002054263
Portfolio Value
$180.1M (Q2 2025)
SEC Filing
0002054263-25-000004 ↗ filed Aug 7, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $180.7M Q4 2024 Q1 2025: $180.5M Q1 2025 Q2 2025: $180.1M $180.1M Q2 2025 Q3 2025: $180.1M Q3 2025 Q4 2025: $297.4M Q4 2025 Q1 2026: $297.3M Q1 2026 Q2 2026: $293.1M Q2 2026

Holdings 167 stocks · $180.1M
DUSB Dimension Ultrashort Fi ETF 31.86% 1,134,166 $57.4M Reduce -0.3%
DFAC Dimensional US Core Equity 2 28.79% 1,499,282 $51.9M Reduce -0.2%
DFUV Dimensional US Marketwide Va 10.25% 451,218 $18.5M Reduce -0.2%
DFAU Dimensional US Core Equity M 8.46% 376,342 $15.2M No change
DFAI Dimensional International Co. 8.44% 520,351 $15.2M Reduce -0.2%
AAPL Apple Inc. 1.97% 14,190 $3.6M No change
DFAE Dimensional Emerging Core Eq 1.76% 125,008 $3.2M Reduce -0.2%
DFAW Dimensional World Eqty ETF 1.06% 30,627 $1.9M No change
VUSB Vanguard Ultra Short Bond Et 0.97% 35,315 $1.8M No change
DFAX Dimensional World Ex US Core 0.68% 49,363 $1.2M No change
AVXC Avantis Emg MKT Ex China ETF 0.60% 21,750 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 0.55% 3,443 $998K No change
DFAT Dimensional US Target Value 0.50% 16,256 $905K No change
BSV Vanguard Short-Term Bond ETF 0.31% 7,234 $559K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 2,739 $464K No change
DFSV Dimensional US Small Cap Val 0.24% 14,277 $439K No change
VXUS Vanguard Total Intl Stock 0.21% 6,457 $381K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.20% 1,060 $364K No change
VOO Vanguard S&P 500 ETF 0.17% 582 $314K No change
DFAS Dimensional US Small Cap ETF 0.17% 4,818 $314K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.13% 4,292 $238K No change
PNC PNC Financial Services Group 0.13% 1,221 $235K No change
MSFT Microsoft Corp. 0.12% 520 $219K No change
DFUS Dimensional US Eq MKT ETF 0.12% 3,336 $213K No change
NVDA Nvidia Corp. 0.11% 1,448 $194K No change
WMT Walmart Inc. 0.11% 2,115 $191K No change
VT Vanguard Tot World STK ETF 0.10% 1,587 $186K No change
LMT Lockheed Martin Corp. 0.10% 366 $178K No change
XOM Exxon Mobil Corp. 0.10% 1,642 $177K No change
ORCL Oracle Corp. 0.08% 832 $139K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 214 $125K No change
IVV iShares Core S&P 500 ETF 0.06% 191 $112K No change
CASY Casey's General Stores Inc. 0.06% 260 $103K No change
PEG Public Service Enterprise GP 0.05% 1,134 $96K No change
TMO Thermo Fisher Scientific Inc. 0.05% 179 $93K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 804 $90K No change
DFSD Dimensional Short Duration 0.05% 1,839 $86K No change
ACN Accenture PLC Class A 0.04% 200 $70K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 1,580 $69K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.04% 2,371 $63K No change
JNJ Johnson & Johnson 0.03% 415 $60K No change
GS Goldman Sachs Group Inc. 0.03% 104 $60K No change
GOOGL Alphabet Inc. Class A 0.03% 280 $53K No change
WM Waste Management Inc. 0.03% 248 $50K No change
LOW Lowe's Cos Inc. 0.03% 200 $49K No change
LLY Eli Lilly & Co. 0.03% 62 $48K No change
CMCSA Comcast Corp. Class A 0.02% 1,190 $45K No change
CVX Chevron Corp. 0.02% 308 $45K No change
MCD McDonald's Corp. 0.02% 150 $43K No change
BLK BlackRock Inc. 0.02% 42 $43K No change
JPM JPMorgan Chase & Co. 0.02% 178 $43K No change
IDCC Interdigital Inc. 0.02% 200 $39K No change
PG The Procter & Gamble Co. 0.02% 228 $38K No change
BRK.B Berkshire Hathaway Inc. Class B 0.02% 84 $38K No change
AVGE Avantis All Eqty Mrkts ETF 0.02% 516 $37K No change
PPG PPG Industries Inc. 0.02% 300 $36K No change
BBSI Barrett Business SVCS Inc. 0.02% 800 $35K No change
EXPE Expedia Group Inc. 0.02% 185 $34K No change
DFIV Dimensional International Va 0.02% 970 $34K No change
ABBV Abbvie Inc. 0.02% 178 $32K No change
PEP Pepsico Inc. 0.02% 200 $30K No change
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.02% 559 $30K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 72 $30K No change
WEC WEC Energy Group Inc. 0.02% 300 $28K No change
AMZN Amazon.com Inc. 0.01% 122 $27K No change
SRE Sempra 0.01% 300 $26K No change
SCHX Schwab US Large-Cap ETF 0.01% 1,127 $26K No change
ITW Illinois Tool Works 0.01% 100 $25K No change
PM Philip Morris International 0.01% 180 $22K No change
VZ Verizon Communications Inc. 0.01% 520 $21K No change
INTC Intel Corp. 0.01% 1,020 $20K No change
BAX Baxter International Inc. 0.01% 700 $20K No change
AXP American Express Co. 0.01% 64 $19K No change
IWM iShares Russell 2000 ETF 0.01% 82 $18K No change
DISV Dimensional International SM 0.01% 643 $17K No change
DFIS Dimensional International SM 0.01% 676 $17K No change
ASML ASML Holding NV-NY Reg SHS 0.01% 20 $14K No change
XEL Xcel Energy Inc. 0.01% 200 $14K No change
GOVT iShares US Treasury Bond ETF 0.01% 575 $13K No change
CAH Cardinal Health Inc. 0.01% 111 $13K No change
ARTY iShares Future AI & Tech ETF 0.01% 333 $12K No change
GILD Gilead Sciences Inc. 0.01% 132 $12K No change
FTNT Fortinet Inc. 0.01% 129 $12K No change
CAT Caterpillar Inc. 0.01% 33 $12K No change
FE Firstenergy Corp. 0.01% 300 $12K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 60 $12K No change
V Visa Inc. Class A 0.01% 34 $11K No change
COST Costco Wholesale Corp. 0.01% 11 $10K No change
MO Altria Group Inc. 0.01% 180 $9K No change
SON Sonoco Products Co. 0.01% 191 $9K No change
AEP American Electric Power 0.01% 100 $9K No change
PFE Pfizer Inc. 0.00% 334 $9K No change
SDY SS SPDR S&P Dividend ETF 0.00% 63 $8K No change
NVS Novartis AG-Sponsored ADR 0.00% 84 $8K No change
SCHB Schwab US Broad Market ETF 0.00% 354 $8K No change
MET Metlife Inc. 0.00% 98 $8K No change
VEA Vanguard Ftse Developed ETF 0.00% 163 $8K No change
FCX Freeport-McMoran Inc. 0.00% 200 $8K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.00% 28 $8K No change
MDLZ Mondelez International Inc. Class A 0.00% 124 $7K No change
DFLV Dim US Large Cap Value ETF 0.00% 240 $7K No change
IJH iShares Core S&P Midcap ETF 0.00% 115 $7K No change
ULCC Frontier Group Holdings Inc. 0.00% 1,000 $7K No change
IEFA iShares Core MSCI Eafe ETF 0.00% 99 $7K No change
CSX CSX Corp. 0.00% 200 $6K No change
FAN First Trust Global Wind Ener 0.00% 415 $6K No change
HOG Harley-Davidson Inc. 0.00% 200 $6K No change
NWN Northwest Natural Holding Co. 0.00% 150 $6K No change
ADBE Adobe Inc. 0.00% 13 $6K No change
PSX Phillips 66 0.00% 50 $6K No change
TXRH Texas Roadhouse Inc. 0.00% 31 $6K No change
IUSG iShares Core S&P U.S. Growth 0.00% 39 $5K No change
URA Global X Uranium ETF 0.00% 200 $5K No change
UNP Union Pacific Corp. 0.00% 21 $5K No change
MBB iShares MBS ETF 0.00% 50 $5K No change
ETR Entergy Corp. 0.00% 60 $5K No change
CVE Cenovus Energy Inc. 0.00% 292 $4K No change
TTE Totalenergies SE -Spon ADR 0.00% 81 $4K No change
CPNG Coupang Inc. 0.00% 200 $4K No change
VIG Vanguard Dividend Apprec ETF 0.00% 22 $4K No change
QUAL iShares MSCI USA Quality Fac 0.00% 24 $4K No change
VCIT Vanguard Int-Term Corporate 0.00% 49 $4K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 14 $4K No change
EXC Exelon Corp. 0.00% 100 $4K No change
TSLA Tesla Inc. 0.00% 9 $4K No change
REGN Regeneron Pharmaceuticals 0.00% 5 $4K No change
SPIB SS SPDR P Int C Corp. ETF 0.00% 100 $3K No change
PPL PPL Corp. 0.00% 100 $3K No change
USB US Bancorp 0.00% 63 $3K No change
IUSV iShares Core S&P U.S. Value 0.00% 31 $3K No change
COP Conocophillips 0.00% 28 $3K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.00% 10 $3K No change
IEMG iShares Core MSCI Emerging 0.00% 49 $3K No change
OVV Ovintiv Inc. 0.00% 58 $2K No change
SBUX Starbucks Corp. 0.00% 24 $2K No change
IJR iShares Core S&P Small-Cap E 0.00% 18 $2K No change
GRNY Fundstr Gran SH US LRG Cap 0.00% 100 $2K No change
VWO Vanguard Ftse Emerging Marke 0.00% 38 $2K No change
GNLX Genelux Corp. 0.00% 660 $2K No change
IWO iShares Russell 2000 Growth 0.00% 5 $1K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 7 $1K No change
TIP iShares Tips Bond ETF 0.00% 13 $1K No change
GSK GSK PLC-Spon ADR 0.00% 40 $1K No change
SCHF Schwab Intl Equity ETF 0.00% 72 $1K No change
YOLO Advisorshares Pure Cannabis 0.00% 527 $1K No change
KHC The Kraft Heinz Co. 0.00% 41 $1K No change
VOOG Vanguard S&P 500 Growth ETF 0.00% 3 $1K No change
VYGR Voyager Therapeutics Inc. 0.00% 175 $993 No change
F Ford Motor Co. filed as FORD MTR CO 0.00% 100 $990 No change
AVGO Broadcom Inc. 0.00% 4 $928 No change
ABNB Airbnb Inc. Class A 0.00% 7 $920 No change
VIGI Vanguard Int Div App Indx FD 0.00% 11 $880 No change
SOXX iShares Semiconductor ETF 0.00% 4 $862 No change
IWN iShares Russell 2000 Value E 0.00% 5 $821 No change
VNQ Vanguard Real Estate ETF 0.00% 6 $535 No change
NKE Nike Inc. Class B 0.00% 7 $530 No change
XTIA Xti Aerospace Inc. 0.00% 11,805 $508 No change
HLN Haleon PLC-ADR 0.00% 50 $477 No change
VSS Vanguard Ftse All Wo X-US SC 0.00% 4 $458 No change
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.00% 10 $417 No change
BABA Alibaba Group Holding-SP ADR 0.00% 4 $340 No change
XYZ Block Inc. 0.00% 4 $340 No change
SLV iShares Silver Trust 0.00% 10 $264 No change
GLD SPDR Gold Shares 0.00% 1 $243 No change
ROKU Roku Inc. 0.00% 3 $224 No change
AMD Advanced Micro Devices 0.00% 1 $121 No change
FRSX Foresight Autonomous-SP ADR 0.00% 66 $98 No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $21K (not counted above)
SecurityClassShares / PrincipalValueChange
CORZZ Core Scientific Inc. - 29 *W EXP 01/23/202 880$12KNo change
CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 1,056$9KNo change

Total filed on the 13F, all lines: $180.1M.

Portfolio Sells Q1 2025 → Q2 2025
DUSB Dimension Ultrashort Fi ETF Reduce -0.3% 31.86% −0.03
DFAI Dimensional International Co. Reduce -0.2% 8.44% −0.00
DFAC Dimensional US Core Equity 2 Reduce -0.2% 28.79% −0.00
DFAE Dimensional Emerging Core Eq Reduce -0.2% 1.76% −0.00
DFUV Dimensional US Marketwide Va Reduce -0.2% 10.25% +0.00

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 169$293.1MDFAC, DUSB, DFAI, DFUV, DFAU
Q1 2026 169$297.3MDFAC, DUSB, DFAI, DFUV, DFAU
Q4 2025 169$297.4MDFAC, DUSB, DFAI, DFUV, DFAU
Q3 2025 166$180.1MDUSB, DFAC, DFUV, DFAU, DFAI
Q2 2025 167$180.1MDUSB, DFAC, DFUV, DFAU, DFAI
Q1 2025 167$180.5MDUSB, DFAC, DFUV, DFAU, DFAI
Q4 2024 167$180.7MDUSB, DFAC, DFUV, DFAU, DFAI