Prudent Man Investment Management, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Prudent Man Investment Management, Inc. reported 169 stock positions worth $293.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 32.1% of the portfolio, followed by Dimension Ultrashort Fi ETF (DUSB, 27.2%) and Dimensional International (DFAI, 13.5%). Compared with Q1 2026, it reduced 14. The biggest sale was Dimensional US Core Equity M (DFAU, shares −7%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, CO
CIK
0002054263
Portfolio Value
$293.1M (Q2 2026)
SEC Filing
0002054263-26-000003 ↗ filed Jul 28, 2026

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 Q2 2025 Q3 2025: $180.1M Q3 2025 Q4 2025: $297.4M Q4 2025 Q1 2026: $297.3M Q1 2026 Q2 2026: $293.1M $293.1M Q2 2026

Holdings 169 stocks · $293.1M
DFAC Dimensional US Core Equity 2 32.05% 2,373,152 $94.0M Reduce -0.4%
DUSB Dimension Ultrashort Fi ETF 27.15% 1,571,347 $79.6M Reduce -1.6%
DFAI Dimensional International Co. 13.52% 1,040,170 $39.6M Reduce -1.5%
DFUV Dimensional US Marketwide Va 7.49% 471,441 $22.0M Reduce -1.7%
DFAU Dimensional US Core Equity M 5.44% 340,877 $16.0M Reduce -6.7%
DFAE Dimensional Emerging Core Eq 3.80% 341,941 $11.1M Reduce -1.6%
DFLV Dim US Large Cap Value ETF 3.52% 301,855 $10.3M Reduce -1.0%
AAPL Apple Inc. 1.32% 14,286 $3.9M No change
DFAW Dimensional World Eqty ETF 0.99% 39,079 $2.9M Reduce -1.0%
DFAX Dimensional World Ex US Core 0.48% 42,556 $1.4M No change
VUSB Vanguard Ultra Short Bond Et 0.47% 27,772 $1.4M No change
DFAT Dimensional US Target Value 0.31% 15,118 $900K Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 0.24% 2,087 $700K No change
AVXC Avantis Emg MKT Ex China ETF 0.22% 10,086 $643K No change
DFSV Dimensional US Small Cap Val 0.20% 17,539 $577K Reduce -0.1%
DFUS Dimensional US Eq MKT ETF 0.19% 7,466 $554K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.17% 1,198 $494K Reduce -80.0%
PNC PNC Financial Services Group 0.13% 1,825 $381K No change
NVDA Nvidia Corp. 0.12% 1,950 $364K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.12% 4,729 $344K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 1,780 $340K No change
WMT Walmart Inc. 0.11% 2,969 $331K No change
VXUS Vanguard Total Intl Stock 0.11% 4,333 $327K No change
DFAS Dimensional US Small Cap ETF 0.11% 4,438 $309K Reduce -0.1%
MSFT Microsoft Corp. 0.11% 639 $309K No change
LMT Lockheed Martin Corp. 0.08% 510 $247K No change
VOO Vanguard S&P 500 ETF 0.08% 386 $242K No change
XOM Exxon Mobil Corp. 0.07% 1,618 $195K No change
AXP American Express Co. 0.06% 449 $166K No change
VT Vanguard Tot World STK ETF 0.06% 1,172 $165K No change
CASY Casey's General Stores Inc. 0.05% 260 $144K No change
IVV iShares Core S&P 500 ETF 0.04% 191 $131K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 189 $129K No change
GOOGL Alphabet Inc. Class A 0.04% 389 $122K No change
BAC Bank of America Corp. 0.03% 1,685 $93K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 804 $91K No change
PEG Public Service Enterprise GP 0.03% 1,134 $91K No change
DEXC Dimensional Em Ex Cce ETF 0.03% 1,475 $89K No change
XEL Xcel Energy Inc. 0.03% 1,178 $87K No change
GS Goldman Sachs Group Inc. 0.03% 94 $83K No change
BRK.B Berkshire Hathaway Inc. Class B 0.03% 162 $81K No change
ORCL Oracle Corp. 0.03% 416 $81K No change
TMO Thermo Fisher Scientific Inc. 0.03% 138 $80K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 2,371 $78K No change
LLY Eli Lilly & Co. 0.03% 71 $76K No change
WFC Wells Fargo & Co. 0.03% 800 $75K No change
JNJ Johnson & Johnson 0.02% 350 $72K No change
SNPE Xtrckr S&P 500 Scor&scrn ETF 0.02% 1,068 $67K No change
PEP Pepsico Inc. 0.02% 460 $66K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.02% 60 $64K No change
IDCC Interdigital Inc. 0.02% 200 $64K No change
JPM JPMorgan Chase & Co. 0.02% 194 $63K No change
CVX Chevron Corp. 0.02% 373 $57K No change
WM Waste Management Inc. 0.02% 248 $54K No change
AMZN Amazon.com Inc. 0.02% 229 $53K No change
EXPE Expedia Group Inc. 0.02% 185 $52K No change
ABBV Abbvie Inc. 0.02% 215 $49K No change
DFIV Dimensional International Va 0.02% 970 $48K No change
LOW Lowe's Cos Inc. 0.02% 200 $48K No change
MCD McDonald's Corp. 0.01% 127 $39K No change
CMCSA Comcast Corp. Class A 0.01% 1,190 $36K No change
PLTR Palantir Technologies Inc. Class A 0.01% 198 $35K No change
ABT Abbott Laboratories 0.01% 261 $33K No change
DISV Dimensional International SM 0.01% 838 $32K No change
WEC WEC Energy Group Inc. 0.01% 300 $32K No change
PPG PPG Industries Inc. 0.01% 300 $31K No change
SCHX Schwab US Large-Cap ETF 0.01% 1,127 $30K No change
DFIS Dimensional International SM 0.01% 893 $29K No change
PM Philip Morris International 0.01% 180 $29K No change
ITW Illinois Tool Works 0.01% 108 $27K No change
SRE Sempra 0.01% 300 $26K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 52 $25K Reduce -83.3%
CAH Cardinal Health Inc. 0.01% 111 $23K No change
BLK BlackRock Inc. 0.01% 21 $22K No change
USB US Bancorp 0.01% 417 $22K No change
V Visa Inc. Class A 0.01% 63 $22K No change
BBSI Barrett Business SVCS Inc. 0.01% 601 $22K No change
VZ Verizon Communications Inc. 0.01% 520 $21K No change
IWM iShares Russell 2000 ETF 0.01% 83 $20K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 65 $20K No change
INTC Intel Corp. 0.01% 520 $19K No change
TRV The Travelers Cos Inc. 0.01% 58 $17K No change
PG The Procter & Gamble Co. 0.01% 117 $17K No change
NKE Nike Inc. Class B 0.01% 263 $17K No change
AVGO Broadcom Inc. 0.01% 47 $16K No change
GILD Gilead Sciences Inc. 0.01% 132 $16K No change
BSV Vanguard Short-Term Bond ETF 0.01% 204 $16K No change
META Meta Platforms Inc. Class A 0.01% 24 $16K No change
AVGE Avantis All Eqty Mrkts ETF 0.01% 169 $15K No change
KEY Keycorp 0.00% 693 $14K No change
FE Firstenergy Corp. 0.00% 300 $13K No change
BAX Baxter International Inc. 0.00% 700 $13K No change
GOVT iShares US Treasury Bond ETF 0.00% 575 $13K No change
BA The Boeing Co. 0.00% 60 $13K No change
SCHB Schwab US Broad Market ETF 0.00% 470 $12K No change
NVS Novartis AG-Sponsored ADR 0.00% 84 $12K No change
AEP American Electric Power 0.00% 100 $12K No change
MRK Merck & Co. Inc. 0.00% 100 $11K No change
MO Altria Group Inc. 0.00% 180 $10K No change
TMUS T-Mobile US Inc. 0.00% 51 $10K No change
COST Costco Wholesale Corp. 0.00% 11 $9K No change
IEFA iShares Core MSCI Eafe ETF 0.00% 99 $9K No change
SDY SS SPDR S&P Dividend ETF 0.00% 63 $9K No change
BBY Best Buy Co. Inc. 0.00% 130 $9K No change
URA Global X Uranium ETF 0.00% 200 $9K No change
ARTY iShares Future AI & Tech ETF 0.00% 173 $8K No change
MET Metlife Inc. 0.00% 98 $8K No change
IJH iShares Core S&P Midcap ETF 0.00% 115 $8K No change
SON Sonoco Products Co. 0.00% 171 $7K No change
CSX CSX Corp. 0.00% 200 $7K No change
NWN Northwest Natural Holding Co. 0.00% 150 $7K No change
TSLA Tesla Inc. 0.00% 15 $7K Reduce -66.7%
MDLZ Mondelez International Inc. Class A 0.00% 124 $7K No change
WMB Williams Cos Inc. 0.00% 110 $7K No change
IUSG iShares Core S&P U.S. Growth 0.00% 39 $7K No change
PSX Phillips 66 0.00% 50 $6K No change
GSK GSK PLC-Spon ADR 0.00% 120 $6K No change
ETR Entergy Corp. 0.00% 60 $6K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.00% 17 $5K No change
TXRH Texas Roadhouse Inc. 0.00% 31 $5K No change
CVE Cenovus Energy Inc. 0.00% 292 $5K No change
QS Quantumscape Corp. 0.00% 470 $5K No change
VIG Vanguard Dividend Apprec ETF 0.00% 22 $5K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.00% 10 $5K No change
QUAL iShares MSCI USA Quality Fac 0.00% 24 $5K No change
NFLX Netflix Inc. 0.00% 50 $5K No change
CAG Conagra Brands Inc. 0.00% 269 $5K No change
EXC Exelon Corp. 0.00% 100 $4K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 14 $4K No change
HOG Harley-Davidson Inc. 0.00% 200 $4K No change
FAN First Trust Global Wind Ener 0.00% 200 $4K No change
NEE Nextera Energy Inc. 0.00% 48 $4K No change
MRSH Marsh & McLennan Cos 0.00% 19 $4K No change
PPL PPL Corp. 0.00% 100 $4K No change
VEA Vanguard Ftse Developed ETF 0.00% 56 $3K No change
HD Home Depot Inc. 0.00% 10 $3K No change
TXN Texas Instruments Inc. 0.00% 19 $3K No change
IEMG iShares Core MSCI Emerging 0.00% 49 $3K No change
ETN Eaton Corp. PLC 0.00% 10 $3K No change
IUSV iShares Core S&P U.S. Value 0.00% 31 $3K No change
HON Honeywell International Inc. 0.00% 16 $3K No change
GNLX Genelux Corp. 0.00% 660 $3K No change
PFE Pfizer Inc. 0.00% 100 $2K No change
CPNG Coupang Inc. 0.00% 100 $2K No change
OVV Ovintiv Inc. 0.00% 58 $2K No change
IJR iShares Core S&P Small-Cap E 0.00% 18 $2K No change
VWO Vanguard Ftse Emerging Marke 0.00% 38 $2K No change
SBUX Starbucks Corp. 0.00% 24 $2K No change
DFIC Dimensional International Co. 0.00% 54 $2K No change
DHR Danaher Corp. 0.00% 8 $2K No change
YOLO Advisorshares Pure Cannabis 0.00% 527 $2K No change
SCHF Schwab Intl Equity ETF 0.00% 72 $2K No change
GE General Electric filed as GE AEROSPACE 0.00% 5 $2K 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
RKLB Rocket Lab Corp. 0.00% 19 $1K No change
F Ford Motor Co. filed as FORD MTR CO 0.00% 100 $1K No change
DUHP Dimensional US High Profi Et 0.00% 30 $1K No change
VIGI Vanguard Int Div App Indx FD 0.00% 11 $1K No change
KHC The Kraft Heinz Co. 0.00% 41 $995 No change
VYGR Voyager Therapeutics Inc. 0.00% 175 $688 No change
SLV iShares Silver Trust 0.00% 10 $645 No change
VSS Vanguard Ftse All Wo X-US SC 0.00% 4 $574 No change
VNQ Vanguard Real Estate ETF 0.00% 6 $531 No change
HLN Haleon PLC-ADR 0.00% 50 $506 No change
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.00% 10 $459 No change
GLD SPDR Gold Shares 0.00% 1 $397 No change
AMD Advanced Micro Devices 0.00% 1 $215 No change
XTIA Xti Aerospace Inc. 0.00% 48 $60 No change

Portfolio Sells Q1 2026 → Q2 2026
DFAU Dimensional US Core Equity M Reduce -6.7% 5.44% −0.31
DUSB Dimension Ultrashort Fi ETF Reduce -1.6% 27.15% −0.06
DFUV Dimensional US Marketwide Va Reduce -1.7% 7.49% −0.02
DFAE Dimensional Emerging Core Eq Reduce -1.6% 3.80% −0.01
DFAI Dimensional International Co. Reduce -1.5% 13.52% −0.01
TSLA Tesla Inc. Reduce -66.7% 0.00% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -83.3% 0.01% +0.00
DFAS Dimensional US Small Cap ETF Reduce -0.1% 0.11% +0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -80.0% 0.17% +0.00
DFSV Dimensional US Small Cap Val Reduce -0.1% 0.20% +0.00
DFAW Dimensional World Eqty ETF Reduce -1.0% 0.99% +0.00
DFAT Dimensional US Target Value Reduce -0.1% 0.31% +0.00
DFLV Dim US Large Cap Value ETF Reduce -1.0% 3.52% +0.01
DFAC Dimensional US Core Equity 2 Reduce -0.4% 32.05% +0.32

Portfolio Buys Q1 2026 → Q2 2026
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