Prudent Man Investment Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Prudent Man Investment Management, Inc. disclosed 169 stock positions valued at approximately $293.12M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 169
- Portfolio Value
- $293.12M
Holdings by Sector
Prudent Man Investment Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 32.05% | 2,373,152 | -9,597 | -0.40% | $93,953,099 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 27.15% | 1,571,347 | -25,851 | -1.62% | $79,588,706 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 13.52% | 1,040,170 | -15,364 | -1.46% | $39,640,879 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 7.49% | 471,441 | -8,178 | -1.71% | $21,964,437 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 5.44% | 340,877 | -24,496 | -6.70% | $15,953,044 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.80% | 341,941 | -5,706 | -1.64% | $11,137,019 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 3.52% | 301,855 | -3,026 | -0.99% | $10,326,460 |
| APPLE INC | AAPL | Technology | 1.33% | 14,286 | - | - | $3,883,792 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.99% | 39,079 | -396 | -1.00% | $2,891,065 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.48% | 42,556 | - | - | $1,392,858 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.47% | 27,772 | - | - | $1,384,157 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.31% | 15,118 | -12 | -0.08% | $900,126 |
| VANGUARD INDEX FDS | VTI | Other | 0.24% | 2,087 | - | - | $699,709 |
| AMERICAN CENTY ETF TR | AVXC | Other | 0.22% | 10,086 | - | - | $643,191 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.20% | 17,539 | -12 | -0.07% | $576,858 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.19% | 7,466 | - | - | $553,754 |
| VANGUARD WORLD FD | MGK | Other | 0.17% | 1,198 | - | - | $494,499 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.13% | 1,825 | - | - | $380,933 |
| NVIDIA CORPORATION | NVDA | Technology | 0.12% | 1,950 | - | - | $363,681 |
| ISHARES INC | EMXC | Other | 0.12% | 4,729 | - | - | $343,704 |
| VANGUARD INDEX FDS | VTV | Other | 0.12% | 1,780 | - | - | $340,040 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 2,969 | - | - | $330,757 |
| VANGUARD STAR FDS | VXUS | Other | 0.11% | 4,333 | - | - | $326,882 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.11% | 4,438 | -6 | -0.14% | $309,196 |
| MICROSOFT CORP | MSFT | Technology | 0.11% | 639 | - | - | $308,838 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.08% | 510 | - | - | $246,672 |
| VANGUARD INDEX FDS | VOO | Other | 0.08% | 386 | - | - | $242,073 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 1,618 | - | - | $194,734 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.06% | 449 | - | - | $166,108 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.06% | 1,172 | - | - | $165,330 |
Showing 30 of 169 holdings in the latest reporting period.