Prudent Man Investment Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Prudent Man Investment Management, Inc. held in its portfolio 169 assets valued at $297,370,084 (i.e. $297.37M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($94.38M), DIMENSIONAL ETF TRUST ($80.91M), and DIMENSIONAL ETF TRUST ($40.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 169 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prudent Man Investment Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2383883 | 94377939 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1597383 | 80907430 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 1055531 | 40226287 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 480048 | 22365438 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 365373 | 17099457 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 347645 | 11322798 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 305129 | 10438464 | US LARGE CAP VAL |
| APPLE INC | 14286 | 3883792 | COM |
| DIMENSIONAL ETF TRUST | 39792 | 2943813 | WORLD EQUITY ETF |
| DIMENSIONAL ETF TRUST | 42556 | 1392858 | WORLD EX US CORE |
| VANGUARD BD INDEX FDS | 27772 | 1384157 | VANGUARD ULTRA |
| DIMENSIONAL ETF TRUST | 15130 | 900841 | US TARGETED VLU |
| VANGUARD INDEX FDS | 2087 | 699709 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 10086 | 643191 | AVANTIS EMERGING |
| DIMENSIONAL ETF TRUST | 17551 | 577253 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 7466 | 553754 | US EQUITY MARKET |
| VANGUARD WORLD FD | 1198 | 494499 | MEGA GRWTH IND |
| PNC FINL SVCS GROUP INC | 1825 | 380933 | COM |
| NVIDIA CORPORATION | 1979 | 369090 | COM |
| ISHARES INC | 4729 | 343704 | MSCI EMRG CHN |
| VANGUARD INDEX FDS | 1780 | 340040 | VALUE ETF |
| WALMART INC | 2969 | 330757 | COM |
| VANGUARD STAR FDS | 4333 | 326882 | VG TL INTL STK F |
| MICROSOFT CORP | 649 | 313675 | COM |
| DIMENSIONAL ETF TRUST | 4444 | 309614 | US SMALL CAP ETF |
| LOCKHEED MARTIN CORP | 510 | 246672 | COM |
| VANGUARD INDEX FDS | 386 | 242073 | S&P 500 ETF SHS |
| EXXON MOBIL CORP | 1618 | 194734 | COM |
| AMERICAN EXPRESS CO | 449 | 166108 | COM |
| VANGUARD INTL EQUITY INDEX F | 1172 | 165330 | TT WRLD ST ETF |
| CASEYS GEN STORES INC | 260 | 143705 | COM |
| ISHARES TR | 191 | 130824 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 189 | 128796 | TR UNIT |
| ALPHABET INC | 389 | 121757 | CAP STK CL A |
| BANK AMERICA CORP | 1685 | 92675 | COM |
| DISNEY WALT CO | 804 | 91472 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 1134 | 91057 | COM |
| DIMENSIONAL ETF TRUST | 1475 | 89267 | EMERGING MRKTETS |
| XCEL ENERGY INC | 1178 | 87008 | COM |
| GOLDMAN SACHS GROUP INC | 94 | 82626 | COM |
| BERKSHIRE HATHAWAY INC DEL | 162 | 81430 | CL B NEW |
| ORACLE CORP | 416 | 81092 | COM |
| THERMO FISHER SCIENTIFIC INC | 138 | 79965 | COM |
| SCHWAB STRATEGIC TR | 2371 | 77651 | EMRG MKTEQ ETF |
| ELI LILLY & CO | 71 | 76303 | COM |
| WELLS FARGO CO NEW | 800 | 74560 | COM |
| JOHNSON & JOHNSON | 350 | 72433 | COM |
| DBX ETF TR | 1068 | 66671 | XTRACKRS S&P 500 |
| PEPSICO INC | 460 | 66020 | COM |
| ASML HOLDING N V | 60 | 64192 | N Y REGISTRY SHS |
| INTERDIGITAL INC | 200 | 63676 | COM |
| JPMORGAN CHASE & CO. | 194 | 62511 | COM |
| CHEVRON CORP NEW | 373 | 56849 | COM |
| WASTE MGMT INC DEL | 248 | 54489 | COM |
| AMAZON COM INC | 229 | 52858 | COM |
| EXPEDIA GROUP INC | 185 | 52413 | COM NEW |
| ABBVIE INC | 215 | 49126 | COM |
| DIMENSIONAL ETF TRUST | 970 | 48403 | INTERNATNAL VAL |
| LOWES COS INC | 200 | 48232 | COM |
| MCDONALDS CORP | 127 | 38816 | COM |
| COMCAST CORP NEW | 1190 | 35570 | CL A |
| PALANTIR TECHNOLOGIES INC | 198 | 35195 | CL A |
| ABBOTT LABS | 261 | 32701 | COM |
| DIMENSIONAL ETF TRUST | 838 | 31844 | INTL SMALL CAP V |
| WEC ENERGY GROUP INC | 300 | 31638 | COM |
| PPG INDS INC | 300 | 30738 | COM |
| SCHWAB STRATEGIC TR | 1127 | 30318 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 893 | 29416 | INTL SMALL CAP E |
| PHILIP MORRIS INTL INC | 180 | 28872 | COM |
| ILLINOIS TOOL WKS INC | 108 | 26601 | COM |
| SEMPRA | 300 | 26487 | COM |
| VANGUARD INDEX FDS | 52 | 25369 | GROWTH ETF |
| TESLA INC | 54 | 24286 | COM |
| CARDINAL HEALTH INC | 111 | 22811 | COM |
| BLACKROCK INC | 21 | 22478 | COM |
| US BANCORP DEL | 417 | 22252 | COM NEW |
| VISA INC | 63 | 22095 | COM CL A |
| BARRETT BUSINESS SVCS INC | 601 | 21776 | COM |
| VERIZON COMMUNICATIONS INC | 520 | 21180 | COM |
| ISHARES TR | 83 | 20366 | RUSSELL 2000 ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 65 | 19753 | SPONSORED ADS |
| INTEL CORP | 520 | 19188 | COM |
| BROADCOM INC | 49 | 16960 | COM |
| TRAVELERS COMPANIES INC | 58 | 16824 | COM |
| PROCTER AND GAMBLE CO | 117 | 16768 | COM |
| NIKE INC | 263 | 16756 | CL B |
| GILEAD SCIENCES INC | 132 | 16202 | COM |
| VANGUARD BD INDEX FDS | 204 | 16078 | SHORT TRM BOND |
| META PLATFORMS INC | 24 | 15843 | CL A |
| AMERICAN CENTY ETF TR | 169 | 14519 | AVANTIS ALL EQT |
| KEYCORP | 693 | 14304 | COM |
| FIRSTENERGY CORP | 300 | 13431 | COM |
| BAXTER INTL INC | 700 | 13377 | COM |
| ISHARES TR | 575 | 13240 | US TREAS BD ETF |
| BOEING CO | 60 | 13028 | COM |
| NOVARTIS AG | 84 | 11582 | SPONSORED ADR |
| AMERICAN ELEC PWR CO INC | 100 | 11531 | COM |
| MERCK & CO INC | 100 | 10526 | COM |
| ALTRIA GROUP INC | 180 | 10379 | COM |
| T-MOBILE US INC | 51 | 10356 | COM |
| COSTCO WHSL CORP NEW | 11 | 9486 | COM |
| SCHWAB STRATEGIC TR | 356 | 9338 | US BRD MKT ETF |
| ISHARES TR | 99 | 8857 | CORE MSCI EAFE |
| SPDR SERIES TRUST | 63 | 8768 | STATE STREET SPD |
| BEST BUY INC | 130 | 8701 | COM |
| GLOBAL X FDS | 200 | 8546 | GLOBAL X URANIUM |
| ISHARES TR | 173 | 8336 | FUTURE AI & TECH |
| METLIFE INC | 98 | 7737 | COM |
| ISHARES TR | 115 | 7590 | CORE S&P MCP ETF |
| SONOCO PRODS CO | 171 | 7463 | COM |
| CSX CORP | 200 | 7250 | COM |
| NORTHWEST NAT HLDG CO | 150 | 7011 | COM |
| MONDELEZ INTL INC | 124 | 6675 | CL A |
| WILLIAMS COS INC | 110 | 6613 | COM |
| ISHARES TR | 39 | 6550 | CORE S&P US GWT |
| PHILLIPS 66 | 50 | 6452 | COM |
| GSK PLC | 120 | 5885 | SPONSORED ADR |
| ENTERGY CORP NEW | 60 | 5546 | COM |
| VANGUARD INDEX FDS | 17 | 5352 | LARGE CAP ETF |
| TEXAS ROADHOUSE INC | 31 | 5146 | COM |
| CENOVUS ENERGY INC | 292 | 4941 | COM |
| QUANTUMSCAPE CORP | 470 | 4898 | COM CL A |
| VANGUARD SPECIALIZED FUNDS | 22 | 4836 | DIV APP ETF |
| SPDR DOW JONES INDL AVERAGE | 10 | 4806 | UT SER 1 |
| ISHARES TR | 24 | 4767 | MSCI USA QLT FCT |
| NETFLIX INC | 50 | 4688 | COM |
| CONAGRA BRANDS INC | 269 | 4657 | COM |
| EXELON CORP | 100 | 4359 | COM |
| VANGUARD INDEX FDS | 14 | 4230 | SML CP GRW ETF |
| HARLEY DAVIDSON INC | 200 | 4098 | COM |
| FIRST TR EXCHANGE-TRADED FD | 200 | 4094 | GBL WND ENRG ETF |
| NEXTERA ENERGY INC | 48 | 3854 | COM |
| MARSH & MCLENNAN COS INC | 19 | 3525 | COM |
| PPL CORP | 100 | 3502 | COM |
| VANGUARD TAX-MANAGED FDS | 56 | 3499 | VAN FTSE DEV MKT |
| HOME DEPOT INC | 10 | 3441 | COM |
| TEXAS INSTRS INC | 19 | 3297 | COM |
| ISHARES INC | 49 | 3294 | CORE MSCI EMKT |
| EATON CORP PLC | 10 | 3186 | SHS |
| ISHARES TR | 31 | 3179 | CORE S&P US VLU |
| HONEYWELL INTL INC | 16 | 3122 | COM |
| GENELUX CORPORATION | 660 | 2878 | COM |
| PFIZER INC | 100 | 2490 | COM |
| COUPANG INC | 100 | 2359 | CL A |
| OVINTIV INC | 58 | 2274 | COM |
| ISHARES TR | 18 | 2164 | CORE S&P SCP ETF |
| VANGUARD INTL EQUITY INDEX F | 38 | 2043 | FTSE EMR MKT ETF |
| STARBUCKS CORP | 24 | 2022 | COM |
| DIMENSIONAL ETF TRUST | 54 | 1861 | INTL CORE EQUITY |
| DANAHER CORPORATION | 8 | 1832 | COM |
| ADVISORSHARES TR | 527 | 1740 | PURE CANNABIS |
| SCHWAB STRATEGIC TR | 72 | 1731 | INTL EQTY ETF |
| GE AEROSPACE | 5 | 1541 | COM NEW |
| VANGUARD INDEX FDS | 7 | 1483 | SM CP VAL ETF |
| ISHARES TR | 13 | 1429 | TIPS BD ETF |
| ROCKET LAB CORP | 19 | 1326 | COM |
| FORD MTR CO | 100 | 1312 | COM |
| DIMENSIONAL ETF TRUST | 30 | 1141 | US HIGH PROFITAB |
| VANGUARD WHITEHALL FDS | 11 | 1006 | INTL DVD ETF |
| KRAFT HEINZ CO | 41 | 995 | COM |
| VOYAGER THERAPEUTICS INC | 175 | 688 | COM |
| ISHARES SILVER TR | 10 | 645 | ISHARES |
| VANGUARD INTL EQUITY INDEX F | 4 | 574 | FTSE SMCAP ETF |
| VANGUARD INDEX FDS | 6 | 531 | REAL ESTATE ETF |
| HALEON PLC | 50 | 506 | SPON ADS |
| INVESCO EXCHANGE TRADED FD T | 10 | 459 | RAFI US 1500 |
| SPDR GOLD TR | 1 | 397 | GOLD SHS |
| ADVANCED MICRO DEVICES INC | 1 | 215 | COM |
| XTI AEROSPACE INC | 48 | 60 | COM NEW |
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