Filed: 5/4/2026ACC: 0002054263-26-000002
📋 What this filing means
PRUDENT MAN INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $297.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$297.25M
Total AUM (reported)
6.77M
Total Shares
Allocation by class
US CORE EQUITY 2$94.33M31.7%
ULTRASHORT FIXED$80.90M27.2%
INTL CORE EQT MK$40.23M13.5%
US MKTWIDE VALUE$22.35M7.5%
US CORE EQT MKT$17.10M5.8%
EMGR CRE EQT MNG$11.32M3.8%
US LARGE CAP VAL$10.43M3.5%
Portfolio Concentration
Top 3$215.46M72.5%
4–10$69.39M23.3%
11–25$7.96M2.7%
Rest$4.44M1.5%
Top 3 weight
72.5%
Top 10 weight
95.8%
Voting Authority Distribution
Total shares with voting rights: 6.77M
Sole
Full voting authority
5.47M
shares
% of voting shares80.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.30M
shares
% of voting shares19.2%
Investment Discretion (by position count)
Sole169
Shared0
Other0
Dominant voting typeSole · 80.8% of voting shares
Institutional Holdings169
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.38M
TypeSH
Market value$94.33M
31.74%
Sole
2.06M
Shared
0.00
None
324.84K
DIMENSIONAL ETF TRUST
SOLEShares1.60M
TypeSH
Market value$80.90M
27.22%
Sole
1.15M
Shared
0.00
None
442.38K
DIMENSIONAL ETF TRUST
SOLEShares1.06M
TypeSH
Market value$40.23M
13.53%
Sole
848.74K
Shared
0.00
None
206.80K
DIMENSIONAL ETF TRUST
SOLEShares479.62K
TypeSH
Market value$22.35M
7.52%
Sole
410.33K
Shared
0.00
None
69.29K
DIMENSIONAL ETF TRUST
SOLEShares365.37K
TypeSH
Market value$17.10M
5.75%
Sole
297.95K
Shared
0.00
None
67.43K
DIMENSIONAL ETF TRUST
SOLEShares347.65K
TypeSH
Market value$11.32M
3.81%
Sole
285.05K
Shared
0.00
None
62.59K
DIMENSIONAL ETF TRUST
SOLEShares304.88K
TypeSH
Market value$10.43M
3.51%
Sole
256.39K
Shared
0.00
None
48.49K
APPLE INC
SOLEShares14.29K
TypeSH
Market value$3.88M
1.31%
Sole
2.61K
Shared
0.00
None
11.68K
DIMENSIONAL ETF TRUST
SOLEShares39.48K
TypeSH
Market value$2.92M
0.98%
Sole
19.96K
Shared
0.00
None
19.51K
DIMENSIONAL ETF TRUST
SOLEShares42.56K
TypeSH
Market value$1.39M
0.47%
Sole
37.78K
Shared
0.00
None
4.78K
VANGUARD BD INDEX FDS
SOLEShares27.77K
TypeSH
Market value$1.38M
0.47%
Sole
27K
Shared
0.00
None
768.00
DIMENSIONAL ETF TRUST
SOLEShares15.13K
TypeSH
Market value$900.8K
0.30%
Sole
7.18K
Shared
0.00
None
7.95K
VANGUARD INDEX FDS
SOLEShares2.09K
TypeSH
Market value$699.7K
0.24%
Sole
2.04K
Shared
0.00
None
52.00
AMERICAN CENTY ETF TR
SOLEShares10.09K
TypeSH
Market value$643.2K
0.22%
Sole
8.03K
Shared
0.00
None
2.06K
DIMENSIONAL ETF TRUST
SOLEShares17.55K
TypeSH
Market value$577.3K
0.19%
Sole
16.90K
Shared
0.00
None
653.00
DIMENSIONAL ETF TRUST
SOLEShares7.47K
TypeSH
Market value$553.8K
0.19%
Sole
3.15K
Shared
0.00
None
4.32K
VANGUARD WORLD FD
SOLEShares1.20K
TypeSH
Market value$494.5K
0.17%
Sole
1.02K
Shared
0.00
None
181.00
PNC FINL SVCS GROUP INC
SOLEShares1.82K
TypeSH
Market value$380.9K
0.13%
Sole
0.00
Shared
0.00
None
1.82K
NVIDIA CORPORATION
SOLEShares1.95K
TypeSH
Market value$363.7K
0.12%
Sole
250.00
Shared
0.00
None
1.70K
ISHARES INC
SOLEShares4.73K
TypeSH
Market value$343.7K
0.12%
Sole
1.42K
Shared
0.00
None
3.31K
VANGUARD INDEX FDS
SOLEShares1.78K
TypeSH
Market value$340.0K
0.11%
Sole
1.26K
Shared
0.00
None
518.00
WALMART INC
SOLEShares2.97K
TypeSH
Market value$330.8K
0.11%
Sole
1.89K
Shared
0.00
None
1.08K
VANGUARD STAR FDS
SOLEShares4.33K
TypeSH
Market value$326.9K
0.11%
Sole
4.33K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares4.44K
TypeSH
Market value$309.6K
0.10%
Sole
4.32K
Shared
0.00
None
123.00
MICROSOFT CORP
SOLEShares639.00
TypeSH
Market value$308.8K
0.10%
Sole
225.00
Shared
0.00
None
414.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.38M | SH | $94.33M 31.74% | 2.06M | 0.00 | 324.84K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 1.60M | SH | $80.90M 27.22% | 1.15M | 0.00 | 442.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.06M | SH | $40.23M 13.53% | 848.74K | 0.00 | 206.80K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 479.62K | SH | $22.35M 7.52% | 410.33K | 0.00 | 69.29K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 365.37K | SH | $17.10M 5.75% | 297.95K | 0.00 | 67.43K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 347.65K | SH | $11.32M 3.81% | 285.05K | 0.00 | 62.59K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 304.88K | SH | $10.43M 3.51% | 256.39K | 0.00 | 48.49K |
APPLE INCSOLE | COM | 14.29K | SH | $3.88M 1.31% | 2.61K | 0.00 | 11.68K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 39.48K | SH | $2.92M 0.98% | 19.96K | 0.00 | 19.51K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 42.56K | SH | $1.39M 0.47% | 37.78K | 0.00 | 4.78K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 27.77K | SH | $1.38M 0.47% | 27K | 0.00 | 768.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 15.13K | SH | $900.8K 0.30% | 7.18K | 0.00 | 7.95K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.09K | SH | $699.7K 0.24% | 2.04K | 0.00 | 52.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 10.09K | SH | $643.2K 0.22% | 8.03K | 0.00 | 2.06K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 17.55K | SH | $577.3K 0.19% | 16.90K | 0.00 | 653.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 7.47K | SH | $553.8K 0.19% | 3.15K | 0.00 | 4.32K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 1.20K | SH | $494.5K 0.17% | 1.02K | 0.00 | 181.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 1.82K | SH | $380.9K 0.13% | 0.00 | 0.00 | 1.82K |
NVIDIA CORPORATIONSOLE | COM | 1.95K | SH | $363.7K 0.12% | 250.00 | 0.00 | 1.70K |
ISHARES INCSOLE | MSCI EMRG CHN | 4.73K | SH | $343.7K 0.12% | 1.42K | 0.00 | 3.31K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.78K | SH | $340.0K 0.11% | 1.26K | 0.00 | 518.00 |
WALMART INCSOLE | COM | 2.97K | SH | $330.8K 0.11% | 1.89K | 0.00 | 1.08K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 4.33K | SH | $326.9K 0.11% | 4.33K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 4.44K | SH | $309.6K 0.10% | 4.32K | 0.00 | 123.00 |
MICROSOFT CORPSOLE | COM | 639.00 | SH | $308.8K 0.10% | 225.00 | 0.00 | 414.00 |
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