2026 Q3 Portfolio Activity
In 2026 Q3, Prudent Man Investment Management, Inc. maintained a portfolio of 268 distinct positions. The most significant new addition was VANGUARD INSTL INDEX FD, now representing 0.09% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 10.6%.
Position History
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Total Positions
268
Quarter
2026 Q3
Top Holding
DFAC (33.0%)
Top 10 Concentration
95.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 268
Prudent Man Investment Management, Inc. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 32.95% | 32.05% |
#1
Prev: #1
|
8.0 |
—
|
250,879 | 10.6% |
P
S
|
2,624,031 | $116,638,193 |
$36.77
+22.0%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | ||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 23.54% | 27.15% |
#2
Prev: #2
|
7.5 |
—
|
78,947 | 5.0% |
P
S
|
1,650,294 | $83,323,336 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 14.15% | 13.52% |
#3
Prev: #3
|
7.0 |
—
|
169,126 | 16.3% |
P
S
|
1,209,296 | $50,101,134 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 7.58% | 7.49% |
#4
Prev: #4
|
4.0 |
—
|
16,087 | 3.4% |
P
S
|
487,528 | $26,814,040 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 5.27% | 5.44% |
#5
Prev: #5
|
3.1 |
—
|
15,085 | 4.4% |
P
S
|
355,962 | $18,638,171 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 4.40% | 3.52% |
#6
1
Prev: #7
|
4.3 |
—
|
85,728 | 28.4% |
P
S
|
387,583 | $15,569,210 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 4.35% | 3.80% |
#7
1
Prev: #6
|
3.7 |
—
|
49,437 | 14.5% |
P
S
|
391,378 | $15,385,070 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AAPL
APPLE INC
|
Technology | 1.38% | 1.33% |
#8
Prev: #8
|
1.1 |
—
|
380 | 2.7% |
P
S
|
14,666 | $4,883,921 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.97% | 0.99% |
#9
Prev: #9
|
2.4 |
—
|
2,526 | 6.5% |
P
S
|
41,605 | $3,424,508 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.46% | 0.48% |
#10
Prev: #10
|
0.7 |
—
|
1,756 | 4.1% |
P
S
|
44,312 | $1,640,431 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFSV
DFA INVT DIMENS...
|
Unknown | 0.31% | 0.20% |
#11
4
Prev: #15
|
3.1 |
—
|
11,689 | 66.6% |
P
S
|
29,228 | $1,095,174 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 0.29% | 0.47% |
#12
1
Prev: #11
|
0.1 |
—
|
-6,704 | -24.1% |
P
S
|
21,068 | $1,043,920 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.28% | 0.31% |
#13
1
Prev: #12
|
0.6 |
—
|
-441 | -2.9% |
P
S
|
14,677 | $975,140 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.22% | 0.24% |
#14
1
Prev: #13
|
0.6 |
—
|
-40 | -1.9% |
P
S
|
2,047 | $766,070 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.21% | 0.11% |
#15
9
Prev: #24
|
3.1 |
—
|
4,949 | 111.5% |
P
S
|
9,387 | $726,742 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.17% | 0.19% |
#16
Prev: #16
|
0.6 |
—
|
-200 | -2.7% |
P
S
|
7,266 | $603,296 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.17% | 0.12% |
#17
2
Prev: #19
|
2.6 |
—
|
681 | 34.9% |
P
S
|
2,631 | $600,894 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AVXC
AMERICAN CENTY ...
|
ETF | 0.16% | 0.22% |
#18
4
Prev: #14
|
0.1 |
—
|
-3,126 | -31.0% |
P
S
|
6,960 | $571,871 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
MGK
VANGUARD WORLD ...
|
ETF | 0.13% | 0.17% |
#19
2
Prev: #17
|
3.1 |
—
|
3,904 | 325.9% |
P
S
|
5,102 | $472,701 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
EMXC
ISHARES INC
|
ETF | 0.13% | 0.12% |
#20
Prev: #20
|
0.6 |
—
|
-125 | -2.6% |
P
S
|
4,604 | $456,165 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.13% | 0.12% |
#21
Prev: #21
|
2.1 |
—
|
316 | 17.8% |
P
S
|
2,096 | $453,006 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.11% | 0.13% |
#22
4
Prev: #18
|
1.0 |
—
|
no change | no change |
P
S
|
1,825 | $405,625 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.10% | 0.11% |
#23
Prev: #23
|
1.0 |
—
|
no change | no change |
P
S
|
4,333 | $368,132 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.10% | 0.11% |
#24
1
Prev: #25
|
2.0 |
—
|
40 | 6.3% |
P
S
|
679 | $348,418 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 0.09% | — |
#25
Prev: #—
|
3.5 |
—
|
4,391 | — |
NEW
|
4,391 | $332,487 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.09% | 0.00% |
#26
126
Prev: #152
|
3.0 |
—
|
11,454 | 15908.3% |
P
S
|
11,526 | $316,620 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.09% | 0.11% |
#27
5
Prev: #22
|
0.5 |
—
|
18 | 0.6% |
P
S
|
2,987 | $310,391 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.08% | 0.07% |
#28
Prev: #28
|
2.0 |
—
|
127 | 7.8% |
P
S
|
1,745 | $283,942 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.08% | 0.08% |
#29
2
Prev: #27
|
0.5 |
—
|
-2 | -0.5% |
P
S
|
384 | $269,131 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.07% | 0.08% |
#30
4
Prev: #26
|
0.5 |
—
|
-5 | -1.0% |
P
S
|
505 | $257,172 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
PFG
PRINCIPAL FINAN...
|
Financial Services | 0.06% | — |
#31
Prev: #—
|
3.5 |
—
|
2,000 | — |
NEW
|
2,000 | $223,920 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.05% | 0.04% |
#32
1
Prev: #33
|
2.5 |
—
|
52 | 27.5% |
P
S
|
241 | $183,443 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.05% | 0.03% |
#33
8
Prev: #41
|
3.0 |
—
|
206 | 127.2% |
P
S
|
368 | $183,246 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.04% | 0.02% |
#34
13
Prev: #47
|
3.0 |
—
|
239 | 68.3% |
P
S
|
589 | $155,932 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 0.04% | 0.00% |
#35
114
Prev: #149
|
3.0 |
—
|
3,917 | 7253.7% |
P
S
|
3,971 | $149,350 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
IVV
ISHARES TR
|
ETF | 0.04% | 0.04% |
#36
4
Prev: #32
|
1.0 |
—
|
no change | no change |
P
S
|
191 | $146,278 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.04% | 0.03% |
#37
1
Prev: #36
|
3.0 |
—
|
571 | 71.0% |
P
S
|
1,375 | $144,278 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.04% | 0.00% |
#38
109
Prev: #147
|
3.0 |
—
|
2,298 | 6047.4% |
P
S
|
2,336 | $138,549 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.04% | 0.00% |
#39
59
Prev: #98
|
3.0 |
—
|
850 | 850.0% |
P
S
|
950 | $138,045 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.04% | 0.06% |
#40
11
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
449 | $136,541 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.04% | 0.02% |
#41
12
Prev: #53
|
3.0 |
—
|
276 | 74.0% |
P
S
|
649 | $132,533 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
IWM
ISHARES TR
|
ETF | 0.04% | 0.01% |
#42
37
Prev: #79
|
3.0 |
—
|
383 | 461.4% |
P
S
|
466 | $129,549 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 0.04% | 0.05% |
#43
12
Prev: #31
|
0.5 |
—
|
-50 | -19.2% |
P
S
|
210 | $127,777 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.03% | 0.04% |
#44
10
Prev: #34
|
0.5 |
—
|
-33 | -8.5% |
P
S
|
356 | $122,493 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DEXC
DIMENSIONAL ETF...
|
ETF | 0.03% | 0.03% |
#45
7
Prev: #38
|
0.5 |
—
|
-97 | -6.6% |
P
S
|
1,378 | $109,813 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.03% | 0.01% |
#46
21
Prev: #67
|
3.0 |
—
|
2,511 | 222.8% |
P
S
|
3,638 | $109,134 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.03% | 0.02% |
#47
3
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
60 | $108,701 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.03% | — |
#48
Prev: #—
|
3.5 |
—
|
188 | — |
NEW
|
188 | $101,135 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.03% | 0.06% |
#49
19
Prev: #30
|
0.0 |
—
|
-533 | -45.5% |
P
S
|
639 | $100,867 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-03 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.03% | — |
#50
Prev: #—
|
3.5 |
—
|
323 | — |
NEW
|
323 | $98,359 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-03 |
Showing 1-50 of 268 holdings