Prudent Man Investment Management, Inc. holds a concentrated book of 169 reported positions worth $293.1M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 32% of the reported non-option book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
+10 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Prudent Man Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Pandowealth. LLC | 10 / 80 | $117.0M |
| Richard Young Associates, Ltd. | 14 / 80 | $142.8M |
| Swiss Re Ltd | 35 / 80 | $1.0B |
| Index Fund Advisors, Inc. | 38 / 80 | $2.2B |
| Demming Financial Services Corp | 17 / 80 | $138.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $408.1M |
| Triune Financial Partners, LLC | 25 / 80 | $414.1M |
| Dixon Fnancial Services, Inc. | 20 / 80 | $211.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Prudent Man Investment Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQUITY 2 | $94.0M | 2.37M | 32.1% | ▼−0.4% Reduced · −10K sh | |
| 2 | Dimensional ETF Trust ULTRASHORT FIXED | $79.6M | 1.57M | 27.2% | ▼−1.6% Reduced · −26K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQT MK | $39.6M | 1.04M | 13.5% | ▼−1.4% Reduced · −15K sh | |
| 4 | Dimensional ETF Trust US MKTWIDE VALUE | $22.0M | 471.4K | 7.5% | ▼−1.7% Reduced · −8K sh | |
| 5 | Dimensional ETF Trust US CORE EQT MKT | $16.0M | 340.9K | 5.4% | ▼−6.7% Reduced · −24K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $11.1M | 341.9K | 3.8% | ▼−1.6% Reduced · −6K sh | |
| 7 | Dimensional ETF Trust US LARGE CAP VAL | $10.3M | 301.9K | 3.5% | ▼−1.0% Reduced · −3K sh | |
| 8 | Apple Inc COM | $3.9M | 14.3K | 1.3% | —Held | |
| 9 | Dimensional ETF Trust WORLD EQUITY ETF | $2.9M | 39.1K | 1.0% | ▼−1.0% Reduced · −396 sh | |
| 10 | Dimensional ETF Trust WORLD EX US CORE | $1.4M | 42.6K | 0.5% | —Held | |
| 11 | Vanguard BD Index FDS VANGUARD ULTRA | $1.4M | 27.8K | 0.5% | —Held | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $900K | 15.1K | 0.3% | ▼−0.1% Reduced · −12 sh | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $700K | 2.1K | 0.2% | —Held | |
| 14 | American Centy ETF TR AVANTIS EMERGING | $643K | 10.1K | 0.2% | —Held | |
| 15 | Dimensional ETF Trust US SMALL CAP VAL | $577K | 17.5K | 0.2% | ▼−0.1% Reduced · −12 sh | |
| 16 | Dimensional ETF Trust US EQUITY MARKET | $554K | 7.5K | 0.2% | —Held | |
| 17 | Vanguard World FD MEGA GRWTH IND | $494K | 1.2K | 0.2% | —Held | |
| 18 | PNC Finl Svcs Group Inc COM | $381K | 1.8K | 0.1% | —Held | |
| 19 | Nvidia Corporation COM | $364K | 1.9K | 0.1% | —Held | |
| 20 | Ishares Inc MSCI EMRG CHN | $344K | 4.7K | 0.1% | —Held | |
| 21 | Vanguard Index FDS VALUE ETF | $340K | 1.8K | 0.1% | —Held | |
| 22 | Walmart Inc COM | $331K | 3.0K | 0.1% | —Held | |
| 23 | Vanguard Star FDS VG TL INTL STK F | $327K | 4.3K | 0.1% | —Held | |
| 24 | Dimensional ETF Trust US SMALL CAP ETF | $309K | 4.4K | 0.1% | ▼−0.1% Reduced · −6 sh | |
| 25 | Microsoft Corp COM | $309K | 639 | 0.1% | —Held | |
| 26 | Lockheed Martin Corp COM | $247K | 510 | 0.1% | —Held | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $242K | 386 | 0.1% | —Held | |
| 28 | Exxon Mobil Corp COM | $195K | 1.6K | 0.1% | —Held | |
| 29 | American Express Co COM | $166K | 449 | 0.1% | —Held | |
| 30 | Vanguard Intl Equity Index F TT WRLD ST ETF | $165K | 1.2K | 0.1% | —Held | |
| 31 | Caseys Gen Stores Inc COM | $144K | 260 | <0.1% | —Held | |
| 32 | Ishares TR CORE S&P500 ETF | $131K | 191 | <0.1% | —Held | |
| 33 | SPDR S&P 500 ETF TR TR UNIT | $129K | 189 | <0.1% | —Held | |
| 34 | Alphabet Inc CAP STK CL A | $122K | 389 | <0.1% | —Held | |
| 35 | Bank America Corp COM | $93K | 1.7K | <0.1% | —Held | |
| 36 | Disney Walt Co COM | $91K | 804 | <0.1% | —Held | |
| 37 | Public SVC Enterprise Grp In COM | $91K | 1.1K | <0.1% | —Held | |
| 38 | Dimensional ETF Trust EMERGING MRKTETS | $89K | 1.5K | <0.1% | —Held | |
| 39 | Xcel Energy Inc COM | $87K | 1.2K | <0.1% | —Held | |
| 40 | Goldman Sachs Group Inc COM | $83K | 94 | <0.1% | —Held | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $81K | 162 | <0.1% | —Held | |
| 42 | Oracle Corp COM | $81K | 416 | <0.1% | —Held | |
| 43 | Thermo Fisher Scientific Inc COM | $80K | 138 | <0.1% | —Held | |
| 44 | Schwab Strategic TR EMRG MKTEQ ETF | $78K | 2.4K | <0.1% | —Held | |
| 45 | Eli Lilly & Co COM | $76K | 71 | <0.1% | —Held | |
| 46 | Wells Fargo Co New COM | $75K | 800 | <0.1% | —Held | |
| 47 | Johnson & Johnson COM | $72K | 350 | <0.1% | —Held | |
| 48 | DBX ETF TR XTRACKRS S&P 500 | $67K | 1.1K | <0.1% | —Held | |
| 49 | Pepsico Inc COM | $66K | 460 | <0.1% | —Held | |
| 50 | ASML Holding N V N Y REGISTRY SHS | $64K | 60 | <0.1% | —Held |
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Use Arkolith to show Prudent Man Investment Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 169 | $293.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 169 | $297.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 178 | $297.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 179 | $180.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 180 | $180.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 180 | $180.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 184 | $180.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.