Prudent Man Investment Management, Inc.

LOUISVILLE, CO · CIK 2054263 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLouisville, CO

$293.1m reported value -1.4% vs Q1 2026

169positions

95.8%in top 10

0 new 1 added 14 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	2,373,152	$94.0m32.05%	32.05%	Reduced -9.6k	-9,597 -0.4%
2	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	1,571,347	$79.6m27.15%	27.15%	Reduced -25.9k	-25,851 -1.6%
3	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	1,040,170	$39.6m13.52%	13.52%	Reduced -15.4k	-15,364 -1.5%
4	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	471,441	$22.0m7.49%	7.49%	Reduced -8.2k	-8,178 -1.7%
5	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	340,877	$16.0m5.44%	5.44%	Reduced -24.5k	-24,496 -6.7%
6	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	341,941	$11.1m3.80%	3.80%	Reduced -5.7k	-5,706 -1.6%
7	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	301,855	$10.3m3.52%	3.52%	Reduced -3.0k	-3,026 -1.0%
8	APPLE INC COM AAPL	AAPL	14,286	$3.9m1.33%	1.33%	Unchanged
9	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	39,079	$2.9m0.99%	0.99%	Reduced -396	-396 -1.0%
10	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	42,556	$1.4m0.48%	0.48%	Unchanged
11	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	27,772	$1.4m0.47%	0.47%	Unchanged
12	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	15,118	$900.1k0.31%	0.31%	Reduced -12	-12 -0.1%
13	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,087	$699.7k0.24%	0.24%	Unchanged
14	AMERICAN CENTY ETF TR AVANTIS EMERGING AVXC	AVXC	10,086	$643.2k0.22%	0.22%	Unchanged
15	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		17,539	$576.9k0.20%	0.20%	Reduced -12	-12 -0.1%
16	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	7,466	$553.8k0.19%	0.19%	Unchanged
17	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	1,198	$494.5k0.17%	0.17%	Reduced -4.8k	-4,792 -80.0%
18	PNC FINL SVCS GROUP INC COM PNC	PNC	1,825	$380.9k0.13%	0.13%	Unchanged
19	NVIDIA CORPORATION COM NVDA	NVDA	1,950	$363.7k0.12%	0.12%	Unchanged
20	ISHARES INC MSCI EMRG CHN EMXC	EMXC	4,729	$343.7k0.12%	0.12%	Unchanged
21	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,780	$340.0k0.12%	0.12%	Unchanged
22	WALMART INC COM WMT	WMT	2,969	$330.8k0.11%	0.11%	Unchanged
23	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,333	$326.9k0.11%	0.11%	Unchanged
24	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	4,438	$309.2k0.11%	0.11%	Reduced -6	-6 -0.1%
25	MICROSOFT CORP COM MSFT	MSFT	639	$308.8k0.11%	0.11%	Unchanged
26	LOCKHEED MARTIN CORP COM LMT	LMT	510	$246.7k0.08%	0.08%	Unchanged
27	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	386	$242.1k0.08%	0.08%	Unchanged
28	EXXON MOBIL CORP COM XOM	XOM	1,618	$194.7k0.07%	0.07%	Unchanged
29	AMERICAN EXPRESS CO COM AXP	AXP	449	$166.1k0.06%	0.06%	Unchanged
30	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	1,172	$165.3k0.06%	0.06%	Unchanged
31	CASEYS GEN STORES INC COM CASY	CASY	260	$143.7k0.05%	0.05%	Unchanged
32	ISHARES TR CORE S&P500 ETF IVV	IVV	191	$130.8k0.04%	0.04%	Unchanged
33	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	189	$128.8k0.04%	0.04%	Unchanged
34	ALPHABET INC CAP STK CL A GOOGL	GOOGL	389	$121.8k0.04%	0.04%	Unchanged
35	BANK AMERICA CORP COM BAC	BAC	1,685	$92.7k0.03%	0.03%	Unchanged
36	DISNEY WALT CO COM DIS	DIS	804	$91.5k0.03%	0.03%	Unchanged
37	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	1,134	$91.1k0.03%	0.03%	Unchanged
38	DIMENSIONAL ETF TRUST EMERGING MRKTETS DEXC	DEXC	1,475	$89.3k0.03%	0.03%	Unchanged
39	XCEL ENERGY INC COM XEL	XEL	1,178	$87.0k0.03%	0.03%	Unchanged
40	GOLDMAN SACHS GROUP INC COM GS	GS	94	$82.6k0.03%	0.03%	Unchanged
41	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	162	$81.4k0.03%	0.03%	Unchanged
42	ORACLE CORP COM ORCL	ORCL	416	$81.1k0.03%	0.03%	Unchanged
43	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	138	$80.0k0.03%	0.03%	Unchanged
44	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	2,371	$77.7k0.03%	0.03%	Unchanged
45	ELI LILLY & CO COM LLY	LLY	71	$76.3k0.03%	0.03%	Unchanged
46	WELLS FARGO CO NEW COM WFC	WFC	800	$74.6k0.03%	0.03%	Unchanged
47	JOHNSON & JOHNSON COM JNJ	JNJ	350	$72.4k0.02%	0.02%	Unchanged
48	DBX ETF TR XTRACKRS S&P 500 SNPE	SNPE	1,068	$66.7k0.02%	0.02%	Unchanged
49	PEPSICO INC COM PEP	PEP	460	$66.0k0.02%	0.02%	Unchanged
50	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	60	$64.2k0.02%	0.02%	Unchanged
51	INTERDIGITAL INC COM IDCC	IDCC	200	$63.7k0.02%	0.02%	Unchanged
52	JPMORGAN CHASE & CO COM JPM	JPM	194	$62.5k0.02%	0.02%	Unchanged
53	CHEVRON CORP NEW COM CVX	CVX	373	$56.8k0.02%	0.02%	Unchanged
54	WASTE MGMT INC DEL COM WM	WM	248	$54.5k0.02%	0.02%	Unchanged
55	AMAZON COM INC COM AMZN	AMZN	229	$52.9k0.02%	0.02%	Unchanged
56	EXPEDIA GROUP INC COM NEW EXPE	EXPE	185	$52.4k0.02%	0.02%	Unchanged
57	ABBVIE INC COM ABBV	ABBV	215	$49.1k0.02%	0.02%	Unchanged
58	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	970	$48.4k0.02%	0.02%	Unchanged
59	LOWES COS INC COM LOW	LOW	200	$48.2k0.02%	0.02%	Unchanged
60	MCDONALDS CORP COM MCD	MCD	127	$38.8k0.01%	0.01%	Unchanged
61	COMCAST CORP NEW CL A CMCSA	CMCSA	1,190	$35.6k0.01%	0.01%	Unchanged
62	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	198	$35.2k0.01%	0.01%	Unchanged
63	ABBOTT LABS COM ABT	ABT	261	$32.7k0.01%	0.01%	Unchanged
64	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	838	$31.8k0.01%	0.01%	Unchanged
65	WEC ENERGY GROUP INC COM WEC	WEC	300	$31.6k0.01%	0.01%	Unchanged
66	PPG INDS INC COM PPG	PPG	300	$30.7k0.01%	0.01%	Unchanged
67	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,127	$30.3k0.01%	0.01%	Unchanged
68	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	893	$29.4k0.01%	0.01%	Unchanged
69	PHILIP MORRIS INTL INC COM PM	PM	180	$28.9k0.01%	0.01%	Unchanged
70	ILLINOIS TOOL WKS INC COM ITW	ITW	108	$26.6k0.01%	0.01%	Unchanged
71	SEMPRA COM SRE	SRE	300	$26.5k0.01%	0.01%	Unchanged
72	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	52	$25.4k0.01%	0.01%	Reduced -260	-260 -83.3%
73	CARDINAL HEALTH INC COM CAH	CAH	111	$22.8k0.01%	0.01%	Unchanged
74	BLACKROCK INC COM BLK	BLK	21	$22.5k0.01%	0.01%	Unchanged
75	US BANCORP DEL COM NEW USB	USB	417	$22.3k0.01%	0.01%	Unchanged
76	VISA INC COM CL A V	V	63	$22.1k0.01%	0.01%	Unchanged
77	BARRETT BUSINESS SVCS INC COM BBSI	BBSI	601	$21.8k0.01%	0.01%	Unchanged
78	VERIZON COMMUNICATIONS INC COM VZ	VZ	520	$21.2k0.01%	0.01%	Unchanged
79	ISHARES TR RUSSELL 2000 ETF IWM	IWM	83	$20.4k0.01%	0.01%	Unchanged
80	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	65	$19.8k0.01%	0.01%	Unchanged
81	INTEL CORP COM INTC	INTC	520	$19.2k0.01%	0.01%	Unchanged
82	TRAVELERS COMPANIES INC COM TRV	TRV	58	$16.8k0.01%	0.01%	Unchanged
83	PROCTER AND GAMBLE CO COM PG	PG	117	$16.8k0.01%	0.01%	Unchanged
84	NIKE INC CL B NKE	NKE	263	$16.8k0.01%	0.01%	Unchanged
85	BROADCOM INC COM AVGO	AVGO	47	$16.3k0.01%	0.01%	Unchanged
86	GILEAD SCIENCES INC COM GILD	GILD	132	$16.2k0.01%	0.01%	Unchanged
87	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	204	$16.1k0.01%	0.01%	Unchanged
88	META PLATFORMS INC CL A META	META	24	$15.8k0.01%	0.01%	Unchanged
89	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	169	$14.5k0.00%	0.00%	Unchanged
90	KEYCORP COM KEY	KEY	693	$14.3k0.00%	0.00%	Unchanged
91	FIRSTENERGY CORP COM FE	FE	300	$13.4k0.00%	0.00%	Unchanged
92	BAXTER INTL INC COM BAX	BAX	700	$13.4k0.00%	0.00%	Unchanged
93	ISHARES TR US TREAS BD ETF GOVT	GOVT	575	$13.2k0.00%	0.00%	Unchanged
94	BOEING CO COM BA	BA	60	$13.0k0.00%	0.00%	Unchanged
95	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	470	$12.3k0.00%	0.00%	Unchanged
96	NOVARTIS AG SPONSORED ADR NVS	NVS	84	$11.6k0.00%	0.00%	Unchanged
97	AMERICAN ELEC PWR CO INC COM AEP	AEP	100	$11.5k0.00%	0.00%	Unchanged
98	MERCK & CO INC COM MRK	MRK	100	$10.5k0.00%	0.00%	Unchanged
99	ALTRIA GROUP INC COM MO	MO	180	$10.4k0.00%	0.00%	Unchanged
100	T-MOBILE US INC COM TMUS	TMUS	51	$10.4k0.00%	0.00%	Unchanged