Prudent Man Investment Management, Inc. — Q4 2025 13F Holdings

Name: Prudent Man Investment Management, Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002054263

Total reported value

$297.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	31.74%	—	+59.07%
2	DUSB	Dimension Ultrashort Fi ETF	ETF-Other	27.21%	+0.01%	+40.84%
3	DFAI	Dimensional International Co	ETF-Other	13.53%	—	+102.93%
4	DFUV	Dimensional US Marketwide Va	ETF-Other	7.52%	—	+6.39%
5	DFAU	Dimensional US Core Equity M	ETF-Other	5.75%	—	-2.91%
6	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	3.81%	—	+178.16%
7	DFLV	Dim US Large Cap Value ETF	ETF-Large Cap & Growth	3.51%	—	+127037.08%
8	AAPL	Apple INC	Stock-Tech	1.31%	—	+0.71%
9	DFAW	Dimensional World Eqty ETF	ETF-Other	0.99%	-0.01%	+29.95%
10	DFAX	Dimensional World Ex US Core	ETF-Other	0.47%	—	-13.74%
11	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.47%	—	-21.36%
12	DFAT	Dimensional US Target Value	ETF-Other	0.30%	—	-6.29%
13	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.24%	—	-39.38%
14	AVXC	Avantis Emg Mkt Ex China ETF	ETF-Emerging Markets	0.22%	—	-53.63%
15	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.19%	—	+23.29%
16	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.19%	—	+125.49%
17	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.17%	—	+13.34%
18	PNC	Pnc Financial Services Group	Stock-Financials	0.13%	—	+49.47%
19	NVDA	Nvidia CORP	Stock-Tech	0.12%	—	+37.62%
20	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	0.12%	—	+10.18%
21	VTV	Vanguard Value ETF	ETF-Other	0.11%	—	-35.01%
22	WMT	Walmart INC	Stock-Consumer Staples	0.11%	—	+40.38%
23	VXUS	Vanguard Total Intl Stock	ETF-Other	0.11%	—	-32.89%
24	MSFT	Microsoft CORP	Stock-Tech	0.11%	-0.01%	+24.81%
25	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.10%	—	-7.76%
26	LMT	Lockheed Martin CORP	Stock-Industrials	0.08%	—	+39.34%
27	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.08%	—	-33.68%
28	XOM	Exxon Mobil CORP	Stock-Energy	0.07%	—	-1.46%
29	AXP	American Express Co	Stock-Financials	0.06%	—	+601.56%
30	VT	Vanguard Tot World Stk ETF	ETF-Other	0.06%	—	-26.15%
31	CASY	Casey's General Stores INC	Stock-Consumer Disc	0.05%	—	—
32	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.04%	—	—
33	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.04%	—	-11.68%
34	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.04%	—	+38.93%
35	BAC	Bank Of America CORP	Stock-Financials	0.03%	—	+6.65%
36	DIS	Walt Disney Co/the	Stock-Comm Services	0.03%	—	—
37	PEG	Public Service Enterprise Gp	Stock-Utilities	0.03%	—	—
38	DEXC	Dimensional Em Ex Cce ETF	ETF-Other	0.03%	—	—
39	XEL	Xcel Energy INC	Stock-Utilities	0.03%	—	+489.00%
40	GS	Goldman Sachs Group INC	Stock-Financials	0.03%	—	-9.62%
41	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.03%	—	+92.86%
42	ORCL	Oracle CORP	Stock-Tech	0.03%	—	-50.00%
43	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.03%	—	-22.91%
44	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.03%	—	—
45	LLY	Eli Lilly & Co	Stock-Healthcare	0.03%	—	+14.52%
46	WFC	Wells Fargo & Co	Stock-Financials	0.03%	—	—
47	JNJ	Johnson & Johnson	Stock-Healthcare	0.02%	—	-15.66%
48	SNPE	Xtrckr S&p 500 Scor&scrn ETF	ETF-Large Cap & Growth	0.02%	—	+91.06%
49	PEP	Pepsico INC	Stock-Consumer Staples	0.02%	—	+130.00%
50	ASML	ASML Holding N.V.	Stock-Tech	0.02%	—	+200.00%

1–50 of 169

Holding changes this quarter

Position changes disclosed by Prudent Man Investment Management, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFAI	Dimensional International Co	+5.1%	+102.93%	Add
2	DFLV	Dim US Large Cap Value ETF	+3.5%	+127037.08%	Add
3	DFAC	Dimensional US Core Equity 2	+3%	+59.07%	Add
4	DFAE	Dimensional Emerging Core Eq	+2.1%	+178.16%	Add
5	DFUS	Dimensional US Eq Mkt ETF	+0.1%	+125.49%	Add
6	AXP	American Express Co	+0.1%	+601.56%	Add
7	XEL	Xcel Energy INC	0%	+489.00%	Add
8	NVDA	Nvidia CORP	0%	+37.62%	Add
9	GOOGL	Alphabet Inc-cl A	0%	+38.93%	Add
10	ASML	ASML Holding N.V.	0%	+200.00%	Add
11	BRK-B	Berkshire Hathaway Inc-cl B	0%	+92.86%	Add
12	AMZN	Amazon.com INC	0%	+87.70%	Add
13	TSLA	Tesla INC	0%	+500.00%	Add
14	PNC	Pnc Financial Services Group	—	+49.47%	Add
15	WMT	Walmart INC	—	+40.38%	Add
16	SNPE	Xtrckr S&p 500 Scor&scrn ETF	—	+91.06%	Add
17	PEP	Pepsico INC	—	+130.00%	Add
18	LLY	Eli Lilly & Co	—	+14.52%	Add
19	IDCC	Interdigital INC	—	—	Unchanged
20	GS	Goldman Sachs Group INC	—	-9.62%	Trim
21	EMXC	Ishares Msci Emr Mrk Ex Chna	0%	+10.18%	Add
22	MSFT	Microsoft CORP	0%	+24.81%	Add
23	CASY	Casey's General Stores INC	0%	—	Unchanged
24	BAC	Bank Of America CORP	0%	+6.65%	Add
25	PG	Procter & Gamble Co/the	0%	-48.68%	Trim
26	LMT	Lockheed Martin CORP	0%	+39.34%	Add
27	AVGE	Avantis All Eqty Mrkts ETF	0%	-67.25%	Trim
28	MGK	Vanguard Mega Cap Growth ETF	0%	+13.34%	Add
29	VT	Vanguard Tot World Stk ETF	0%	-26.15%	Trim
30	DFSV	Dimensional US Small Cap Val	-0.1%	+23.29%	Add
31	ORCL	Oracle CORP	-0.1%	-50.00%	Trim
32	DFAW	Dimensional World Eqty ETF	-0.1%	+29.95%	Add
33	VOO	Vanguard S&p 500 ETF	-0.1%	-33.68%	Trim
34	VXUS	Vanguard Total Intl Stock	-0.1%	-32.89%	Trim
35	VTV	Vanguard Value ETF	-0.2%	-35.01%	Trim
36	DFAX	Dimensional World Ex US Core	-0.2%	-13.74%	Trim
37	BSV	Vanguard Short-term Bond ETF	-0.3%	-97.18%	Trim
38	VTI	Vanguard Total Stock Mkt ETF	-0.3%	-39.38%	Trim
39	AVXC	Avantis Emg Mkt Ex China ETF	-0.4%	-53.63%	Trim
40	VUSB	Vanguard Ultra Short Bond Et	-0.5%	-21.36%	Trim
41	AAPL	Apple INC	-0.7%	+0.71%	Add
42	DFAU	Dimensional US Core Equity M	-2.7%	-2.91%	Trim
43	DFUV	Dimensional US Marketwide Va	-2.7%	+6.39%	Add
44	DUSB	Dimension Ultrashort Fi ETF	-4.7%	+40.84%	Add
45	DEXC	Dimensional Em Ex Cce ETF	—	NEW	New buy
46	DFSD	Dimensional Short Duration	—	EXIT	Sold out
47	WFC	Wells Fargo & Co	—	NEW	New buy
48	ACN	Accenture plc	—	EXIT	Sold out
49	PLTR	Palantir Technologies Inc-a	—	NEW	New buy
50	ABT	Abbott Laboratories	—	NEW	New buy