Institutional Manager · CIK 0002054263
Prudent Man Investment Management, Inc.
LOUISVILLE, CO · File #028-24974
Latest AUM
$297.4M
Positions
178
Top-10 Concentration
96.4%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | DIMENSIONAL ETF TRUST | 25434V591 | -1,133,961 | -$57.4M | +$72,658 |
| ADD | DIMENSIONAL ETF TRUST | 25434V203 | +535,373 | +$20.4M | +$4.6M |
| ADD | DIMENSIONAL ETF TRUST | 25434V302 | +222,665 | +$7.3M | +$899,856 |
| REDUCE | AMERICAN CENTY ETF TR | 02507A101 | -11,664 | -$743,821 | +$309,412 |
| REDUCE | VANGUARD BD INDEX FDS | 921937827 | -7,030 | -$554,060 | +$11,167 |
| REDUCE | DIMENSIONAL ETF TRUST | 25434V104 | -10,969 | -$513,349 | +$2.4M |
| REDUCE | VANGUARD INDEX FDS | 922908769 | -1,356 | -$454,626 | +$156,519 |
| REDUCE | VANGUARD BD INDEX FDS | 92203C303 | -7,543 | -$375,943 | +$7,769 |
| ADD | DIMENSIONAL ETF TRUST | 25434V401 | +4,155 | +$308,177 | +$34,500 |
| REDUCE | DIMENSIONAL ETF TRUST | 25434V880 | -6,781 | -$221,942 | +$388,282 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025178 pos · $297.4M
- 13F HOLDINGS REPORTQ/E Sep 2025179 pos · $180.1M
- 13F HOLDINGS REPORTQ/E Jun 2025180 pos · $180.1M
- 13F HOLDINGS REPORTQ/E Mar 2025180 pos · $180.5M
- 13F HOLDINGS REPORTQ/E Dec 2024184 pos · $180.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,382,739 | $94.3M | 31.91% |
| 2 | DIMENSIONAL ETF TRUST | 25434V591 | 1,597,198 | $80.9M | 27.36% |
| 3 | DIMENSIONAL ETF TRUST | 25434V203 | 1,055,531 | $40.2M | 13.61% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 479,619 | $22.3M | 7.56% |
| 5 | DIMENSIONAL ETF TRUST | 25434V104 | 365,373 | $17.1M | 5.78% |
| 6 | DIMENSIONAL ETF TRUST | 25434V302 | 347,645 | $11.3M | 3.83% |
| 7 | DIMENSIONAL ETF TRUST | 25434V666 | 304,879 | $10.4M | 3.53% |
| 8 | APPLE INC | AAPL | 14,286 | $3.9M | 1.31% |
| 9 | DIMENSIONAL ETF TRUST | 25434V617 | 39,583 | $2.9M | 0.99% |
| 10 | DIMENSIONAL ETF TRUST | 25434V880 | 42,556 | $1.4M | 0.47% |
| 11 | VANGUARD BD INDEX FDS | 92203C303 | 27,772 | $1.4M | 0.47% |
| 12 | DIMENSIONAL ETF TRUST | 25434V609 | 15,130 | $900,841 | 0.30% |
| 13 | VANGUARD INDEX FDS | 922908769 | 2,087 | $699,709 | 0.24% |
| 14 | AMERICAN CENTY ETF TR | 02507A101 | 10,086 | $643,191 | 0.22% |
| 15 | DIMENSIONAL ETF TRUST | 25434V815 | 17,551 | $577,253 | 0.20% |
| 16 | DIMENSIONAL ETF TRUST | 25434V401 | 7,466 | $553,754 | 0.19% |
| 17 | VANGUARD WORLD FD | 921910816 | 1,198 | $494,499 | 0.17% |
| 18 | PNC FINL SVCS GROUP INC | 693475105 | 1,825 | $380,933 | 0.13% |
| 19 | NVIDIA CORPORATION | NVDA | 1,950 | $363,681 | 0.12% |
| 20 | ISHARES INC | 46434G764 | 4,729 | $343,704 | 0.12% |