13F Insight
DOSSIER · 13F-HR · Q1 2026

Prudent Man Investment Management, Inc.

Prudent Man Investment's asset manager based in Omaha, NE — $297M in tracked AUM across 169 positions as of Q1 2026.

PM
Prudent Man Investment·Omaha, NE·Asset Manager
CIK 0002054263 · last filed Mar 31, 2026
Total AUM
$297M
▼ 15.5%
vs prior
Holdings
169
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Prudent Man Investment Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$94M2.4M31.7%
02
DUSB
DIMENSIONAL ETF TRUST
$81M1.6M27.2%
03
DFAI
DIMENSIONAL ETF TRUST
$40M1.1M13.5%
04
DFUV
DIMENSIONAL ETF TRUST
$22M480K7.5%
05
DFAU
DIMENSIONAL ETF TRUST
$17M365K5.8%
06
DFAE
DIMENSIONAL ETF TRUST
$11M348K3.8%
07
DFLV
DIMENSIONAL ETF TRUST
$10M305K3.5%
08
AAPL
APPLE INC
$4M14K1.3%
09
DFAW
DIMENSIONAL ETF TRUST
$3M39K1.0%
10
DFAX
DIMENSIONAL ETF TRUST
$1M43K0.5%

Filing history

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