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PWA

Prairie Wealth Advisors Portfolio holdings

AUM $420M
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
+13.77%
1 Year Est. Return
+21.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$420M
AUM Growth
+$189M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
38.44%
Holding
256
New
1
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.5%
2 Technology 21.35%
3 Industrials 16.18%
4 Financials 6.3%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNN icon
1
Lindsay Corp
LNN
$1.25B
– –
0
– –
NVDA icon
2
NVIDIA
NVDA
$5.52T
– –
0
– –
GLD icon
3
SPDR Gold Trust
GLD
$150B
– –
0
– –
AAPL icon
4
Apple
AAPL
$4.79T
– –
0
– –
AMZN icon
5
Amazon
AMZN
$2.79T
– –
0
– –
SMH icon
6
VanEck Semiconductor ETF
SMH
$67.7B
– –
0
– –
CGIC
7
Capital Group International Core Equity ETF
CGIC
$2.5B
– –
0
– –
IAU icon
8
iShares Gold Trust
IAU
$66.3B
– –
0
– –
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.15T
– –
0
– –
WCMI
10
First Trust WCM International Equity ETF
WCMI
$1.91B
– –
0
– –
VGT icon
11
Vanguard Information Technology ETF
VGT
$148B
– –
0
– –
BALT icon
12
Innovator Defined Wealth Shield ETF
BALT
$2.86B
– –
0
– –
MSFT icon
13
Microsoft
MSFT
$3.79T
– –
0
– –
TSLA icon
14
Tesla
TSLA
$1.49T
– –
0
– –
AVGO icon
15
Broadcom
AVGO
$1.7T
– –
0
– –
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.09T
– –
0
– –
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
– –
0
– –
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$818B
– –
0
– –
V icon
19
Visa
V
$707B
– –
0
– –
SHOP icon
20
Shopify
SHOP
$188B
– –
0
– –
SDVY icon
21
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
– –
0
– –
AMD icon
22
Advanced Micro Devices
AMD
$745B
– –
0
– –
TYG
23
Tortoise Energy Infrastructure Corp
TYG
$908M
– –
0
– –
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.19T
– –
0
– –
UAPR icon
25
Innovator US Equity Ultra Buffer ETF April
UAPR
$161M
– –
0
– –
1
2 3 4 5

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Prairie Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Prairie Wealth Advisors held 256 positions worth $420M, up 82% from $231M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0.39%. Prairie Wealth Advisors opened 1 new position and made no exits, leaving the 256-position portfolio largely intact.

By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, up from 36% a quarter earlier, followed by Technology and Industrials.

  • Prairie Wealth Advisors's ten largest holdings make up 38% of its $420M portfolio in Q2 2026.
  • Prairie Wealth Advisors opened 1 new position and closed 0 in Q2 2026.
  • Prairie Wealth Advisors's portfolio value rose 82% quarter-over-quarter to $420M.

Based on Prairie Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.