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PWA

Prairie Wealth Advisors Portfolio holdings

AUM $420M Turnover 0.39%
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
–
Avg Time Held Equity + Options
0.1 years
Top 10 Avg Time Held Equity + Options
0.2 years
Top 20 Avg Time Held Equity + Options
0.1 years
Avg Time Held Equity only
0.1 years
Top 10 Avg Time Held Equity only
0.2 years
Top 20 Avg Time Held Equity only
0.1 years

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 Held Since
LNN icon
1
Lindsay Corp
LNN
$1.08B
– –
0
– –
2026 Q1
1 quarter
NVDA icon
2
NVIDIA
NVDA
$5.24T
– –
0
– –
2026 Q1
1 quarter
GLD icon
3
SPDR Gold Trust
GLD
$140B
– –
0
– –
2026 Q1
1 quarter
AAPL icon
4
Apple
AAPL
$5T
– –
0
– –
2026 Q1
1 quarter
AMZN icon
5
Amazon
AMZN
$2.83T
– –
0
– –
2026 Q1
1 quarter
SMH icon
6
VanEck Semiconductor ETF
SMH
$66.5B
– –
0
– –
2026 Q1
1 quarter
CGIC icon
7
Capital Group International Core Equity ETF
CGIC
$2.54B
– –
0
– –
2026 Q2
0 quarters
IAU icon
8
iShares Gold Trust
IAU
$61.4B
– –
0
– –
2026 Q1
1 quarter
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.16T
– –
0
– –
2026 Q1
1 quarter
WCMI icon
10
First Trust WCM International Equity ETF
WCMI
$2.03B
– –
0
– –
2026 Q2
0 quarters
VGT icon
11
Vanguard Information Technology ETF
VGT
$148B
– –
0
– –
2026 Q2
0 quarters
BALT icon
12
Innovator Defined Wealth Shield ETF
BALT
$3.11B
– –
0
– –
2026 Q1
1 quarter
MSFT icon
13
Microsoft
MSFT
$3.96T
– –
0
– –
2026 Q1
1 quarter
TSLA icon
14
Tesla
TSLA
$1.45T
– –
0
– –
2026 Q1
1 quarter
AVGO icon
15
Broadcom
AVGO
$1.6T
– –
0
– –
2026 Q1
1 quarter
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.14T
– –
0
– –
2026 Q1
1 quarter
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
– –
0
– –
2026 Q1
1 quarter
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$817B
– –
0
– –
2026 Q1
1 quarter
V icon
19
Visa
V
$756B
– –
0
– –
2026 Q1
1 quarter
SHOP icon
20
Shopify
SHOP
$220B
– –
0
– –
2026 Q1
1 quarter
SDVY icon
21
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.9B
– –
0
– –
2026 Q2
0 quarters
AMD icon
22
Advanced Micro Devices
AMD
$878B
– –
0
– –
2026 Q1
1 quarter
TYG icon
23
Tortoise Energy Infrastructure Corp
TYG
$974M
– –
0
– –
2026 Q2
0 quarters
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.21T
– –
0
– –
2026 Q1
1 quarter
UAPR icon
25
Innovator US Equity Ultra Buffer ETF April
UAPR
$159M
– –
0
– –
2026 Q1
1 quarter
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.