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PWA

Prairie Wealth Advisors Portfolio holdings

AUM $231M
1-Year Est. Return 23.67%
This Fund
S&P 500
This Quarter Est. Return
-0.17%
1 Year Est. Return
+23.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$236M
AUM Growth
-$8.09M
Cap. Flow
-$239M
Cap. Flow %
-101.62%
Top 10 Hldgs %
55.54%
Holding
159
New
–
Increased
–
Reduced
–
Closed
156

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
LNN icon
Lindsay Corp
LNN
+$46.2M
2
NVDA icon
NVIDIA
NVDA
+$25.8M
3
GLD icon
SPDR Gold Trust
GLD
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$9.57M
5
AMZN icon
Amazon
AMZN
+$8.59M

Sector Composition

Rank Sector Weight
1 Industrials 22.59%
2 Technology 22.21%
3 Consumer Discretionary 6.68%
4 Financials 5.29%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNN icon
1
Lindsay Corp
LNN
$1.17B
– –
-383,791
Closed -$46.2M
NVDA icon
2
NVIDIA
NVDA
$4.91T
– –
-138,667
Closed -$25.8M
GLD icon
3
SPDR Gold Trust
GLD
$130B
– –
-40,728
Closed -$15.6M
IAU icon
4
iShares Gold Trust
IAU
$62.4B
– –
-122,322
Closed -$9.57M
AMZN icon
5
Amazon
AMZN
$2.66T
– –
-37,554
Closed -$8.59M
BALT icon
6
Innovator Defined Wealth Shield ETF
BALT
$2.67B
– –
-198,855
Closed -$6.57M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.22T
– –
-18,920
Closed -$5.42M
SHOP icon
8
Shopify
SHOP
$160B
– –
-37,290
Closed -$5.99M
AAPL icon
9
Apple
AAPL
$4.9T
– –
-15,490
Closed -$4.16M
BXSL icon
10
Blackstone Secured Lending
BXSL
$5.54B
– –
-125,446
Closed -$3.37M
UAPR icon
11
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
– –
-98,038
Closed -$3.18M
SMH icon
12
VanEck Semiconductor ETF
SMH
$67.5B
– –
-8,065
Closed -$2.83M
FSYD icon
13
Fidelity Sustainable High Yield ETF
FSYD
$141M
– –
-55,086
Closed -$2.67M
UJAN icon
14
Innovator US Equity Ultra Buffer ETF January
UJAN
$312M
– –
-65,764
Closed -$2.8M
AVGO icon
15
Broadcom
AVGO
$1.76T
– –
-7,250
Closed -$2.59M
CSQ icon
16
Calamos Strategic Total Return Fund
CSQ
$3.24B
– –
-124,461
Closed -$2.37M
MSFT icon
17
Microsoft
MSFT
$2.93T
– –
-5,458
Closed -$2.74M
LLY icon
18
Eli Lilly
LLY
$1.05T
– –
-2,498
Closed -$2.39M
ITA icon
19
iShares US Aerospace & Defense ETF
ITA
$13.7B
– –
-10,821
Closed -$2.27M
BUI icon
20
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$740M
– –
-74,698
Closed -$1.97M
V icon
21
Visa
V
$682B
– –
-6,091
Closed -$2.08M
PLTR icon
22
Palantir
PLTR
$317B
– –
-11,004
Closed -$1.99M
CASY icon
23
Casey's General Stores
CASY
$31.8B
– –
-3,536
Closed -$1.95M
MELI icon
24
Mercado Libre
MELI
$92B
– –
-865
Closed -$1.82M
NOC icon
25
Northrop Grumman
NOC
$74.1B
– –
-2,985
Closed -$1.73M
1
2 3 4 5

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Prairie Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Prairie Wealth Advisors held 159 positions worth $236M, down 3.3% from $244M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Prairie Wealth Advisors withdrew a net $239M in Q4 2025, closing 156 positions. Its most notable exit was Lindsay Corp, an estimated $46.2M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 23% of assets, down from 26% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Prairie Wealth Advisors fully exited Lindsay Corp in Q4 2025, selling an estimated $46.2M.
  • Prairie Wealth Advisors's ten largest holdings make up 56% of its $236M portfolio in Q4 2025.
  • Prairie Wealth Advisors opened 0 new positions and closed 156 in Q4 2025.
  • Prairie Wealth Advisors's portfolio value fell 3.3% quarter-over-quarter to $236M.

Based on Prairie Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.