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PP

PrairieView Partners Portfolio holdings

AUM $1.03B
1-Year Est. Return 11.4%
This Fund
S&P 500
This Quarter Est. Return
+7.11%
1 Year Est. Return
+11.4%
3 Year Est. Return
+34.04%
5 Year Est. Return
+51.99%
10 Year Est. Return
–
AUM
$1.03B
AUM Growth
+$75.8M
Cap. Flow
+$10.2M
Cap. Flow %
0.98%
Top 10 Hldgs %
66.23%
Holding
403
New
17
Increased
78
Reduced
65
Closed
9

Top Buys

Rank Stock Value
1
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$3.75M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.76M
3
AVSF icon
Avantis Short-Term Fixed Income ETF
AVSF
+$1.84M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.84M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.76M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.05M
2
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$2.58M
3
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.39M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.26M
5
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$1.13M

Sector Composition

Rank Sector Weight
1 Miscellaneous 96.2%
2 Technology 1.03%
3 Industrials 0.85%
4 Financials 0.44%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPXC icon
276
SPX Corp
SPXC
$9.84B
$12K ﹤0.01%
72
– –
STX icon
277
Seagate
STX
$192B
$12K ﹤0.01%
+85
New +$8.8K
TWLO icon
278
Twilio
TWLO
$35.8B
$12K ﹤0.01%
100
– –
WSBC icon
279
WesBanco
WSBC
$3.96B
$12K ﹤0.01%
410
– –
ARKX icon
280
ARK Space & Defense Innovation ETF
ARKX
$764M
$11K ﹤0.01%
+479
New +$9.56K
BA icon
281
Boeing
BA
$168B
$11K ﹤0.01%
57
– –
BR icon
282
Broadridge
BR
$19.7B
$11K ﹤0.01%
49
– –
FHN icon
283
First Horizon
FHN
$11.8B
$11K ﹤0.01%
533
– –
FMS icon
284
Fresenius Medical Care
FMS
$12.1B
$11K ﹤0.01%
418
– –
GE icon
285
GE Aerospace
GE
$350B
$11K ﹤0.01%
46
– –
MO icon
286
Altria Group
MO
$115B
$11K ﹤0.01%
200
– –
OTIS icon
287
Otis Worldwide
OTIS
$27.1B
$11K ﹤0.01%
113
– –
SCHG icon
288
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$11K ﹤0.01%
400
– –
EXC icon
289
Exelon
EXC
$45B
$10K ﹤0.01%
242
– –
HRL icon
290
Hormel Foods
HRL
$11.9B
$10K ﹤0.01%
361
+2
+0.6% +$60
PTEN icon
291
Patterson-UTI
PTEN
$4.74B
$10K ﹤0.01%
1,767
– –
VDE icon
292
Vanguard Energy ETF
VDE
$10.9B
$10K ﹤0.01%
84
– –
ASML icon
293
ASML
ASML
$659B
$9K ﹤0.01%
12
– –
F icon
294
Ford
F
$58.3B
$9K ﹤0.01%
874
– –
HON icon
295
Honeywell
HON
$66.4B
$9K ﹤0.01%
44
– –
MSTY icon
296
YieldMax MSTR Option Income Strategy ETF
MSTY
$997M
$9K ﹤0.01%
+82
New +$9K
FBTC icon
297
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$8K ﹤0.01%
92
+52
+130% +$4.48K
GBIL icon
298
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.6B
$8K ﹤0.01%
86
+7
+9% +$700
HSBC icon
299
HSBC
HSBC
$367B
$8K ﹤0.01%
135
– –
VOOG icon
300
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$8K ﹤0.01%
+132
New +$7.85K
10 11
12
13 14

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SAF
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FC
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NRD
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GIM
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SC
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BWA
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CCP
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PrairieView Partners's Q2 2025 Portfolio in Review

As of Q2 2025, PrairieView Partners held 403 positions worth $1.03B, up 7.9% from $958M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

PrairieView Partners's Q2 2025 filing shows 17 new, 78 increased, 65 reduced and 9 closed positions. Its largest new stake was GoDaddy: 626 shares worth $112K. The largest sale was Berkshire Hathaway Class A, an estimated $3.05M.

By sector, the portfolio is most concentrated in Miscellaneous at 96% of assets, up from 96% a quarter earlier, followed by Technology and Industrials.

  • PrairieView Partners's largest Q2 2025 buy was GoDaddy: 626 shares worth $112K.
  • PrairieView Partners added most to Avantis US Small Cap Equity ETF in Q2 2025, an estimated $3.75M increase.
  • PrairieView Partners's biggest Q2 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $3.05M.
  • PrairieView Partners fully exited Invesco S&P 500 Top 50 ETF in Q2 2025, selling an estimated $18K.
  • PrairieView Partners's ten largest holdings make up 66% of its $1.03B portfolio in Q2 2025.
  • PrairieView Partners opened 17 new positions and closed 9 in Q2 2025.
  • PrairieView Partners's portfolio value rose 7.9% quarter-over-quarter to $1.03B.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.