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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 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 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 Technology 1.03%
2 Industrials 0.85%
3 Financials 0.44%
4 Healthcare 0.41%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEM icon
326
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.63B
$3K ﹤0.01%
104
– –
ILCB icon
327
iShares Morningstar US Equity ETF
ILCB
$1.27B
$3K ﹤0.01%
36
– –
IMCG icon
328
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.88B
$3K ﹤0.01%
42
– –
KD icon
329
Kyndryl
KD
$2.68B
$3K ﹤0.01%
80
– –
KNF icon
330
Knife River
KNF
$4.64B
$3K ﹤0.01%
43
– –
MLCO icon
331
Melco Resorts & Entertainment
MLCO
$2.12B
$3K ﹤0.01%
500
– –
RIVN icon
332
Rivian
RIVN
$25.3B
$3K ﹤0.01%
230
+220
+2,200% +$2.98K
TKR icon
333
Timken Company
TKR
$9.57B
$3K ﹤0.01%
44
– –
ULTA icon
334
Ulta Beauty
ULTA
$20.6B
$3K ﹤0.01%
7
-11
-61% -$4.55K
VYMI icon
335
Vanguard International High Dividend Yield ETF
VYMI
$20.1B
$3K ﹤0.01%
43
– –
BWA icon
336
BorgWarner
BWA
$12.8B
$2K ﹤0.01%
64
– –
C icon
337
Citigroup
C
$217B
$2K ﹤0.01%
29
– –
CTVA icon
338
Corteva
CTVA
$58.4B
$2K ﹤0.01%
35
– –
DGRO icon
339
iShares Core Dividend Growth ETF
DGRO
$42.1B
$2K ﹤0.01%
45
– –
DOW icon
340
Dow Inc
DOW
$21.6B
$2K ﹤0.01%
94
– –
MDU icon
341
MDU Resources
MDU
$4.42B
$2K ﹤0.01%
175
– –
ORCL icon
342
Oracle
ORCL
$364B
$2K ﹤0.01%
10
– –
TMUS icon
343
T-Mobile US
TMUS
$208B
$2K ﹤0.01%
9
+2
+29% +$488
VGSH icon
344
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$2K ﹤0.01%
41
– –
VOE icon
345
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$2K ﹤0.01%
15
– –
VTRS icon
346
Viatris
VTRS
$20.1B
$2K ﹤0.01%
299
-93
-24% -$786
ZBH icon
347
Zimmer Biomet
ZBH
$17.6B
$2K ﹤0.01%
25
– –
ECG
348
Everus Construction Group
ECG
$6.8B
$2K ﹤0.01%
43
– –
ACHR icon
349
Archer Aviation
ACHR
$3.39B
$1K ﹤0.01%
100
– –
BHF icon
350
Brighthouse Financial
BHF
$3.77B
$1K ﹤0.01%
23
– –
12 13
14
15 16

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FC
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NRD
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GIM
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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 Technology at 1% of assets, down from 1% a quarter earlier, followed by Industrials and Financials.

  • 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.