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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
SMB icon
26
VanEck Short Muni ETF
SMB
$312M
$5.68M 0.55%
329,136
+36,095
+12% +$617K
AAPL icon
27
Apple
AAPL
$4.8T
$5.18M 0.5%
25,240
-879
-3% -$178K
DLS icon
28
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$4.47M 0.43%
59,532
+6,964
+13% +$488K
IEFA icon
29
iShares Core MSCI EAFE ETF
IEFA
$185B
$4.11M 0.4%
49,279
+1,876
+4% +$149K
FNDF icon
30
Schwab Fundamental International Large Company Index ETF
FNDF
$24.1B
$3.97M 0.38%
99,158
-76
-0.1% -$2.87K
DFSD
31
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.09B
$3.64M 0.35%
75,908
+5,834
+8% +$278K
IEMG icon
32
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$3.62M 0.35%
60,222
+1,121
+2% +$62.6K
VV icon
33
Vanguard Large-Cap ETF
VV
$52.1B
$3.54M 0.34%
12,429
– –
IJR icon
34
iShares Core S&P Small-Cap ETF
IJR
$109B
$3.5M 0.34%
31,984
-651
-2% -$67.3K
VCSH icon
35
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$3.31M 0.32%
41,703
-5,864
-12% -$462K
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$3.31M 0.32%
130,701
+4,703
+4% +$111K
DFNM icon
37
Dimensional National Municipal Bond ETF
DFNM
$2.25B
$3.14M 0.3%
66,227
-6,052
-8% -$286K
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.5B
$3.01M 0.29%
61,434
-25,722
-30% -$1.26M
VTES icon
39
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.09B
$2.98M 0.29%
29,572
-11,296
-28% -$1.13M
FNDA icon
40
Schwab Fundamental US Small Company Index ETF
FNDA
$9.18B
$2.87M 0.28%
100,341
+11,244
+13% +$305K
SCHE icon
41
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$2.84M 0.27%
94,173
-3,797
-4% -$108K
SCHF icon
42
Schwab International Equity ETF
SCHF
$65.1B
$2.77M 0.27%
125,209
-330
-0.3% -$6.87K
BSV icon
43
Vanguard Short-Term Bond ETF
BSV
$44.7B
$2.75M 0.27%
34,907
-4,107
-11% -$321K
MSFT icon
44
Microsoft
MSFT
$2.99T
$2.74M 0.27%
5,514
+1
+0% +$434
SCZ icon
45
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$2.62M 0.25%
36,097
+1,358
+4% +$91.9K
FNDC icon
46
Schwab Fundamental International Small Company Index ETF
FNDC
$2.98B
$2.56M 0.25%
61,019
-2,179
-3% -$84.5K
SCHR
47
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$2.55M 0.25%
101,966
-3,589
-3% -$88.9K
AVMU icon
48
Avantis Core Municipal Fixed Income ETF
AVMU
$170M
$2.48M 0.24%
55,420
+15,351
+38% +$684K
AVSU icon
49
Avantis Responsible US Equity ETF
AVSU
$469M
$2.14M 0.21%
31,217
-419
-1% -$26.6K
IJS icon
50
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$2.09M 0.2%
21,047
-152
-0.7% -$14.4K
1
2
3 4 5

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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.