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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
-0.01%
1 Year Est. Return
+11.4%
3 Year Est. Return
+34.04%
5 Year Est. Return
+51.99%
10 Year Est. Return
–
AUM
$958M
AUM Growth
+$1.68M
Cap. Flow
+$5.61M
Cap. Flow %
0.59%
Top 10 Hldgs %
66.46%
Holding
402
New
11
Increased
67
Reduced
96
Closed
16

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.38M
2
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.33M
3
AVIV icon
Avantis International Large Cap Value ETF
AVIV
+$2.04M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.98M
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.74M

Top Sells

Rank Stock Value
1
HTLF
Heartland Financial USA, Inc.
HTLF
+$2.48M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.02M
3
AVSC icon
Avantis US Small Cap Equity ETF
AVSC
+$1.88M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.64M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.28M

Sector Composition

Rank Sector Weight
1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.81%
4 Healthcare 0.46%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
26
3M
MMM
$83.4B
$5.57M 0.58%
37,907
-391
-1% -$57.4K
SMB icon
27
VanEck Short Muni ETF
SMB
$313M
$5.02M 0.52%
293,041
– –
BRK.A icon
28
Berkshire Hathaway Class A
BRK.A
$1.06T
$4.79M 0.5%
+6
New +$4.38M
VTEB icon
29
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$4.32M 0.45%
87,156
+21,860
+33% +$1.09M
VTES icon
30
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.09B
$4.11M 0.43%
40,868
+13,778
+51% +$1.39M
VCSH icon
31
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$3.75M 0.39%
47,567
-5,173
-10% -$406K
FNDF icon
32
Schwab Fundamental International Large Company Index ETF
FNDF
$24.2B
$3.59M 0.37%
99,234
-2,950
-3% -$104K
IEFA icon
33
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.59M 0.37%
47,403
+1,227
+3% +$91.8K
DLS icon
34
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$3.47M 0.36%
52,568
-6,102
-10% -$397K
DFNM icon
35
Dimensional National Municipal Bond ETF
DFNM
$2.24B
$3.44M 0.36%
72,279
+19,039
+36% +$912K
IJR icon
36
iShares Core S&P Small-Cap ETF
IJR
$110B
$3.41M 0.36%
32,635
+2,475
+8% +$279K
DFSD
37
Dimensional Short-Duration Fixed Income ETF
DFSD
$7B
$3.33M 0.35%
70,074
+49,327
+238% +$2.33M
VV icon
38
Vanguard Large-Cap ETF
VV
$52.2B
$3.19M 0.33%
12,429
-151
-1% -$40.9K
IEMG icon
39
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$3.19M 0.33%
59,101
+6,893
+13% +$371K
BSV icon
40
Vanguard Short-Term Bond ETF
BSV
$44.7B
$3.05M 0.32%
39,014
-4,363
-10% -$339K
SCHA icon
41
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$2.95M 0.31%
125,998
-8,379
-6% -$214K
SCHE icon
42
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$2.7M 0.28%
97,970
-8,888
-8% -$243K
SCHR
43
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$2.62M 0.27%
105,555
+23,165
+28% +$567K
SCHF icon
44
Schwab International Equity ETF
SCHF
$65.4B
$2.48M 0.26%
125,539
-361
-0.3% -$7.08K
FNDA icon
45
Schwab Fundamental US Small Company Index ETF
FNDA
$9.23B
$2.44M 0.25%
89,097
-701
-0.8% -$20.5K
FNDC icon
46
Schwab Fundamental International Small Company Index ETF
FNDC
$3B
$2.29M 0.24%
63,198
-729
-1% -$26K
SCZ icon
47
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$2.21M 0.23%
34,739
-161
-0.5% -$10.2K
MSFT icon
48
Microsoft
MSFT
$2.93T
$2.07M 0.22%
5,513
+151
+3% +$61.6K
IJS icon
49
iShares S&P Small-Cap 600 Value ETF
IJS
$8.15B
$2.07M 0.22%
21,199
-435
-2% -$45.9K
BNDX icon
50
Vanguard Total International Bond ETF
BNDX
$82.2B
$2.04M 0.21%
41,810
-5,521
-12% -$270K
1
2
3 4 5

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FC
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NRD
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GIM
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PrairieView Partners's Q1 2025 Portfolio in Review

As of Q1 2025, PrairieView Partners held 402 positions worth $958M, up 0.18% from $957M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

PrairieView Partners's Q1 2025 filing shows 11 new, 67 increased, 96 reduced and 16 closed positions. Its largest new stake was Berkshire Hathaway Class A: 6 shares worth $4.79M. The largest sale was Heartland Financial USA, Inc., an estimated $2.48M.

By sector, the portfolio is most concentrated in Technology at 1% of assets, down from 1.1% a quarter earlier, followed by Industrials and Financials.

  • PrairieView Partners's largest Q1 2025 buy was Berkshire Hathaway Class A: 6 shares worth $4.79M.
  • PrairieView Partners added most to Dimensional Short-Duration Fixed Income ETF in Q1 2025, an estimated $2.33M increase.
  • PrairieView Partners's biggest Q1 2025 reduction was Vanguard Total Stock Market ETF, cutting an estimated $2.02M.
  • PrairieView Partners fully exited Heartland Financial USA, Inc. in Q1 2025, selling an estimated $2.48M.
  • PrairieView Partners's ten largest holdings make up 66% of its $958M portfolio in Q1 2025.
  • PrairieView Partners opened 11 new positions and closed 16 in Q1 2025.
  • PrairieView Partners's portfolio value rose 0.18% quarter-over-quarter to $958M.

Based on PrairieView Partners's 13F filing for Q1 2025, filed 9 May 2025.