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PrairieView Partners Portfolio holdings
AUM
$1.03B
Turnover
6.45%
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
(+7.9%)
Cap. Flow
+$10.2M
Cap. Flow % of AUM
Cap. Flow %
0.98%
Top 10 Holdings %
Top 10 Hldgs %
66.23%
Holding
403
New
17
Increased
78
Reduced
65
Closed
9
Avg Time Held
4
years
Top 10 Avg Time Held
2.8
years
Top 20 Avg Time Held
4.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis US Small Cap Equity ETF
AVSC
|
+$3.75M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.76M |
| 3 |
Avantis Short-Term Fixed Income ETF
AVSF
|
+$1.84M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.84M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$1.76M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$3.05M |
| 2 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$2.58M |
| 3 |
Avantis International Small Cap Value ETF
AVDV
|
+$1.39M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.26M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
76
Vanguard Dividend Appreciation ETF
VIG
$114B
| $715K | 0.07% |
3,497
+7
| +0.2% | +$1.36K |
2019 Q3
23 quarters
|
|
77
Schwab Short-Term US Treasury ETF
SCHO
$15.7B
| $713K | 0.07% |
29,261
-3,944
| -12% | -$95.8K |
2017 Q4
30 quarters
|
|
78
iShares USD Green Bond ETF
BGRN
$493M
| $710K | 0.07% |
14,915
+456
| +3% | +$21.4K |
2021 Q4
14 quarters
|
|
79
NVIDIA
NVDA
$5.09T
| $700K | 0.07% |
4,431
+7
| +0.2% | +$881 |
2020 Q4
18 quarters
|
|
80
Ecolab
ECL
$80.9B
| $698K | 0.07% |
2,594
| – | – |
2019 Q3
23 quarters
|
|
81
Eli Lilly
LLY
$1.14T
| $667K | 0.06% |
856
| – | – |
2021 Q3
15 quarters
|
|
82
Deere & Co
DE
$174B
| $638K | 0.06% |
1,256
| – | – |
2019 Q3
23 quarters
|
|
83
iShares Core US Aggregate Bond ETF
AGG
$139B
| $636K | 0.06% |
6,412
+457
| +8% | +$44.8K |
2020 Q1
21 quarters
|
|
84
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
| $600K | 0.06% |
12,553
-2,071
| -14% | -$98.2K |
2017 Q4
30 quarters
|
|
85
Vanguard FTSE All-World ex-US ETF
VEU
$66.3B
| $590K | 0.06% |
8,784
+1,085
| +14% | +$68.7K |
2017 Q4
30 quarters
|
|
86
Avantis Emerging Markets Value ETF
AVES
$1.48B
| $550K | 0.05% |
10,280
-920
| -8% | -$45.6K |
2022 Q1
13 quarters
|
|
87
iShares Russell 1000 Value ETF
IWD
$84.2B
| $535K | 0.05% |
2,759
| – | – |
2019 Q3
23 quarters
|
|
88
Home Depot
HD
$319B
| $532K | 0.05% |
1,453
| – | – |
2020 Q1
21 quarters
|
|
89
iShares Russell 3000 ETF
IWV
$20.2B
| $507K | 0.05% |
1,446
| – | – |
2019 Q3
23 quarters
|
|
90
U.S. Small Cap Portfolio ETF Class Shares
DFAS
$15.1B
| $497K | 0.05% |
7,812
| – | – |
2021 Q2
16 quarters
|
|
91
UMB Financial
UMBF
$10.3B
| $470K | 0.05% |
4,476
| – | – |
2025 Q1
1 quarter
|
|
92
UnitedHealth
UNH
$375B
| $469K | 0.05% |
1,506
+139
| +10% | +$53.1K |
2019 Q3
23 quarters
|
|
93
Travelers Companies
TRV
$83.1B
| $464K | 0.04% |
1,735
| – | – |
2023 Q2
8 quarters
|
|
94
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $450K | 0.04% |
3,779
+170
| +5% | +$20.1K |
2022 Q1
13 quarters
|
|
95
Visa
V
$766B
| $447K | 0.04% |
1,260
| – | – |
2020 Q1
21 quarters
|
|
96
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
| $444K | 0.04% |
5,936
| – | – |
2019 Q2
24 quarters
|
|
97
JPMorgan Chase
JPM
$881B
| $391K | 0.04% |
1,350
| – | – |
2020 Q1
21 quarters
|
|
98
Vanguard Russell 1000 Value ETF
VONV
$22.5B
| $388K | 0.04% |
4,565
| – | – |
2019 Q3
23 quarters
|
|
99
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.72B
| $383K | 0.04% |
9,271
-1
| -0% | -$39 |
2020 Q3
19 quarters
|
|
100
Vanguard Total World Stock ETF
VT
$80.8B
| $372K | 0.04% |
2,895
+16
| +0.6% | +$1.91K |
2019 Q3
23 quarters
|
|
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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.