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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

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

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

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
VIG icon
76
Vanguard Dividend Appreciation ETF
VIG
$111B
$715K 0.07%
3,497
+7
+0.2% +$1.36K
SCHO icon
77
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$713K 0.07%
29,261
-3,944
-12% -$95.8K
BGRN icon
78
iShares USD Green Bond ETF
BGRN
$495M
$710K 0.07%
14,915
+456
+3% +$21.4K
NVDA icon
79
NVIDIA
NVDA
$5.02T
$700K 0.07%
4,431
+7
+0.2% +$881
ECL icon
80
Ecolab
ECL
$77.6B
$698K 0.07%
2,594
– –
LLY icon
81
Eli Lilly
LLY
$1.04T
$667K 0.06%
856
– –
DE icon
82
Deere & Co
DE
$162B
$638K 0.06%
1,256
– –
AGG icon
83
iShares Core US Aggregate Bond ETF
AGG
$139B
$636K 0.06%
6,412
+457
+8% +$44.8K
SHM icon
84
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$600K 0.06%
12,553
-2,071
-14% -$98.2K
VEU icon
85
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$590K 0.06%
8,784
+1,085
+14% +$68.7K
AVES icon
86
Avantis Emerging Markets Value ETF
AVES
$1.43B
$550K 0.05%
10,280
-920
-8% -$45.6K
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$81.9B
$535K 0.05%
2,759
– –
HD icon
88
Home Depot
HD
$347B
$532K 0.05%
1,453
– –
IWV icon
89
iShares Russell 3000 ETF
IWV
$19.6B
$507K 0.05%
1,446
– –
DFAS icon
90
Dimensional US Small Cap ETF
DFAS
$15B
$497K 0.05%
7,812
– –
UMBF icon
91
UMB Financial
UMBF
$11.2B
$470K 0.05%
4,476
– –
UNH icon
92
UnitedHealth
UNH
$384B
$469K 0.05%
1,506
+139
+10% +$53.1K
TRV icon
93
Travelers Companies
TRV
$71.8B
$464K 0.04%
1,735
– –
IEI icon
94
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$450K 0.04%
3,779
+170
+5% +$20.1K
V icon
95
Visa
V
$694B
$447K 0.04%
1,260
– –
SPTM icon
96
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$444K 0.04%
5,936
– –
JPM icon
97
JPMorgan Chase
JPM
$912B
$391K 0.04%
1,350
– –
VONV icon
98
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$388K 0.04%
4,565
– –
ESML icon
99
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.84B
$383K 0.04%
9,271
-1
-0% -$39
VT icon
100
Vanguard Total World Stock ETF
VT
$76.6B
$372K 0.04%
2,895
+16
+0.6% +$1.91K
2 3
4
5 6

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SAF
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FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
NRD
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GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
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.