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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
TSM icon
126
TSMC
TSM
$2.13T
$186K 0.02%
825
+115
+16% +$21.3K
AVGO icon
127
Broadcom
AVGO
$1.78T
$183K 0.02%
665
-74
-10% -$16.1K
WMB icon
128
Williams Companies
WMB
$91.4B
$182K 0.02%
2,900
– –
VUG icon
129
Vanguard Growth ETF
VUG
$221B
$179K 0.02%
2,454
– –
FDS icon
130
Factset
FDS
$9.33B
$178K 0.02%
400
– –
DIS icon
131
Walt Disney
DIS
$173B
$175K 0.02%
1,414
– –
GOVT icon
132
iShares US Treasury Bond ETF
GOVT
$43.7B
$174K 0.02%
7,614
– –
JNJ icon
133
Johnson & Johnson
JNJ
$602B
$174K 0.02%
1,143
– –
ACN icon
134
Accenture
ACN
$88.5B
$172K 0.02%
577
– –
CAT icon
135
Caterpillar
CAT
$404B
$171K 0.02%
442
– –
SPYV icon
136
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$163K 0.02%
3,131
– –
GIS icon
137
General Mills
GIS
$20.7B
$158K 0.02%
3,054
– –
VO icon
138
Vanguard Mid-Cap ETF
VO
$106B
$158K 0.02%
2,260
– –
IBM icon
139
IBM
IBM
$206B
$157K 0.02%
535
+4
+0.8% +$1.03K
DFUS
140
Dimensional US Equity ETF
DFUS
$20.8B
$152K 0.01%
2,275
– –
WMT icon
141
Walmart Inc
WMT
$915B
$149K 0.01%
1,525
+14
+0.9% +$1.33K
SMCI icon
142
Super Micro Computer
SMCI
$16B
$147K 0.01%
3,000
– –
EFA icon
143
iShares MSCI EAFE ETF
EFA
$76.5B
$145K 0.01%
1,627
– –
PG icon
144
Procter & Gamble
PG
$353B
$142K 0.01%
895
– –
AXP icon
145
American Express
AXP
$247B
$140K 0.01%
440
– –
EEM icon
146
iShares MSCI Emerging Markets ETF
EEM
$28B
$136K 0.01%
2,830
– –
TJX icon
147
TJX Companies
TJX
$171B
$134K 0.01%
1,090
– –
PGR icon
148
Progressive
PGR
$120B
$128K 0.01%
482
– –
META icon
149
Meta Platforms (Facebook)
META
$1.69T
$126K 0.01%
172
+32
+23% +$19.8K
VOT icon
150
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$126K 0.01%
446
-332
-43% -$85.6K
4 5
6
7 8

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SAF
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FC
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NRD
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GIM
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SC
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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.