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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 | |
|---|---|---|---|---|---|---|---|
126
TSMC
TSM
$2.2T
| $186K | 0.02% |
825
+115
| +16% | +$21.3K |
2024 Q1
5 quarters
|
|
127
Broadcom
AVGO
$1.57T
| $183K | 0.02% |
665
-74
| -10% | -$16.1K |
2022 Q3
11 quarters
|
|
128
Williams Companies
WMB
$87.8B
| $182K | 0.02% |
2,900
| – | – |
2020 Q1
21 quarters
|
|
129
Vanguard Morningstar Growth ETF
VUG
$226B
| $179K | 0.02% |
2,454
| – | – |
2020 Q1
21 quarters
|
|
130
Factset
FDS
$11.5B
| $178K | 0.02% |
400
| – | – |
2020 Q1
21 quarters
|
|
131
Walt Disney
DIS
$191B
| $175K | 0.02% |
1,414
| – | – |
2019 Q4
22 quarters
|
|
132
iShares US Treasury Bond ETF
GOVT
$42.8B
| $174K | 0.02% |
7,614
| – | – |
2022 Q1
13 quarters
|
|
133
Johnson & Johnson
JNJ
$641B
| $174K | 0.02% |
1,143
| – | – |
2019 Q3
23 quarters
|
|
134
Accenture
ACN
$151B
| $172K | 0.02% |
577
| – | – |
2024 Q2
4 quarters
|
|
135
Caterpillar
CAT
$318B
| $171K | 0.02% |
442
| – | – |
2019 Q3
23 quarters
|
|
136
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$38.7B
| $163K | 0.02% |
3,131
| – | – |
2020 Q1
21 quarters
|
|
137
General Mills
GIS
$18B
| $158K | 0.02% |
3,054
| – | – |
2020 Q1
21 quarters
|
|
138
Vanguard Morningstar Mid-Cap ETF
VO
$107B
| $158K | 0.02% |
2,260
| – | – |
2020 Q1
21 quarters
|
|
139
IBM
IBM
$240B
| $157K | 0.02% |
535
+4
| +0.8% | +$1.03K |
2020 Q1
21 quarters
|
|
140
Dimensional US Equity ETF
DFUS
$21.2B
| $152K | 0.01% |
2,275
| – | – |
2021 Q2
16 quarters
|
|
141
Walmart Inc
WMT
$954B
| $149K | 0.01% |
1,525
+14
| +0.9% | +$1.33K |
2020 Q1
21 quarters
|
|
142
Super Micro Computer
SMCI
$21.5B
| $147K | 0.01% |
3,000
| – | – |
2024 Q4
2 quarters
|
|
143
iShares MSCI EAFE ETF
EFA
$76.4B
| $145K | 0.01% |
1,627
| – | – |
2020 Q1
21 quarters
|
|
144
Procter & Gamble
PG
$371B
| $142K | 0.01% |
895
| – | – |
2020 Q1
21 quarters
|
|
145
American Express
AXP
$213B
| $140K | 0.01% |
440
| – | – |
2020 Q1
21 quarters
|
|
146
iShares MSCI Emerging Markets ETF
EEM
$28.7B
| $136K | 0.01% |
2,830
| – | – |
2020 Q1
21 quarters
|
|
147
TJX Companies
TJX
$158B
| $134K | 0.01% |
1,090
| – | – |
2024 Q2
4 quarters
|
|
148
Progressive
PGR
$133B
| $128K | 0.01% |
482
| – | – |
2020 Q1
21 quarters
|
|
149
Meta Platforms (Facebook)
META
$1.61T
| $126K | 0.01% |
172
+32
| +23% | +$19.8K |
2020 Q1
21 quarters
|
|
150
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19B
| $126K | 0.01% |
446
-332
| -43% | -$85.6K |
2023 Q2
8 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.