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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
ADP icon
176
Automatic Data Processing
ADP
$102B
$70K 0.01%
229
– –
IJH icon
177
iShares Core S&P Mid-Cap ETF
IJH
$122B
$70K 0.01%
1,130
– –
SPSM icon
178
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$67K 0.01%
1,582
+84
+6% +$3.39K
PEP icon
179
PepsiCo
PEP
$187B
$66K 0.01%
500
– –
USB icon
180
US Bancorp
USB
$98.4B
$66K 0.01%
1,475
-52
-3% -$2.19K
ISRG icon
181
Intuitive Surgical
ISRG
$122B
$65K 0.01%
120
– –
FISV
182
Fiserv Inc
FISV
$27B
$64K 0.01%
375
– –
KO icon
183
Coca-Cola
KO
$351B
$64K 0.01%
909
+1
+0.1% +$71
THG icon
184
Hanover Insurance
THG
$7.46B
$64K 0.01%
382
– –
HPQ icon
185
HP
HPQ
$22.7B
$59K 0.01%
2,434
– –
SPMD icon
186
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$59K 0.01%
1,100
+105
+11% +$5.41K
EMB icon
187
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$54K 0.01%
584
+64
+12% +$5.76K
IVE icon
188
iShares S&P 500 Value ETF
IVE
$48.8B
$51K ﹤0.01%
262
– –
PEG icon
189
Public Service Enterprise Group
PEG
$39.2B
$50K ﹤0.01%
603
– –
BSX icon
190
Boston Scientific
BSX
$65.4B
$48K ﹤0.01%
448
– –
IVW icon
191
iShares S&P 500 Growth ETF
IVW
$73.1B
$48K ﹤0.01%
444
– –
LMT icon
192
Lockheed Martin
LMT
$117B
$47K ﹤0.01%
103
– –
PFE icon
193
Pfizer
PFE
$143B
$47K ﹤0.01%
1,964
-1,195
-38% -$27.9K
CELH icon
194
Celsius Holdings
CELH
$7.41B
$46K ﹤0.01%
1,000
– –
MDLZ icon
195
Mondelez International
MDLZ
$78.3B
$46K ﹤0.01%
692
– –
AMGN icon
196
Amgen
AMGN
$198B
$45K ﹤0.01%
163
– –
BBY icon
197
Best Buy
BBY
$18B
$45K ﹤0.01%
675
– –
PSX icon
198
Phillips 66
PSX
$82.9B
$45K ﹤0.01%
383
– –
RSP icon
199
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$45K ﹤0.01%
250
– –
VRTX icon
200
Vertex Pharmaceuticals
VRTX
$123B
$44K ﹤0.01%
100
– –
6 7
8
9 10

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GIM
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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.