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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 | |
|---|---|---|---|---|---|---|---|
176
Automatic Data Processing
ADP
$121B
| $70K | 0.01% |
229
| – | – |
2021 Q2
16 quarters
|
|
177
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $70K | 0.01% |
1,130
| – | – |
2020 Q1
21 quarters
|
|
178
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
| $67K | 0.01% |
1,582
+84
| +6% | +$3.39K |
2020 Q1
21 quarters
|
|
179
PepsiCo
PEP
$185B
| $66K | 0.01% |
500
| – | – |
2020 Q4
18 quarters
|
|
180
US Bancorp
USB
$92.8B
| $66K | 0.01% |
1,475
-52
| -3% | -$2.19K |
2019 Q3
23 quarters
|
|
181
Intuitive Surgical
ISRG
$160B
| $65K | 0.01% |
120
| – | – |
2020 Q1
21 quarters
|
|
182
Fiserv Inc
FISV
$26.5B
| $64K | 0.01% |
375
| – | – |
2024 Q2
4 quarters
|
|
183
Coca-Cola
KO
$399B
| $64K | 0.01% |
909
+1
| +0.1% | +$71 |
2020 Q1
21 quarters
|
|
184
Hanover Insurance
THG
$8.28B
| $64K | 0.01% |
382
| – | – |
2020 Q1
21 quarters
|
|
185
HP
HPQ
$30.3B
| $59K | 0.01% |
2,434
| – | – |
2020 Q1
21 quarters
|
|
186
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
| $59K | 0.01% |
1,100
+105
| +11% | +$5.41K |
2024 Q1
5 quarters
|
|
187
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$12.6B
| $54K | 0.01% |
584
+64
| +12% | +$5.76K |
2020 Q4
18 quarters
|
|
188
iShares S&P 500 Value ETF
IVE
$50.4B
| $51K | ﹤0.01% |
262
| – | – |
2020 Q1
21 quarters
|
|
189
Public Service Enterprise Group
PEG
$35.9B
| $50K | ﹤0.01% |
603
| – | – |
2020 Q1
21 quarters
|
|
190
Boston Scientific
BSX
$66.2B
| $48K | ﹤0.01% |
448
| – | – |
2023 Q2
8 quarters
|
|
191
iShares S&P 500 Growth ETF
IVW
$75.5B
| $48K | ﹤0.01% |
444
| – | – |
2020 Q1
21 quarters
|
|
192
Lockheed Martin
LMT
$140B
| $47K | ﹤0.01% |
103
| – | – |
2020 Q1
21 quarters
|
|
193
Pfizer
PFE
$171B
| $47K | ﹤0.01% |
1,964
-1,195
| -38% | -$27.9K |
2019 Q3
23 quarters
|
|
194
Celsius Holdings
CELH
$7.2B
| $46K | ﹤0.01% |
1,000
| – | – |
2024 Q2
4 quarters
|
|
195
Mondelez International
MDLZ
$81.4B
| $46K | ﹤0.01% |
692
| – | – |
2020 Q1
21 quarters
|
|
196
Amgen
AMGN
$237B
| $45K | ﹤0.01% |
163
| – | – |
2022 Q1
13 quarters
|
|
197
Best Buy
BBY
$20.9B
| $45K | ﹤0.01% |
675
| – | – |
2020 Q1
21 quarters
|
|
198
Phillips 66
PSX
$113B
| $45K | ﹤0.01% |
383
| – | – |
2020 Q1
21 quarters
|
|
199
Invesco S&P 500 Equal Weight ETF
RSP
$100B
| $45K | ﹤0.01% |
250
| – | – |
2020 Q1
21 quarters
|
|
200
Vertex Pharmaceuticals
VRTX
$133B
| $44K | ﹤0.01% |
100
| – | – |
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.