← Back to Discover

PrairieView Partners, LLC

Period ended Jun 30, 2025 · Latest filing Jul 25, 2025

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2025: $1,034,004

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $174,076
  2. AMERICAN CENTY ETF TR · AVANTIS SHFXDINC · 025072687 · shares: $125,264
  3. AMERICAN CENTY ETF TR · US LARGE CAP VLU · 025072349 · shares: $84,083
  4. AMERICAN CENTY ETF TR · INTERNATIONAL LR · 025072364 · shares: $66,224
  5. DIMENSIONAL ETF TRUST · GLOBAL EX US COR · 25434V575 · shares: $45,367
  6. VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $45,328
  7. VANGUARD INDEX FDS · VALUE ETF · 922908744 · shares: $38,568
  8. AMERICAN CENTY ETF TR · INTL SMCP VLU · 025072802 · shares: $38,232
  9. VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF · 922042718 · shares: $34,046
  10. VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $33,586

Reported holdings

397 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
DRAFTKINGS INC NEWCOM CL A26142V105 — 1,000 shares $42
SPDR SERIES TRUSTSPDR S&P 500 ETF78468R796 — 798 shares $40
TARGET CORPCOM87612E106 — 414 shares $40
MARVELL TECHNOLOGY INCCOM573874104 — 508 shares $39
PRINCIPAL FINANCIAL GROUP INCOM74251V102 — 499 shares $39
BRISTOL-MYERS SQUIBB COCOM110122108 — 800 shares $37
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF46138G649 — 165 shares $37
HUMANA INCCOM444859102 — 150 shares $36
ISHARES TRMSCI USA QLT FCT46432F339 — 202 shares $36
SYSCO CORPCOM871829107 — 483 shares $36
COLGATE PALMOLIVE COCOM194162103 — 378 shares $34
FULCRUM THERAPEUTICS INCCOM359616109 — 5,000 shares $34
UNION PAC CORPCOM907818108 — 150 shares $34
BLOCK H & R INCCOM093671105 — 608 shares $33
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797 — 1,282 shares $33
SPDR INDEX SHS FDSS&P INTL SMLCP78463X871 — 914 shares $33
FTI CONSULTING INCCOM302941109 — 200 shares $32
ISHARES TRRUS MDCP VAL ETF464287473 — 243 shares $32
FIRST INTST BANCSYSTEM INCCOM32055Y201 — 1,100 shares $31
AXOS FINANCIAL INCCOM05465C100 — 400 shares $30
KROGER COCOM501044101 — 392 shares $28
SEMPRACOM816851109 — 376 shares $28
EATON CORP PLCSHSG29183103 — 75 shares $26
TRACTOR SUPPLY COCOM892356106 — 500 shares $26
CONSTELLATION ENERGY CORPCOM21037T109 — 79 shares $25
PIMCO ETF TR1-5 US TIP IDX72201R205 — 477 shares $25
VANGUARD WHITEHALL FDSHIGH DIV YLD921946406 — 191 shares $25
GIBRALTAR INDS INCCOM374689107 — 408 shares $24
GOLDMAN SACHS ETF TRACTIVEBETA US LG381430503 — 200 shares $24
BANK AMERICA CORPCOM060505104 — 502 shares $23
CONOCOPHILLIPSCOM20825C104 — 264 shares $23
DARDEN RESTAURANTS INCCOM237194105 — 109 shares $23
GENWORTH FINL INCCOM SHS37247D106 — 3,000 shares $23
METLIFE INCCOM59156R108 — 294 shares $23
SHOPIFY INCCL A SUB VTG SHS82509L107 — 200 shares $23
ISHARES TR0-5 YR TIPS ETF46429B747 — 220 shares $22
LINDE PLCSHSG54950103 — 48 shares $22
SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X509 — 516 shares $22
CVS HEALTH CORPCOM126650100 — 310 shares $21
FLUTTER ENTMT PLCSHSG3643J108 — 75 shares $21
ISHARES TREXPONENTIAL TECH46434V381 — 322 shares $21
PULTE GROUP INCCOM745867101 — 200 shares $21
S&P GLOBAL INCCOM78409V104 — 41 shares $21
BLACKROCK INCCOM09290D101 — 20 shares $20
FIDELITY COMWLTH TRNASDAQ COMPSIT315912808 — 255 shares $20
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF46641Q837 — 402 shares $20
SPDR DOW JONES INDL AVERAGEUT SER 178467X109 — 47 shares $20
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835 — 278 shares $20
ABBVIE INCCOM00287Y109 — 106 shares $19
RIO TINTO PLCSPONSORED ADR767204100 — 338 shares $19
STARBUCKS CORPCOM855244109 — 216 shares $19
UPSTART HLDGS INCCOM91680M107 — 300 shares $19
GENERAL DYNAMICS CORPCOM369550108 — 63 shares $18
INTEL CORPCOM458140100 — 790 shares $17
ISHARES TRMSCI EAFE MIN VL46429B689 — 205 shares $17
ISHARES TRRUS MD CP GR ETF464287481 — 125 shares $17
VANGUARD STAR FDSVG TL INTL STK F921909768 — 254 shares $17
CARRIER GLOBAL CORPORATIONCOM14448C104 — 227 shares $16
MARCUS CORP DELCOM566330106 — 1,000 shares $16
GE VERNOVA INCCOM36828A101 — 30 shares $15
KENVUE INCCOM49177J102 — 755 shares $15
UNITED PARCEL SERVICE INCCL B911312106 — 150 shares $15
MERCK & CO INCCOM58933Y105 — 188 shares $14
SCHWAB CHARLES CORPCOM808513105 — 162 shares $14
WELLS FARGO CO NEWCOM949746101 — 187 shares $14
BAXTER INTL INCCOM071813109 — 440 shares $13
IPG PHOTONICS CORPCOM44980X109 — 190 shares $13
SALESFORCE INCCOM79466L302 — 50 shares $13
AMPLIFY ETF TRBLOCKCHAIN LDR032108607 — 221 shares $12
DNP SELECT INCOME FD INCCOM23325P104 — 1,309 shares $12
DORMAN PRODS INCCOM258278100 — 100 shares $12
GOLDMAN SACHS ETF TRACTIVEBETA INT381430107 — 306 shares $12
MICRON TECHNOLOGY INCCOM595112103 — 100 shares $12
PRUDENTIAL FINL INCCOM744320102 — 113 shares $12
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103 — 85 shares $12
SPDR SERIES TRUSTS&P DIVID ETF78464A763 — 95 shares $12
SPX TECHNOLOGIES INCCOM78473E103 — 72 shares $12
TWILIO INCCL A90138F102 — 100 shares $12
WESBANCO INCCOM950810101 — 410 shares $12
ALTRIA GROUP INCCOM02209S103 — 200 shares $11
ARK ETF TRARK SPACE EXPL00214Q807 — 479 shares $11
BOEING COCOM097023105 — 57 shares $11
BROADRIDGE FINL SOLUTIONS INCOM11133T103 — 49 shares $11
FIRST HORIZON CORPORATIONCOM320517105 — 533 shares $11
FRESENIUS MEDICAL CARE AGSPONSORED ADR358029106 — 418 shares $11
GE AEROSPACECOM NEW369604301 — 46 shares $11
OTIS WORLDWIDE CORPCOM68902V107 — 113 shares $11
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300 — 400 shares $11
EXELON CORPCOM30161N101 — 242 shares $10
HORMEL FOODS CORPCOM440452100 — 361 shares $10
PATTERSON-UTI ENERGY INCCOM703481101 — 1,767 shares $10
VANGUARD WORLD FDENERGY ETF92204A306 — 84 shares $10
ASML HOLDING N VN Y REGISTRY SHSN07059210 — 12 shares $9
FORD MTR COCOM345370860 — 874 shares $9
HONEYWELL INTL INCCOM438516106 — 41 shares $9
TIDAL TR IIYIELDMAX MSTR OP88634T493 — 412 shares $9
FIDELITY WISE ORIGIN BITCOINSHS315948109 — 92 shares $8
GOLDMAN SACHS ETF TRACCES TREASURY381430529 — 86 shares $8
HSBC HLDGS PLCSPON ADR NEW404280406 — 135 shares $8
VANGUARD ADMIRAL FDS INC500 GRTH IDX F921932505 — 22 shares $8