PrairieView Partners, LLC
CIK: 0001726673SEC EDGAR →
Portfolio Value
$1.0B
Holdings
397
As of
Q2 2025
New Positions
20
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 572,751 | $174.1M | 16.84% |
| 2 | AMERICAN CENTY ETF TR | 2,663,499 | $125.3M | 12.11% |
| 3 | AMERICAN CENTY ETF TR | 1,232,715 | $84.1M | 8.13% |
| 4 | AMERICAN CENTY ETF TR | 1,064,106 | $66.2M | 6.40% |
| 5 | DIMENSIONAL ETF TRUST | 850,209 | $45.4M | 4.39% |
| 6 | VANGUARD SCOTTSDALE FDS | 757,870 | $45.3M | 4.38% |
| 7 | VANGUARD INDEX FDS | 218,223 | $38.6M | 3.73% |
| 8 | AMERICAN CENTY ETF TR | 482,251 | $38.2M | 3.70% |
| 9 | VANGUARD INTL EQUITY INDEX F | 253,342 | $34.0M | 3.29% |
| 10 | VANGUARD TAX-MANAGED FDS | 589,130 | $33.6M | 3.25% |
Quarterly Changes
Top Buys
New Positions (20)
$112K · 626 shares
$20K · 255 shares
$20K · 47 shares
$12K · 85 shares
$11K · 479 shares
$9K · 412 shares
$8K · 22 shares
$5K · 80 shares
$4K · 31 shares
$4K · 92 shares
$3K · 126 shares
$0 · 7 shares
$0 · 37 shares
$0 · 15 shares
$0 · 3 shares
$0 · 0 shares
$0 · 1 shares
$0 · 60 shares
$0 · 0 shares
$0 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 194 | $992.2M | 96.0% |
| Technology | 36 | $10.5M | 1.0% |
| Industrials | 30 | $8.9M | 0.9% |
| Unknown | 24 | $7.4M | 0.7% |
| Healthcare | 28 | $4.2M | 0.4% |
| Communication Services | 12 | $3.2M | 0.3% |
| Consumer Cyclical | 26 | $2.3M | 0.2% |
| Consumer Defensive | 15 | $2.1M | 0.2% |
| Basic Materials | 13 | $1.7M | 0.2% |
| Energy | 11 | $749K | 0.1% |
| Utilities | 8 | $686K | 0.1% |