CIK: 0002022783
Total reported value
$230.7M
Reporting period: 2026-03-31 · Number of holdings: 153
Prairie Wealth Advisors, Inc. disclosed 153 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $230.7M and a quarterly turnover rate of 11.5%.
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Prairie Wealth Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.063 — mathematically equivalent to about 16 equally-sized positions, well below its 153 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.92), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 43% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add GLD
$1.3M
Trim SHOP
-$1.7M
Add LNN
$457.5K
Trim NVDA
-$1.9M
Trim AMZN
-$955.0K
Add IAU
$520.3K
Showing top 150 holdings (of 153 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LNN | Lindsay CORP | Stock-Other | 19.81% | +0.61% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.25% | -0.58% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 7.57% | +0.72% | — | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 4.36% | +0.31% | — | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.29% | -0.34% | — | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 2.67% | -0.08% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.32% | -0.21% | — | |
| 8 | SHOP | Shopify INC - Class A | Stock-Tech | 1.85% | -0.67% | — | |
| 9 | AAPL | Apple INC | Stock-Tech | 1.69% | -0.10% | — | |
| 10 | FSYD | Fidelity Sustain Hi Yld | ETF-Other | 1.38% | +0.17% | — | |
| 11 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 1.37% | — | — | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.32% | — | — | |
| 13 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 1.20% | — | — | |
| 14 | BUI | Blckrck Util Infra & Pwr Opp | Stock-Other | 1.19% | +0.28% | — | |
| 15 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.15% | -0.24% | — | |
| 16 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 1.11% | — | — | |
| 17 | CASY | Casey's General Stores INC | Stock-Consumer Disc | 1.05% | +0.26% | — | |
| 18 | AVGO | Broadcom INC | Stock-Tech | 1.04% | -0.08% | — | |
| 19 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.02% | — | — | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | -0.13% | — | |
| 21 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.89% | +0.17% | NEW | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.23% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.13% | — | |
| 24 | VRSN | Verisign INC | Stock-Tech | 0.74% | — | — | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.73% | -0.11% | — | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.65% | — | — | |
| 27 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.64% | — | — | |
| 28 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.64% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.07% | — | |
| 30 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.61% | -0.14% | — | |
| 31 | ANET | Arista Networks INC | Stock-Tech | 0.57% | — | — | |
| 32 | CSCO | Cisco Systems INC | Stock-Tech | 0.54% | — | — | |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.51% | -0.14% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | — | — | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | — | — | |
| 36 | STNE | StoneCo Ltd. | Stock-Other | 0.49% | — | — | |
| 37 | FN | Fabrinet | Stock-Tech | 0.48% | +0.20% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | — | — | |
| 39 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.46% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | — | — | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.45% | +0.09% | — | |
| 42 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.44% | — | — | |
| 43 | WMT | Walmart INC | Stock-Consumer Staples | 0.43% | — | — | |
| 44 | CGO | Calamos Global Total Return | Stock-Other | 0.43% | — | — | |
| 45 | NEE | Nextera Energy INC | Stock-Utilities | 0.43% | — | — | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.43% | — | — | |
| 47 | NFLX | Netflix INC | Stock-Comm Services | 0.41% | — | — | |
| 48 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.41% | — | — | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.40% | — | — | |
| 50 | CEG | Constellation Energy | Stock-Utilities | 0.40% | -0.10% | — |
Performance for Q3 2026
-2.7%
Performance Last 4 Quarters
+6.8%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 153 | $230.7M | 12 | |
| 2025-12-31 | 149 | $235.6M | 12 | |
| 2025-09-30 | 156 | $243.7M | 27 | |
| 2025-06-30 | 152 | $234.1M | 0 | |
| 2025-03-31 | 142 | $203.4M | 0 | |
| 2024-12-31 | 150 | $208.0M | 0 | |
| 2024-09-30 | 145 | $202.3M | 0 | |
| 2024-06-30 | 143 | $197.2M | 0 | |
| 2024-03-31 | 166 | $213.1M | 0 |
Prairie Wealth Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Northrop Grumman CORP (NOC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.7% | — | Unchanged |
| 2 | LNN | Lindsay CORP | +0.6% | — | Unchanged |
| 3 | IAU | Ishares Gold Trust | +0.3% | — | Unchanged |
| 4 | BUI | Blckrck Util Infra & Pwr Opp | +0.3% | — | Unchanged |
| 5 | CASY | Casey's General Stores INC | +0.3% | — | Unchanged |
| 6 | FN | Fabrinet | +0.2% | — | Unchanged |
| 7 | NOC | Northrop Grumman CORP | +0.2% | NEW | New buy |
| 8 | FSYD | Fidelity Sustain Hi Yld | +0.2% | — | Unchanged |
| 9 | FHLC | Fidelity Msci Health Care | +0.1% | — | Unchanged |
| 10 | TER | Teradyne INC | +0.1% | — | Unchanged |
| 11 | FDX | Fedex CORP | +0.1% | — | Unchanged |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 13 | BALT | Inn Defined Wealth Shield | -0.1% | — | Unchanged |
| 14 | AVGO | Broadcom INC | -0.1% | — | Unchanged |
| 15 | SE | Sea Ltd-adr | -0.1% | — | Unchanged |
| 16 | ISRG | Intuitive Surgical INC | -0.1% | — | Unchanged |
| 17 | AAPL | Apple INC | -0.1% | — | Unchanged |
| 18 | CEG | Constellation Energy | -0.1% | — | Unchanged |
| 19 | PLTR | Palantir Technologies Inc-a | -0.1% | — | Unchanged |
| 20 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 21 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 22 | MELI | Mercadolibre INC | -0.1% | — | Unchanged |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | — | Unchanged |
| 24 | HD | Home Depot INC | -0.2% | — | Unchanged |
| 25 | GOOG | Alphabet Inc-cl C | -0.2% | — | Unchanged |
| 26 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 27 | BXSL | Blackstone Secured Lending F | -0.2% | — | Unchanged |
| 28 | MCD | Mcdonald's CORP | -0.2% | — | Unchanged |
| 29 | AMZN | Amazon.com INC | -0.3% | — | Unchanged |
| 30 | NVDA | Nvidia CORP | -0.6% | — | Unchanged |
| 31 | SHOP | Shopify INC - Class A | -0.7% | — | Unchanged |
| 32 | JPIE | Jpmorgan Income ETF | — | — | Unchanged |
| 33 | INTU | Intuit INC | — | — | Unchanged |
| 34 | VRT | Vertiv Holdings Co-a | — | — | Unchanged |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | — | Unchanged |
| 36 | XLE | Ss Energy Select Sector | — | — | Unchanged |
| 37 | GEV | GE Vernova INC | — | — | Unchanged |
| 38 | DOCU | Docusign INC | — | — | Unchanged |
| 39 | IPAY | Amplify Digital Payments ETF | — | — | Unchanged |
| 40 | DTCR | Global X Data Center & Digit | — | — | Unchanged |
| 41 | CVX | Chevron CORP | — | — | Unchanged |
| 42 | HOOD | Robinhood Markets INC - A | — | — | Unchanged |
| 43 | PEP | Pepsico INC | — | — | Unchanged |
| 44 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 45 | IGV | Ishares Expanded Tech-softwa | — | — | Unchanged |
| 46 | VYMI | Vanguard Int High Dvd Yld In | — | — | Unchanged |
| 47 | CARR | Carrier Global CORP | — | — | Unchanged |
| 48 | SYY | Sysco CORP | — | — | Unchanged |
| 49 | TT | Trane Technologies plc | — | — | Unchanged |
| 50 | KMB | Kimberly-clark CORP | — | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-22 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
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