PW
Prairie Wealth Advisors, Inc. 13F Holdings (258 Positions, Q2 2026)
Prairie Wealth Advisors, Inc.CIK: 0002022783
Diversified strategyMomentum followerSector-focused
Total reported value
$419.6M
Reporting period: 2026-06-30 · Number of holdings: 258
Prairie Wealth Advisors, Inc. disclosed 258 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $419.6M and a quarterly turnover rate of 63.5%.
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Personality snowflake
- Concentration
- 11.04
- Portfolio Stability
- 63.48
- Momentum
- 88.7
- Sector conviction
- 78.86
- Diversification
- 100
- Sizing Uniformity
- 75.38
Prairie Wealth Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.028 — mathematically equivalent to about 36 equally-sized positions, well below its 258 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 2.46), 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 45% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim LNN
$1.8M
Trim GLD
-$2.2M
Trim IAU
-$1.6M
Trim NVDA
$10.3M
Add CGIC
Add WCMI
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 258 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LNN | Lindsay CORP | Stock-Other | 11.32% | -8.49% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.09% | -2.16% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 3.63% | -3.94% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.92% | +1.23% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | -0.57% | — | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.47% | +1.15% | — | |
| 7 | CGIC | Cap Group Intl Core Eq | ETF-Other | 2.06% | +2.06% | — | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.03% | -2.33% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | -0.67% | — | |
| 10 | WCMI | Ft Wcm International ETF | ETF-Other | 1.57% | +1.57% | — | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.57% | +1.57% | — | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.45% | -1.22% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | +0.59% | — | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | +0.93% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.10% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +0.52% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.64% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.87% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.17% | — | |
| 20 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.90% | -0.95% | — | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.89% | +0.89% | — | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +0.51% | — | |
| 23 | TYG | Tortoise Energy Infrastruct | Stock-Other | 0.80% | +0.80% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.64% | — | |
| 25 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.79% | -0.58% | — | |
| 26 | FSYD | Fidelity Sustain Hi Yld | ETF-Other | 0.79% | -0.59% | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.78% | +0.78% | — | |
| 28 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.76% | -0.35% | — | |
| 29 | BUI | Blckrck Util Infra & Pwr Opp | Stock-Other | 0.74% | -0.45% | — | |
| 30 | KR | Kroger Co | Stock-Consumer Staples | 0.73% | +0.73% | — | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.71% | +0.58% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | +0.21% | — | |
| 33 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.70% | -0.50% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.55% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | -0.27% | — | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.62% | -0.40% | — | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.07% | — | |
| 38 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.59% | -0.56% | — | |
| 39 | EQBK | Equity Bancshares Inc - Cl A | Stock-Other | 0.59% | +0.59% | — | |
| 40 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.59% | -0.46% | — | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.57% | — | |
| 42 | APH | Amphenol Corp-cl A | Stock-Tech | 0.53% | +0.22% | — | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | +0.10% | — | |
| 44 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.50% | +0.50% | — | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.48% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.37% | — | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.45% | -0.12% | — | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.44% | +0.44% | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.09% | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.42% | — |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+0.2%
Performance Last 4 Quarters
+7.6%
- Stdev
- +14.9%
- Beta
- +0.99
- Alpha
- +1.7%
- Max Drawdown
- -10.6%
- Annualized Perf
- +17.4%
- Batting Avg vs S&P
- +58.3%
- Sortino
- +1.96
- Stutzer
- +0.33
- Treynor
- +0.17
- Sterling
- +0.96
- Calmar
- +1.64
- Information Ratio
- +0.13
- Tracking Error
- +11.6%
- Stdev Down
- +8.8%
- Winning Months %
- +70.8%
- Losing Months %
- +29.2%
- Best 12 Months
- +22.7%
- Worst 12 Months
- +11.9%
- Efficiency Ratio
- +0.47
- Sharpe
- +1.15
- Stdev Sectors
- +12.8%
- Skewness
- -0.48
- Kurtosis
- +1.47
- Upside Potential
- +3.28
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Prairie Wealth Advisors, Inc.'s most significant position changes for 2026-06-30: Sold out: Northrop Grumman CORP (NOC) — shares -100.00%; New buy: Eli Lilly & Co; Trim: Verisign Inc (VRSN) — shares -8.47%; Add: Northrop Grumman Corporation (NOC) — shares +8.70%.
Showing top 200 changes by size (of 260 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGIC | Cap Group Intl Core Eq | +2.1% | — | Unchanged |
| 2 | WCMI | Ft Wcm International ETF | +1.6% | — | Unchanged |
| 3 | VGT | Vanguard Info Tech ETF | +1.6% | — | Unchanged |
| 4 | AAPL | Apple Inc | +1.2% | — | Unchanged |
| 5 | SMH | Vaneck Semiconductor ETF | +1.2% | — | Unchanged |
| 6 | TSLA | Tesla Inc | +0.9% | — | Unchanged |
| 7 | SDVY | First Trust Smid Cap Rising | +0.9% | — | Unchanged |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | — | Unchanged |
| 9 | TYG | Tortoise Energy Infrastruct | +0.8% | — | Unchanged |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.8% | — | Unchanged |
| 11 | KR | Kroger Co | +0.7% | — | Unchanged |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | — | Unchanged |
| 13 | GOOGL | Alphabet Inc-cl A | +0.6% | — | Unchanged |
| 14 | MSFT | Microsoft CORP | +0.6% | — | Unchanged |
| 15 | EQBK | Equity Bancshares Inc - Cl A | +0.6% | — | Unchanged |
| 16 | PANW | Palo Alto Networks Inc | +0.6% | — | Unchanged |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | — | Unchanged |
| 18 | JPM | Jpmorgan Chase & Co | +0.6% | — | Unchanged |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | — | Unchanged |
| 20 | AMD | Advanced Micro Devices | +0.5% | — | Unchanged |
| 21 | SGOL | Abrdn Physical Gold Shares | +0.5% | — | Unchanged |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.5% | — | Unchanged |
| 23 | PULS | Pgim Ultra Short Bond ETF | +0.4% | — | Unchanged |
| 24 | XLK | Ss Technology Select Sector | +0.4% | — | Unchanged |
| 25 | TXN | Texas Instruments Inc | +0.4% | — | Unchanged |
| 26 | HD | Home Depot Inc | +0.4% | — | Unchanged |
| 27 | XLF | Ss Financial Select Sector | +0.4% | — | Unchanged |
| 28 | CAT | Caterpillar Inc | +0.4% | — | Unchanged |
| 29 | DGRO | Ishares Core Dividend Growth | +0.3% | — | Unchanged |
| 30 | VB | Vanguard Small-cap ETF | +0.3% | — | Unchanged |
| 31 | PSLV | Sprott Physical Silver Trust | +0.3% | — | Unchanged |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | — | Unchanged |
| 33 | ADI | Analog Devices Inc | +0.3% | — | Unchanged |
| 34 | COPX | Global X Copper Miners ETF | +0.3% | — | Unchanged |
| 35 | INTC | Intel CORP | +0.3% | — | Unchanged |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | — | Unchanged |
| 37 | IJH | Ishares Core S&p Midcap ETF | +0.3% | — | Unchanged |
| 38 | VIG | Vanguard Dividend Apprec ETF | +0.3% | — | Unchanged |
| 39 | XOM | Exxon Mobil CORP | +0.3% | — | Unchanged |
| 40 | UNP | Union Pacific CORP | +0.3% | — | Unchanged |
| 41 | XME | Ss Spdr S&p Metals Mining | +0.2% | — | Unchanged |
| 42 | APH | Amphenol Corp-cl A | +0.2% | — | Unchanged |
| 43 | MU | Micron Technology Inc | +0.2% | — | Unchanged |
| 44 | META | Meta Platforms Inc-class A | +0.2% | — | Unchanged |
| 45 | GD | General Dynamics CORP | +0.2% | — | Unchanged |
| 46 | KO | Coca-cola Co/the | +0.2% | — | Unchanged |
| 47 | AMGN | Amgen Inc | +0.2% | — | Unchanged |
| 48 | ROK | Rockwell Automation Inc | +0.2% | — | Unchanged |
| 49 | ✓ | +0.2% | — | Unchanged | |
| 50 | SCHD | Schwab US Dvd Equity ETF | +0.2% | — | Unchanged |
1–50 of 200
Filing History
FAQ
What is Prairie Wealth Advisors, Inc. and what type of investor is it?
Prairie Wealth Advisors, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $419.6M, spread across 258 disclosed positions.
What are Prairie Wealth Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Prairie Wealth Advisors, Inc.'s top holdings by market value are:
1. Lindsay CORP (LNN) — $47.5M (11.3%)
2. Nvidia CORP (NVDA) — $34.0M (8.1%)
3. Spdr Gold Shares (GLD) — $15.2M (3.6%)
4. Apple Inc (AAPL) — $12.2M (2.9%)
5. Amazon.com Inc (AMZN) — $11.4M (2.7%)
What changes did Prairie Wealth Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Prairie Wealth Advisors, Inc. made 4 notable position adjustments: 1 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Northrop Grumman CORP (NOC) — shares -100.00%; New buy: Eli Lilly & Co; Trim: Verisign Inc (VRSN) — shares -8.47%; Add: Northrop Grumman Corporation (NOC) — shares +8.70%
What sectors does Prairie Wealth Advisors, Inc. focus on?
Prairie Wealth Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 46.5%
• Consumer Discretionary: 14.2%
• Industrials: 9.8%
• Communication Services: 7.8%
• Financials: 7.4%
• Health Care: 5.1%
Investment Profile
Prairie Wealth Advisors, Inc. returned an annualized 17.4% over the trailing 24 months — outperforming the S&P 500 by 1.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.99 (roughly in line with the market) and a 58% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 46.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 63 over the past 4 quarters — a shift toward more active trading.
It has added to its SMH position over the past two quarters (+$7.5M, now $10.3M), while trimming SHOP over the same stretch (-$2.2M, still holding $3.8M).
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Developer Access
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