CIK: 0001726673
Total reported value
$1.0B
Reporting period: 2025-06-30 · Number of holdings: 397
PrairieView Partners, LLC disclosed 397 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $1.0B and a quarterly turnover rate of 0.0%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "P"
PrairieView Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.066 — mathematically equivalent to about 15 equally-sized positions, well below its 397 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 5.04), 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 2% 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.
No holding changes this quarter
Showing top 200 holdings (of 397 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.84% | — | +1.16% | |
| 2 | AVSF | Avantis Short-term Fixed INC | ETF-Other | 12.11% | — | +1.50% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 8.13% | — | +2.26% | |
| 4 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 6.40% | — | -1.75% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 4.39% | — | +2.29% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.38% | — | +2.07% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.73% | — | +4.46% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.70% | — | -3.74% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.29% | — | -3.12% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.25% | — | +0.40% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.01% | — | +2.82% | |
| 12 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 2.33% | — | +19.91% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.31% | — | -1.66% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.03% | — | +16.62% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.02% | — | -0.97% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.50% | — | +4.54% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.13% | — | -0.14% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | — | -21.15% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.84% | — | +13.04% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.82% | — | +0.43% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 0.64% | — | +15.29% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | — | -2.25% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.63% | — | +9.01% | |
| 24 | MMM | 3m Co | Stock-Industrials | 0.61% | — | +9.11% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.60% | — | -1.51% | |
| 26 | SMB | Vaneck Short Muni ETF | ETF-Other | 0.55% | — | +12.32% | |
| 27 | AAPL | Apple INC | Stock-Tech | 0.50% | — | -3.37% | |
| 28 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.43% | — | +13.25% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.40% | — | +3.96% | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.38% | — | -0.08% | |
| 31 | DFSD | Dimensional Short Duration | ETF-Other | 0.35% | — | +8.33% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.35% | — | +1.90% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.34% | — | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | — | -1.99% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.32% | — | -12.33% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.32% | — | +3.73% | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.30% | — | -8.37% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.29% | — | -29.51% | |
| 39 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.29% | — | -27.64% | |
| 40 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.28% | — | +12.62% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.27% | — | -3.88% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.27% | — | -0.26% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.27% | — | -10.53% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | +0.02% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.25% | — | +3.91% | |
| 46 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.25% | — | -3.45% | |
| 47 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.25% | — | -3.40% | |
| 48 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.24% | — | +38.31% | |
| 49 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.21% | — | -1.32% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | -0.72% |
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+21.7%
Based on 71% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-06-30 | 397 | $1.0B | 0 | |
| 2025-03-31 | 387 | $958.2M | 100 | |
| 2024-12-31 | 392 | $956.5M | 0 | |
| 2024-09-30 | 384 | $962.1M | 0 | |
| 2024-06-30 | 408 | $890.7M | 0 | |
| 2024-03-31 | 391 | $871.9M | 0 | |
| 2023-12-31 | 391 | $810.7M | 0 | |
| 2023-09-30 | 425 | $737.8M | 0 | |
| 2023-06-30 | 476 | $764.3M | 0 | |
| 2023-03-31 | 448 | $729.3M | 0 | |
| 2022-12-31 | 495 | $677.5M | 0 | |
| 2022-09-30 | 457 | $610.6M | 0 | |
| 2022-06-30 | 476 | $641.6M | 0 | |
| 2022-03-31 | 474 | $703.6M | 0 | |
| 2021-12-31 | 437 | $717.7M | 0 | |
| 2021-09-30 | 387 | $669.7M | 0 | |
| 2021-06-30 | 369 | $668.2M | 97 | |
| 2021-03-31 | 371 | $625.3M | 11 | |
| 2020-12-31 | 319 | $567.7M | 31 | |
| 2020-09-30 | 311 | $476.2M | 6 | |
| 2020-06-30 | 306 | $452.9M | 16 | |
| 2020-03-31 | 306 | $397.0M | 23 | |
| 2019-12-31 | 85 | $465.4M | 10 | |
| 2019-09-30 | 83 | $432.6M | 9 | |
| 2019-06-30 | 46 | $401.4M | 6 | |
| 2019-03-31 | 45 | $389.2M | 21 | |
| 2018-12-31 | 45 | $355.2M | 11 | |
| 2018-09-30 | 43 | $381.9M | 6 | |
| 2018-06-30 | 44 | $389.5M | 19 | |
| 2018-03-31 | 68 | $418.7M | 17 | |
| 2017-12-31 | 67 | $355.9M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-06-30 | 2025-07-25 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-29 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-18 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-26 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-23 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-04 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-08 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-30 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-01 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-22 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-29 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-21 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-10-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-23 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-21 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-26 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-30 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-28 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-24 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-04-08 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-16 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-24 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-23 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-01 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001767840
Total reported value
$1.0B
602 stks
2022-12-31
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001892929
Total reported value
$1.0B
145 stks
2026-03-31
AUM within 0.1% of this institution
CIK 0001847739
Total reported value
$1.0B
19 stks
2026-03-31
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0002008310
Total reported value
$170.2M
38 stks
2026-03-31
3 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF
CIK 0001481714
Total reported value
$1.1B
121 stks
2026-03-31
2 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF
CIK 0001600319
Total reported value
$1.7B
456 stks
2026-03-31
2 of the top 5 holdings overlap, including Avantis US Large Cap Value