PrairieView Partners, LLC
- SEC CIK
- 0001726673
- Latest filing
- Jul 25, 2025
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 25, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 394
- +8 vs. Q1 2025
- Portfolio value
- $1.03B
- +$75.8M (+7.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 572,751 | $174.1M | 16.8% | +6,545+1.2% | Added | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 2,663,499 | $125.3M | 12.1% | +39,465+1.5% | Added | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 1,232,715 | $84.1M | 8.1% | +27,271+2.3% | Added | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 1,064,106 | $66.2M | 6.4% | −18,980−1.8% | Reduced | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 850,209 | $45.4M | 4.4% | +19,061+2.3% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 757,870 | $45.3M | 4.4% | +15,349+2.1% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 218,223 | $38.6M | 3.7% | +9,320+4.5% | Added | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 482,251 | $38.2M | 3.7% | −18,727−3.7% | Reduced | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 253,342 | $34.0M | 3.3% | −8,155−3.1% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 589,130 | $33.6M | 3.2% | +2,345+0.4% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 342,112 | $31.2M | 3.0% | +9,381+2.8% | Added | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 468,157 | $24.1M | 2.3% | +77,722+19.9% | Added | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 347,829 | $23.8M | 2.3% | −5,882−1.7% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 155,411 | $21.0M | 2.0% | +22,144+16.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 421,881 | $20.9M | 2.0% | −4,139−1.0% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 652,952 | $15.6M | 1.5% | +28,363+4.5% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 157,570 | $11.7M | 1.1% | −217−0.1% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 43,181 | $10.2M | 1.0% | −11,580−21.1% | Reduced | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 204,064 | $8.69M | 0.8% | +23,548+13.0% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 43,439 | $8.47M | 0.8% | +186+0.4% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 61,915 | $6.58M | 0.6% | +8,210+15.3% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 102,940 | $6.53M | 0.6% | −2,366−2.2% | Reduced | – |
| iShares Core S&P US Value ETF464287663 | ETF | 68,988 | $6.53M | 0.6% | +5,702+9.0% | Added | – |
| MMM3M Co | Stock | 41,359 | $6.30M | 0.6% | +3,452+9.1% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 223,537 | $6.18M | 0.6% | −3,436−1.5% | Reduced | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 329,136 | $5.68M | 0.5% | +36,095+12.3% | Added | – |
| AAPLApple Inc. | Stock | 25,240 | $5.18M | 0.5% | −879−3.4% | Reduced | History |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 59,532 | $4.47M | 0.4% | +6,964+13.2% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 49,279 | $4.11M | 0.4% | +1,876+4.0% | Added | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 99,158 | $3.97M | 0.4% | −76−0.1% | Reduced | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 75,908 | $3.64M | 0.4% | +5,834+8.3% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 60,222 | $3.62M | 0.3% | +1,121+1.9% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,429 | $3.54M | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 31,984 | $3.50M | 0.3% | −651−2.0% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 41,703 | $3.31M | 0.3% | −5,864−12.3% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 130,701 | $3.31M | 0.3% | +4,703+3.7% | Added | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 66,227 | $3.14M | 0.3% | −6,052−8.4% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 61,434 | $3.01M | 0.3% | −25,722−29.5% | Reduced | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 29,572 | $2.98M | 0.3% | −11,296−27.6% | Reduced | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 100,341 | $2.87M | 0.3% | +11,244+12.6% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 94,173 | $2.84M | 0.3% | −3,797−3.9% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 125,209 | $2.77M | 0.3% | −330−0.3% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 34,907 | $2.75M | 0.3% | −4,107−10.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 5,514 | $2.74M | 0.3% | +10.0% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 36,097 | $2.62M | 0.3% | +1,358+3.9% | Added | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 61,019 | $2.56M | 0.2% | −2,179−3.4% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 101,966 | $2.55M | 0.2% | −3,589−3.4% | Reduced | – |
| American Centy ETF Tr025072695 | CORE MUNI FXD IN | 55,420 | $2.48M | 0.2% | +15,351+38.3% | Added | – |
| American Centy ETF Tr025072281 | AVANTIS RESPON U | 31,217 | $2.14M | 0.2% | −419−1.3% | Reduced | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 21,047 | $2.09M | 0.2% | −152−0.7% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 71,750 | $2.08M | 0.2% | +14,265+24.8% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 41,589 | $2.06M | 0.2% | −221−0.5% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,096 | $1.89M | 0.2% | +5,983+49.4% | Added | – |
| GOOGLAlphabet Inc. | Stock | 10,141 | $1.79M | 0.2% | −178−1.7% | Reduced | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 64,261 | $1.62M | 0.2% | +3,551+5.8% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,583 | $1.52M | 0.1% | −84−2.3% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.46M | 0.1% | −4−66.7% | Reduced | History |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 30,773 | $1.43M | 0.1% | −28−0.1% | Reduced | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 30,771 | $1.29M | 0.1% | −23−0.1% | Reduced | – |
| ABTAbbott Laboratories | Stock | 8,231 | $1.12M | 0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 6,281 | $1.11M | 0.1% | −200−3.1% | Reduced | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 20,994 | $1.06M | 0.1% | −1,328−5.9% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,685 | $1.04M | 0.1% | +10+0.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,001 | $990.0K | 0.1% | +3+0.3% | Added | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 21,708 | $929.0K | 0.1% | +4,008+22.6% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 27,832 | $915.0K | 0.1% | +10,819+63.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 4,092 | $897.0K | 0.1% | +210+5.4% | Added | History |
| American Centy ETF Tr025072885 | US EQT ETF | 8,501 | $857.0K | 0.1% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,508 | $832.0K | 0.1% | −175−10.4% | Reduced | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 12,160 | $821.0K | 0.1% | −609−4.8% | Reduced | – |
| SOLVSolventum Corp | Stock | 10,713 | $812.0K | 0.1% | +1,256+13.3% | Added | History |
| iShares Tr46435G672 | CORE INTL AGGR | 15,447 | $789.0K | 0.1% | −771−4.8% | Reduced | – |
| SHWSherwin Williams Co | COM | 2,200 | $755.0K | 0.1% | −59−2.6% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,322 | $750.0K | 0.1% | +373+39.3% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,988 | $727.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,497 | $715.0K | 0.1% | +7+0.2% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 29,261 | $713.0K | 0.1% | −3,944−11.9% | Reduced | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 14,915 | $710.0K | 0.1% | +456+3.2% | Added | – |
| NVDANVIDIA Corp | Stock | 4,431 | $700.0K | 0.1% | +7+0.2% | Added | History |
| ECLEcolab Inc. | Stock | 2,594 | $698.0K | 0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 856 | $667.0K | 0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 1,256 | $638.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,412 | $636.0K | 0.1% | +457+7.7% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 12,553 | $600.0K | 0.1% | −2,071−14.2% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,784 | $590.0K | 0.1% | +1,085+14.1% | Added | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 10,280 | $550.0K | 0.1% | −920−8.2% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,759 | $535.0K | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,453 | $532.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,446 | $507.0K | <0.1% | 00.0% | Unchanged | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 7,812 | $497.0K | <0.1% | 00.0% | Unchanged | – |
| UMBFUmb Financial Corp | COM | 4,476 | $470.0K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 1,506 | $469.0K | <0.1% | +139+10.2% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 1,735 | $464.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,779 | $450.0K | <0.1% | +170+4.7% | Added | – |
| VVisa Inc. | Stock | 1,260 | $447.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,936 | $444.0K | <0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 1,350 | $391.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 4,565 | $388.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 9,271 | $383.0K | <0.1% | −10.0% | Reduced | – |
| Vanguard Total World Stock ETF922042742 | ETF | 2,895 | $372.0K | <0.1% | +16+0.6% | Added | – |
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 400 | $18.0K | <0.1% | – |
| BYRNByrna Technologies Inc. | COM NEW | 1,000 | $16.0K | <0.1% | History |
| JWNNordstrom Inc | Stock | 418 | $10.0K | <0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 271 | $7.00K | <0.1% | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 35 | $2.00K | <0.1% | History |
| ALBAlbemarle Corp | Stock | 1 | $0 | 0.0% | History |
| Barrick Gold Corp067901108 | COM | 15 | $0 | 0.0% | – |
| MPMP Materials Corp. | COM CL A | 7 | $0 | 0.0% | History |
| SNDLSNDL Inc. | COM | 40 | $0 | 0.0% | History |
| XUnited States Steel Corp | COM | 4 | $0 | 0.0% | History |