PrairieView Partners, LLC

CIK

1726673

Location

ST. PAUL, MN

Portfolio Value

Mid $1,030,233,013

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,119 / 8,137 ▼ 16 · as of Jun 2025

Top Industry

Conglomerates 16.0%

Period ended 1 year ago

Filed Jul 25, 2025 · 1y

22 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.9% of the book (60%+)

Turnover

Medium turnover

36.6% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 17.8 quarters (12+), a floor since 62.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 89.0%; sector active share 84.0% against the combined 13F book's sector weights.

Over time 22 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

395 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

27.8%

+0.5 pts

Top 5

74.7%

+0.4 pts

Top 10

93.9%

+0.7 pts

HHI

1,607

Moderately concentrated+30

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	96.2%	$990,900,240	175
Technology	1.0%	$10,581,357	34
Industrials	0.9%	$8,835,539	29
Financial Services	0.4%	$4,579,007	37
Healthcare	0.4%	$4,244,484	28
Communication Services	0.3%	$3,310,518	14
Consumer Defensive	0.2%	$2,357,073	17
Consumer Cyclical	0.2%	$2,259,559	27
Basic Materials	0.2%	$1,738,228	13
Energy	0.1%	$742,795	12
Utilities	0.1%	$684,213	9

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVSC	Avantis U.S. Small Cap Equity ETF	+77,722	468,157	$24,142,856
—		+39,465	2,663,499	$125,264,357
SMB	VanEck Short Muni ETF	+36,095	329,136	$5,680,887
SCHB	Schwab U.S. Broad Market ETF	+28,363	652,952	$15,559,846
AVLV	Avantis U.S. Large Cap Value ETF	+27,271	1,232,715	$84,083,490
SCHC	Schwab International Small-Cap Equity ETF	+23,548	204,064	$8,691,085
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+22,144	155,411	$20,986,701
DFGX	Dimensional International Core Fixed Income ETF	+19,061	850,209	$45,367,152
AVMU	Avantis Core Municipal Fixed Income ETF	+15,351	55,420	$2,480,488
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+15,349	757,870	$45,328,204
DFAE	Dimensional Emerging Core Equity Market ETF	+14,265	71,750	$2,077,162
FNDA	Schwab Strategic Trust	+11,244	100,341	$2,874,769
DISV	Dimensional International Small Cap Value ETF	+10,819	27,832	$915,951
AVUV	Avantis U.S. Small Cap Value ETF	+9,381	342,112	$31,166,403
VTV	VANGUARD VALUE INDEX FUND	+9,320	218,223	$38,568,733
SUB	iShares Short-Term National Muni Bond ETF	+8,210	61,915	$6,584,041
DLS	WisdomTree International SmallCap Dividend Fund	+6,964	59,532	$4,471,448
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+6,545	572,751	$174,076,211
MUB	iShares National Muni Bond ETF	+5,983	18,096	$1,890,670
DFSD	Dimensional Short-Duration Fixed Income ETF	+5,834	75,908	$3,644,343
IUSV	iShares Core S&P U.S. Value ETF	+5,702	68,988	$6,528,334
SCHA	Schwab U.S. Small-Cap ETF	+4,703	130,701	$3,306,735
DFIV	Dimensional International Value ETF	+4,008	21,708	$929,753
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	+3,551	64,261	$1,617,449
FAST	Fastenal Co	+3,482	7,024	$295,008
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−25,722	61,434	$3,012,109
AVIV	Avantis International Large Cap Value ETF	−18,980	1,064,106	$66,224,636
AVDV	Avantis International Small Cap Value ETF	−18,727	482,251	$38,232,859
VB	Vanguard Index Funds	−11,580	43,181	$10,233,033
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	−11,296	29,572	$2,984,701
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	−8,155	253,342	$34,046,631
DFNM	Dimensional National Municipal Bond ETF	−6,052	66,227	$3,141,146
AVEM	Avantis Emerging Markets Equity ETF	−5,882	347,829	$23,840,199
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−5,864	41,703	$3,315,388
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−4,139	421,881	$20,866,234
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−4,107	34,907	$2,747,180
SCHO	Schwab Short-Term U.S. Treasury ETF	−3,944	29,261	$713,383
SCHE	Schwab Emerging Markets Equity ETF	−3,797	94,173	$2,838,374
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−3,589	101,966	$2,552,208
SCHV	Schwab U.S. Large-Cap Value ETF	−3,436	223,537	$6,185,268
EFV	iShares MSCI EAFE Value ETF	−2,366	102,940	$6,534,631
FNDC	Schwab Fundamental International Small Equity ETF	−2,179	61,019	$2,565,848
—		−2,071	12,553	$600,409
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	−1,328	20,994	$1,062,086
PFE	Pfizer Inc	−1,195	1,964	$47,607
NKE	NIKE, Inc.	−1,003	76	$5,399
AVES	Avantis Emerging Markets Value ETF	−920	10,280	$550,442
AAPL	Apple Inc.	−879	25,240	$5,178,490
IAGG	iShares Core International Aggregate Bond ETF	−771	15,447	$789,187
IJR	iShares Core S&P Small-Cap ETF	−651	31,984	$3,495,531
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
GDDY	GoDaddy Inc.	626	$112,717
DIA	Spdr Dow Jones Industrial Average ETF Trust	47	$20,710
ONEQ	Fidelity Nasdaq Composite Index ETF	255	$20,425
STX	Seagate Technology Holdings plc	85	$12,268
—		479	$11,572
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	22	$8,723
—		126	$3,068
CRWV	CoreWeave, Inc.	3	$489
JHMM	John Hancock Multifactor Mid Cap ETF	7	$427
B	Barrick Mining Corp	15	$312
IWO	iShares Russell 2000 Growth ETF	1	$285
SLE	Super League Enterprise, Inc.	37	$171
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	1	$139
ATXG	Addentax Group Corp.	60	$40
—		80	$5
—		92	$4
—		31	$4
MSTY	YieldMax(R) MSTR Option Income Strategy ETF	412	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
XLG	Victory Portfolios II	400	$18,408
BYRN	Byrna Technologies Inc.	1,000	$16,840
BUD	Anheuser-Busch InBev SA	35	$2,154
MP	MP Materials Corp.	7	$170
ALB	Albemarle Corp	1	$72
SNDL	SNDL Inc.	40	$56
—		418	$10
KMI	Kinder Morgan, Inc.	271	$7
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

395 tracked positions · $1,030,233,013 total · filing declares 397 positions · $1,034,004 · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 395 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	572,751	+6,545	$174,076,211	+11.9%	22+	before history	16.90%
		Added	2,663,499	+39,465	$125,264,357	+2.1%	8	$46.51	12.16%
AVLV	Avantis U.S. Large Cap Value ETF	Added	1,232,715	+27,271	$84,083,490	+7.0%	14	$65.72	8.16%
AVIV	Avantis International Large Cap Value ETF	Reduced	1,064,106	-18,980	$66,224,636	+7.9%	14	$53.05	6.43%
DFGX	Dimensional International Core Fixed Income ETF	Added	850,209	+19,061	$45,367,152	+4.5%	4	$53.42	4.40%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	757,870	+15,349	$45,328,204	+2.8%	22+	before history	4.40%
VTV	VANGUARD VALUE INDEX FUND	Added	218,223	+9,320	$38,568,733	+6.9%	22+	before history	3.74%
AVDV	Avantis International Small Cap Value ETF	Reduced	482,251	-18,727	$38,232,859	+9.4%	22+	before history	3.71%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Reduced	253,342	-8,155	$34,046,631	+12.6%	22+	before history	3.30%
VEA	Vanguard FTSE Developed Markets ETF	Added	589,130	+2,345	$33,586,301	+12.6%	22+	before history	3.26%
AVUV	Avantis U.S. Small Cap Value ETF	Added	342,112	+9,381	$31,166,403	+7.5%	22+	before history	3.03%
AVSC	Avantis U.S. Small Cap Equity ETF	Added	468,157	+77,722	$24,142,856	+27.8%	14	unpriced	2.34%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	347,829	-5,882	$23,840,199	+12.0%	22+	before history	2.31%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	155,411	+22,144	$20,986,701	+29.1%	22+	before history	2.04%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	421,881	-4,139	$20,866,234	+8.2%	22+	before history	2.03%
SCHB	Schwab U.S. Broad Market ETF	Added	652,952	+28,363	$15,559,846	+15.7%	22+	before history	1.51%
AVDE	Avantis International Equity ETF	Reduced	157,570	-217	$11,661,755	+11.5%	22+	before history	1.13%
VB	Vanguard Index Funds	Reduced	43,181	-11,580	$10,233,033	−15.7%	22+	before history	0.99%
SCHC	Schwab International Small-Cap Equity ETF	Added	204,064	+23,548	$8,691,085	+34.2%	22+	before history	0.84%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	43,439	+186	$8,471,039	+5.1%	22+	before history	0.82%
SUB	iShares Short-Term National Muni Bond ETF	Added	61,915	+8,210	$6,584,041	+16.1%	22+	before history	0.64%
EFV	iShares MSCI EAFE Value ETF	Reduced	102,940	-2,366	$6,534,631	+5.3%	22+	before history	0.63%
IUSV	iShares Core S&P U.S. Value ETF	Added	68,988	+5,702	$6,528,334	+11.8%	22+	before history	0.63%
MMM	3M Co Industrials	Added	41,359	+3,452	$6,296,494	+13.1%	22+	before history	0.61%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	223,537	-3,436	$6,185,268	+2.5%	22+	before history	0.60%
SMB	VanEck Short Muni ETF	Added	329,136	+36,095	$5,680,887	+13.1%	22+	before history	0.55%
AAPL	Apple Inc. Technology	Reduced	25,240	-879	$5,178,490	−10.7%	22+	before history	0.50%
DLS	WisdomTree International SmallCap Dividend Fund	Added	59,532	+6,964	$4,471,448	+28.9%	22+	before history	0.43%
IEFA	iShares Core MSCI EAFE ETF	Added	49,279	+1,876	$4,113,810	+14.7%	22+	before history	0.40%
FNDF	Schwab Fundamental International Equity ETF	Reduced	99,158	-76	$3,968,303	+10.7%	22+	before history	0.39%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	75,908	+5,834	$3,644,343	+9.4%	3	$47.27	0.35%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	12,429	0	$3,545,993	+11.0%	22+	before history	0.34%
IJR	iShares Core S&P Small-Cap ETF	Reduced	31,984	-651	$3,495,531	+2.4%	22+	before history	0.34%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	41,703	-5,864	$3,315,388	−11.7%	22+	before history	0.32%
SCHA	Schwab U.S. Small-Cap ETF	Added	130,701	+4,703	$3,306,735	+12.0%	22+	before history	0.32%
DFNM	Dimensional National Municipal Bond ETF	Reduced	66,227	-6,052	$3,141,146	−8.6%	13	$47.82	0.30%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	61,434	-25,722	$3,012,109	−30.4%	22+	before history	0.29%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Reduced	29,572	-11,296	$2,984,701	−27.3%	10	unpriced	0.29%
FNDA	Schwab Strategic Trust	Added	100,341	+11,244	$2,874,769	+17.8%	22+	before history	0.28%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	94,173	-3,797	$2,838,374	+5.1%	22+	before history	0.28%
SCHF	Schwab International Equity ETF	Reduced	125,209	-330	$2,767,118	+11.4%	22+	before history	0.27%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	34,907	-4,107	$2,747,180	−10.0%	22+	before history	0.27%
MSFT	Microsoft Corp Technology	Added	5,514	+1	$2,742,718	+32.5%	22+	before history	0.27%
SCZ	iShares MSCI EAFE Small-Cap ETF	Added	36,097	+1,358	$2,623,529	+18.9%	22+	before history	0.25%
FNDC	Schwab Fundamental International Small Equity ETF	Reduced	61,019	-2,179	$2,565,848	+12.2%	22+	before history	0.25%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	101,966	-3,589	$2,552,208	−2.7%	22+	before history	0.25%
AVMU	Avantis Core Municipal Fixed Income ETF	Added	55,420	+15,351	$2,480,488	+36.1%	18	$46.26	0.24%
AVSU	Avantis Responsible U.S. Equity ETF	Reduced	31,217	-419	$2,141,486	+8.5%	13	$53.77	0.21%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	21,047	-152	$2,093,966	+1.3%	22+	before history	0.20%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	71,750	+14,265	$2,077,162	+39.6%	14	$24.69	0.20%

Showing the top 50 of 395 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.