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Prairie Wealth Advisors, Inc.

Location
OMAHA, NE
Portfolio Value
Small $308,668,843
Diversification
Diversified
Filing Date
Global Rank
#3,576 / 8,517 ▲ 1051
Top Industry
Farm & Heavy Construction Machinery 19.2%
3Y Alpha vs SPY
+50.6%
Period ended 46 days ago
Filed Aug 12, 2026 · 3d
10 quarters · since Mar 2024

Clone Performance

May 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+225.0%
SPY
+46.5%
Annualised alpha
+50.3%
Max drawdown
−17.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

160 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
15.4%
−9.8 pts
Top 5
39.0%
−18.7 pts
Top 10
51.3%
−16.9 pts
HHI
476
Mar 2024 → Jun 2026 · range 476 – 1,170
Diversified−516

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 28.3% $87,418,457
Industrials 22.0% $67,911,586
Unclassified 15.7% $48,494,622
Financial Services 11.3% $34,869,544
Consumer Cyclical 8.4% $26,032,955
Communication Services 4.9% $15,256,517
Healthcare 3.3% $10,043,357
Consumer Defensive 3.0% $9,320,828
Utilities 1.7% $5,149,897
Energy 0.9% $2,692,561
Basic Materials 0.5% $1,478,519

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
160 tracked positions · $308,668,843 total · filing declares 258 positions · $419,615,239 · as of Jun 30, 2026
Showing 1–50 of 160 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History

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.