PRAIRIE ADVISORY, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Jul 2026 to Nov 2026 | $554,260,000 | Other (100%) |
| Mar 2026 to Jun 2026 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 74.7%; sector active share 56.4% against the combined 13F book's sector weights.
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 backtestPortfolio Concentration
150 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 72.7% | $562,402,132 |
| Technology | 10.5% | $81,233,058 |
| Financial Services | 5.5% | $42,851,436 |
| Consumer Cyclical | 2.2% | $16,868,196 |
| Industrials | 2.1% | $16,386,242 |
| Healthcare | 1.7% | $12,913,522 |
| Consumer Defensive | 1.6% | $12,680,982 |
| Communication Services | 1.3% | $10,062,828 |
| Energy | 0.9% | $7,247,722 |
| Utilities | 0.6% | $4,759,572 |
| Basic Materials | 0.6% | $4,263,988 |
| Real Estate | 0.2% | $1,769,458 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | +456,334 | 888,790 | $89,483,376 | |
| PULS | PGIM Ultra Short Bond ETF | +398,072 | 717,018 | $35,463,710 | |
| GSY | Invesco Ultra Short Duration ETF | +379,445 | 707,372 | $35,319,082 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +272,128 | 490,082 | $43,989,760 | |
| RWL | Invesco Ltd. | +157,312 | 257,396 | $0 | |
| IEFA | iShares Core MSCI EAFE ETF | +110,456 | 206,984 | $20,052,608 | |
| JAAA | Janus Henderson AAA CLO ETF | +90,064 | 178,120 | $8,989,716 | |
| SPY | Spdr S&P 500 ETF Trust | +78,831 | 158,198 | $120,646,540 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | +62,008 | 113,064 | $5,792,268 | |
| QQQM | Invesco Ltd. | +57,592 | 109,908 | $0 | |
| AIRR | First Trust Exchange-Traded Fund VI | +48,252 | 86,080 | $8,886,898 | |
| VTV | VANGUARD VALUE INDEX FUND | +45,711 | 93,140 | $20,125,690 | |
| EFA | iShares MSCI EAFE ETF | +43,561 | 86,038 | $8,938,486 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | +42,918 | 80,550 | $13,450,238 | |
| JSI | Janus Henderson Securitized Income ETF | +42,064 | 85,222 | $4,254,282 | |
| AAPL | Apple Inc. | +40,190 | 81,316 | $27,079,854 | |
| EEM | iShares MSCI Emerging Markets ETF | +39,590 | 78,996 | $5,276,142 | |
| IWR | iShares Russell Mid-Cap ETF | +38,945 | 63,250 | $6,749,406 | |
| BFC | Bank First Corp | +37,300 | 74,440 | $11,077,416 | |
| RSP | Victory Portfolios II | +31,749 | 56,594 | $0 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +30,622 | 35,844 | $4,221,346 | |
| LRCX | Lam Research Corp | +29,953 | 66,444 | $21,827,518 | |
| PDI | PIMCO Dynamic Income Fund | +28,098 | 54,960 | $771,088 | |
| VOO | VANGUARD 500 INDEX FUND | +28,043 | 56,550 | $39,633,632 | |
| TBIL | F/m US Treasury 3 Month Bill Fund | +25,822 | 37,626 | $1,875,656 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ILDR | First Trust Innovation Leaders ETF | −36,971 | 27,568 | $1,088,936 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −3,136 | 3,076 | $710,648 | |
| NEE | Nextera Energy Inc | −2,494 | 6,990 | $529,422 | |
| TXN | Texas Instruments Inc | −924 | 3,572 | $1,000,480 | |
| COP | Conocophillips | −259 | 3,772 | $472,064 | |
| XOM | ExxonMobil Holdings Corp | −29 | 6,968 | $1,134,042 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VRIG | Invesco Variable Rate Investment Grade ETF | 131,454 | $3,289,636 | |
| ABT | Abbott Laboratories | 11,230 | $1,109,860 | |
| PLD | Prologis, Inc. | 7,228 | $938,482 | |
| EIX | Edison International | 12,000 | $644,760 | |
| MRK | Merck & Co., Inc. | 3,166 | $460,050 | |
| GLD | Spdr Gold Trust | 1,114 | $424,254 | |
| VST | Vistra Corp. | 3,036 | $420,030 | |
| PRU | Prudential Financial Inc | 3,628 | $412,068 | |
| PHK | Pimco High Income Fund | 20,000 | $82,000 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 158,198 | $120,646,540 | 15.60% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Added | 888,790 | $89,483,376 | 11.57% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 490,082 | $43,989,760 | 5.69% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 56,550 | $39,633,632 | 5.12% | |
| PULS |
PGIM Ultra Short Bond ETF
|
Added | 717,018 | $35,463,710 | 4.59% | |
| GSY |
Invesco Ultra Short Duration ETF
|
Added | 707,372 | $35,319,082 | 4.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 39,974 | $29,571,564 | 3.82% | |
| AAPL |
Apple Inc.
Technology
|
Added | 81,316 | $27,079,854 | 3.50% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 66,444 | $21,827,518 | 2.82% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 93,140 | $20,125,690 | 2.60% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 206,984 | $20,052,608 | 2.59% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Added | 80,550 | $13,450,238 | 1.74% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 16,558 | $12,680,944 | 1.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 22,556 | $11,568,972 | 1.50% | |
| BFC |
Bank First Corp
Financial Services
|
Added | 74,440 | $11,077,416 | 1.43% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Added | 178,120 | $8,989,716 | 1.16% | |
| V |
Visa Inc.
Financial Services
|
Added | 24,970 | $8,972,470 | 1.16% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 86,038 | $8,938,486 | 1.16% | |
| AIRR |
First Trust Exchange-Traded Fund VI
|
Added | 86,080 | $8,886,898 | 1.15% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Added | 63,250 | $6,749,406 | 0.87% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 6,986 | $6,674,564 | 0.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 25,750 | $6,415,612 | 0.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 17,102 | $5,884,456 | 0.76% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Added | 113,064 | $5,792,268 | 0.75% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 23,634 | $5,397,532 | 0.70% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Added | 78,996 | $5,276,142 | 0.68% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 47,384 | $4,479,682 | 0.58% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,806 | $4,384,946 | 0.57% | |
| JSI |
Janus Henderson Securitized Income ETF
|
Added | 85,222 | $4,254,282 | 0.55% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 35,844 | $4,221,346 | 0.55% | |
| PSX |
Phillips 66
PUT
+ SHARES
Energy
|
Added | 15,538 | $3,967,006 | 0.51% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 4,216 | $3,837,992 | 0.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,950 | $3,622,588 | 0.47% | |
| VRIG |
Invesco Variable Rate Investment Grade ETF
|
NEW | 131,454 | $3,289,636 | 0.43% | |
| MCO |
Moodys Corp
Financial Services
|
Added | 6,680 | $3,033,588 | 0.39% | |
| NUE |
Nucor Corp
PUT
+ SHARES
Basic Materials
|
Added | 12,800 | $2,992,000 | 0.39% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 9,714 | $2,763,534 | 0.36% | |
| PM |
Philip Morris International Inc.
PUT
+ SHARES
Consumer Defensive
|
Added | 14,246 | $2,718,420 | 0.35% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,380 | $2,679,508 | 0.35% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,264 | $2,646,418 | 0.34% | |
| BBY |
Best Buy Co Inc
PUT
+ SHARES
Consumer Cyclical
|
Added | 29,900 | $2,638,376 | 0.34% | |
| MO |
Altria Group, Inc.
PUT
+ SHARES
Consumer Defensive
|
Added | 39,066 | $2,630,704 | 0.34% | |
| PGR |
Progressive Corp
Financial Services
|
Added | 12,654 | $2,623,300 | 0.34% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
Added | 34,122 | $2,580,304 | 0.33% | |
| IWB |
iShares Russell 1000 ETF
|
Added | 6,196 | $2,578,340 | 0.33% | |
| VZ |
Verizon Communications Inc
PUT
+ SHARES
Communication Services
|
Added | 54,024 | $2,478,080 | 0.32% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 6,592 | $2,466,990 | 0.32% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 12,276 | $2,403,026 | 0.31% | |
| GILD |
Gilead Sciences, Inc.
PUT
+ SHARES
Healthcare
|
Added | 16,000 | $2,384,800 | 0.31% | |
| BMY |
Bristol Myers Squibb Co
PUT
+ SHARES
Healthcare
|
Added | 38,204 | $2,383,928 | 0.31% |
Showing the top 50 of 150 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.