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Prairieview Partners, LLC

CIK:0001726673
Investment Adviser
$1B AUM
357 holdings
St. Paul, MN, USA
Founded:2007
14 employees
Latest filing:Jun 30, 2025

PrairieView Partners, LLC is a locally owned, independent, fee-only integrated personal wealth management firm specializing in comprehensive financial planning and investment management services for individuals, trusts, retirement plans, estates, and small businesses.

Latest 13F Filing Activity

Prairieview Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 357 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, American Centy Etf TR, American Centy Etf TR among other positions. Prairieview Partners, LLC reduced exposure to Berkshire Hathaway Inc. Del, Vanguard Index FDS, Vanguard Mun BD FDS among others.

Top Buys
V
VTIVANGUARD INDEX FDS
+$18.5M
A
AVLVAMERICAN CENTY ETF TR
+$5.5M
A
AVSCAMERICAN CENTY ETF TR
+$5.2M
A
AVIVAMERICAN CENTY ETF TR
+$4.8M
I
ITOTISHARES TR
+$4.7M
Top Sells
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$3.3M
V
VBVANGUARD INDEX FDS
-$1.9M
V
VTEBVANGUARD MUN BD FDS
-$1.3M
V
VTESVANGUARD WELLINGTON FD
-$1.1M
A
AAPLAPPLE INC
-$623.0K

Top Holdings

V
VTIVANGUARD INDEX FDS
+16.8%$174.1M
A
AVSFAMERICAN CENTY ETF TR
+12.1%$125.3M
A
AVLVAMERICAN CENTY ETF TR
+8.1%$84.1M
A
AVIVAMERICAN CENTY ETF TR
+6.4%$66.2M
D
DFGXDIMENSIONAL ETF TRUST
+4.4%$45.4M

Equity Positions (357)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD INDEX FDS16.84%$174.1M572,751$163.69$303.93+$18.5M
AMERICAN CENTY ETF TR12.11%$125.3M2,663,499$46.31$47.03+$2.6M
AMERICAN CENTY ETF TR8.13%$84.1M1,232,715$65.21$68.21+$5.5M
AMERICAN CENTY ETF TR6.40%$66.2M1,064,106$51.85$62.24+$4.8M
DIMENSIONAL ETF TRUST4.39%$45.4M850,209$52.62$53.36+$1.9M

Industry Allocation

SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+0.7%
ELECTRONIC COMPUTERS
+0.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.4%
SERVICES-PREPACKAGED SOFTWARE
+0.3%
FIRE, MARINE & CASUALTY INSURANCE
+0.2%