Prairiewood Capital, LLC
Prairiewood Capital, LLC is an independent investment advisory firm headquartered in West Fargo, North Dakota. The firm was founded in 2011 and currently manages assets primarily for individual and high net worth clients, as well as several charitable organizations. With a small team of approximately 3 to 6 employees, Prairiewood Capital provides discretionary portfolio management and investment advisory services in the United States.
Investment Strategy
Prairiewood Capital, LLC focuses on discretionary investment management and advisory services largely for individual and high net worth clients. The firm invests across a diversified range of publicly traded equities and fixed income instruments as reflected in their 13F filings, balancing sector allocations to achieve client-specific financial objectives. Their approach emphasizes tailored investment solutions designed to preserve and grow wealth over time, with a client base that includes charitable entities in addition to individuals.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNDA | SCHWAB STRATEGIC TR | 18.92% | $57.1M | 1,831,118 | $26.08 | $31.16 | +$6.8M |
F FNDX | SCHWAB STRATEGIC TR | 15.06% | $45.4M | 1,726,912 | $19.80 | $26.30 | +$6.8M |
F FNDF | SCHWAB STRATEGIC TR | 7.45% | $22.5M | 523,101 | $31.86 | $42.96 | +$2.3M |
G GNR | SPDR INDEX SHS FDS | 4.76% | $14.4M | 242,719 | $51.45 | $59.21 | +$2.1M |
S SCHP | SCHWAB STRATEGIC TR | 4.05% | $12.2M | 453,373 | $27.66 | $26.95 | +$1.5M |