Institutional Manager · CIK 0001726673
PrairieView Partners, LLC
ST. PAUL, MN · File #028-18274
Latest AUM
$1.0M
Positions
397
Top-10 Concentration
70.3%
Filings
7
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | AMERICAN CENTY ETF TR | 025072323 | +77,722 | +$4,008 | +$1,237 |
| ADD | ISHARES TR | 464287150 | +22,144 | +$2,990 | +$1,737 |
| REDUCE | BERKSHIRE HATHAWAY INC DEL | 084670108 | -4 | -$2,914 | -$419 |
| REDUCE | VANGUARD INDEX FDS | 922908751 | -11,580 | -$2,744 | +$834 |
| ADD | VANGUARD INDEX FDS | 922908769 | +6,545 | +$1,989 | +$16,471 |
| ADD | AMERICAN CENTY ETF TR | 025072349 | +27,271 | +$1,860 | +$3,616 |
| ADD | AMERICAN CENTY ETF TR | 025072687 | +39,465 | +$1,856 | +$761 |
| ADD | VANGUARD INDEX FDS | 922908744 | +9,320 | +$1,647 | +$836 |
| REDUCE | AMERICAN CENTY ETF TR | 025072802 | -18,727 | -$1,485 | +$4,779 |
| REDUCE | VANGUARD MUN BD FDS | 922907746 | -25,722 | -$1,261 | -$51 |
Filing History
- 13F HOLDINGS REPORTQ/E Jun 2025397 pos · $1.0M
- 13F HOLDINGS REPORTQ/E Mar 2025387 pos · $958,216
- 13F HOLDINGS REPORTQ/E Dec 2024392 pos · $956,541
- 13F HOLDINGS REPORTQ/E Sep 2024384 pos · $962,111
- 13F HOLDINGS REPORTQ/E Jun 2024408 pos · $890,707
- 13F HOLDINGS REPORTQ/E Mar 2024391 pos · $871,920
- 13F HOLDINGS REPORTQ/E Dec 2023426 pos · $737,899
Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 572,751 | $174,076 | 17.86% |
| 2 | AMERICAN CENTY ETF TR | 025072687 | 2,663,499 | $125,264 | 12.86% |
| 3 | AMERICAN CENTY ETF TR | 025072349 | 1,232,715 | $84,083 | 8.63% |
| 4 | AMERICAN CENTY ETF TR | 025072364 | 1,064,106 | $66,224 | 6.80% |
| 5 | DIMENSIONAL ETF TRUST | 25434V575 | 850,209 | $45,367 | 4.66% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C706 | 757,870 | $45,328 | 4.65% |
| 7 | VANGUARD INDEX FDS | 922908744 | 218,223 | $38,568 | 3.96% |
| 8 | AMERICAN CENTY ETF TR | 025072802 | 482,251 | $38,232 | 3.92% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042718 | 253,342 | $34,046 | 3.49% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 589,130 | $33,586 | 3.45% |
| 11 | AMERICAN CENTY ETF TR | 025072877 | 342,112 | $31,166 | 3.20% |
| 12 | AMERICAN CENTY ETF TR | 025072323 | 468,157 | $24,142 | 2.48% |
| 13 | AMERICAN CENTY ETF TR | 025072604 | 347,829 | $23,840 | 2.45% |
| 14 | ISHARES TR | 464287150 | 155,411 | $20,986 | 2.15% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042858 | 421,881 | $20,866 | 2.14% |
| 16 | SCHWAB STRATEGIC TR | 808524102 | 652,952 | $15,559 | 1.60% |
| 17 | AMERICAN CENTY ETF TR | 025072703 | 157,570 | $11,661 | 1.20% |
| 18 | VANGUARD INDEX FDS | 922908751 | 43,181 | $10,233 | 1.05% |
| 19 | SCHWAB STRATEGIC TR | 808524888 | 204,064 | $8,691 | 0.89% |
| 20 | VANGUARD INDEX FDS | 922908611 | 43,439 | $8,471 | 0.87% |