PrairieView Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), PrairieView Partners, LLC reported 386 stock positions worth $958.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.2% of the portfolio, followed by Avantis Short-Term Fixed (AVSF, 12.8%) and Avantis US Large Cap Value (AVLV, 8.2%). Compared with Q4 2024, it opened 11 new positions, sold out of 16, added to 67 and reduced 96. The biggest buy was Avantis Intl LRG Cap Val ETF (AVIV, shares +4%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).

Most Recent 13F
Q2 2025
Location
ST. PAUL, MN
CIK
0001726673
Portfolio Value
$958.2M (Q1 2025)
SEC Filing
0001842974-25-000007 ↗ filed May 9, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $871.9M Q1 2024 Q2 2024: $890.7M Q2 2024 Q3 2024: $962.1M Q3 2024 Q4 2024: $956.5M Q4 2024 Q1 2025: $958.2M $958.2M Q1 2025 Q2 2025: $1.0B Q2 2025

Holdings 386 stocks · $958.2M

VTI VG Morningstar TS MKT ETF-US 16.24% 566,206 $155.6M Reduce -1.2%
AVSF Avantis Short-Term Fixed Inc. 12.80% 2,624,034 $122.6M Reduce -0.1%
AVLV Avantis US Large Cap Value 8.20% 1,205,444 $78.6M Reduce -2.0%
AVIV Avantis Intl LRG Cap Val ETF 6.41% 1,083,086 $61.4M Add +3.5%
VGIT Vanguard Intermediate-Term T 4.60% 742,521 $44.1M Add +0.5%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 4.53% 831,148 $43.4M Add +4.2%
VTV Vanguard Mrngstr Val ETF-Aui 3.77% 208,903 $36.1M Add +4.3%
AVDV Avantis Intl S/C Value ETF 3.65% 500,978 $34.9M Add +2.6%
VSS Vanguard Ftse All Wo X-US SC 3.15% 261,497 $30.2M Add +0.6%
VEA Vanguard Ftse Developed ETF 3.11% 586,785 $29.8M Add +1.3%
AVUV Avantis US Small Cap Value 3.03% 332,731 $29.0M Reduce -2.3%
AVEM Avantis Emerging Markets Eq 2.22% 353,711 $21.3M Add +3.4%
VWO Vanguard Ftse Emerging Marke 2.01% 426,020 $19.3M Reduce -0.4%
AVSC Avantis US Small Cap Equity 1.97% 390,435 $18.9M Reduce -8.4%
ITOT iShares Core S&P Total U.S. 1.70% 133,267 $16.3M Add +10.3%
SCHB Schwab US Broad Market ETF 1.40% 624,589 $13.4M Reduce -4.0%
VB Vanguard Most SM-Cap ETF-Usd 1.27% 54,761 $12.1M Add +17.8%
AVDE Avantis International Equity 1.09% 157,787 $10.5M Reduce -11.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.84% 43,253 $8.1M Add +14.5%
SCHC Schwab Intl Small-Cap Equity 0.68% 180,516 $6.5M Add +9.7%
EFV iShares MSCI Eafe Value ETF 0.65% 105,306 $6.2M Reduce -0.4%
SCHV Schwab US Large-Cap Value 0.63% 226,973 $6.0M Reduce -6.8%
IUSV iShares Core S&P U.S. Value 0.61% 63,286 $5.8M Reduce -0.5%
AAPL Apple Inc. 0.61% 26,119 $5.8M Add +2.8%
SUB iShares Short-Term National 0.59% 53,705 $5.7M Reduce -11.7%
MMM 3M Co. 0.58% 37,907 $5.6M Reduce -1.0%
SMB Vaneck Short Muni ETF 0.52% 293,041 $5.0M No change
BRK.A Berkshire Hathaway Inc. Class A 0.50% 6 $4.8M New
VTEB Vanguard Tax-Exempt Bond ETF 0.45% 87,156 $4.3M Add +33.5%
VTES Vanguard SH Term Tax-Ex Bond 0.43% 40,868 $4.1M Add +50.9%
VCSH Vanguard S/T Corp. Bond ETF 0.39% 47,567 $3.8M Reduce -9.8%
IEFA iShares Core MSCI Eafe ETF 0.37% 47,403 $3.6M Add +2.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.37% 99,234 $3.6M Reduce -2.9%
DLS Wisdomtree Intl S/C DVD Fund 0.36% 52,568 $3.5M Reduce -10.4%
DFNM Dimensional National Muni BD 0.36% 72,279 $3.4M Add +35.8%
IJR iShares Core S&P Small-Cap E 0.36% 32,635 $3.4M Add +8.2%
DFSD Dimensional Short Duration 0.35% 70,074 $3.3M Add +237.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.33% 12,429 $3.2M Reduce -1.2%
IEMG iShares Core MSCI Emerging 0.33% 59,101 $3.2M Add +13.2%
BSV Vanguard Short-Term Bond ETF 0.32% 39,014 $3.1M Reduce -10.1%
SCHA Schwab US Small-Cap ETF 0.31% 125,998 $3.0M Reduce -6.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.28% 97,970 $2.7M Reduce -8.3%
SCHR Schwab Intermediate-Term US 0.27% 105,555 $2.6M Add +28.1%
SCHF Schwab Intl Equity ETF 0.26% 125,539 $2.5M Reduce -0.3%
FNDA Schwab Fndmntl US SM Co. ETF 0.25% 89,097 $2.4M Reduce -0.8%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.24% 63,198 $2.3M Reduce -1.1%
SCZ iShares MSCI Eafe Small-Cap 0.23% 34,739 $2.2M Reduce -0.5%
MSFT Microsoft Corp. 0.22% 5,513 $2.1M Add +2.8%
IJS iShares S&P Small-Cap 600 Va 0.22% 21,199 $2.1M Reduce -2.0%
BNDX Vanguard Total Intl Bond ETF 0.21% 41,810 $2.0M Reduce -11.7%
AVSU Avantis Resp US Equity ETF 0.21% 31,636 $2.0M Reduce -0.5%
AVMU Avantis Core Municipal Fixed 0.19% 40,069 $1.8M Reduce -35.3%
GOOGL Alphabet Inc. Class A 0.17% 10,319 $1.6M Reduce -0.2%
SUSB iShares ESG Aware 1-5 Year U 0.16% 60,710 $1.5M Reduce -0.9%
DFAE Dimensional Emerging Core Eq 0.16% 57,485 $1.5M Reduce -4.7%
IWF iShares Russell 1000 Growth 0.14% 3,667 $1.3M Reduce -2.6%
DTH Wisdomtree International Hig 0.14% 30,801 $1.3M No change
MUB iShares National Muni Bond E 0.13% 12,113 $1.3M Reduce -47.2%
NULV Nuveen ESG Large-Cap Val ETF 0.13% 30,794 $1.2M Reduce -0.5%
SLQD iShares 0-5 YR Inv GRD Corp. 0.12% 22,322 $1.1M Reduce -23.6%
ABT Abbott Laboratories 0.11% 8,231 $1.1M Reduce -2.5%
GOOG Alphabet Inc. Class C 0.11% 6,481 $1.0M No change
COST Costco Wholesale Corp. 0.10% 998 $943K Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 1,675 $936K Reduce -9.4%
IAGG iShares Intl Aggregate Bond 0.08% 16,218 $810K Reduce -36.4%
SCHO Schwab Short-Term US Treas 0.08% 33,205 $808K Reduce -23.3%
QQQ Invesco QQQ Trust Series 1 0.08% 1,683 $789K Reduce -0.1%
SHW The Sherwin-Williams Co. 0.08% 2,259 $788K Reduce -3.7%
AVUS Avantis U.S. Equity ETF 0.08% 8,501 $785K Reduce -0.4%
AVSD Avantis Reps Intern Equi ETF 0.08% 12,769 $765K Reduce -0.4%
AMZN Amazon.com Inc. 0.08% 3,882 $738K Add +0.1%
SOLV Solventum Corp. 0.07% 9,457 $719K Reduce -0.8%
UNH Unitedhealth Group Inc. 0.07% 1,367 $715K No change
LLY Eli Lilly & Co. 0.07% 856 $707K Add +3.6%
DFIV Dimensional International Va 0.07% 17,700 $696K Add +7.6%
SHM SS SPDR N Ice St Muni ETF 0.07% 14,624 $696K Reduce -50.8%
BGRN iShares Usd Green Bond ETF 0.07% 14,459 $684K Add +5.3%
VIG Vanguard Dividend Apprec ETF 0.07% 3,490 $677K No change
ECL Ecolab Inc. 0.07% 2,594 $657K Reduce -27.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.06% 1,988 $614K No change
DE Deere & Co. 0.06% 1,256 $589K No change
AGG iShares Core U.S. Aggregate 0.06% 5,955 $589K Add +2.6%
HD Home Depot Inc. 0.06% 1,453 $532K Add +3.6%
AVES Avantis Emerging Markets Val 0.06% 11,200 $528K No change
IWD iShares Russell 1000 Value E 0.05% 2,759 $519K Reduce -4.3%
DISV Dimensional International SM 0.05% 17,013 $495K Add +9.0%
VOO Vanguard S&P 500 ETF 0.05% 949 $487K Reduce -0.2%
NVDA Nvidia Corp. 0.05% 4,424 $479K Reduce -4.9%
VEU Vanguard Ftse All-World Ex-U 0.05% 7,699 $467K Reduce -5.8%
DFAS Dimensional US Small Cap ETF 0.05% 7,812 $466K Reduce -2.6%
IWV iShares Russell 3000 ETF 0.05% 1,446 $459K Reduce -14.6%
TRV The Travelers Cos Inc. 0.05% 1,735 $458K Add +6.8%
UMBF Umb Financial Corp. 0.05% 4,476 $452K New
V Visa Inc. Class A 0.05% 1,260 $441K Reduce -7.2%
IEI iShares 3-7 Year Treasury Bo 0.04% 3,609 $426K Add +4.0%
SPTM SS SPDR P S&P 1500 Comp ETF 0.04% 5,936 $403K Reduce -12.5%
VONV Vanguard Russell 1000 Value 0.04% 4,565 $376K Reduce -14.1%
XEL Xcel Energy Inc. 0.04% 5,278 $373K Add +1.1%
ESML iShares ESG Aware MSCI USA S 0.04% 9,272 $356K Add +0.4%
TRI Thomson Reuters Corp. 0.04% 2,011 $347K No change

Show all 386 holdings

Portfolio Sells Q4 2024 → Q1 2025

VTI VG Morningstar TS MKT ETF-US Reduce -1.2% 16.24% −1.13
AVSC Avantis US Small Cap Equity Reduce -8.4% 1.97% −0.45
AVUV Avantis US Small Cap Value Reduce -2.3% 3.03% −0.41
AVLV Avantis US Large Cap Value Reduce -2.0% 8.20% −0.38
HTLF Heartland Financial USA Inc. Sold out 0.00% −0.26
SCHB Schwab US Broad Market ETF Reduce -4.0% 1.40% −0.14
MUB iShares National Muni Bond E Reduce -47.2% 0.13% −0.12
AVMU Avantis Core Municipal Fixed Reduce -35.3% 0.19% −0.11
SUB iShares Short-Term National Reduce -11.7% 0.59% −0.08
SHM SS SPDR N Ice St Muni ETF Reduce -50.8% 0.07% −0.07
SCHA Schwab US Small-Cap ETF Reduce -6.2% 0.31% −0.06
IAGG iShares Intl Aggregate Bond Reduce -36.4% 0.08% −0.05
AVDE Avantis International Equity Reduce -11.1% 1.09% −0.05
VCSH Vanguard S/T Corp. Bond ETF Reduce -9.8% 0.39% −0.04
GOOGL Alphabet Inc. Class A Reduce -0.2% 0.17% −0.04
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -23.6% 0.12% −0.03
SCHV Schwab US Large-Cap Value Reduce -6.8% 0.63% −0.03
BSV Vanguard Short-Term Bond ETF Reduce -10.1% 0.32% −0.03
IJS iShares S&P Small-Cap 600 Va Reduce -2.0% 0.22% −0.03
BNDX Vanguard Total Intl Bond ETF Reduce -11.7% 0.21% −0.03
SCHO Schwab Short-Term US Treas Reduce -23.3% 0.08% −0.02
FNDA Schwab Fndmntl US SM Co. ETF Reduce -0.8% 0.25% −0.02
DLS Wisdomtree Intl S/C DVD Fund Reduce -10.4% 0.36% −0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -1.2% 0.33% −0.02
IWF iShares Russell 1000 Growth Reduce -2.6% 0.14% −0.02
ECL Ecolab Inc. Reduce -27.0% 0.07% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -9.4% 0.10% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -8.3% 0.28% −0.02
NVDA Nvidia Corp. Reduce -4.9% 0.05% −0.02
AVSU Avantis Resp US Equity ETF Reduce -0.5% 0.21% −0.01
HON Honeywell International Inc. Reduce -92.2% 0.00% −0.01
IWV iShares Russell 3000 ETF Reduce -14.6% 0.05% −0.01
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -12.5% 0.04% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 0.08% −0.01
IWM iShares Russell 2000 ETF Reduce -9.7% 0.03% −0.01
CAT Caterpillar Inc. Reduce -22.3% 0.02% −0.01
IUSV iShares Core S&P U.S. Value Reduce -0.5% 0.61% −0.01
DFAS Dimensional US Small Cap ETF Reduce -2.6% 0.05% −0.01
MDY State Street SPDR S&P Midcap Reduce -40.0% 0.01% −0.01
VONV Vanguard Russell 1000 Value Reduce -14.1% 0.04% −0.01
EMR Emerson Electric Co. Sold out 0.00% −0.01
DFAE Dimensional Emerging Core Eq Reduce -4.7% 0.16% −0.00
AVUS Avantis U.S. Equity ETF Reduce -0.4% 0.08% −0.00
NKE Nike Inc. Class B Reduce -26.6% 0.01% −0.00
SPSB SS SPDR P St C Corp. ETF Sold out 0.00% −0.00
KR Kroger Co. Reduce -64.7% 0.00% −0.00
PEP Pepsico Inc. Reduce -32.9% 0.01% −0.00
AMD Advanced Micro Devices Sold out 0.00% −0.00
UPS United Parcel Service Class B Reduce -64.3% 0.00% −0.00
CL Colgate-Palmolive Co. Reduce -51.0% 0.00% −0.00

Portfolio Buys Q4 2024 → Q1 2025

AVIV Avantis Intl LRG Cap Val ETF Add +3.5% 6.41% +0.73
BRK.A Berkshire Hathaway Inc. Class A New 0.50% +0.50
AVDV Avantis Intl S/C Value ETF Add +2.6% 3.65% +0.32
DFSD Dimensional Short Duration Add +237.8% 0.35% +0.25
VTV Vanguard Mrngstr Val ETF-Aui Add +4.3% 3.77% +0.22
VEA Vanguard Ftse Developed ETF Add +1.3% 3.11% +0.22
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +4.2% 4.53% +0.17
VTES Vanguard SH Term Tax-Ex Bond Add +50.9% 0.43% +0.14
VGIT Vanguard Intermediate-Term T Add +0.5% 4.60% +0.12
AVEM Avantis Emerging Markets Eq Add +3.4% 2.22% +0.12
VTEB Vanguard Tax-Exempt Bond ETF Add +33.5% 0.45% +0.11
VB Vanguard Most SM-Cap ETF-Usd Add +17.8% 1.27% +0.10
DFNM Dimensional National Muni BD Add +35.8% 0.36% +0.09
SCHC Schwab Intl Small-Cap Equity Add +9.7% 0.68% +0.09
ITOT iShares Core S&P Total U.S. Add +10.3% 1.70% +0.07
SCHR Schwab Intermediate-Term US Add +28.1% 0.27% +0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Add +14.5% 0.84% +0.06
IEMG iShares Core MSCI Emerging Add +13.2% 0.33% +0.05
UMBF Umb Financial Corp. New 0.05% +0.05
VSS Vanguard Ftse All Wo X-US SC Add +0.6% 3.15% +0.04
IEFA iShares Core MSCI Eafe ETF Add +2.7% 0.37% +0.04
XOM Exxon Mobil Corp. Add +68.3% 0.03% +0.01
DFIV Dimensional International Va Add +7.6% 0.07% +0.01
DISV Dimensional International SM Add +9.0% 0.05% +0.01
LLY Eli Lilly & Co. Add +3.6% 0.07% +0.01
TRV The Travelers Cos Inc. Add +6.8% 0.05% +0.01
BGRN iShares Usd Green Bond ETF Add +5.3% 0.07% +0.00
MDT Medtronic PLC Add +0.7% 0.03% +0.00
VMC Vulcan Materials Co. Add +68.3% 0.01% +0.00
RTX RTX Corp. Add +3.3% 0.02% +0.00
SPYM Ste STR SPDR PT S&P 500 ETF Add +29.6% 0.02% +0.00
COST Costco Wholesale Corp. Add +0.1% 0.10% +0.00
AGG iShares Core U.S. Aggregate Add +2.6% 0.06% +0.00
VZ Verizon Communications Inc. Add +29.8% 0.01% +0.00
IEI iShares 3-7 Year Treasury Bo Add +4.0% 0.04% +0.00
PFE Pfizer Inc. Add +47.5% 0.01% +0.00
MCD McDonald's Corp. Add +25.0% 0.01% +0.00
RIO Rio Tinto PLC-Spon ADR New 0.00% +0.00
XEL Xcel Energy Inc. Add +1.1% 0.04% +0.00
JPM JPMorgan Chase & Co. Add +3.9% 0.03% +0.00
CSCO Cisco Systems Inc. Add +3.8% 0.03% +0.00
KVUE Kenvue Inc. New 0.00% +0.00
TSM Taiwan Semiconductor-SP ADR Add +39.2% 0.01% +0.00
INTC Intel Corp. Add +77.0% 0.00% +0.00
KO The Coca-Cola Co. Add +12.4% 0.01% +0.00
BLK BlackRock Inc. Add +130.0% 0.00% +0.00
WMT Walmart Inc. Add +11.1% 0.01% +0.00
ANF Abercrombie & Fitch Co. Class A Add +301.9% 0.00% +0.00
GBIL Goldman Sachs Access Treasur New 0.00% +0.00
KMI Kinder Morgan Inc. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 394$1.0BVTI, AVSF, AVLV, AVIV, DFGX
Q1 2025 386$958.2MVTI, AVSF, AVLV, AVIV, VGIT
Q4 2024 391$956.5MVTI, AVSF, AVLV, AVIV, VGIT
Q3 2024 383$962.1MVTI, VTV, VCSH, BSV, AVDE
Q2 2024 407$890.7MVTI, VTV, VCSH, BSV, AVDE
Q1 2024 391$871.9MVTI, VTV, VCSH, BSV, AVDE