Prairie Wealth Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
156
Total value ($000)
$243,688
Net value change ($000)
+9,600 (4.1%)
New positions
14
Sold out positions
10
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 3,462 15.4%
GLD 2,438 20.3%
IAU 1,359 18.0%
GOOGL 1,235 36.6%
SHOP 1,181 27.1%
AAPL 699 21.5%
FSYD 653 32.0%
PLTR 535 36.3%
ANET 470 43.1%
KTOS 391 NEW
Top Reduces (Value $000, Stocks/ETFs)
PAUG -2,351 -100.0%
NSEP -1,615 -100.0%
LNN -1,416 -2.6%
BXSL -737 -18.0%
UNH -562 -72.7%
KAPR -490 -60.6%
EJUL -386 -100.0%
CMG -317 -100.0%
AMZN -267 -3.1%
MELI -237 -10.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type