Prairie Wealth Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$235,595
Net value change ($000)
-8,093 (-3.3%)
New positions
3
Sold out positions
11
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GLD 1,665 11.5%
GOOGL 1,345 29.2%
IAU 645 7.2%
LLY 561 29.4%
SHOP 404 7.3%
OMC 367 NEW
AMZN 306 3.7%
AAPL 265 6.7%
FN 257 63.1%
IDV 256 NEW
Top Reduces (Value $000, Stocks/ETFs)
LNN -8,712 -16.1%
PYPL -456 -100.0%
GBTC -443 -22.5%
HD -407 -39.8%
IPG -366 -100.0%
NVDA -365 -1.4%
MSFT -355 -12.6%
VRSN -344 -17.9%
STNE -328 -21.8%
DOCU -318 -53.8%
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