Prairie Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$230,695
Net value change ($000)
-4,900 (-2.1%)
New positions
10
Sold out positions
9
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,324 8.2%
JPIE 766 NEW
BUI 597 27.7%
CASY 560 30.1%
IAU 520 5.4%
LNN 458 1.0%
FN 450 67.8%
VRT 441 NEW
NOC 335 19.7%
FSYD 319 11.1%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -1,864 -7.3%
SHOP -1,671 -28.1%
AMZN -955 -11.2%
BXSL -636 -19.4%
GOOGL -603 -10.1%
MCD -583 -63.4%
MSFT -573 -23.2%
INTU -446 -100.0%
HD -401 -65.2%
MELI -360 -20.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 243 (0.1% of total reported value)
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