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Prairie Wealth Advisors, Inc. — 13F Holdings & Portfolio

CIK 2022783 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Prairie Wealth Advisors, Inc. manages $419.6M in 13F-reported U.S. long-equity assets across 258 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LNN (11.32%), NVDA (8.09%), GLD (3.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 109 new positions and exited 5; 98 existing positions rose in reported value and 19 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$419.6M

Long-equity book

Holdings
258

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+109 / −5 / ↑98 / ↓19

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
LNN11.3%NVDA8.1%GLD3.6%AAPL2.9%AMZN2.7%SMH2.5%CGIC2.1% · newIAU2.0%GOOG1.6%WCMI1.6% · newVGT1.6% · newBALT1.5%MSFT1.4%TSLA1.1%AVGO1.1%BRK.B1.1%VTI1.1%SPY1.1%V1.0%SHOP0.9%SDVY0.9% · newAMD0.8%TYG0.8% · newGOOGL0.8%UAPR0.8%FSYD0.8%VEA0.8% · newCSQ0.8%BUI0.7%KR0.7% · newPANW0.7%META0.7%UJAN0.7%JPM0.7%LLY0.7%ITA0.6%CSCO0.6%BXSL0.6%EQBK0.6% · newCASY0.6%SPYM0.6% · newAPH0.5%NEE0.5%SGOL0.5% · newIJR0.5% · newHD0.5%ANET0.5%PULS0.4% · newIVV0.4%XLK0.4% · newNOC0.4%TXN0.4% · newWMT0.4%AMGN0.4%PNOV0.4%KO0.4%PAPR0.4%XLF0.4% · newCAT0.4% · newVRSN0.4%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 38.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 28, 2026.

Assets Under Management
$558.0M
Discretionary
$476.4M
Employees
12
Accounts
389
Address
10250 REGENCY CIRCLE
SUITE 115
OMAHA, NE 68114
Phone
(402) 505-6810
Website
This firm reports 5 disclosure items on its registration.
Name Title / Status Ownership Type
FINNEGAN, MICHAEL, PATRICK ControlCHIEF INVESTMENT OFFICER
since Jun 2026
Less than 5%Individual
HUNDT, CRAIG, DOUGLAS ControlCEO
since Aug 2012
50–75%Individual
MCEWEN, TIMOTHY, DANIEL ControlPRESIDENT
since May 2026
25–50%Individual
VANDENBERG, JOSHUA, ADAM ControlCHIEF COMPLIANCE OFFICER
since Jan 2018
Less than 5%Individual
Hundt, VickyDIRECTOR, BOARD OF DIRECTORS
since Jan 2015
Less than 5%Individual
Ownership & leadership changes · 7 filings with changes since Aug 15, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 28, 2026 filing
  • AddedFINNEGAN, MICHAEL, PATRICK · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Jun 3, 2026 filing
  • AddedMCEWEN, TIMOTHY, DANIEL · PRESIDENT · 25–50% · control person
  • ChangedHUNDT, CRAIG, DOUGLAS · title PRESIDENT/CEO → CEO; ownership 75% or more → 50–75%
Mar 25, 2026 filing
  • ChangedHUNDT, CRAIG, DOUGLAS · title PRESIDENT → PRESIDENT/CEO
Mar 29, 2018 filing
  • AddedVANDENBERG, JOSHUA, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedHUNDT, CRAIG, DOUGLAS · title PRESIDENT, CHIEF COMPLIANCE OFFICER → PRESIDENT
Mar 22, 2016 filing
  • No longer listedHERRON, STEVEN, BRENT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2015
  • AddedHundt, Vicky · DIRECTOR, BOARD OF DIRECTORS · Less than 5%
  • ChangedHUNDT, CRAIG, DOUGLAS · title PRESIDENT → PRESIDENT, CHIEF COMPLIANCE OFFICER
Oct 15, 2015 filing
  • No longer listedSPIERS, MARK, DUANE · CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2013
  • AddedHERRON, STEVEN, BRENT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 13, 2013 filing
  • AddedSPIERS, MARK, DUANE · CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedHUNDT, CRAIG, DOUGLAS · title PRESIDENT AND CHIEF COMPLIANCE OFFICER → PRESIDENT
Aug 15, 2012 filing (earliest on record)
  • ListedHUNDT, CRAIG, DOUGLAS · PRESIDENT AND CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Prairie Wealth Advisors, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LINDSAY CORP LNN 535555106 $47.5M 11.32% 0 SH
2 NVIDIA CORPORATION NVDA 67066G104 $34.0M 8.09% 0 SH
3 SPDR GOLD TR GLD 78463V107 $15.2M 3.63% 0 SH
4 APPLE INC AAPL 037833100 $12.2M 2.92% 0 SH
5 AMAZON COM INC AMZN 023135106 $11.4M 2.72% 0 SH
6 VANECK ETF TRUST SMH 92189F676 $10.3M 2.47% 0 SH
7 CAPITAL GROUP INTERNATIONAL CGIC 14021T102 $8.6M 2.06% 0 SH
8 ISHARES GOLD TR IAU 464285204 $8.5M 2.03% 0 SH
9 ALPHABET INC GOOG 02079K107 $6.9M 1.65% 0 SH
10 FIRST TR EXCHANGE-TRADED FD WCMI 33733E732 $6.6M 1.57% 0 SH
11 VANGUARD WORLD FD VGT 92204A702 $6.6M 1.57% 0 SH
12 INNOVATOR ETFS TRUST BALT 45783Y855 $6.1M 1.45% 0 SH
13 MICROSOFT CORP MSFT 594918104 $5.9M 1.41% 0 SH
14 TESLA INC TSLA 88160R101 $4.8M 1.14% 0 SH
15 BROADCOM INC AVGO 11135F101 $4.8M 1.14% 0 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.8M 1.14% 0 SH
17 VANGUARD INDEX FDS VTI 922908769 $4.6M 1.10% 0 SH
18 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.6M 1.09% 0 SH
19 VISA INC V 92826C839 $4.0M 0.95% 0 SH
20 SHOPIFY INC SHOP 82509L107 $3.8M 0.90% 0 SH
21 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $3.7M 0.89% 0 SH
22 ADVANCED MICRO DEVICES INC AMD 007903107 $3.5M 0.84% 0 SH
23 TORTOISE ENERGY INFRSTRCTR C TYG 89147L886 $3.4M 0.80% 0 SH
24 ALPHABET INC GOOGL 02079K305 $3.3M 0.79% 0 SH
25 INNOVATOR ETFS TRUST UAPR 45782C805 $3.3M 0.79% 0 SH
26 FIDELITY COVINGTON TRUST FSYD 316092212 $3.3M 0.79% 0 SH
27 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.3M 0.78% 0 SH
28 CALAMOS STRATEGIC TOTAL RETU CSQ 128125101 $3.2M 0.76% 0 SH
29 BLACKROCK UTILS INFRASTRUCTU BUI 09248D104 $3.1M 0.74% 0 SH
30 KROGER CO KR 501044101 $3.1M 0.73% 0 SH
31 PALO ALTO NETWORKS INC PANW 697435105 $3.0M 0.71% 0 SH
32 META PLATFORMS INC META 30303M102 $3.0M 0.71% 0 SH
33 INNOVATOR ETFS TRUST UJAN 45782C300 $2.9M 0.70% 0 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $2.9M 0.68% 0 SH
35 ELI LILLY & CO LLY 532457108 $2.7M 0.65% 0 SH
36 ISHARES TR ITA 464288760 $2.6M 0.62% 0 SH
37 CISCO SYS INC CSCO 17275R102 $2.6M 0.61% 0 SH
38 EQUITY BANCSHARES INC EQBK 29460X109 $2.5M 0.59% 0 SH
39 CASEYS GEN STORES INC CASY 147528103 $2.5M 0.59% 0 SH
40 SPDR SERIES TRUST SPYM 78464A854 $2.4M 0.57% 0 SH
41 AMPHENOL CORP APH 032095101 $2.2M 0.53% 0 SH
42 NEXTERA ENERGY INC NEE 65339F101 $2.2M 0.53% 0 SH
43 ETFS GOLD TR SGOL 00326A104 $2.1M 0.50% 0 SH
44 ISHARES TR IJR 464287804 $2.0M 0.48% 0 SH
45 HOME DEPOT INC HD 437076102 $1.9M 0.46% 0 SH
46 ARISTA NETWORKS INC ANET 040413205 $1.9M 0.45% 0 SH
47 PGIM ETF TR PULS 69344A107 $1.9M 0.44% 0 SH
48 ISHARES TR IVV 464287200 $1.8M 0.43% 0 SH
49 SELECT SECTOR SPDR TR XLK 81369Y803 $1.8M 0.42% 0 SH
50 NORTHROP GRUMMAN CORP NOC 666807102 $1.8M 0.42% 0 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $419.6M 258 0001214659-26-009989
2026-03-31 2026-05-05 $230.7M 153 0001214659-26-005604
2025-12-31 2026-02-09 $235.6M 149 0001214659-26-001326
Filer Information
Address
10250 REGENCY CIR STE 115
OMAHA, NE 68114
Phone
(402) 505-6810
Filing Manager
Prairie Wealth Advisors, Inc.
OMAHA, NE
Signatory
Joshua Vandenberg
CCO