Prairie Wealth Advisors, Inc.

All 13F Filings

Location
Omaha, NE
Most recent 13F
Q4 2025
Holdings value ($000)
235,595
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/9/2026 148 235,595 13F-HR Prairie Wealth Advisors, Inc.
Q3 2025 11/14/2025 156 243,688 13F-HR Prairie Wealth Advisors, Inc.
Q2 2025 8/4/2025 152 234,088 13F-HR Prairie Wealth Advisors, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 213.5 K 90.6% 0 8.735 K -8.735 K
ETFs 22.07 K 9.4% 645 0 645
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Fund Snapshot

Q4 2025
Latest filed
2/9/2026
Total value ($000)
235,595
Holdings
148
QoQ value change ($000)
-8,093 (-3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.