Prairie Wealth Advisors, Inc. has disclosed its investment holdings valued at approximately $464.7 million as of September 30, 2026, according to a recent SEC filing. This report is significant as it provides insights into the company's investment strategies and portfolio management.

Founded in Omaha, Nebraska, Prairie Wealth Advisors specializes in wealth management and investment advisory services. The firm operates under the Central Index Key (CIK) number 0002022783 and has been filing various reports with the SEC, including the recent 13F-HR.

What the Filing Says

The filing, dated October 29, 2026, reveals that Prairie Wealth Advisors holds a total of 275 positions in its portfolio. The filing notes, "The total value of the holdings is $464,708,578." This figure indicates the firm's substantial engagement in the investment landscape.

Impact

This filing may affect various stakeholders, including clients seeking investment management services, competitors in the wealth management industry, and analysts tracking investment trends. Notably, companies like Ameriprise Financial Inc. and Charles Schwab Corp. are key players in this sector, which may be influenced by Prairie Wealth Advisors' strategies.

What's Next

The filing does not say what happens next.

Portfolio Highlights

The filing indicates that Prairie Wealth Advisors has a diverse portfolio, holding shares in various sectors including technology, healthcare, consumer goods, and energy. Notable holdings include significant investments in companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., which are among the largest positions in the portfolio. For instance, the firm holds approximately $14.77 million in Apple Inc. alone, showcasing its confidence in the tech sector.

Additionally, the firm has invested in several exchange-traded funds (ETFs) and mutual funds, such as the Fidelity Covington Trust, which reflects a strategy that includes both individual stocks and diversified fund investments.

Investment Discretion and Authority

According to the filing, Prairie Wealth Advisors exercises sole investment discretion over all its holdings, indicating that the firm has full control over the investment decisions without any shared authority. This strategic choice allows for a streamlined decision-making process, which could be beneficial in rapidly changing market conditions.

Contact Information

The firm is located at 10250 Regency Circle, Suite 115, Omaha, Nebraska, and can be reached via phone at (402) 505-6810. This information is crucial for clients and investors looking to engage with the firm directly.

Missing Information

The filing does not provide detailed insights into the performance of the individual holdings or the overall performance of the portfolio during the reporting period. Additionally, there is no commentary on the firm's future investment strategies or any potential changes expected in the coming quarters.