Arkolith/Funds/Prairiewood Capital, LLC

Prairiewood Capital, LLC

CIK 1839695
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Prairiewood Capital, LLC holds a focused book of 81 stocks worth $385.9M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR BB 1-3M T-Bill ETF and trimmed Global X US Preferred ETF. Their largest long position is Schwab FNDMNTL US SM Co ETF at 21% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Prairiewood Capital, LLC's latest
holdings, largest changes, and filing provenance.
Opened
32
new positions
Added to
37
existing
Trimmed
16
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.3%
+10.9%/yr · since Oct '24
Their reported book
+19.0%
held from quarter-end
S&P 500
+29.8%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Prairiewood Capital, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Prairiewood Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
71%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Real Estate
6%
Financials
1%
Information Technology
1%
Consumer Discretionary
1%
Health Care
1%
Industrials
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Prairiewood Capital, LLC

Manager / fundShared namesTheir $ in those
UBS Group AG78 / 80$83.5B
ROYAL BANK OF CANADA77 / 80$85.8B
MORGAN STANLEY76 / 80$326.7B
WELLS FARGO & COMPANY/MN76 / 80$94.0B
Creative Planning76 / 80$23.6B
OSAIC HOLDINGS, INC.76 / 80$11.0B
JPMORGAN CHASE & CO75 / 80$307.0B
BANK OF AMERICA CORP /DE/75 / 80$242.5B

Ranked by how many of Prairiewood Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

81 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
FUNDAMENTAL US S
$79.5M2.09M
20.6%
+1.7%
Added · +34K sh
2Schwab Strategic TR
FUNDAMENTAL US L
$61.4M1.97M
15.9%
+3.1%
Added · +59K sh
3Schwab Strategic TR
FUNDAMENTAL INTL
$29.9M567.4K
7.8%
+1.1%
Added · +6K sh
4SPDR Index SHS FDS
ST STR NAT ETF
$17.3M256.5K
4.5%
+1.8%
Added · +5K sh
5Schwab Strategic TR
US TIPS ETF
$15.5M583.8K
4.0%
+8.6%
Added · +46K sh
6American Centy ETF TR
REAL ESTATE ETF
$15.1M318.9K
3.9%
+3.3%
Added · +10K sh
7Schwab Strategic TR
FUNDAMENTAL INTL
$15.1M310.4K
3.9%
+2.9%
Added · +9K sh
8Schwab Strategic TR
SHT TM US TRES
$15.0M621.5K
3.9%
+7.9%
Added · +45K sh
9Schwab Strategic TR
FUND EM EQUI ETF
$14.5M365.5K
3.8%
+3.3%
Added · +12K sh
10Vanguard Index FDS
REAL ESTATE ETF
$10.7M111.2K
2.8%
+3.6%
Added · +4K sh
11Broadstone Net Lease Inc
COM
$8.7M419.5K
2.2%
+1.9%
Added · +8K sh
12WP Carey Inc
COM
$7.7M107.3K
2.0%
+4.1%
Added · +4K sh
13Realty Income Corp
COM
$7.5M121.3K
1.9%
+5.3%
Added · +6K sh
14Global X FDS
US PFD ETF
$7.4M397.6K
1.9%
−1.3%
Reduced · −5K sh
15Golub Cap BDC Inc
COM
$7.2M562.4K
1.9%
+7.9%
Added · +41K sh
16Invesco Exch Traded FD TR II
PFD ETF
$7.1M657.9K
1.8%
−3.3%
Reduced · −22K sh
17Ares Capital Corp
COM
$7.1M384.4K
1.8%
+12%
Added · +43K sh
18Blue Owl Capital Corporation
COM
$6.8M628.6K
1.8%
+14%
Added · +76K sh
19Schwab Strategic TR
5 10YR CORP BD
$5.2M231.8K
1.4%
+10%
Added · +22K sh
20Vanguard Intl Equity Index F
GLB EX US ETF
$3.4M75.4K
0.9%
+6.5%
Added · +5K sh
21Berkshire Hathaway Inc Del
CL B NEW
$3.3M6.7K
0.9%
−3.7%
Reduced · −255 sh
22Vanguard Index FDS
TOTAL STK MKT
$3.0M8.0K
0.8%
+79%
Added · +4K sh
23Microsoft Corp
COM
$2.3M6.1K
0.6%
+6.0%
Added · +348 sh
24Vanguard World FD
MATERIALS ETF
$2.1M9.4K
0.6%
~0%
Reduced · −2 sh
25Perdoceo Ed Corp
COM
$1.9M60.5K
0.5%
−8.0%
Reduced · −5K sh
26Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.8M8.5K
0.5%
Held
27Schwab Strategic TR
HIGH YIEL BD ETF
$1.7M66.5K
0.5%
+13%
Added · +8K sh
28SPDR Series Trust
ST STR BLO 1 ETF
$1.7M18.3K
0.4%
New
New position
29Bank Of Amer Corp
COM
$1.2M20.6K
0.3%
+0.2%
Added · +49 sh
30Ishares TR
PFD AND INCM SEC
$1.1M35.0K
0.3%
+8.6%
Added · +3K sh
31Select Sector SPDR TR
ST STR FINL ETF
$998K18.6K
0.3%
−1.4%
Reduced · −264 sh
32Vanguard World FD
INF TECH ETF
$989K8.3K
0.3%
+638%
Added · +7K sh
33SPDR Series Trust
ST NUVE TERM ETF
$942K19.6K
0.2%
+6.3%
Added · +1K sh
34Apple Inc
COM
$923K3.2K
0.2%
+0.7%
Added · +21 sh
35Ishares TR
CORE US AGGBD ET
$863K8.7K
0.2%
+6.3%
Added · +517 sh
36Deere & Co
COM
$851K1.3K
0.2%
Held
37Vanguard Admiral FDS Inc
500 GRTH IDX F
$843K10.2K
0.2%
+500%
Added · +9K sh
38HP Inc
COM
$821K37.4K
0.2%
−4.3%
Reduced · −2K sh
39Ea Series Trust
ALPHA ARCHITECT
$818K15.4K
0.2%
Held
40Ishares TR
SHRT NAT MUN ETF
$796K7.5K
0.2%
−18%
Reduced · −2K sh
41Target Corp
COM
$786K6.0K
0.2%
Held
42Oracle Corp
COM
$740K5.0K
0.2%
Held
43Tesla Inc
COM
$729K1.7K
0.2%
+1.5%
Added · +26 sh
44Vanguard Index FDS
S&P 500 ETF SHS
$694K1.0K
0.2%
+53%
Added · +351 sh
45Invesco Exch Traded FD TR II
RAFI DVLPD MRKTS
$693K9.2K
0.2%
−1.4%
Reduced · −126 sh
46Vanguard Scottsdale FDS
SHORT TERM TREAS
$588K10.1K
0.2%
+2.3%
Added · +230 sh
47Abbott Laboratories
COM
$581K6.4K
0.2%
Held
48Invesco Exch Traded FD TR II
RAFI EMRGNG MRKT
$577K20.7K
0.1%
Held
49Unitedhealth Group Inc
COM
$556K1.3K
0.1%
Held
50Invesco Exchange Traded FD T
RAFI US 1500
$542K9.7K
0.1%
Held
Showing 50 of 81 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202681$385.9M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202677$345.8M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202675$322.1M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202579$301.6M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202578$269.4M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202576$245.8M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202578$234.1M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202479$236.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.