Prairieview Wealth Partners

Latest statistics and disclosures from Prairieview Wealth Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, AGG, IWR, MUB, VTV, and represent 64.28% of Prairieview Wealth Partners's stock portfolio.
  • Added to shares of these 10 stocks: CCOI, IVV, VTEB, AGG, VTWO, IWR, HELO, VTV, SPLG, IXUS.
  • Started 1 new stock position in SPLG.
  • Reduced shares in these 10 stocks: MUB, IJR, HYMB, XYLD, QQQ, EEM, SCHE, RLY, HTRB, USRT.
  • Prairieview Wealth Partners was a net buyer of stock by $4.8M.
  • Prairieview Wealth Partners has $106M in assets under management (AUM), dropping by 10.49%.
  • Central Index Key (CIK): 0002011194

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Portfolio Holdings for Prairieview Wealth Partners

Prairieview Wealth Partners holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 24.6 $26M +2% 39k 669.30
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 13.1 $14M +3% 139k 100.25
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Ishares Russell Midcap Etf Etf (IWR) 9.5 $10M +2% 105k 96.55
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Ishares National Muni Bond Etf Etf (MUB) 8.6 $9.1M 86k 106.49
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Vanguard Value Etf Etf (VTV) 8.5 $9.0M +2% 49k 186.49
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Vanguard Russell 2000 Etf Etf (VTWO) 7.4 $7.9M +4% 81k 97.82
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Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 6.7 $7.1M +3% 110k 65.00
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State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 6.1 $6.5M 62k 104.51
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Ishares Core Msci Total International Stock Etf Etf (IXUS) 3.8 $4.1M +5% 49k 82.58
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Cogent Communications Hldgs In Stock (CCOI) 2.0 $2.1M +374% 55k 38.35
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Ishares Core S&p Small Cap Etf Etf (IJR) 1.3 $1.4M 12k 118.83
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.2 $1.2M +107% 25k 50.07
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Hartford Total Return Bond Etf Etf (HTRB) 0.8 $821k 24k 34.29
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Global X S&p 500 Covered Call Etf Etf (XYLD) 0.7 $788k 20k 39.26
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American Express Stock (AXP) 0.6 $628k 1.9k 332.16
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Invesco Qqq Trust Series I Etf (QQQ) 0.5 $526k 875.00 600.57
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Ishares Core U.s. Reit Etf Etf (USRT) 0.5 $507k 8.6k 58.72
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Microsoft Corp Stock (MSFT) 0.5 $484k 934.00 517.95
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State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.5 $481k 19k 24.93
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State Street Multi-asset Real Return Etf Etf (RLY) 0.4 $451k 15k 30.88
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $413k 7.7k 53.40
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State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.4 $405k 7.3k 55.33
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Nvidia Corporation Stock (NVDA) 0.4 $400k 2.1k 186.58
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.3 $339k 10k 33.37
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.3 $322k 5.4k 60.03
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Victoryshares Short-term Bond Etf Etf (USTB) 0.3 $320k 6.3k 50.99
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Woodward Stock (WWD) 0.3 $304k 1.2k 252.71
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Ishares Russell 1000 Etf Etf (IWB) 0.2 $253k 692.00 365.48
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State Street Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.2 $218k NEW 2.8k 78.33
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Past Filings by Prairieview Wealth Partners

SEC 13F filings are viewable for Prairieview Wealth Partners going back to 2023