Prairieview Wealth Partners

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

  • Top 5 stock holdings are IVV, AGG, HTRB, IWR, VTV, and represent 61.57% of Prairieview Wealth Partners's stock portfolio.
  • Added to shares of these 9 stocks: AGG, HTRB, FPX, HELO, MUNI, JPLD, VTEB, NVDA, MSFT.
  • Started 1 new stock position in FPX.
  • Reduced shares in these 10 stocks: IVV, SPYG, VTWO, QQQ, , MUB, IJR, VTV, IWR, CCOI.
  • Sold out of its positions in QQQ, SPYV.
  • Prairieview Wealth Partners was a net buyer of stock by $723k.
  • Prairieview Wealth Partners has $134M in assets under management (AUM), dropping by 9.73%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 21.7 $29M -2% 39k 748.89
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 12.4 $17M +12% 168k 98.98
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Hartford Total Return Bond Etf Etf (HTRB) 10.0 $13M +13% 397k 33.73
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Ishares Russell Midcap Etf Etf (IWR) 9.1 $12M 110k 110.32
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Vanguard Morningstar Value Etf Etf (VTV) 8.4 $11M 51k 217.93
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Vanguard Russell 2000 Etf Etf (VTWO) 7.3 $9.8M -5% 81k 121.42
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Ishares National Muni Bond Etf Etf (MUB) 6.3 $8.5M -3% 79k 107.62
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Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 6.2 $8.3M +2% 123k 67.58
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State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 5.2 $7.0M -8% 59k 118.99
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Ishares Core Msci Total International Stock Etf Etf (IXUS) 3.7 $5.0M 52k 95.44
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.8 $2.4M +5% 48k 50.58
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Ishares Core S&p Small Cap Etf Etf (IJR) 1.2 $1.6M -4% 11k 148.31
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Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 1.0 $1.4M +18% 26k 52.60
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Jpmorgan Limited Duration Bond Etf Etf (JPLD) 0.8 $1.1M +21% 21k 52.19
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Global X S&p 500 Covered Call Etf Etf (XYLD) 0.6 $783k -3% 19k 40.79
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American Express Stock (AXP) 0.5 $639k 1.9k 338.25
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Ishares Core U.s. Reit Etf Etf (USRT) 0.4 $547k -2% 8.2k 66.45
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Woodward Stock (WWD) 0.4 $512k 1.2k 425.44
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $504k -2% 7.4k 68.41
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State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.4 $475k -2% 19k 25.44
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State Street Multi-asset Real Return Etf Etf (RLY) 0.4 $471k -4% 14k 34.51
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Nvidia Corporation Stock (NVDA) 0.3 $433k 2.2k 200.09
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Cogent Comm Holdings Stock (CCOI) 0.3 $357k -13% 26k 13.88
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.3 $350k -3% 9.6k 36.26
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Microsoft Corp Stock (MSFT) 0.3 $339k 910.00 373.02
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Ishares Russell 1000 Etf Etf (IWB) 0.2 $280k 684.00 409.50
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.2 $251k -2% 4.3k 58.98
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Victoryshares Short-term Bond Etf Etf (USTB) 0.2 $248k -2% 4.9k 50.62
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First Trust Us Equity Opportunities Etf Etf (FPX) 0.2 $226k NEW 1.1k 206.18
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Past Filings by Prairieview Wealth Partners

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