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 60.38% of Prairieview Wealth Partners's stock portfolio.
  • Added to shares of these 10 stocks: HTRB (+$11M), MUNI, AGG, JPLD, VTEB, IVV, HELO, IWR, VTWO, VTV.
  • Started 1 new stock position in MUNI.
  • Reduced shares in these 10 stocks: MUB, , CCOI, USTB, VGIT, QQQ, IJR, RLY, USRT, EEM.
  • Sold out of its position in SPYM.
  • Prairieview Wealth Partners was a net buyer of stock by $14M.
  • Prairieview Wealth Partners has $122M in assets under management (AUM), dropping by 10.66%.
  • Central Index Key (CIK): 0002011194

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Portfolio Holdings for Prairieview Wealth Partners

Prairieview Wealth Partners holds 30 positions in its portfolio as reported in the March 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) 21.4 $26M 40k 653.20
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 12.1 $15M +4% 149k 99.27
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Hartford Total Return Bond Etf Etf (HTRB) 9.7 $12M +1373% 351k 33.74
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Ishares Russell Midcap Etf Etf (IWR) 8.8 $11M 111k 97.23
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Vanguard Value Etf Etf (VTV) 8.3 $10M 52k 196.20
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Ishares National Muni Bond Etf Etf (MUB) 7.1 $8.6M -2% 81k 106.15
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Vanguard Russell 2000 Etf Etf (VTWO) 7.0 $8.5M 85k 100.17
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Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 6.3 $7.6M +3% 120k 63.91
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State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 5.2 $6.3M 64k 97.91
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Ishares Core Msci Total International Stock Etf Etf (IXUS) 3.7 $4.5M 52k 86.64
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.9 $2.3M +14% 46k 49.89
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Ishares Core S&p Small Cap Etf Etf (IJR) 1.2 $1.4M -2% 12k 124.31
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Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.9 $1.1M NEW 22k 52.19
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Jpmorgan Limited Duration Bond Etf Etf (JPLD) 0.7 $905k +103% 17k 52.19
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Global X S&p 500 Covered Call Etf Etf (XYLD) 0.6 $776k 20k 39.13
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American Express Stock (AXP) 0.5 $571k 1.9k 302.48
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Cogent Comm Holdings Stock (CCOI) 0.5 $560k -14% 30k 18.84
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State Street Multi-asset Real Return Etf Etf (RLY) 0.4 $516k 14k 36.15
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Ishares Core U.s. Reit Etf Etf (USRT) 0.4 $500k 8.4k 59.19
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State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.4 $475k 19k 24.80
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Invesco Qqq Trust Series I Etf (QQQ) 0.4 $449k -11% 777.00 577.39
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State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.4 $442k +4% 7.8k 56.58
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Woodward Stock (WWD) 0.4 $431k 1.2k 357.92
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $431k 7.6k 56.79
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Nvidia Corporation Stock (NVDA) 0.3 $373k 2.1k 174.40
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Microsoft Corp Stock (MSFT) 0.3 $334k 901.00 370.17
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.3 $329k 10k 32.95
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.2 $259k -19% 4.3k 59.55
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Victoryshares Short-term Bond Etf Etf (USTB) 0.2 $254k -20% 5.0k 50.58
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Ishares Russell 1000 Etf Etf (IWB) 0.2 $244k 684.00 356.56
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Past Filings by Prairieview Wealth Partners

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