PRAIRIEVIEW WEALTH PARTNERS, LLC

CIK 2011194 · View on SEC EDGAR ↗

Portfolio value
$133.9M
#7,742 of 9,443 by 13F value · top 82.0%
Positions
29
As of
June 30, 2026

Portfolio value QoQ: +9.7% 13F does not disclose cash

Top 10 holdings weight
90.33%
Top 25 holdings weight
99.25%
Positions above 1%
13
Effective number of positions
9.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 2.84% Est. buys $4,358,899 · sells $3,635,606

Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 85.3% still held

New positions
1
Increased
8
Decreased
17
Closed
2
On this page

Sector breakdown

Technology
0.6%
Financial Services
0.5%
Industrials
0.4%
Telecommunication
0.3%
Other/Unmapped
98.3%

Full portfolio 29 positions

Type Streak 8Q trend
IVV $29,079,581 21.72% 38,830 $3,010,853 Down ×1
AGG $16,586,079 12.39% 167,570 $1,766,458 Up ×5
HTRB $13,385,307 10.00% 396,778 $1,549,754 Up ×2
IWR $12,160,905 9.09% 110,233 $1,383,348 Down ×1
VTV $11,203,639 8.37% 51,409 $1,053,426 Down ×1
VTWO Vanguard Russell 2000 ETF $9,768,725 7.30% 80,454 $1,240,852 Down ×1
MUB $8,470,663 6.33% 78,709 $-169,629 Down ×4
HELO $8,301,324 6.20% 122,837 $662,609 Up ×4
SPYG $6,989,062 5.22% 58,737 $684,594 Down ×1
IXUS iShares Core MSCI Total International Stock ETF $4,970,504 3.71% 52,080 $430,952 Down ×1
VTEB $2,431,229 1.82% 48,067 $159,089 Up ×4
IJR $1,634,821 1.22% 11,023 $204,634 Down ×4
MUNI $1,354,871 1.01% 25,758 $224,122 Up ×1
JPLD $1,101,994 0.82% 21,115 $196,654 Up ×2
XYLD $782,515 0.58% 19,184 $6,802 Down ×4
AXP American Express Company Common Stock $638,954 0.48% 1,889 $67,569
USRT $547,415 0.41% 8,238 $47,496 Down ×4
WWD Woodward, Inc. - Common Stock $512,230 0.38% 1,204 $81,294
EEM $503,634 0.38% 7,362 $72,939 Down ×4
HYMB $475,270 0.36% 18,682 $573 Down ×4
RLY $471,303 0.35% 13,657 $-44,774 Down ×4
NVDA NVIDIA Corporation - Common Stock $433,395 0.32% 2,166 $60,005 Up ×1
CCOI Cogent Communications Holdings, Inc. - Common Stock $357,299 0.27% 25,742 $-203,040 Down ×3
SCHE $349,619 0.26% 9,642 $21,075 Down ×4
MSFT Microsoft Corporation - Common Stock $339,448 0.25% 910 $5,925 Up ×1
IWB $280,098 0.21% 684 $36,211
VGIT Vanguard Intermediate-Term Treasury ETF $250,724 0.19% 4,251 $-7,902 Down ×2
USTB VictoryShares Short-Term Bond ETF $248,291 0.19% 4,905 $-5,267 Down ×2
FPX $225,767 0.17% 1,095 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
AGG $16,586,079 12.39% up ×5
HELO $8,301,324 6.20% up ×4
VTEB $2,431,229 1.82% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
FPX $225,767 1,095 0.17%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IVV Trimmed -1K +$3.0M
AGG Bought more +18K +$1.8M
HTRB Bought more +46K +$1.5M
IWR Trimmed -613 +$1.4M
VTWO Trimmed -5K +$1.2M
VTV Trimmed -325 +$1.1M
SPYG Trimmed -6K +$685K
HELO Bought more +3K +$663K
IXUS Trimmed -316 +$431K
MUNI Bought more +4K +$224K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
QQQ June 30, 2026 777 $448,635
SPYV June 30, 2026 7,815 $442,146 No longer tracked
SUB June 30, 2025 2,902 $306,399 No longer tracked
SPYM June 30, 2025 4,036 $265,428 No longer tracked
SPYM March 31, 2026 2,834 $227,334 No longer tracked
MRSH June 30, 2025 833 $203,277 -13.0%