CIK: 0002011194
Total reported value
$122.0M
Reporting period: 2026-03-31 · Number of holdings: 30
PRAIRIEVIEW WEALTH PARTNERS, LLC disclosed 30 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $122.0M and a quarterly turnover rate of 15.1%.
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Prairieview Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.103 — mathematically equivalent to about 10 equally-sized positions, well below its 30 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.47), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 6.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend | |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.37% | -3.19% | +0.95% | ||
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.15% | -0.82% | +4.26% | ||
| 3 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 9.70% | +8.96% | +1373.03% | ||
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 8.84% | -0.68% | +1.71% | ||
| 5 | VTV | Vanguard Value ETF | ETF-Other | 8.32% | -0.54% | +1.16% | ||
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 7.08% | -1.05% | -2.66% | ||
| 7 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 6.99% | -0.55% | +1.98% | ||
| 8 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.26% | -0.72% | +3.13% | ||
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.17% | -1.04% | +0.39% | ||
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.72% | -0.27% | +0.81% | ||
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.86% | +0.04% | +14.09% | ||
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | -0.11% | -2.32% | ||
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.93% | +0.93% | NEW | ||
| 14 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.74% | +0.34% | +103.89% | ||
| 15 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.64% | -0.09% | -0.31% | ||
| 16 | AXP | American Express Co | Stock-Financials | 0.47% | -0.16% | — | ||
| 17 | CCOI | Cogent Communications Holdin | Stock-Other | 0.46% | -0.22% | -14.39% | ||
| 18 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.42% | +0.01% | -1.18% | ||
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.41% | -0.03% | -0.86% | ||
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.39% | -0.04% | -0.15% | ||
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | -0.12% | -11.10% | ||
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | +4.69% | ||
| 23 | WWD | Woodward INC | Stock-Industrials | 0.35% | +0.02% | — | ||
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.35% | -0.03% | -0.58% | ||
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.05% | — | ||
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.13% | — | ||
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.27% | -0.03% | -0.53% | ||
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.21% | -0.08% | -19.08% | ||
| 29 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.21% | -0.08% | -20.16% | ||
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.20% | -0.03% | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 43% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026-03-31 | 30 | $122.0M | 15 | ||
| 2025-12-31 | 30 | $110.2M | 6 | ||
| 2025-09-30 | 29 | $106.4M | 33 | ||
| 2025-06-30 | 28 | $96.3M | 0 | ||
| 2025-03-31 | 21 | $81.8M | 0 | ||
| 2024-12-31 | 20 | $92.5M | 0 | ||
| 2024-09-30 | 18 | $92.5M | 0 | ||
| 2024-06-30 | 18 | $117.4M | 0 | ||
| 2024-03-31 | 17 | $110.2M | 0 | ||
| 2023-12-31 | 17 | $100.0M | 0 |
Prairieview Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Pimco Intermediate Municipal (MUNI); Sold out: Ste Str Spdr Pt S&p 500 ETF (SPYM); Add: Hartford Ttl Rtrn Bnd ETF (HTRB) — shares +1373.03%; Add: Ishares Core S&p 500 ETF (IVV) — shares +0.95%; Trim: Ishares National Muni Bond E (MUB) — shares -2.66%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action | |
|---|---|---|---|---|---|---|
| 1 | HTRB | Hartford Ttl Rtrn Bnd ETF | +9% | +1373.03% | Add | |
| 2 | JPLD | Jpmorgan LTD Duration ETF | +0.3% | +103.89% | Add | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +14.09% | Add | |
| 4 | WWD | Woodward INC | 0% | — | Unchanged | |
| 5 | RLY | Ss Multi-asset Real Ret ETF | 0% | -1.18% | Trim | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +4.69% | Add | |
| 7 | USRT | Ishares Core US Reit ETF | 0% | -0.86% | Trim | |
| 8 | EEM | Ishares Msci Emerging Market | 0% | -0.58% | Trim | |
| 9 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -0.53% | Trim | |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | -0.15% | Trim | |
| 12 | NVDA | Nvidia CORP | -0.1% | — | Unchanged | |
| 13 | USTB | Victoryshares Short-term Bon | -0.1% | -20.16% | Trim | |
| 14 | VGIT | Vanguard Intermediate-term T | -0.1% | -19.08% | Trim | |
| 15 | XYLD | Global X S&p 500 Cove Call E | -0.1% | -0.31% | Trim | |
| 16 | IJR | Ishares Core S&p Small-cap E | -0.1% | -2.32% | Trim | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -11.10% | Trim | |
| 18 | MSFT | Microsoft CORP | -0.1% | — | Unchanged | |
| 19 | AXP | American Express Co | -0.2% | — | Unchanged | |
| 20 | CCOI | Cogent Communications Holdin | -0.2% | -14.39% | Trim | |
| 21 | IXUS | Ishares Core Intl Stock ETF | -0.3% | +0.81% | Add | |
| 22 | VTV | Vanguard Value ETF | -0.5% | +1.16% | Add | |
| 23 | VTWO | Vanguard Russell 2000 ETF | -0.6% | +1.98% | Add | |
| 24 | IWR | Ishares Russell Mid-cap ETF | -0.7% | +1.71% | Add | |
| 25 | HELO | Jpmorgan Hedged Equity ETF | -0.7% | +3.13% | Add | |
| 26 | AGG | Ishares Core U.s. Aggregate | -0.8% | +4.26% | Add | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | -1% | +0.39% | Add | |
| 28 | MUB | Ishares National Muni Bond E | -1.1% | -2.66% | Trim | |
| 29 | IVV | Ishares Core S&p 500 ETF | -3.2% | +0.95% | Add | |
| 30 | MUNI | Pimco Intermediate Municipal | — | NEW | New buy | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-29 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-11 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
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