13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011194
Total reported value
$133.9M
$133.9M
30 檔
52.7%
At the close of Q4 2025, Prairieview Wealth Partners, LLC disclosed equity holdings valued at approximately $133.9M, spread across 30 reported holdings.
During Q4 2025, Prairieview Wealth Partners, LLC performed routine portfolio adjustments (1 new buys, 11 additions, 13 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.56% | +0.35% | +0.86% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.97% | +0.24% | +2.85% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 9.52% | +0.25% | +4.33% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.86% | +0.05% | +5.48% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 8.13% | -0.75% | -2.26% | |
| 6 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 7.54% | +0.31% | +3.45% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.98% | -0.06% | +5.57% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.21% | +0.05% | +2.92% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.99% | -0.01% | +5.68% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.82% | -0.04% | +61.62% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.28% | +0.05% | -1.26% | |
| 12 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.74% | +0.30% | -0.58% | |
| 13 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.73% | -0.06% | -0.92% | |
| 14 | CCOI | Cogent Communications Holdin | Stock-Other | 0.68% | -0.19% | -36.53% | |
| 15 | AXP | American Express Co | Stock-Financials | 0.63% | +0.01% | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | -0.37% | EXIT | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.44% | — | -1.41% | |
| 18 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.43% | -0.03% | -0.62% | |
| 19 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.41% | -0.07% | -1.04% | |
| 20 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.40% | +0.08% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.02% | -3.53% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.36% | EXIT | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.38% | +0.03% | -1.33% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.01% | — | |
| 25 | WWD | Woodward Inc | Stock-Industrials | 0.33% | +0.03% | — | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.30% | -0.01% | -1.17% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.29% | -0.02% | — | |
| 28 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.29% | -0.02% | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.23% | +0.01% | -1.16% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | +1.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTEB | Vanguard Tax-exempt Bond ETF | +0.7% | +61.62% | Add |
| 2 | VTV | Vanguard Value ETF | +0.4% | +5.48% | Add |
| 3 | HELO | Jpmorgan Hedged Equity ETF | +0.3% | +5.57% | Add |
| 4 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +5.68% | Add |
| 5 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +3.45% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +2.92% | Add |
| 7 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +4.33% | Add |
| 8 | AXP | American Express Co | 0% | — | Unchanged |
| 9 | WWD | Woodward Inc | 0% | — | Unchanged |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | — | +1.94% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | — | -0.11% | Trim |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | +1.65% | Add |
| 13 | XYLD | Global X S&p 500 Cove Call E | 0% | -0.92% | Trim |
| 14 | EEM | Ishares Msci Emerging Market | 0% | -1.33% | Trim |
| 15 | RLY | Ss Multi-asset Real Ret ETF | 0% | -1.04% | Trim |
| 16 | IWB | Ishares Russell 1000 ETF | 0% | -1.16% | Trim |
| 17 | USTB | Victoryshares Short-term Bon | 0% | — | Unchanged |
| 18 | VGIT | Vanguard Intermediate-term T | 0% | — | Unchanged |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -1.17% | Trim |
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | -0.62% | Trim |
| 21 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | 0% | -0.58% | Trim |
| 23 | USRT | Ishares Core US Reit ETF | 0% | -1.41% | Trim |
| 24 | MSFT | Microsoft CORP | -0.1% | -3.53% | Trim |
| 25 | IJR | Ishares Core S&p Small-cap E | -0.1% | -1.26% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.86% | Add |
| 27 | AGG | Ishares Core U.s. Aggregate | -0.1% | +2.85% | Add |
| 28 | MUB | Ishares National Muni Bond E | -0.4% | -2.26% | Trim |
| 29 | CCOI | Cogent Communications Holdin | -1.3% | -36.53% | Trim |
| 30 | JPLD | Jpmorgan LTD Duration ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Prairieview Wealth Partners, LLC reported a total U.S. public equity portfolio value of $133.9M across 30 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, IWR) accounted for 52.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPLD
市值: $445.3K
Top Position Liquidated / Trimmed
MUB
前期市值: $9.1M
During Q4 2025, Prairieview Wealth Partners, LLC's top holdings by market value included IVV (24.6%)、AGG (13.0%)、IWR (9.5%). The largest single position, IVV, represented 24.6% of total portfolio value.
In Q4 2025, Prairieview Wealth Partners, LLC made 25 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.