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CIK: 0002011194
Total reported value
$133.9M
$133.9M
30 檔
55.0%
As reported in its official Q1 2026 Form 13F filing, Prairieview Wealth Partners, LLC's tracked investment portfolio stood at $133.9M with 30 total positions.
Prairieview Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 12 positions.
| # | 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% | +0.35% | +0.95% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.15% | +0.24% | +4.26% | |
| 3 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 9.70% | +0.30% | +1373.03% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 8.84% | +0.25% | +1.71% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 8.32% | +0.05% | +1.16% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 7.08% | -0.75% | -2.66% | |
| 7 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 6.99% | +0.31% | +1.98% | |
| 8 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.26% | -0.06% | +3.13% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.17% | +0.05% | +0.39% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.72% | -0.01% | +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% | +0.05% | -2.32% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.93% | +0.08% | — | |
| 14 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.74% | +0.08% | +103.89% | |
| 15 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.64% | -0.06% | -0.31% | |
| 16 | AXP | American Express Co | Stock-Financials | 0.47% | +0.01% | — | |
| 17 | CCOI | Cogent Communications Holdin | Stock-Other | 0.46% | -0.19% | -14.39% | |
| 18 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.42% | -0.07% | -1.18% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.41% | — | -0.86% | |
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.39% | -0.03% | -0.15% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | -0.37% | EXIT | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.36% | EXIT | |
| 23 | WWD | Woodward Inc | Stock-Industrials | 0.35% | +0.03% | — | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.35% | +0.03% | -0.58% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.01% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.02% | — | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.27% | -0.01% | -0.53% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.21% | -0.02% | -19.08% | |
| 29 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.21% | -0.02% | -20.16% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.20% | +0.01% | — |
| # | 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 |
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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, HTRB) accounted for 55.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
MUNI
市值: $1.1M
Top Position Liquidated / Trimmed
SPYM
前期市值: $227.3K
During Q1 2026, Prairieview Wealth Partners, LLC's top holdings by market value included IVV (21.4%)、AGG (12.2%)、HTRB (9.7%). The largest single position, IVV, represented 21.4% of total portfolio value.
In Q1 2026, Prairieview Wealth Partners, LLC made 26 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 1 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.
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