PW
Prairieview Wealth Partners, LLC
Sector-focusedMomentum followerQuality / disciplined sizing
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%.
Personality snowflake
- Concentration
- 41.32
- Portfolio Stability
- 15.05
- Momentum/Contrarian
- 100
- Sector conviction
- 100
- Diversification
- 60
- Sizing Uniformity
- 85.26
Recent moves
Add HTRB
+1373.0% $11.0M
Trim IVV
+1.0% -$1.0M
Trim MUB
-2.7% -$316.4K
Trim SPYG
+0.4% -$539.6K
Trim AGG
+4.3% $518.6K
Trim HELO
+3.1% -$60.6K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| 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 |
Holding changes this quarter
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 |
FAQ
What is Prairieview Wealth Partners, LLC and what type of investor is it?
Prairieview Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $122.0M, spread across 30 disclosed positions.
What are Prairieview Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Prairieview Wealth Partners, LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $26.1M (21.4%)
2. Ishares Core U.s. Aggregate (AGG) — $14.8M (12.2%)
3. Hartford Ttl Rtrn Bnd ETF (HTRB) — $11.8M (9.7%)
4. Ishares Russell Mid-cap ETF (IWR) — $10.8M (8.8%)
5. Vanguard Value ETF (VTV) — $10.2M (8.3%)
What changes did Prairieview Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Prairieview Wealth Partners, LLC made 26 notable position adjustments: 1 new positions were initiated, 12 existing holdings were added to, 12 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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%
What sectors does Prairieview Wealth Partners, LLC focus on?
Prairieview Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 41.4%
• Financials: 33.4%
• Industrials: 25.2%