Prairieview Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Prairieview Wealth Partners, LLC reported 29 stock positions worth $133.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.7% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 12.4%) and Hartford TTL RTRN BND ETF (HTRB, 10.0%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 8 and reduced 17. The biggest buy was Hartford TTL RTRN BND ETF (HTRB, shares +13%) and the biggest sale iShares National Muni Bond E (MUB, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $133.9M (Q2 2026)
- SEC Filing
- 0001765380-26-000295 ↗ filed Aug 5, 2026
Holdings Value
Holdings 29 stocks · $133.9M
| IVV iShares Core S&P 500 ETF | 21.72% | 38,830 | $29.1M | Reduce -2.7% |
| AGG iShares Core U.S. Aggregate | 12.39% | 167,570 | $16.6M | Add +12.3% |
| HTRB Hartford TTL RTRN BND ETF | 10.00% | 396,778 | $13.4M | Add +13.1% |
| IWR iShares Russell Mid-Cap ETF | 9.09% | 110,233 | $12.2M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.37% | 51,409 | $11.2M | Reduce -0.6% |
| VTWO Vanguard Russell 2000 ETF | 7.30% | 80,454 | $9.8M | Reduce -5.5% |
| MUB iShares National Muni Bond E | 6.33% | 78,709 | $8.5M | Reduce -3.3% |
| HELO JPMorgan Hedged Equity ETF | 6.20% | 122,837 | $8.3M | Add +2.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.22% | 58,737 | $7.0M | Reduce -8.8% |
| IXUS iShares Core Intl Stock ETF | 3.71% | 52,080 | $5.0M | Reduce -0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.82% | 48,067 | $2.4M | Add +5.5% |
| IJR iShares Core S&P Small-Cap E | 1.22% | 11,023 | $1.6M | Reduce -4.2% |
| MUNI PIMCO Intermediate Municipal | 1.01% | 25,758 | $1.4M | Add +18.9% |
| JPLD JPMorgan Ltd. Duration ETF | 0.82% | 21,115 | $1.1M | Add +21.7% |
| XYLD Global X S&P 500 Cove Call E | 0.58% | 19,184 | $783K | Reduce -3.2% |
| AXP American Express Co. | 0.48% | 1,889 | $639K | No change |
| USRT iShares Core US REIT ETF | 0.41% | 8,238 | $547K | Reduce -2.5% |
| WWD Woodward Inc. | 0.38% | 1,204 | $512K | No change |
| EEM iShares MSCI Emerging Market | 0.38% | 7,362 | $504K | Reduce -2.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.36% | 18,682 | $475K | Reduce -2.4% |
| RLY SS Multi-Asset Real Ret ETF | 0.35% | 13,657 | $471K | Reduce -4.3% |
| NVDA Nvidia Corp. | 0.32% | 2,166 | $433K | Add +1.2% |
| CCOI Cogent Communications Holdin | 0.27% | 25,742 | $357K | Reduce -13.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.26% | 9,642 | $350K | Reduce -3.3% |
| MSFT Microsoft Corp. | 0.25% | 910 | $339K | Add +1.0% |
| IWB iShares Russell 1000 ETF | 0.21% | 684 | $280K | No change |
| VGIT Vanguard Intermediate-Term T | 0.19% | 4,251 | $251K | Reduce -2.1% |
| USTB Victoryshares Short-Term Bon | 0.19% | 4,905 | $248K | Reduce -2.1% |
| FPX First Trust US Equity Opport | 0.17% | 1,095 | $226K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MUB iShares National Muni Bond E | Reduce -3.3% | 6.33% | −0.75 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.37 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.36 |
| CCOI Cogent Communications Holdin | Reduce -13.4% | 0.27% | −0.19 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -4.3% | 0.35% | −0.07 |
| XYLD Global X S&P 500 Cove Call E | Reduce -3.2% | 0.58% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.4% | 0.36% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.1% | 0.19% | −0.02 |
| USTB Victoryshares Short-Term Bon | Reduce -2.1% | 0.19% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.6% | 3.71% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -3.3% | 0.26% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -2.5% | 0.41% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -2.9% | 0.38% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.2% | 1.22% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 8.37% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -8.8% | 5.22% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.6% | 9.09% | +0.25 |
| VTWO Vanguard Russell 2000 ETF | Reduce -5.5% | 7.30% | +0.31 |
| IVV iShares Core S&P 500 ETF | Reduce -2.7% | 21.72% | +0.35 |
Portfolio Buys Q1 2026 → Q2 2026
| HTRB Hartford TTL RTRN BND ETF | Add +13.1% | 10.00% | +0.30 |
| AGG iShares Core U.S. Aggregate | Add +12.3% | 12.39% | +0.24 |
| FPX First Trust US Equity Opport | New | 0.17% | +0.17 |
| MUNI PIMCO Intermediate Municipal | Add +18.9% | 1.01% | +0.09 |
| JPLD JPMorgan Ltd. Duration ETF | Add +21.7% | 0.82% | +0.08 |
| NVDA Nvidia Corp. | Add +1.2% | 0.32% | +0.02 |
| MSFT Microsoft Corp. | Add +1.0% | 0.25% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.5% | 1.82% | −0.05 |
| HELO JPMorgan Hedged Equity ETF | Add +2.8% | 6.20% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 29 | $133.9M | IVV, AGG, HTRB, IWR, VTV |
| Q1 2026 | 30 | $122.0M | IVV, AGG, HTRB, IWR, VTV |
| Q4 2025 | 30 | $110.2M | IVV, AGG, IWR, VTV, MUB |
| Q3 2025 | 29 | $106.4M | IVV, AGG, IWR, MUB, VTV |
| Q2 2025 | 28 | $96.3M | IVV, AGG, IWR, MUB, VTV |
| Q1 2025 | 21 | $81.8M | IVV, AGG, IWR, VTV, VTWO |
| Q4 2024 | 20 | $92.5M | IVV, AGG, IWR, VTV, VTWO |
| Q3 2024 | 18 | $92.5M | IVV, AGG, IWR, VTV, VTWO |
| Q2 2024 | 18 | $117.4M | IVV, VTV, IWR, IXUS, SPYG |
| Q1 2024 | 17 | $110.2M | IVV, VTV, IXUS, GOVT, USTB |