Prairieview Wealth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 3, 2024), Prairieview Wealth Partners, LLC reported 17 stock positions worth $110.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.1% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 12.6%) and iShares Core Intl Stock ETF (IXUS, 11.6%). Compared with Q4 2023, it opened 2 new positions, sold out of 2, added to 13 and reduced 1. The biggest buy was a new position in Victoryshares Short-Term Bon (USTB) and the biggest sale an exit from SS SPDR PF LNG TRM TSY E-Usd (SPTL).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $110.2M (Q1 2024)
- SEC Filing
- 0001765380-24-000162 ↗ filed Apr 3, 2024
Holdings Value
Holdings 17 stocks · $110.2M
| IVV iShares Core S&P 500 ETF | 19.08% | 40,001 | $21.0M | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 12.61% | 85,342 | $13.9M | Add +3.0% |
| IXUS iShares Core Intl Stock ETF | 11.64% | 189,116 | $12.8M | Add +3.8% |
| GOVT iShares US Treasury Bond ETF | 9.97% | 482,501 | $11.0M | Add +4.6% |
| USTB Victoryshares Short-Term Bon | 9.64% | 213,183 | $10.6M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.36% | 141,061 | $10.3M | Add +2.2% |
| AGG iShares Core U.S. Aggregate | 7.66% | 86,211 | $8.4M | Add +5.3% |
| ISTB iShares Core 1-5 Year Usd Bo | 7.37% | 171,149 | $8.1M | Add +5.3% |
| IWR iShares Russell Mid-Cap ETF | 2.89% | 37,891 | $3.2M | Add +68.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.69% | 58,503 | $3.0M | Add +1.7% |
| SUB iShares Short-Term National | 2.60% | 27,337 | $2.9M | Add +2.0% |
| VTWO Vanguard Russell 2000 ETF | 1.84% | 23,906 | $2.0M | Add +94.1% |
| SPEM State Street SP PTF Em ETF | 1.17% | 35,558 | $1.3M | Add +1.8% |
| CCOI Cogent Communications Holdin | 0.52% | 8,822 | $576K | Add +5.8% |
| MSFT Microsoft Corp. | 0.40% | 1,036 | $436K | Reduce -6.8% |
| AXP American Express Co. | 0.38% | 1,818 | $414K | No change |
| MRSH Marsh & McLennan Cos | 0.19% | 1,003 | $207K | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| USTB Victoryshares Short-Term Bon | New | 9.64% | +9.64 |
| IWR iShares Russell Mid-Cap ETF | Add +68.4% | 2.89% | +1.14 |
| VTWO Vanguard Russell 2000 ETF | Add +94.1% | 1.84% | +0.85 |
| IVV iShares Core S&P 500 ETF | Add +2.7% | 19.08% | +0.49 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.2% | 9.36% | +0.39 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.0% | 12.61% | +0.22 |
| MRSH Marsh & McLennan Cos | New | 0.19% | +0.19 |
| SPEM State Street SP PTF Em ETF | Add +1.8% | 1.17% | −0.07 |
| CCOI Cogent Communications Holdin | Add +5.8% | 0.52% | −0.11 |
| IXUS iShares Core Intl Stock ETF | Add +3.8% | 11.64% | −0.18 |
| SUB iShares Short-Term National | Add +2.0% | 2.60% | −0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.7% | 2.69% | −0.25 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +5.3% | 7.37% | −0.36 |
| AGG iShares Core U.S. Aggregate | Add +5.3% | 7.66% | −0.46 |
| GOVT iShares US Treasury Bond ETF | Add +4.6% | 9.97% | −0.66 |
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 |