Prairieview Wealth Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Prairieview Wealth Partners, LLC reported 18 stock positions worth $117.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.7% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 11.8%) and iShares Russell Mid-Cap ETF (IWR, 11.7%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 8 and reduced 4. The biggest buy was a new position in Vanguard Intermediate-Term T (VGIT) and the biggest sale an exit from iShares US Treasury Bond ETF (GOVT).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $117.4M (Q2 2024)
- SEC Filing
- 0001765380-24-000237 ↗ filed Jul 11, 2024
Holdings Value
Holdings 18 stocks · $117.4M
| IVV iShares Core S&P 500 ETF | 18.72% | 40,152 | $22.0M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 11.84% | 86,651 | $13.9M | Add +1.5% |
| IWR iShares Russell Mid-Cap ETF | 11.72% | 169,627 | $13.8M | Add +347.7% |
| IXUS iShares Core Intl Stock ETF | 11.12% | 193,101 | $13.0M | Add +2.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.62% | 140,857 | $11.3M | Reduce -0.1% |
| VGIT Vanguard Intermediate-Term T | 9.42% | 189,853 | $11.1M | New |
| USTB Victoryshares Short-Term Bon | 9.24% | 217,677 | $10.8M | Add +2.1% |
| VTWO Vanguard Russell 2000 ETF | 8.15% | 116,669 | $9.6M | Add +388.0% |
| AGG iShares Core U.S. Aggregate | 3.65% | 44,120 | $4.3M | Reduce -48.8% |
| SUB iShares Short-Term National | 2.37% | 26,627 | $2.8M | Reduce -2.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.22% | 28,551 | $1.4M | Reduce -51.2% |
| SPEM State Street SP PTF Em ETF | 1.16% | 36,061 | $1.4M | Add +1.4% |
| CCOI Cogent Communications Holdin | 0.45% | 9,302 | $525K | Add +5.4% |
| MSFT Microsoft Corp. | 0.39% | 1,036 | $463K | No change |
| AXP American Express Co. | 0.36% | 1,818 | $421K | No change |
| NVDA Nvidia Corp. | 0.22% | 2,130 | $263K | New |
| MRSH Marsh & McLennan Cos | 0.18% | 1,003 | $211K | No change |
| WWD Woodward Inc. | 0.18% | 1,204 | $210K | New |
Portfolio Sells Q1 2024 → Q2 2024
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −9.97 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −7.37 |
| AGG iShares Core U.S. Aggregate | Reduce -48.8% | 3.65% | −4.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -51.2% | 1.22% | −1.47 |
| SUB iShares Short-Term National | Reduce -2.6% | 2.37% | −0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.1% | 9.62% | +0.25 |
Portfolio Buys Q1 2024 → Q2 2024
| VGIT Vanguard Intermediate-Term T | New | 9.42% | +9.42 |
| IWR iShares Russell Mid-Cap ETF | Add +347.7% | 11.72% | +8.83 |
| VTWO Vanguard Russell 2000 ETF | Add +388.0% | 8.15% | +6.30 |
| NVDA Nvidia Corp. | New | 0.22% | +0.22 |
| WWD Woodward Inc. | New | 0.18% | +0.18 |
| SPEM State Street SP PTF Em ETF | Add +1.4% | 1.16% | −0.01 |
| CCOI Cogent Communications Holdin | Add +5.4% | 0.45% | −0.08 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 18.72% | −0.36 |
| USTB Victoryshares Short-Term Bon | Add +2.1% | 9.24% | −0.40 |
| IXUS iShares Core Intl Stock ETF | Add +2.1% | 11.12% | −0.53 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.5% | 11.84% | −0.77 |
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 |