Prairieview Wealth Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Prairieview Wealth Partners, LLC reported 18 stock positions worth $92.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 18.1%) and iShares Russell Mid-Cap ETF (IWR, 14.0%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 4 and reduced 10. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +275%) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $92.5M (Q3 2024)
- SEC Filing
- 0001765380-24-000393 ↗ filed Oct 21, 2024
Holdings Value
Holdings 18 stocks · $92.5M
| IVV iShares Core S&P 500 ETF | 21.86% | 35,068 | $20.2M | Reduce -12.7% |
| AGG iShares Core U.S. Aggregate | 18.13% | 165,605 | $16.8M | Add +275.4% |
| IWR iShares Russell Mid-Cap ETF | 14.03% | 147,293 | $13.0M | Reduce -13.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 10.06% | 53,292 | $9.3M | Reduce -38.5% |
| VTWO Vanguard Russell 2000 ETF | 8.97% | 92,858 | $8.3M | Reduce -20.4% |
| HELO JPMorgan Hedged Equity ETF | 7.26% | 109,905 | $6.7M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.42% | 71,672 | $5.9M | Reduce -49.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 5.39% | 97,582 | $5.0M | Add +241.8% |
| IXUS iShares Core Intl Stock ETF | 3.79% | 48,327 | $3.5M | Reduce -75.0% |
| CCOI Cogent Communications Holdin | 0.80% | 9,782 | $743K | Add +5.2% |
| VGIT Vanguard Intermediate-Term T | 0.55% | 8,467 | $512K | Reduce -95.5% |
| USTB Victoryshares Short-Term Bon | 0.55% | 10,014 | $509K | Reduce -95.4% |
| AXP American Express Co. | 0.53% | 1,818 | $493K | No change |
| MSFT Microsoft Corp. | 0.47% | 1,011 | $435K | Reduce -2.4% |
| SUB iShares Short-Term National | 0.41% | 3,602 | $383K | Reduce -86.5% |
| NVDA Nvidia Corp. | 0.28% | 2,130 | $259K | No change |
| MRSH Marsh & McLennan Cos | 0.26% | 1,063 | $237K | Add +6.0% |
| WWD Woodward Inc. | 0.22% | 1,204 | $206K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| VGIT Vanguard Intermediate-Term T | Reduce -95.5% | 0.55% | −8.87 |
| USTB Victoryshares Short-Term Bon | Reduce -95.4% | 0.55% | −8.69 |
| IXUS iShares Core Intl Stock ETF | Reduce -75.0% | 3.79% | −7.32 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -49.1% | 6.42% | −3.19 |
| SUB iShares Short-Term National | Reduce -86.5% | 0.41% | −1.96 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -38.5% | 10.06% | −1.79 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −1.16 |
| MSFT Microsoft Corp. | Reduce -2.4% | 0.47% | +0.08 |
| VTWO Vanguard Russell 2000 ETF | Reduce -20.4% | 8.97% | +0.82 |
| IWR iShares Russell Mid-Cap ETF | Reduce -13.2% | 14.03% | +2.31 |
| IVV iShares Core S&P 500 ETF | Reduce -12.7% | 21.86% | +3.14 |
Portfolio Buys Q2 2024 → Q3 2024
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 |