Prairieview Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Prairieview Wealth Partners, LLC reported 20 stock positions worth $92.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 17.6%) and iShares Russell Mid-Cap ETF (IWR, 13.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 1, added to 4 and reduced 10. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale iShares Core Intl Stock ETF (IXUS, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $92.5M (Q4 2024)
- SEC Filing
- 0001765380-25-000019 ↗ filed Jan 29, 2025
Holdings Value
Holdings 20 stocks · $92.5M
| IVV iShares Core S&P 500 ETF | 22.05% | 34,666 | $20.4M | Reduce -1.1% |
| AGG iShares Core U.S. Aggregate | 17.61% | 168,180 | $16.3M | Add +1.6% |
| IWR iShares Russell Mid-Cap ETF | 13.92% | 145,698 | $12.9M | Reduce -1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.69% | 52,955 | $9.0M | Reduce -0.6% |
| VTWO Vanguard Russell 2000 ETF | 8.91% | 92,336 | $8.2M | Reduce -0.6% |
| HELO JPMorgan Hedged Equity ETF | 7.49% | 111,709 | $6.9M | Add +1.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.64% | 69,870 | $6.1M | Reduce -2.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 5.53% | 102,071 | $5.1M | Add +4.6% |
| IXUS iShares Core Intl Stock ETF | 3.39% | 47,493 | $3.1M | Reduce -1.7% |
| CCOI Cogent Communications Holdin | 0.89% | 10,742 | $828K | Add +9.8% |
| AXP American Express Co. | 0.58% | 1,818 | $540K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 885 | $452K | New |
| USTB Victoryshares Short-Term Bon | 0.43% | 7,861 | $395K | Reduce -21.5% |
| MSFT Microsoft Corp. | 0.42% | 931 | $392K | Reduce -7.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.41% | 7,367 | $377K | New |
| VGIT Vanguard Intermediate-Term T | 0.41% | 6,479 | $376K | Reduce -23.5% |
| SUB iShares Short-Term National | 0.33% | 2,904 | $306K | Reduce -19.4% |
| NVDA Nvidia Corp. | 0.31% | 2,130 | $286K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 3,733 | $257K | New |
| WWD Woodward Inc. | 0.22% | 1,204 | $200K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IXUS iShares Core Intl Stock ETF | Reduce -1.7% | 3.39% | −0.40 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 9.69% | −0.37 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.26 |
| VGIT Vanguard Intermediate-Term T | Reduce -23.5% | 0.41% | −0.15 |
| USTB Victoryshares Short-Term Bon | Reduce -21.5% | 0.43% | −0.12 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.1% | 13.92% | −0.11 |
| SUB iShares Short-Term National | Reduce -19.4% | 0.33% | −0.08 |
| VTWO Vanguard Russell 2000 ETF | Reduce -0.6% | 8.91% | −0.06 |
| MSFT Microsoft Corp. | Reduce -7.9% | 0.42% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 22.05% | +0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.5% | 6.64% | +0.21 |
Portfolio Buys Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | New | 0.49% | +0.49 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.41% | +0.41 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.28% | +0.28 |
| HELO JPMorgan Hedged Equity ETF | Add +1.6% | 7.49% | +0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.6% | 5.53% | +0.14 |
| CCOI Cogent Communications Holdin | Add +9.8% | 0.89% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +1.6% | 17.61% | −0.52 |
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 |