Prairieview Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Prairieview Wealth Partners, LLC reported 21 stock positions worth $81.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 25.7% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 15.7%) and iShares Russell Mid-Cap ETF (IWR, 10.5%). Compared with Q4 2024, it opened 1 new position, added to 8 and reduced 9. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +8%) and the biggest sale iShares Russell Mid-Cap ETF (IWR, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $81.8M (Q1 2025)
- SEC Filing
- 0001765380-25-000203 ↗ filed May 9, 2025
Holdings Value
Holdings 21 stocks · $81.8M
| IVV iShares Core S&P 500 ETF | 25.69% | 37,399 | $21.0M | Add +7.9% |
| AGG iShares Core U.S. Aggregate | 15.75% | 130,249 | $12.9M | Reduce -22.6% |
| IWR iShares Russell Mid-Cap ETF | 10.45% | 100,494 | $8.5M | Reduce -31.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.71% | 46,004 | $7.9M | Reduce -13.1% |
| VTWO Vanguard Russell 2000 ETF | 8.77% | 88,985 | $7.2M | Reduce -3.6% |
| HELO JPMorgan Hedged Equity ETF | 8.39% | 115,069 | $6.9M | Add +3.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 6.21% | 102,322 | $5.1M | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.95% | 60,611 | $4.9M | Reduce -13.3% |
| IXUS iShares Core Intl Stock ETF | 3.88% | 45,413 | $3.2M | Reduce -4.4% |
| CCOI Cogent Communications Holdin | 0.83% | 11,142 | $683K | Add +3.7% |
| AXP American Express Co. | 0.62% | 1,889 | $508K | Add +3.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 943 | $442K | Add +6.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.49% | 7,879 | $402K | Add +7.0% |
| MSFT Microsoft Corp. | 0.43% | 931 | $349K | No change |
| VGIT Vanguard Intermediate-Term T | 0.39% | 5,376 | $319K | Reduce -17.0% |
| USTB Victoryshares Short-Term Bon | 0.39% | 6,292 | $319K | Reduce -20.0% |
| SUB iShares Short-Term National | 0.37% | 2,902 | $306K | Reduce -0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.32% | 4,036 | $265K | Add +8.1% |
| NVDA Nvidia Corp. | 0.28% | 2,130 | $231K | No change |
| WWD Woodward Inc. | 0.27% | 1,204 | $220K | No change |
| MRSH Marsh & McLennan Cos | 0.25% | 833 | $203K | New |
Portfolio Sells Q4 2024 → Q1 2025
| IWR iShares Russell Mid-Cap ETF | Reduce -31.0% | 10.45% | −3.47 |
| AGG iShares Core U.S. Aggregate | Reduce -22.6% | 15.75% | −1.86 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -13.3% | 5.95% | −0.68 |
| VTWO Vanguard Russell 2000 ETF | Reduce -3.6% | 8.77% | −0.14 |
| USTB Victoryshares Short-Term Bon | Reduce -20.0% | 0.39% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Reduce -17.0% | 0.39% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.1% | 9.71% | +0.03 |
| SUB iShares Short-Term National | Reduce -0.1% | 0.37% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -4.4% | 3.88% | +0.48 |
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Add +7.9% | 25.69% | +3.63 |
| HELO JPMorgan Hedged Equity ETF | Add +3.0% | 8.39% | +0.91 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.3% | 6.21% | +0.68 |
| MRSH Marsh & McLennan Cos | New | 0.25% | +0.25 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +7.0% | 0.49% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.5% | 0.54% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +8.1% | 0.32% | +0.05 |
| AXP American Express Co. | Add +3.9% | 0.62% | +0.04 |
| CCOI Cogent Communications Holdin | Add +3.7% | 0.83% | −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 |