Prairieview Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Prairieview Wealth Partners, LLC reported 28 stock positions worth $96.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 24.6% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 13.9%) and iShares Russell Mid-Cap ETF (IWR, 9.7%). Compared with Q1 2025, it opened 10 new positions, sold out of 3, added to 7 and reduced 5. The biggest buy was a new position in iShares National Muni Bond E (MUB) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $96.3M (Q2 2025)
- SEC Filing
- 0001765380-25-000312 ↗ filed Aug 7, 2025
Holdings Value
Holdings 28 stocks · $96.3M
| IVV iShares Core S&P 500 ETF | 24.64% | 38,232 | $23.7M | Add +2.2% |
| AGG iShares Core U.S. Aggregate | 13.90% | 134,971 | $13.4M | Add +3.6% |
| IWR iShares Russell Mid-Cap ETF | 9.69% | 101,499 | $9.3M | Add +1.0% |
| MUB iShares National Muni Bond E | 9.45% | 87,096 | $9.1M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.65% | 47,126 | $8.3M | Add +2.4% |
| VTWO Vanguard Russell 2000 ETF | 7.02% | 77,526 | $6.8M | Reduce -12.9% |
| HELO JPMorgan Hedged Equity ETF | 6.86% | 105,617 | $6.6M | Reduce -8.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.09% | 61,551 | $5.9M | Add +1.6% |
| IXUS iShares Core Intl Stock ETF | 3.75% | 46,699 | $3.6M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 1.38% | 12,136 | $1.3M | New |
| HTRB Hartford TTL RTRN BND ETF | 0.84% | 24,034 | $814K | New |
| XYLD Global X S&P 500 Cove Call E | 0.82% | 20,164 | $785K | New |
| AXP American Express Co. | 0.63% | 1,889 | $603K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.60% | 11,886 | $583K | Reduce -88.4% |
| CCOI Cogent Communications Holdin | 0.58% | 11,542 | $556K | Add +3.6% |
| USRT iShares Core US REIT ETF | 0.51% | 8,685 | $491K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 881 | $486K | Reduce -6.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.50% | 19,542 | $484K | New |
| MSFT Microsoft Corp. | 0.48% | 931 | $463K | No change |
| RLY SS Multi-Asset Real Ret ETF | 0.44% | 14,696 | $428K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.40% | 7,320 | $383K | Reduce -7.1% |
| EEM iShares MSCI Emerging Market | 0.39% | 7,796 | $376K | New |
| NVDA Nvidia Corp. | 0.35% | 2,130 | $337K | No change |
| VGIT Vanguard Intermediate-Term T | 0.33% | 5,376 | $322K | No change |
| USTB Victoryshares Short-Term Bon | 0.33% | 6,292 | $320K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.32% | 10,236 | $309K | New |
| WWD Woodward Inc. | 0.31% | 1,204 | $295K | No change |
| IWB iShares Russell 1000 ETF | 0.24% | 692 | $235K | New |
Portfolio Sells Q1 2025 → Q2 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -88.4% | 0.60% | −5.60 |
| VTWO Vanguard Russell 2000 ETF | Reduce -12.9% | 7.02% | −1.75 |
| HELO JPMorgan Hedged Equity ETF | Reduce -8.2% | 6.86% | −1.53 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.37 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.32 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.25 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -7.1% | 0.40% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.6% | 0.50% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | New | 9.45% | +9.45 |
| IJR iShares Core S&P Small-Cap E | New | 1.38% | +1.38 |
| HTRB Hartford TTL RTRN BND ETF | New | 0.84% | +0.84 |
| XYLD Global X S&P 500 Cove Call E | New | 0.82% | +0.82 |
| USRT iShares Core US REIT ETF | New | 0.51% | +0.51 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.50% | +0.50 |
| RLY SS Multi-Asset Real Ret ETF | New | 0.44% | +0.44 |
| EEM iShares MSCI Emerging Market | New | 0.39% | +0.39 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.32% | +0.32 |
| IWB iShares Russell 1000 ETF | New | 0.24% | +0.24 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.6% | 6.09% | +0.14 |
| IXUS iShares Core Intl Stock ETF | Add +2.8% | 3.75% | −0.13 |
| CCOI Cogent Communications Holdin | Add +3.6% | 0.58% | −0.26 |
| IWR iShares Russell Mid-Cap ETF | Add +1.0% | 9.69% | −0.76 |
| IVV iShares Core S&P 500 ETF | Add +2.2% | 24.64% | −1.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.4% | 8.65% | −1.07 |
| AGG iShares Core U.S. Aggregate | Add +3.6% | 13.90% | −1.85 |
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 |