Prairieview Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Prairieview Wealth Partners, LLC reported 29 stock positions worth $106.4 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, 13.1%) and iShares Russell Mid-Cap ETF (IWR, 9.5%). Compared with Q2 2025, it opened 1 new position, added to 13 and reduced 12. The biggest buy was Cogent Communications Holdin (CCOI, shares +374%) and the biggest sale iShares National Muni Bond E (MUB, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $106.4M (Q3 2025)
- SEC Filing
- 0001765380-25-000468 ↗ filed Nov 12, 2025
Holdings Value
Holdings 29 stocks · $106.4M
| IVV iShares Core S&P 500 ETF | 24.64% | 39,194 | $26.2M | Add +2.5% |
| AGG iShares Core U.S. Aggregate | 13.11% | 139,214 | $14.0M | Add +3.1% |
| IWR iShares Russell Mid-Cap ETF | 9.47% | 104,456 | $10.1M | Add +2.9% |
| MUB iShares National Muni Bond E | 8.56% | 85,556 | $9.1M | Reduce -1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.49% | 48,482 | $9.0M | Add +2.9% |
| VTWO Vanguard Russell 2000 ETF | 7.42% | 80,698 | $7.9M | Add +4.1% |
| HELO JPMorgan Hedged Equity ETF | 6.70% | 109,782 | $7.1M | Add +3.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.12% | 62,325 | $6.5M | Add +1.3% |
| IXUS iShares Core Intl Stock ETF | 3.82% | 49,180 | $4.1M | Add +5.3% |
| CCOI Cogent Communications Holdin | 1.97% | 54,742 | $2.1M | Add +374.3% |
| IJR iShares Core S&P Small-Cap E | 1.33% | 11,928 | $1.4M | Reduce -1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.16% | 24,698 | $1.2M | Add +107.8% |
| HTRB Hartford TTL RTRN BND ETF | 0.77% | 23,952 | $821K | Reduce -0.3% |
| XYLD Global X S&P 500 Cove Call E | 0.74% | 20,071 | $788K | Reduce -0.5% |
| AXP American Express Co. | 0.59% | 1,889 | $627K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 875 | $526K | Reduce -0.7% |
| USRT iShares Core US REIT ETF | 0.48% | 8,641 | $507K | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.45% | 934 | $484K | Add +0.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.45% | 19,290 | $481K | Reduce -1.3% |
| RLY SS Multi-Asset Real Ret ETF | 0.42% | 14,599 | $451K | Reduce -0.7% |
| EEM iShares MSCI Emerging Market | 0.39% | 7,731 | $413K | Reduce -0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.38% | 7,323 | $405K | Add +0.0% |
| NVDA Nvidia Corp. | 0.38% | 2,141 | $399K | Add +0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.32% | 10,143 | $338K | Reduce -0.9% |
| VGIT Vanguard Intermediate-Term T | 0.30% | 5,367 | $322K | Reduce -0.2% |
| USTB Victoryshares Short-Term Bon | 0.30% | 6,279 | $320K | Reduce -0.2% |
| WWD Woodward Inc. | 0.29% | 1,204 | $304K | No change |
| IWB iShares Russell 1000 ETF | 0.24% | 692 | $253K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.21% | 2,788 | $218K | New |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Reduce -1.8% | 8.56% | −0.89 |
| XYLD Global X S&P 500 Cove Call E | Reduce -0.5% | 0.74% | −0.07 |
| HTRB Hartford TTL RTRN BND ETF | Reduce -0.3% | 0.77% | −0.07 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -1.3% | 0.45% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.7% | 1.33% | −0.05 |
| USRT iShares Core US REIT ETF | Reduce -0.5% | 0.48% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -0.2% | 0.30% | −0.03 |
| USTB Victoryshares Short-Term Bon | Reduce -0.2% | 0.30% | −0.03 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -0.7% | 0.42% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 0.49% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -0.8% | 0.39% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.9% | 0.32% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| CCOI Cogent Communications Holdin | Add +374.3% | 1.97% | +1.39 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +107.8% | 1.16% | +0.56 |
| VTWO Vanguard Russell 2000 ETF | Add +4.1% | 7.42% | +0.40 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.21% | +0.21 |
| IXUS iShares Core Intl Stock ETF | Add +5.3% | 3.82% | +0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.3% | 6.12% | +0.03 |
| NVDA Nvidia Corp. | Add +0.5% | 0.38% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 24.64% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.0% | 0.38% | −0.02 |
| MSFT Microsoft Corp. | Add +0.3% | 0.45% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.9% | 8.49% | −0.15 |
| HELO JPMorgan Hedged Equity ETF | Add +3.9% | 6.70% | −0.16 |
| IWR iShares Russell Mid-Cap ETF | Add +2.9% | 9.47% | −0.22 |
| AGG iShares Core U.S. Aggregate | Add +3.1% | 13.11% | −0.79 |
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 |