Prairieview Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Prairieview Wealth Partners, LLC reported 30 stock positions worth $122.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 12.1%) and Hartford TTL RTRN BND ETF (HTRB, 9.7%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 12 and reduced 12. The biggest buy was Hartford TTL RTRN BND ETF (HTRB, shares +1373%) and the biggest sale iShares National Muni Bond E (MUB, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFORT, IL
- CIK
- 0002011194
- Portfolio Value
- $122.0M (Q1 2026)
- SEC Filing
- 0001765380-26-000149 ↗ filed May 5, 2026
Holdings Value
Holdings 30 stocks · $122.0M
| IVV iShares Core S&P 500 ETF | 21.37% | 39,909 | $26.1M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 12.15% | 149,286 | $14.8M | Add +4.3% |
| HTRB Hartford TTL RTRN BND ETF | 9.70% | 350,787 | $11.8M | Add +1373.0% |
| IWR iShares Russell Mid-Cap ETF | 8.84% | 110,846 | $10.8M | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.32% | 51,734 | $10.2M | Add +1.2% |
| MUB iShares National Muni Bond E | 7.08% | 81,397 | $8.6M | Reduce -2.7% |
| VTWO Vanguard Russell 2000 ETF | 6.99% | 85,134 | $8.5M | Add +2.0% |
| HELO JPMorgan Hedged Equity ETF | 6.26% | 119,523 | $7.6M | Add +3.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.17% | 64,390 | $6.3M | Add +0.4% |
| IXUS iShares Core Intl Stock ETF | 3.72% | 52,396 | $4.5M | Add +0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.86% | 45,543 | $2.3M | Add +14.1% |
| IJR iShares Core S&P Small-Cap E | 1.17% | 11,505 | $1.4M | Reduce -2.3% |
| MUNI PIMCO Intermediate Municipal | 0.93% | 21,666 | $1.1M | New |
| JPLD JPMorgan Ltd. Duration ETF | 0.74% | 17,347 | $905K | Add +103.9% |
| XYLD Global X S&P 500 Cove Call E | 0.64% | 19,824 | $776K | Reduce -0.3% |
| AXP American Express Co. | 0.47% | 1,889 | $571K | No change |
| CCOI Cogent Communications Holdin | 0.46% | 29,742 | $560K | Reduce -14.4% |
| RLY SS Multi-Asset Real Ret ETF | 0.42% | 14,276 | $516K | Reduce -1.2% |
| USRT iShares Core US REIT ETF | 0.41% | 8,446 | $500K | Reduce -0.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.39% | 19,141 | $475K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 777 | $449K | Reduce -11.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.36% | 7,815 | $442K | Add +4.7% |
| WWD Woodward Inc. | 0.35% | 1,204 | $431K | No change |
| EEM iShares MSCI Emerging Market | 0.35% | 7,584 | $431K | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.31% | 2,141 | $373K | No change |
| MSFT Microsoft Corp. | 0.27% | 901 | $334K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.27% | 9,971 | $329K | Reduce -0.5% |
| VGIT Vanguard Intermediate-Term T | 0.21% | 4,343 | $259K | Reduce -19.1% |
| USTB Victoryshares Short-Term Bon | 0.21% | 5,013 | $254K | Reduce -20.2% |
| IWB iShares Russell 1000 ETF | 0.20% | 684 | $244K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MUB iShares National Muni Bond E | Reduce -2.7% | 7.08% | −1.04 |
| CCOI Cogent Communications Holdin | Reduce -14.4% | 0.46% | −0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.21 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.1% | 0.37% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.3% | 1.17% | −0.11 |
| XYLD Global X S&P 500 Cove Call E | Reduce -0.3% | 0.64% | −0.10 |
| USTB Victoryshares Short-Term Bon | Reduce -20.2% | 0.21% | −0.08 |
| VGIT Vanguard Intermediate-Term T | Reduce -19.1% | 0.21% | −0.08 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -0.1% | 0.39% | −0.04 |
| USRT iShares Core US REIT ETF | Reduce -0.9% | 0.41% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.5% | 0.27% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -0.6% | 0.35% | −0.03 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -1.2% | 0.42% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| HTRB Hartford TTL RTRN BND ETF | Add +1373.0% | 9.70% | +8.96 |
| MUNI PIMCO Intermediate Municipal | New | 0.93% | +0.93 |
| JPLD JPMorgan Ltd. Duration ETF | Add +103.9% | 0.74% | +0.34 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.1% | 1.86% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.7% | 0.36% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Add +0.8% | 3.72% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.2% | 8.32% | −0.54 |
| VTWO Vanguard Russell 2000 ETF | Add +2.0% | 6.99% | −0.55 |
| IWR iShares Russell Mid-Cap ETF | Add +1.7% | 8.84% | −0.68 |
| HELO JPMorgan Hedged Equity ETF | Add +3.1% | 6.26% | −0.72 |
| AGG iShares Core U.S. Aggregate | Add +4.3% | 12.15% | −0.82 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.4% | 5.17% | −1.04 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 21.37% | −3.19 |
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 |