Prairieview Wealth Partners, LLC
- SEC CIK
- 0002011194
- Latest filing
- Aug 5, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only.
- Positions
- 17
- No filing for Q3 2023
- Portfolio value
- $100.0M
- No filing for Q3 2023
Prairieview Wealth Partners, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 38,935 | $18.6M | 18.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 82,896 | $12.4M | 12.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 182,166 | $11.8M | 11.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 461,330 | $10.6M | 10.6% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 358,206 | $10.4M | 10.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 138,016 | $8.98M | 9.0% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 81,869 | $8.13M | 8.1% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 162,511 | $7.73M | 7.7% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 57,528 | $2.94M | 2.9% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 26,789 | $2.82M | 2.8% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 22,496 | $1.75M | 1.7% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 34,930 | $1.24M | 1.2% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 12,315 | $998.7K | 1.0% | – | – | – |
| CCOICogent Communications Holdings, Inc. | COM NEW | 8,342 | $634.5K | 0.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,111 | $417.8K | 0.4% | – | – | History |
| AXPAmerican Express Co | Stock | 1,818 | $340.6K | 0.3% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,143 | $231.2K | 0.2% | – | – | – |