Prairieview Wealth Partners, LLC
- SEC CIK
- 0002011194
- Latest filing
- Aug 5, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 30
- +1 vs. Q3 2025
- Portfolio value
- $110.2M
- +$3.79M (+3.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 39,532 | $27.1M | 24.6% | +338+0.9% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 143,182 | $14.3M | 13.0% | +3,968+2.9% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 108,983 | $10.5M | 9.5% | +4,527+4.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,139 | $9.77M | 8.9% | +2,657+5.5% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 83,621 | $8.96M | 8.1% | −1,935−2.3% | Reduced | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 83,484 | $8.31M | 7.5% | +2,786+3.5% | Added | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 115,901 | $7.70M | 7.0% | +6,119+5.6% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 64,143 | $6.84M | 6.2% | +1,818+2.9% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 51,975 | $4.40M | 4.0% | +2,795+5.7% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 39,917 | $2.01M | 1.8% | +15,219+61.6% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,778 | $1.42M | 1.3% | −150−1.3% | Reduced | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 23,814 | $813.2K | 0.7% | −138−0.6% | Reduced | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 19,886 | $808.0K | 0.7% | −185−0.9% | Reduced | – |
| CCOICogent Communications Holdings, Inc. | COM NEW | 34,742 | $749.0K | 0.7% | −20,000−36.5% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,889 | $698.8K | 0.6% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 874 | $537.1K | 0.5% | −1−0.1% | Reduced | – |
| iShares Tr464288521 | CRE U S REIT ETF | 8,519 | $485.2K | 0.4% | −122−1.4% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 19,170 | $478.1K | 0.4% | −120−0.6% | Reduced | – |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 14,447 | $454.4K | 0.4% | −152−1.0% | Reduced | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 8,508 | $445.3K | 0.4% | +8,508 | New | – |
| MSFTMicrosoft Corp | Stock | 901 | $435.7K | 0.4% | −33−3.5% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 7,465 | $424.1K | 0.4% | +142+1.9% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,628 | $417.3K | 0.4% | −103−1.3% | Reduced | – |
| NVDANVIDIA Corp | Stock | 2,141 | $399.3K | 0.4% | 00.0% | Unchanged | History |
| WWDWoodward, Inc. | COM | 1,204 | $364.0K | 0.3% | 00.0% | Unchanged | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,024 | $328.3K | 0.3% | −119−1.2% | Reduced | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,367 | $321.6K | 0.3% | 00.0% | Unchanged | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 6,279 | $319.2K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464287622 | RUS 1000 ETF | 684 | $255.4K | 0.2% | −8−1.2% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,834 | $227.3K | 0.2% | +46+1.6% | Added | – |