PRAIRIEVIEW WEALTH PARTNERS, LLC

CIK: 0002011194SEC EDGAR →

Portfolio Value

$82.6M

Holdings

30

As of

Q4 2025

New Positions

1

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES CORE U.S. AGGREGATE BOND ETF

143,182$14.3M
17.31%
2

ISHARES RUSSELL MIDCAP ETF

108,983$10.5M
12.70%
3

VANGUARD VALUE ETF

51,139$9.8M
11.82%
4

ISHARES NATIONAL MUNI BOND ETF

83,621$9.0M
10.84%
5

VANGUARD RUSSELL 2000 ETF

83,484$8.3M
10.05%
6

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

115,901$7.7M
9.32%
7

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

64,143$6.8M
8.28%
8

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

51,975$4.4M
5.32%
9

VANGUARD TAX-EXEMPT BOND ETF

39,917$2.0M
2.43%
10

ISHARES CORE S&P SMALL CAP ETF

11,778$1.4M
1.71%

Quarterly Changes

Top Buys

IVV↑ Increased
$26.2M
VTEB↑ Increased
$770K
VTV↑ Increased
$726K
HELO↑ Increased
$563K
JPLDNEW
$445K

Top Sells

OGM1↓ Decreased
$1.4M
NDQ↓ Decreased
$525K
MUB↓ Decreased
$155K
MSFT↓ Decreased
$49K
USRT↓ Decreased
$22K

New Positions (1)

$445K · 9K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services25$80.7M97.6%
Technology2$834K1.0%
Unknown2$750K0.9%
Industrials1$363K0.4%