Prairieview Wealth Partners, Llc Portfolio Stock Holdings
Prairieview Wealth Partners, Llc disclosed 30 stock positions valued at approximately $122.0 million in its latest SEC 13F filing. The largest holdings include ISHARES CORE S&P 500 ETF, ISHARES CORE U.S. AGGREGATE BOND ETF, and HARTFORD TOTAL RETURN BOND ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 30
- Portfolio Value
- $122.0M
Holdings by Sector
Prairieview Wealth Partners, Llc Portfolio Holdings in Q1 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | Other | 21.37% | 39,909 | +377 | +0.95% | $26,068,728 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | Other | 12.15% | 149,286 | +6,104 | +4.26% | $14,819,621 |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | Other | 9.70% | 350,787 | +326,973 | +1373.03% | $11,835,553 |
| ISHARES RUSSELL MIDCAP ETF | IWR | Other | 8.84% | 110,846 | +1,863 | +1.71% | $10,777,557 |
| VANGUARD VALUE ETF | VTV | Other | 8.32% | 51,734 | +595 | +1.16% | $10,150,213 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 7.08% | 81,397 | -2,224 | -2.66% | $8,640,292 |
| VANGUARD RUSSELL 2000 ETF | VTWO | Other | 6.99% | 85,134 | +1,650 | +1.98% | $8,527,873 |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | Other | 6.26% | 119,523 | +3,622 | +3.13% | $7,638,715 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | SPYG | Other | 5.17% | 64,390 | +247 | +0.39% | $6,304,468 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | Other | 3.72% | 52,396 | +421 | +0.81% | $4,539,552 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 1.86% | 45,543 | +5,626 | +14.09% | $2,272,140 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 1.17% | 11,505 | -273 | -2.32% | $1,430,187 |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | Other | 0.93% | 21,666 | +21,666 | +100.00% | $1,130,749 |
| JPMORGAN LIMITED DURATION BOND ETF | JPLD | Other | 0.74% | 17,347 | +8,839 | +103.89% | $905,340 |
| GLOBAL X S&P 500 COVERED CALL ETF | XYLD | Other | 0.64% | 19,824 | -62 | -0.31% | $775,713 |
| AMERICAN EXPRESS CO COM | AXP | Financial Services | 0.47% | 1,889 | - | - | $571,385 |
| COGENT COMM HOLDINGS INC COM NEW | CCOI | Communication Services | 0.46% | 29,742 | -5,000 | -14.39% | $560,339 |
| STATE STREET MULTI-ASSET REAL RETURN ETF | RLY | Other | 0.42% | 14,276 | -171 | -1.18% | $516,077 |
| ISHARES CORE U.S. REIT ETF | USRT | Other | 0.41% | 8,446 | -73 | -0.86% | $499,919 |
| STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | HYMB | Other | 0.39% | 19,141 | -29 | -0.15% | $474,697 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.37% | 777 | -97 | -11.10% | $448,635 |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | SPYV | Other | 0.36% | 7,815 | +350 | +4.69% | $442,146 |
| WOODWARD INC COM | WWD | Industrials | 0.35% | 1,204 | - | - | $430,936 |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | Other | 0.35% | 7,584 | -44 | -0.58% | $430,695 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.31% | 2,141 | - | - | $373,390 |
| MICROSOFT CORP COM | MSFT | Technology | 0.27% | 901 | - | - | $333,523 |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | Other | 0.27% | 9,971 | -53 | -0.53% | $328,544 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | VGIT | Other | 0.21% | 4,343 | -1,024 | -19.08% | $258,626 |
| VICTORYSHARES SHORT-TERM BOND ETF | USTB | Other | 0.21% | 5,013 | -1,266 | -20.16% | $253,558 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.20% | 684 | - | - | $243,887 |