Data as of Q4 2025 (Dec 31, 2025)

PRAIRIEVIEW WEALTH PARTNERS, LLC

•CIK: 2011194•Filing: Q4 2025

**PRAIRIEVIEW WEALTH PARTNERS, LLC** manages $110M across a diversified portfolio of 30 positions. The fund exhibits a notable allocation to core market indices, with top holdings including IVV at $27.1M and AGG at $14.3M. Further concentration is evident in sector-specific and factor-tilted ETFs, such as IWR ($10.5M) and VTV ($9.8M). This structure suggests a disciplined, index-aware approach to capital preservation and growth.

Total AUM
$110.2M
QoQ Performance
+3.6%
Positions
30
Top 10 Concentration
90.6%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
AGG
IWR
VTV
MUB
VTWO
HELO
SPYG
IVV24.6%
AGG13.0%
IWR9.5%
VTV8.9%
MUB8.1%
VTWO7.5%
HELO7.0%
SPYG6.2%

📈 Biggest Buys

VTEB
VANGUARD TAX-EXEMPT BOND ETF
+61.6%
1.8% of portfolio
VTV
VANGUARD VALUE ETF
+5.5%
8.9% of portfolio
JPLD
JPMORGAN LIMITED DURATION BOND ETF
NEW
0.4% of portfolio
IWR
ISHARES RUSSELL MIDCAP ETF
+4.3%
9.5% of portfolio
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+5.6%
7.0% of portfolio

📉 Biggest Sells

OGM1
COGENT COMMUNICATIONS HLDGS IN COM NEW
-36.5%
0.7% of portfolio
MUB
ISHARES NATIONAL MUNI BOND ETF
-2.3%
8.1% of portfolio
IJR
ISHARES CORE S&P SMALL CAP ETF
-1.3%
1.3% of portfolio
MSFT
MICROSOFT CORP COM
-3.5%
0.4% of portfolio
XYLD
GLOBAL X S&P 500 COVERED CALL ETF
-0.9%
0.7% of portfolio

Sector Breakdown

Other74.0%
ETF24.6%
Technology0.8%
Financial0.6%

Changes from Q3 2025

NEW1 new position
↑11 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV24.6%
ISHARES CORE S&P 500 ETF
$27.1M
AGG13.0%
ISHARES CORE U.S. AGGREGATE BOND ETF
$14.3M
IWR9.5%
ISHARES RUSSELL MIDCAP ETF
$10.5M
VTV8.9%
VANGUARD VALUE ETF
$9.8M
MUB8.1%
ISHARES NATIONAL MUNI BOND ETF
$9.0M

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