Prairieview Wealth Partners, LLC 13F Holdings · Q2 2026
Prairieview Wealth Partners, LLC reported 29 securities worth $133.85M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (21.72%), AGG (12.39%), HTRB (10.00%). Among its top 25 positions this quarter: 8 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $29.1M | 21.72% | 38,830 | Trimmed |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $16.6M | 12.39% | 167,570 | Added |
| 3 | HTRB | HARTFORD TOTAL RETURN BOND ETF | $13.4M | 10.00% | 396,778 | Added |
| 4 | IWR | ISHARES RUSSELL MIDCAP ETF | $12.2M | 9.09% | 110,233 | Trimmed |
| 5 | VTV | VANGUARD MORNINGSTAR VALUE ETF | $11.2M | 8.37% | 51,409 | Trimmed |
| 6 | VTWO | VANGUARD RUSSELL 2000 ETF | $9.8M | 7.30% | 80,454 | Trimmed |
| 7 | MUB | ISHARES NATIONAL MUNI BOND ETF | $8.5M | 6.33% | 78,709 | Trimmed |
| 8 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $8.3M | 6.20% | 122,837 | Added |
| 9 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $7.0M | 5.22% | 58,737 | Trimmed |
| 10 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $5.0M | 3.71% | 52,080 | Trimmed |
| 11 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $2.4M | 1.82% | 48,067 | Added |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | $1.6M | 1.22% | 11,023 | Trimmed |
| 13 | MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $1.4M | 1.01% | 25,758 | Added |
| 14 | JPLD | JPMORGAN LIMITED DURATION BOND ETF | $1.1M | 0.82% | 21,115 | Added |
| 15 | XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $782,515 | 0.58% | 19,184 | Trimmed |
| 16 | AXP | AMERICAN EXPRESS CO COM | $638,954 | 0.48% | 1,889 | Hold |
| 17 | USRT | ISHARES CORE U.S. REIT ETF | $547,415 | 0.41% | 8,238 | Trimmed |
| 18 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $503,634 | 0.38% | 7,362 | Trimmed |
| 19 | WWD | WOODWARD INC COM | $512,230 | 0.38% | 1,204 | Hold |
| 20 | HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $475,270 | 0.36% | 18,682 | Trimmed |
| 21 | RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $471,303 | 0.35% | 13,657 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION COM | $433,395 | 0.32% | 2,166 | Added |
| 23 | CCOI | COGENT COMM HOLDINGS INC COM NEW | $357,299 | 0.27% | 25,742 | Trimmed |
| 24 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $349,619 | 0.26% | 9,642 | Trimmed |
| 25 | MSFT | MICROSOFT CORP COM | $339,448 | 0.25% | 910 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR