PRAIRIEVIEW WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, PRAIRIEVIEW WEALTH PARTNERS, LLC held in its portfolio 30 assets valued at $110,229,008 (i.e. $110.23M).

The most valuable assets in the portfolio included: ISHARES CORE S&P 500 ETF ($27.08M), ISHARES CORE U.S. AGGREGATE BOND ETF ($14.30M), and ISHARES RUSSELL MIDCAP ETF ($10.49M).

The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in PRAIRIEVIEW WEALTH PARTNERS, LLC Portfolio
ISHARES CORE S&P 500 ETF
ISHARES CORE U.S. AGGREGATE BOND ETF
ISHARES RUSSELL MIDCAP ETF
VANGUARD VALUE ETF
ISHARES NATIONAL MUNI BOND ETF
VANGUARD RUSSELL 2000 ETF
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
VANGUARD TAX-EXEMPT BOND ETF
PRAIRIEVIEW WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ISHARES CORE S&P 500 ETF 39532 27077043 ETF
ISHARES CORE U.S. AGGREGATE BOND ETF 143182 14301018 ETF
ISHARES RUSSELL MIDCAP ETF 108983 10491793 ETF
VANGUARD VALUE ETF 51139 9767159 ETF
ISHARES NATIONAL MUNI BOND ETF 83621 8956645 ETF
VANGUARD RUSSELL 2000 ETF 83484 8308328 ETF
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 115901 7699303 ETF
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 64143 6844093 ETF
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 51975 4399127 ETF
VANGUARD TAX-EXEMPT BOND ETF 39917 2007426 ETF
ISHARES CORE S&P SMALL CAP ETF 11778 1415480 ETF
HARTFORD TOTAL RETURN BOND ETF 23814 813248 ETF
GLOBAL X S&P 500 COVERED CALL ETF 19886 807968 ETF
COGENT COMMUNICATIONS HLDGS IN COM NEW 34742 749038 Stock
AMERICAN EXPRESS CO COM 1889 698836 Stock
INVESCO QQQ TRUST SERIES I 874 537112 ETF
ISHARES CORE U.S. REIT ETF 8519 485242 ETF
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 19170 478100 ETF
STATE STREET MULTI-ASSET REAL RETURN ETF 14447 454358 ETF
JPMORGAN LIMITED DURATION BOND ETF 8508 445297 ETF
MICROSOFT CORP COM 901 435742 Stock
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 7465 424113 ETF
ISHARES MSCI EMERGING MARKETS ETF 7628 417328 ETF
NVIDIA CORPORATION COM 2141 399297 Stock
WOODWARD INC COM 1204 363993 Stock
SCHWAB EMERGING MARKETS EQUITY ETF 10024 328286 ETF
VANGUARD INTERMEDIATE-TERM TREASURY ETF 5367 321644 ETF
VICTORYSHARES SHORT-TERM BOND ETF 6279 319224 ETF
ISHARES RUSSELL 1000 ETF 684 255433 ETF
STATE STREET SPDR PORTFOLIO S&P 500 ETF 2834 227334 ETF