Filed: 1/29/2025ACC: 0001765380-25-000019
📋 What this filing means
PRAIRIEVIEW WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $92.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$92.54M
Total AUM (reported)
871.03K
Total Shares
Allocation by class
ETF$90.29M97.6%
STOCK$2.25M2.4%
Portfolio Concentration
Top 3$49.58M53.6%
4–10$39.37M42.5%
11–25$3.58M3.9%
Top 3 weight
53.6%
Top 10 weight
96.1%
Voting Authority Distribution
Total shares with voting rights: 871.03K
Sole
Full voting authority
871.03K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares34.67K
TypeSH
Market value$20.41M
22.05%
Sole
34.66K
Shared
0.00
None
0.00
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares168.18K
TypeSH
Market value$16.30M
17.61%
Sole
168.18K
Shared
0.00
None
0.00
ISHARES RUSSELL MIDCAP ETF
SOLEShares145.70K
TypeSH
Market value$12.88M
13.92%
Sole
145.70K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares52.95K
TypeSH
Market value$8.97M
9.69%
Sole
52.95K
Shared
0.00
None
0.00
VANGUARD RUSSELL 2000 ETF
SOLEShares92.34K
TypeSH
Market value$8.25M
8.91%
Sole
92.34K
Shared
0.00
None
0.00
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
SOLEShares111.71K
TypeSH
Market value$6.93M
7.49%
Sole
111.71K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 GROWTH ETF
SOLEShares69.87K
TypeSH
Market value$6.14M
6.64%
Sole
69.87K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares102.07K
TypeSH
Market value$5.12M
5.53%
Sole
102.07K
Shared
0.00
None
0.00
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
SOLEShares47.49K
TypeSH
Market value$3.14M
3.39%
Sole
47.49K
Shared
0.00
None
0.00
COGENT COMMUNICATIONS HLDGS IN COM NEW
SOLEShares10.74K
TypeSH
Market value$827.9K
0.89%
Sole
10.74K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares1.82K
TypeSH
Market value$539.6K
0.58%
Sole
1.82K
Shared
0.00
None
0.00
INVESCO QQQ TRUST SERIES I
SOLEShares885.00
TypeSH
Market value$452.4K
0.49%
Sole
885.00
Shared
0.00
None
0.00
VICTORYSHARES SHORT-TERM BOND ETF
SOLEShares7.86K
TypeSH
Market value$394.6K
0.43%
Sole
7.86K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares931.00
TypeSH
Market value$392.4K
0.42%
Sole
931.00
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 VALUE ETF
SOLEShares7.37K
TypeSH
Market value$376.7K
0.41%
Sole
7.37K
Shared
0.00
None
0.00
VANGUARD INTERMEDIATE-TERM TREASURY ETF
SOLEShares6.48K
TypeSH
Market value$375.8K
0.41%
Sole
6.48K
Shared
0.00
None
0.00
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SOLEShares2.90K
TypeSH
Market value$306.3K
0.33%
Sole
2.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares2.13K
TypeSH
Market value$286.0K
0.31%
Sole
2.13K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 ETF
SOLEShares3.73K
TypeSH
Market value$257.4K
0.28%
Sole
3.73K
Shared
0.00
None
0.00
WOODWARD INC COM
SOLEShares1.20K
TypeSH
Market value$200.4K
0.22%
Sole
1.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 34.67K | SH | $20.41M 22.05% | 34.66K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 168.18K | SH | $16.30M 17.61% | 168.18K | 0.00 | 0.00 |
ISHARES RUSSELL MIDCAP ETFSOLE | ETF | 145.70K | SH | $12.88M 13.92% | 145.70K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 52.95K | SH | $8.97M 9.69% | 52.95K | 0.00 | 0.00 |
VANGUARD RUSSELL 2000 ETFSOLE | ETF | 92.34K | SH | $8.25M 8.91% | 92.34K | 0.00 | 0.00 |
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFSOLE | ETF | 111.71K | SH | $6.93M 7.49% | 111.71K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 69.87K | SH | $6.14M 6.64% | 69.87K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 102.07K | SH | $5.12M 5.53% | 102.07K | 0.00 | 0.00 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 47.49K | SH | $3.14M 3.39% | 47.49K | 0.00 | 0.00 |
COGENT COMMUNICATIONS HLDGS IN COM NEWSOLE | Stock | 10.74K | SH | $827.9K 0.89% | 10.74K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | Stock | 1.82K | SH | $539.6K 0.58% | 1.82K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 885.00 | SH | $452.4K 0.49% | 885.00 | 0.00 | 0.00 |
VICTORYSHARES SHORT-TERM BOND ETFSOLE | ETF | 7.86K | SH | $394.6K 0.43% | 7.86K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 931.00 | SH | $392.4K 0.42% | 931.00 | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 7.37K | SH | $376.7K 0.41% | 7.37K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 6.48K | SH | $375.8K 0.41% | 6.48K | 0.00 | 0.00 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 2.90K | SH | $306.3K 0.33% | 2.90K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 2.13K | SH | $286.0K 0.31% | 2.13K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 3.73K | SH | $257.4K 0.28% | 3.73K | 0.00 | 0.00 |
WOODWARD INC COMSOLE | Stock | 1.20K | SH | $200.4K 0.22% | 1.20K | 0.00 | 0.00 |