Filed: 5/9/2025ACC: 0001765380-25-000203
📋 What this filing means
PRAIRIEVIEW WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $81.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$81.81M
Total AUM (reported)
772.10K
Total Shares
Allocation by class
ETF$79.61M97.3%
STOCK$2.19M2.7%
Portfolio Concentration
Top 3$42.45M51.9%
4–10$35.79M43.8%
11–25$3.57M4.4%
Top 3 weight
51.9%
Top 10 weight
95.6%
Voting Authority Distribution
Total shares with voting rights: 772.10K
Sole
Full voting authority
772.10K
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares37.40K
TypeSH
Market value$21.01M
25.69%
Sole
37.40K
Shared
0.00
None
0.00
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares130.25K
TypeSH
Market value$12.88M
15.75%
Sole
130.25K
Shared
0.00
None
0.00
ISHARES RUSSELL MIDCAP ETF
SOLEShares100.49K
TypeSH
Market value$8.55M
10.45%
Sole
100.49K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares46K
TypeSH
Market value$7.95M
9.71%
Sole
46K
Shared
0.00
None
0.00
VANGUARD RUSSELL 2000 ETF
SOLEShares88.98K
TypeSH
Market value$7.18M
8.77%
Sole
88.98K
Shared
0.00
None
0.00
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
SOLEShares115.07K
TypeSH
Market value$6.87M
8.39%
Sole
115.07K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares102.32K
TypeSH
Market value$5.08M
6.21%
Sole
102.32K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 GROWTH ETF
SOLEShares60.61K
TypeSH
Market value$4.87M
5.95%
Sole
60.61K
Shared
0.00
None
0.00
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
SOLEShares45.41K
TypeSH
Market value$3.17M
3.88%
Sole
45.41K
Shared
0.00
None
0.00
COGENT COMMUNICATIONS HLDGS IN COM NEW
SOLEShares11.14K
TypeSH
Market value$683.1K
0.84%
Sole
11.14K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares1.89K
TypeSH
Market value$508.2K
0.62%
Sole
1.89K
Shared
0.00
None
0.00
INVESCO QQQ TRUST SERIES I
SOLEShares943.00
TypeSH
Market value$442.2K
0.54%
Sole
943.00
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 VALUE ETF
SOLEShares7.88K
TypeSH
Market value$402.4K
0.49%
Sole
7.88K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares931.00
TypeSH
Market value$349.5K
0.43%
Sole
931.00
Shared
0.00
None
0.00
VANGUARD INTERMEDIATE-TERM TREASURY ETF
SOLEShares5.38K
TypeSH
Market value$319.3K
0.39%
Sole
5.38K
Shared
0.00
None
0.00
VICTORYSHARES SHORT-TERM BOND ETF
SOLEShares6.29K
TypeSH
Market value$318.7K
0.39%
Sole
6.29K
Shared
0.00
None
0.00
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SOLEShares2.90K
TypeSH
Market value$306.4K
0.37%
Sole
2.90K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 ETF
SOLEShares4.04K
TypeSH
Market value$265.4K
0.32%
Sole
4.04K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares2.13K
TypeSH
Market value$230.8K
0.28%
Sole
2.13K
Shared
0.00
None
0.00
WOODWARD INC COM
SOLEShares1.20K
TypeSH
Market value$219.7K
0.27%
Sole
1.20K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC COM
SOLEShares833.00
TypeSH
Market value$203.3K
0.25%
Sole
833.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 37.40K | SH | $21.01M 25.69% | 37.40K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 130.25K | SH | $12.88M 15.75% | 130.25K | 0.00 | 0.00 |
ISHARES RUSSELL MIDCAP ETFSOLE | ETF | 100.49K | SH | $8.55M 10.45% | 100.49K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 46K | SH | $7.95M 9.71% | 46K | 0.00 | 0.00 |
VANGUARD RUSSELL 2000 ETFSOLE | ETF | 88.98K | SH | $7.18M 8.77% | 88.98K | 0.00 | 0.00 |
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFSOLE | ETF | 115.07K | SH | $6.87M 8.39% | 115.07K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 102.32K | SH | $5.08M 6.21% | 102.32K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 60.61K | SH | $4.87M 5.95% | 60.61K | 0.00 | 0.00 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 45.41K | SH | $3.17M 3.88% | 45.41K | 0.00 | 0.00 |
COGENT COMMUNICATIONS HLDGS IN COM NEWSOLE | Stock | 11.14K | SH | $683.1K 0.84% | 11.14K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | Stock | 1.89K | SH | $508.2K 0.62% | 1.89K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 943.00 | SH | $442.2K 0.54% | 943.00 | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 7.88K | SH | $402.4K 0.49% | 7.88K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 931.00 | SH | $349.5K 0.43% | 931.00 | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 5.38K | SH | $319.3K 0.39% | 5.38K | 0.00 | 0.00 |
VICTORYSHARES SHORT-TERM BOND ETFSOLE | ETF | 6.29K | SH | $318.7K 0.39% | 6.29K | 0.00 | 0.00 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 2.90K | SH | $306.4K 0.37% | 2.90K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 4.04K | SH | $265.4K 0.32% | 4.04K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 2.13K | SH | $230.8K 0.28% | 2.13K | 0.00 | 0.00 |
WOODWARD INC COMSOLE | Stock | 1.20K | SH | $219.7K 0.27% | 1.20K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INC COMSOLE | Stock | 833.00 | SH | $203.3K 0.25% | 833.00 | 0.00 | 0.00 |