Filed: 8/7/2025ACC: 0001765380-25-000312
📋 What this filing means
PRAIRIEVIEW WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $96.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$96.34M
Total AUM (reported)
867.75K
Total Shares
Allocation by class
ETF$94.08M97.7%
STOCK$2.25M2.3%
Portfolio Concentration
Top 3$46.46M48.2%
4–10$41.60M43.2%
11–25$7.43M7.7%
Rest$838.6K0.9%
Top 3 weight
48.2%
Top 10 weight
91.4%
Voting Authority Distribution
Total shares with voting rights: 867.75K
Sole
Full voting authority
867.75K
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares38.23K
TypeSH
Market value$23.74M
24.64%
Sole
38.23K
Shared
0.00
None
0.00
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares134.97K
TypeSH
Market value$13.39M
13.90%
Sole
134.97K
Shared
0.00
None
0.00
ISHARES RUSSELL MIDCAP ETF
SOLEShares101.50K
TypeSH
Market value$9.33M
9.69%
Sole
101.50K
Shared
0.00
None
0.00
ISHARES NATIONAL MUNI BOND ETF
SOLEShares87.10K
TypeSH
Market value$9.10M
9.45%
Sole
87.10K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares47.13K
TypeSH
Market value$8.33M
8.65%
Sole
47.13K
Shared
0.00
None
0.00
VANGUARD RUSSELL 2000 ETF
SOLEShares77.53K
TypeSH
Market value$6.76M
7.02%
Sole
77.53K
Shared
0.00
None
0.00
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
SOLEShares105.62K
TypeSH
Market value$6.61M
6.86%
Sole
105.62K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 GROWTH ETF
SOLEShares61.55K
TypeSH
Market value$5.87M
6.09%
Sole
61.55K
Shared
0.00
None
0.00
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
SOLEShares46.70K
TypeSH
Market value$3.61M
3.75%
Sole
46.70K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares12.14K
TypeSH
Market value$1.33M
1.38%
Sole
12.14K
Shared
0.00
None
0.00
HARTFORD TOTAL RETURN BOND ETF
SOLEShares24.03K
TypeSH
Market value$814.0K
0.84%
Sole
24.03K
Shared
0.00
None
0.00
GLOBAL X S&P 500 COVERED CALL ETF
SOLEShares20.16K
TypeSH
Market value$785.2K
0.82%
Sole
20.16K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares1.89K
TypeSH
Market value$602.6K
0.63%
Sole
1.89K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares11.89K
TypeSH
Market value$582.8K
0.60%
Sole
11.89K
Shared
0.00
None
0.00
COGENT COMMUNICATIONS HLDGS IN COM NEW
SOLEShares11.54K
TypeSH
Market value$556.4K
0.58%
Sole
11.54K
Shared
0.00
None
0.00
ISHARES CORE U.S. REIT ETF
SOLEShares8.69K
TypeSH
Market value$491.2K
0.51%
Sole
8.69K
Shared
0.00
None
0.00
INVESCO QQQ TRUST SERIES I
SOLEShares881.00
TypeSH
Market value$486.2K
0.50%
Sole
881.00
Shared
0.00
None
0.00
SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
SOLEShares19.54K
TypeSH
Market value$484.3K
0.50%
Sole
19.54K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares931.00
TypeSH
Market value$463.1K
0.48%
Sole
931.00
Shared
0.00
None
0.00
SPDR SSGA MULTI-ASSET REAL RETURN ETF
SOLEShares14.70K
TypeSH
Market value$427.5K
0.44%
Sole
14.70K
Shared
0.00
None
0.00
SPDR PORTFOLIO S&P 500 VALUE ETF
SOLEShares7.32K
TypeSH
Market value$383.1K
0.40%
Sole
7.32K
Shared
0.00
None
0.00
ISHARES MSCI EMERGING MARKETS ETF
SOLEShares7.80K
TypeSH
Market value$376.1K
0.39%
Sole
7.80K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares2.13K
TypeSH
Market value$336.5K
0.35%
Sole
2.13K
Shared
0.00
None
0.00
VANGUARD INTERMEDIATE-TERM TREASURY ETF
SOLEShares5.38K
TypeSH
Market value$321.5K
0.33%
Sole
5.38K
Shared
0.00
None
0.00
VICTORYSHARES SHORT-TERM BOND ETF
SOLEShares6.29K
TypeSH
Market value$319.8K
0.33%
Sole
6.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 38.23K | SH | $23.74M 24.64% | 38.23K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 134.97K | SH | $13.39M 13.90% | 134.97K | 0.00 | 0.00 |
ISHARES RUSSELL MIDCAP ETFSOLE | ETF | 101.50K | SH | $9.33M 9.69% | 101.50K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 87.10K | SH | $9.10M 9.45% | 87.10K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 47.13K | SH | $8.33M 8.65% | 47.13K | 0.00 | 0.00 |
VANGUARD RUSSELL 2000 ETFSOLE | ETF | 77.53K | SH | $6.76M 7.02% | 77.53K | 0.00 | 0.00 |
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFSOLE | ETF | 105.62K | SH | $6.61M 6.86% | 105.62K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 61.55K | SH | $5.87M 6.09% | 61.55K | 0.00 | 0.00 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 46.70K | SH | $3.61M 3.75% | 46.70K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 12.14K | SH | $1.33M 1.38% | 12.14K | 0.00 | 0.00 |
HARTFORD TOTAL RETURN BOND ETFSOLE | ETF | 24.03K | SH | $814.0K 0.84% | 24.03K | 0.00 | 0.00 |
GLOBAL X S&P 500 COVERED CALL ETFSOLE | ETF | 20.16K | SH | $785.2K 0.82% | 20.16K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | Stock | 1.89K | SH | $602.6K 0.63% | 1.89K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 11.89K | SH | $582.8K 0.60% | 11.89K | 0.00 | 0.00 |
COGENT COMMUNICATIONS HLDGS IN COM NEWSOLE | Stock | 11.54K | SH | $556.4K 0.58% | 11.54K | 0.00 | 0.00 |
ISHARES CORE U.S. REIT ETFSOLE | ETF | 8.69K | SH | $491.2K 0.51% | 8.69K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 881.00 | SH | $486.2K 0.50% | 881.00 | 0.00 | 0.00 |
SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETFSOLE | ETF | 19.54K | SH | $484.3K 0.50% | 19.54K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 931.00 | SH | $463.1K 0.48% | 931.00 | 0.00 | 0.00 |
SPDR SSGA MULTI-ASSET REAL RETURN ETFSOLE | ETF | 14.70K | SH | $427.5K 0.44% | 14.70K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 7.32K | SH | $383.1K 0.40% | 7.32K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 7.80K | SH | $376.1K 0.39% | 7.80K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 2.13K | SH | $336.5K 0.35% | 2.13K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 5.38K | SH | $321.5K 0.33% | 5.38K | 0.00 | 0.00 |
VICTORYSHARES SHORT-TERM BOND ETFSOLE | ETF | 6.29K | SH | $319.8K 0.33% | 6.29K | 0.00 | 0.00 |
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