PRAIRIEVIEW WEALTH PARTNERS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011194
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13F Reported Value

ⓘ

$133.9M

Holdings

29

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

PRAIRIEVIEW WEALTH PARTNERS, LLC disclosed 29 positions worth $133.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 2 and a full exit from $QQQ. The portfolio is most concentrated in Other (98.3% of disclosed assets). All figures are sourced directly from PRAIRIEVIEW WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 2011194.

Sector Allocation

OtherTechnologyFinancialsCommunication Services

13fpro.ai/research/fund/prairieview-wealth-partners-llc-2011194

AUM History

13fpro.ai/research/fund/prairieview-wealth-partners-llc-2011194

Top Equity Holdings by Value

13fpro.ai/research/fund/prairieview-wealth-partners-llc-2011194

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • ISHARES CORE S&P 500 ETF - ETF

    —

    Quality

    $29.1M38,830 sh
  • ISHARES CORE U.S. AGGREGATE BOND ETF - ETF

    —

    Quality

    $16.6M167,570 sh
  • HARTFORD TOTAL RETURN BOND ETF - ETF

    —

    Quality

    $13.4M396,778 sh
  • ISHARES RUSSELL MIDCAP ETF - ETF

    —

    Quality

    $12.2M110,233 sh
  • VANGUARD MORNINGSTAR VALUE ETF - ETF

    —

    Quality

    $11.2M51,409 sh
  • VANGUARD RUSSELL 2000 ETF - ETF

    —

    Quality

    $9.8M80,454 sh
  • ISHARES NATIONAL MUNI BOND ETF - ETF

    —

    Quality

    $8.5M78,709 sh
  • JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF - ETF

    —

    Quality

    $8.3M122,837 sh
  • STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF

    —

    Quality

    $7.0M58,737 sh
  • ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF

    —

    Quality

    $5.0M52,080 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of PRAIRIEVIEW WEALTH PARTNERS, LLC's 29 positions.

Showing top 10 of 29 holdings.

Sector Allocation

Other

$131.6M

Technology

$1.3M

Financials

$638,954

Communication Services

$357,299

Full Holdings — PRAIRIEVIEW WEALTH PARTNERS, LLC (Q2 2026)

All 29 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—ISHARES CORE S&P 500 ETF - ETF$29.1M
—ISHARES CORE U.S. AGGREGATE BOND ETF - ETF$16.6M
—HARTFORD TOTAL RETURN BOND ETF - ETF$13.4M
—ISHARES RUSSELL MIDCAP ETF - ETF$12.2M
—VANGUARD MORNINGSTAR VALUE ETF - ETF$11.2M
—VANGUARD RUSSELL 2000 ETF - ETF$9.8M
—ISHARES NATIONAL MUNI BOND ETF - ETF$8.5M
—JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF - ETF$8.3M
—STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF$7.0M
—ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF$5.0M
—VANGUARD TAX-EXEMPT BOND ETF - ETF$2.4M
—ISHARES CORE S&P SMALL CAP ETF - ETF$1.6M
—PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND - ETF$1.4M
—JPMORGAN LIMITED DURATION BOND ETF - ETF$1.1M
—GLOBAL X S&P 500 COVERED CALL ETF - ETF$782,515
AXP$AXPAMERICAN EXPRESS CO$638,954
—ISHARES CORE U.S. REIT ETF - ETF$547,415
WWD$WWDWoodward, Inc.$512,230
—ISHARES MSCI EMERGING MARKETS ETF - ETF$503,634
—STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF - ETF$475,270
—STATE STREET MULTI-ASSET REAL RETURN ETF - ETF$471,303
NVDA$NVDANVIDIA CORP$433,395
CCOI$CCOICOGENT COMMUNICATIONS HOLDINGS, INC.$357,299
—SCHWAB EMERGING MARKETS EQUITY ETF - ETF$349,619
MSFT$MSFTMICROSOFT CORP$339,448
—ISHARES RUSSELL 1000 ETF - ETF$280,098
—VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF$250,724
—VICTORYSHARES SHORT-TERM BOND ETF - ETF$248,291
—FIRST TRUST US EQUITY OPPORTUNITIES ETF - ETF$225,767

New Positions (1)

FIRST TRUST US EQUITY OPPORTUNITIES ETF - ETF$225,767

Exited Positions (2)

QQQ$QQQ INVESCO QQQ TRUST, SERIES 1
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

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AI-Powered Hedge Fund Analysis: PRAIRIEVIEW WEALTH PARTNERS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For PRAIRIEVIEW WEALTH PARTNERS, LLC (SEC CIK: 2011194), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in PRAIRIEVIEW WEALTH PARTNERS, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.