Latest PRAIRIEVIEW WEALTH PARTNERS, LLC Stock Portfolio

$121Million– No. of Holdings #30

PRAIRIEVIEW WEALTH PARTNERS, LLC Performance:

2026 Q1: -1.65%YTD: -1.65%2025: 8.81%

Performance for 2026 Q1 is -1.65%, and YTD is -1.65%, and 2025 is 8.81%.

About PRAIRIEVIEW WEALTH PARTNERS, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRAIRIEVIEW WEALTH PARTNERS, LLC reported an equity portfolio of $122 Millions as of 31 Mar, 2026.

The top stock holdings of PRAIRIEVIEW WEALTH PARTNERS, LLC are IJR, IJR, HCOM. The fund has invested 21.4% of it's portfolio in ISHARES CORE S&P 500 ETF and 12.2% of portfolio in ISHARES CORE U.S. AGGREGATE BOND ETF.

The fund managers got completely rid off STATE STREET SPDR PORTFOLIO S&P 500 ETF (BIL) stocks. They significantly reduced their stock positions in VICTORYSHARES SHORT-TERM BOND ETF (CDC), VANGUARD INTERMEDIATE-TERM TREASURY ETF (BNDW) and COGENT COMM HOLDINGS INC COM NEW (CCOI). PRAIRIEVIEW WEALTH PARTNERS, LLC opened new stock positions in PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (BOND). The fund showed a lot of confidence in some stocks as they added substantially to HARTFORD TOTAL RETURN BOND ETF (HCOM), JPMORGAN LIMITED DURATION BOND ETF and VANGUARD TAX-EXEMPT BOND ETF (VTEB).

PRAIRIEVIEW WEALTH PARTNERS, LLC Equity Portfolio Value

Last Reported on: 05 May, 2026

PRAIRIEVIEW WEALTH PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PRAIRIEVIEW WEALTH PARTNERS, LLC made a return of -1.65% in the last quarter. In trailing 12 months, it's portfolio return was 10.12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pimco intermediate municipal bond active exchange-traded fund	1,130,750

New stocks bought by PRAIRIEVIEW WEALTH PARTNERS, LLC

Additions

Ticker	% Inc.
hartford total return bond etf	1,373
jpmorgan limited duration bond etf	103
vanguard tax-exempt bond etf	14.09
state street spdr portfolio s&p 500 value etf	4.69
ishares core u.s. aggregate bond etf	4.26
jpmorgan hedged equity laddered overlay etf	3.13
vanguard russell 2000 etf	1.98
ishares russell midcap etf	1.71

Additions to existing portfolio by PRAIRIEVIEW WEALTH PARTNERS, LLC

Reductions

Ticker	% Reduced
victoryshares short-term bond etf	-20.16
vanguard intermediate-term treasury etf	-19.08
cogent comm holdings inc com new	-14.39
invesco qqq trust series i	-11.1
ishares national muni bond etf	-2.66
ishares core s&p small cap etf	-2.32
state street multi-asset real return etf	-1.18
ishares core u.s. reit etf	-0.86

PRAIRIEVIEW WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
state street spdr portfolio s&p 500 etf	-227,334

PRAIRIEVIEW WEALTH PARTNERS, LLC got rid off the above stocks

Sector Distribution

PRAIRIEVIEW WEALTH PARTNERS, LLC has about 98.1% of it's holdings in Others sector.

Others

Sector	%
Others	98.1

Market Cap. Distribution

PRAIRIEVIEW WEALTH PARTNERS, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED

Category	%
UNALLOCATED	98.1

Stocks belong to which Index?

About 0% of the stocks held by PRAIRIEVIEW WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others

Index	%
Others	98.5

Top 5 Winners (%)		%
WWD	woodward inc com	18.4 %
GAL	state street multi-asset real return etf	14.9 %
AAXJ	ishares core u.s. reit etf	3.9 %
IJR	ishares msci emerging markets etf	3.8 %
IJR	ishares core s&p small cap etf	3.4 %

Top 5 Winners ($)		$
VB	vanguard value etf	0.3 M
IJR	ishares russell midcap etf	0.1 M
IBCE	ishares core msci total international stock etf	0.1 M
GAL	state street multi-asset real return etf	0.1 M
WWD	woodward inc com	0.1 M

Top 5 Losers (%)		%
MSFT	microsoft corp com	-23.5 %
AXP	american express co com	-18.2 %
CCOI	cogent comm holdings inc com new	-11.7 %
BIL	state street spdr portfolio s&p 500 growth etf	-8.2 %
NVDA	nvidia corporation com	-6.5 %

Top 5 Losers ($)		$
IJR	ishares core s&p 500 etf	-1.3 M
BIL	state street spdr portfolio s&p 500 growth etf	-0.6 M
	jpmorgan hedged equity laddered overlay etf	-0.3 M
AXP	american express co com	-0.1 M
MSFT	microsoft corp com	-0.1 M

PRAIRIEVIEW WEALTH PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PRAIRIEVIEW WEALTH PARTNERS, LLC

PRAIRIEVIEW WEALTH PARTNERS, LLC has 30 stocks in it's portfolio. About 89.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for PRAIRIEVIEW WEALTH PARTNERS, LLC last quarter.

Last Reported on: 05 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares national muni bond etf	7.08	81,397	8,640,290	reduced	-2.66

AAXJ	ishares core u.s. reit etf	0.41	8,446	499,919	reduced	-0.86

AGNG	global x s&p 500 covered call etf	0.64	19,824	775,713	reduced	-0.31

AXP	american express co com	0.47	1,889	571,385	unchanged	0.00

BIL	state street spdr portfolio s&p 500 growth etf	5.17	64,390	6,304,470	added	0.39

BIL	state street spdr nuveen ice high yield municipal bond etf	0.39	19,141	474,697	reduced	-0.15

BIL	state street spdr portfolio s&p 500 value etf	0.36	7,815	442,146	added	4.69

BIL	state street spdr portfolio s&p 500 etf	0.00	0.00	0.00	sold off	-100

BNDW	vanguard russell 2000 etf	6.99	85,134	8,527,870	added	1.98

BNDW	vanguard intermediate-term treasury etf	0.21	4,343	258,626	reduced	-19.08

BOND	pimco intermediate municipal bond active exchange-traded fund	0.93	21,666	1,130,750	new

CCOI	cogent comm holdings inc com new	0.46	29,742	560,339	reduced	-14.39

CDC	victoryshares short-term bond etf	0.21	5,013	253,558	reduced	-20.16

FNDA	schwab emerging markets equity etf	0.27	9,971	328,544	reduced	-0.53

GAL	state street multi-asset real return etf	0.42	14,276	516,077	reduced	-1.18

HCOM	hartford total return bond etf	9.70	350,787	11,835,600	added	1,373

IBCE	ishares core msci total international stock etf	3.72	52,396	4,539,550	added	0.81

IJR	ishares core s&p 500 etf	21.37	39,909	26,068,700	added	0.95

IJR	ishares core u.s. aggregate bond etf	12.15	149,286	14,819,600	added	4.26

IJR	ishares russell midcap etf	8.84	110,846	10,777,600	added	1.71