Latest PRAIRIEVIEW WEALTH PARTNERS, LLC Stock Portfolio

PRAIRIEVIEW WEALTH PARTNERS, LLC Performance:

2025 Q4: 0.71%YTD: 8.81%2024: 9.33%

Performance for 2025 Q4 is 0.71%, and YTD is 8.81%, and 2024 is 9.33%.

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

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRAIRIEVIEW WEALTH PARTNERS, LLC reported an equity portfolio of $110.2 Millions as of 31 Dec, 2025.

The top stock holdings of PRAIRIEVIEW WEALTH PARTNERS, LLC are IJR, IJR, IJR. The fund has invested 24.6% of it's portfolio in ISHARES CORE S&P 500 ETF and 13% of portfolio in ISHARES CORE U.S. AGGREGATE BOND ETF.

They significantly reduced their stock positions in COGENT COMMUNICATIONS HLDGS IN COM NEW (CCOI), MICROSOFT CORP COM (MSFT) and ISHARES NATIONAL MUNI BOND ETF (AAXJ). PRAIRIEVIEW WEALTH PARTNERS, LLC opened new stock positions in JPMORGAN LIMITED DURATION BOND ETF. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-EXEMPT BOND ETF (VTEB), ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IBCE) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF.

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

Our best estimate is that PRAIRIEVIEW WEALTH PARTNERS, LLC made a return of 0.71% in the last quarter. In trailing 12 months, it's portfolio return was 8.81%.

Performance
S&P 500

New Buys

Ticker	$ Bought
jpmorgan limited duration bond etf	445,297

New stocks bought by PRAIRIEVIEW WEALTH PARTNERS, LLC

Additions

Ticker	% Inc.
vanguard tax-exempt bond etf	61.62
ishares core msci total international stock etf	5.68
jpmorgan hedged equity laddered overlay etf	5.57
vanguard value etf	5.48
ishares russell midcap etf	4.33
vanguard russell 2000 etf	3.45
state street spdr portfolio s&p 500 growth etf	2.92
ishares core u.s. aggregate bond etf	2.85

Additions to existing portfolio by PRAIRIEVIEW WEALTH PARTNERS, LLC

Reductions

Ticker	% Reduced
cogent communications hldgs in com new	-36.54
microsoft corp com	-3.53
ishares national muni bond etf	-2.26
ishares core u.s. reit etf	-1.41
ishares msci emerging markets etf	-1.33
ishares core s&p small cap etf	-1.26
schwab emerging markets equity etf	-1.17
ishares russell 1000 etf	-1.16

PRAIRIEVIEW WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PRAIRIEVIEW WEALTH PARTNERS, LLC

Sector Distribution

PRAIRIEVIEW WEALTH PARTNERS, LLC has about 97.6% of it's holdings in Others sector.

Sector	%
Others	97.6

Market Cap. Distribution

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

Category	%
UNALLOCATED	97.6

Stocks belong to which Index?

About 1.4% of the stocks held by PRAIRIEVIEW WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	97.9
S&P 500	1.4

Top 5 Winners (%)		%
WWD	woodward inc com	19.6 %
AXP	american express co com	11.4 %
AGNG	global x s&p 500 covered call etf	3.5 %
BIL	state street spdr portfolio s&p 500 value etf	2.6 %
IJR	ishares msci emerging markets etf	2.4 %

Top 5 Winners ($)		$
IJR	ishares core s&p 500 etf	0.6 M
VB	vanguard value etf	0.2 M
	jpmorgan hedged equity laddered overlay etf	0.2 M
BNDW	vanguard russell 2000 etf	0.1 M
BIL	state street spdr portfolio s&p 500 growth etf	0.1 M

Top 5 Losers (%)		%
CCOI	cogent communications hldgs in com new	-35.8 %
MSFT	microsoft corp com	-6.5 %
AAXJ	ishares core u.s. reit etf	-3.0 %
FNDA	schwab emerging markets equity etf	-1.9 %
HCOM	hartford total return bond etf	-0.4 %

Top 5 Losers ($)		$
CCOI	cogent communications hldgs in com new	-0.8 M
IJR	ishares core u.s. aggregate bond etf	-0.1 M
MSFT	microsoft corp com	0.0 M
IJR	ishares russell midcap etf	0.0 M
AAXJ	ishares core u.s. reit etf	0.0 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 90.6% of the portfolio is in top 10 stocks. CCOI proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for PRAIRIEVIEW WEALTH PARTNERS, LLC last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares national muni bond etf	8.12	83,621	8,956,640	reduced	-2.26

AAXJ	ishares core u.s. reit etf	0.44	8,519	485,242	reduced	-1.41

AGNG	global x s&p 500 covered call etf	0.73	19,886	807,968	reduced	-0.92

AXP	american express co com	0.63	1,889	698,836	unchanged	0.00

BIL	state street spdr portfolio s&p 500 growth etf	6.21	64,143	6,844,090	added	2.92

BIL	state street spdr nuveen ice high yield municipal bond etf	0.43	19,170	478,100	reduced	-0.62

BIL	state street spdr portfolio s&p 500 value etf	0.38	7,465	424,113	added	1.94

BIL	state street spdr portfolio s&p 500 etf	0.21	2,834	227,334	added	1.65

BNDW	vanguard russell 2000 etf	7.54	83,484	8,308,330	added	3.45

BNDW	vanguard intermediate-term treasury etf	0.29	5,367	321,644	unchanged	0.00

CCOI	cogent communications hldgs in com new	0.68	34,742	749,038	reduced	-36.54

CDC	victoryshares short-term bond etf	0.29	6,279	319,224	unchanged	0.00

FNDA	schwab emerging markets equity etf	0.30	10,024	328,286	reduced	-1.17

GAL	state street multi-asset real return etf	0.41	14,447	454,358	reduced	-1.04

HCOM	hartford total return bond etf	0.74	23,814	813,248	reduced	-0.58

IBCE	ishares core msci total international stock etf	3.99	51,975	4,399,130	added	5.68

IJR	ishares core s&p 500 etf	24.56	39,532	27,077,000	added	0.86

IJR	ishares core u.s. aggregate bond etf	12.97	143,182	14,301,000	added	2.85

IJR	ishares russell midcap etf	9.52	108,983	10,491,800	added	4.33

IJR	ishares core s&p small cap etf	1.28	11,778	1,415,480	reduced	-1.26