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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%

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. <br><br> 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. <br><br> 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
$121Million
  as of May 05, 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 fund1,130,750
New stocks bought by PRAIRIEVIEW WEALTH PARTNERS, LLC

Additions

Ticker% Inc.
hartford total return bond etf1,373
jpmorgan limited duration bond etf103
vanguard tax-exempt bond etf14.09
state street spdr portfolio s&p 500 value etf4.69
ishares core u.s. aggregate bond etf4.26
jpmorgan hedged equity laddered overlay etf3.13
vanguard russell 2000 etf1.98
ishares russell midcap etf1.71
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%
Others98.1

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%
UNALLOCATED98.1

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%
Others98.5
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.

$121.98MTotal Value
31.00Positions
05 May, 2026Last Reported
Current holdings of Current Stock Holdings of PRAIRIEVIEW WEALTH PARTNERS, LLC, last reported on 05 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Ishares National Muni Bond Etf over time
7.08%81,397
$8.64M
7.08%
decreased 2.66 percentreduced
AAXJ
Ishares Core U.S. Reit Etf

Ishares Core U.S. Reit Etf

AAXJ
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Ishares Core U.S. Reit Etf over time
0.41%8,446
$499.9K
0.41%
decreased 0.86 percentreduced
AGNG
Global X S&P 500 Covered Call Etf

Global X S&P 500 Covered Call Etf

AGNG
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Global X S&P 500 Covered Call Etf over time
0.64%19,824
$775.7K
0.64%
decreased 0.31 percentreduced
BIL
State Street Spdr Portfolio S&P 500 Growth Etf

State Street Spdr Portfolio S&P 500 Growth Etf

BIL
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in State Street Spdr Portfolio S&P 500 Growth Etf over time
5.17%64,390
$6.30M
5.17%
increased 0.39 percentadded
BIL
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf

State Street Spdr Nuveen Ice High Yield Municipal Bond Etf

BIL
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in State Street Spdr Nuveen Ice High Yield Municipal Bond Etf over time
0.39%19,141
$474.7K
0.39%
decreased 0.15 percentreduced
BIL
State Street Spdr Portfolio S&P 500 Value Etf

State Street Spdr Portfolio S&P 500 Value Etf

BIL
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in State Street Spdr Portfolio S&P 500 Value Etf over time
0.36%7,815
$442.1K
0.36%
increased 4.69 percentadded
BIL
State Street Spdr Portfolio S&P 500 Etf

State Street Spdr Portfolio S&P 500 Etf

BIL
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in State Street Spdr Portfolio S&P 500 Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDW
Vanguard Russell 2000 Etf

Vanguard Russell 2000 Etf

BNDW
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Vanguard Russell 2000 Etf over time
6.99%85,134
$8.53M
6.99%
increased 1.98 percentadded
BNDW
Vanguard Intermediate-Term Treasury Etf

Vanguard Intermediate-Term Treasury Etf

BNDW
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Vanguard Intermediate-Term Treasury Etf over time
0.21%4,343
$258.6K
0.21%
decreased 19.08 percentreduced
BOND
Pimco Intermediate Municipal Bond Active Exchange-Traded Fund

Pimco Intermediate Municipal Bond Active Exchange-Traded Fund

BOND
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Pimco Intermediate Municipal Bond Active Exchange-Traded Fund over time
0.93%21,666
$1.13M
0.93%
new position
CDC
Victoryshares Short-Term Bond Etf

Victoryshares Short-Term Bond Etf

CDC
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Victoryshares Short-Term Bond Etf over time
0.21%5,013
$253.6K
0.21%
decreased 20.16 percentreduced
FNDA
Schwab Emerging Markets Equity Etf

Schwab Emerging Markets Equity Etf

FNDA
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Schwab Emerging Markets Equity Etf over time
0.27%9,971
$328.5K
0.27%
decreased 0.53 percentreduced
GAL
State Street Multi-Asset Real Return Etf

State Street Multi-Asset Real Return Etf

GAL
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in State Street Multi-Asset Real Return Etf over time
0.42%14,276
$516.1K
0.42%
decreased 1.18 percentreduced
HCOM
Hartford Total Return Bond Etf

Hartford Total Return Bond Etf

HCOM
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Hartford Total Return Bond Etf over time
9.7%350,787
$11.84M
9.7%
increased 1373.03 percentadded
IBCE
Ishares Core Msci Total International Stock Etf

Ishares Core Msci Total International Stock Etf

IBCE
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Ishares Core Msci Total International Stock Etf over time
3.72%52,396
$4.54M
3.72%
increased 0.81 percentadded
IJR
Ishares Core S&P 500 Etf

Ishares Core S&P 500 Etf

IJR
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Ishares Core S&P 500 Etf over time
21.37%39,909
$26.07M
21.37%
increased 0.95 percentadded
IJR
Ishares Core U.S. Aggregate Bond Etf

Ishares Core U.S. Aggregate Bond Etf

IJR
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Ishares Core U.S. Aggregate Bond Etf over time
12.15%149,286
$14.82M
12.15%
increased 4.26 percentadded
IJR
Ishares Russell Midcap Etf

Ishares Russell Midcap Etf

IJR
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Ishares Russell Midcap Etf over time
8.84%110,846
$10.78M
8.84%
increased 1.71 percentadded