Latest PRAIRIEVIEW WEALTH PARTNERS, LLC Stock Portfolio
PRAIRIEVIEW WEALTH PARTNERS, LLC Performance:
2025 Q3: 2.69%YTD: 4.36%2024: 4.61%
Performance for 2025 Q3 is 2.69%, and YTD is 4.36%, and 2024 is 4.61%.
About PRAIRIEVIEW WEALTH PARTNERS, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, PRAIRIEVIEW WEALTH PARTNERS, LLC reported an equity portfolio of $106.4 Millions as of 30 Sep, 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 13.1% of portfolio in ISHARES CORE U.S. AGGREGATE BOND ETF.
They significantly reduced their stock positions in ISHARES NATIONAL MUNI BOND ETF (AAXJ), ISHARES CORE S&P SMALL CAP ETF (IJR) and STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (BIL). PRAIRIEVIEW WEALTH PARTNERS, LLC opened new stock positions in STATE STREET SPDR PORTFOLIO S&P 500 ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to COGENT COMMUNICATIONS HLDGS IN COM NEW (CCOI), VANGUARD TAX-EXEMPT BOND ETF (VTEB) and ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IBCE).
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 13.1% of portfolio in ISHARES CORE U.S. AGGREGATE BOND ETF.
They significantly reduced their stock positions in ISHARES NATIONAL MUNI BOND ETF (AAXJ), ISHARES CORE S&P SMALL CAP ETF (IJR) and STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (BIL). PRAIRIEVIEW WEALTH PARTNERS, LLC opened new stock positions in STATE STREET SPDR PORTFOLIO S&P 500 ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to COGENT COMMUNICATIONS HLDGS IN COM NEW (CCOI), VANGUARD TAX-EXEMPT BOND ETF (VTEB) and ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IBCE).
PRAIRIEVIEW WEALTH PARTNERS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that PRAIRIEVIEW WEALTH PARTNERS, LLC made a return of 2.69% in the last quarter. In trailing 12 months, it's portfolio return was 4.12%.
New Buys
| Ticker | $ Bought |
|---|---|
| state street spdr portfolio s&p 500 etf | 218,385 |
New stocks bought by PRAIRIEVIEW WEALTH PARTNERS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| cogent communications hldgs in com new | 374 |
| vanguard tax-exempt bond etf | 107 |
| ishares core msci total international stock etf | 5.31 |
| vanguard russell 2000 etf | 4.09 |
| jpmorgan hedged equity laddered overlay etf | 3.94 |
| ishares core u.s. aggregate bond etf | 3.14 |
| ishares russell midcap etf | 2.91 |
| vanguard value etf | 2.88 |
Additions to existing portfolio by PRAIRIEVIEW WEALTH PARTNERS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares national muni bond etf | -1.77 |
| ishares core s&p small cap etf | -1.71 |
| state street spdr nuveen ice high yield municipal bond etf | -1.29 |
| schwab emerging markets equity etf | -0.91 |
| ishares msci emerging markets etf | -0.83 |
| invesco qqq trust series i | -0.68 |
| state street multi-asset real return etf | -0.66 |
| ishares core u.s. reit etf | -0.51 |
PRAIRIEVIEW WEALTH PARTNERS, LLC reduced stake in above stock
Sold off
Sector Distribution
PRAIRIEVIEW WEALTH PARTNERS, LLC has about 96.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.3 |
| Communication Services | 2 |
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 | 96.3 |
| MID-CAP | 2.3 |
Stocks belong to which Index?
About 3.4% of the stocks held by PRAIRIEVIEW WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.6 |
| RUSSELL 2000 | 2 |
| S&P 500 | 1.4 |
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 29 stocks in it's portfolio. About 90.3% 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: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares national muni bond etf | 8.56 | 85,556 | 9,110,860 | reduced | -1.77 | ||
| AAXJ | ishares core u.s. reit etf | 0.48 | 8,641 | 507,400 | reduced | -0.51 | ||
| AGNG | global x s&p 500 covered call etf | 0.74 | 20,071 | 787,987 | reduced | -0.46 | ||
| AXP | american express co com | 0.59 | 1,889 | 627,450 | unchanged | 0.00 | ||
| BIL | state street spdr portfolio s&p 500 growth etf | 6.12 | 62,325 | 6,513,610 | added | 1.26 | ||
| BIL | state street spdr nuveen ice high yield municipal bond etf | 0.45 | 19,290 | 480,900 | reduced | -1.29 | ||
| BIL | state street spdr portfolio s&p 500 value etf | 0.38 | 7,323 | 405,198 | added | 0.04 | ||
| BIL | state street spdr portfolio s&p 500 etf | 0.20 | 2,788 | 218,385 | new | |||
| BNDW | vanguard russell 2000 etf | 7.42 | 80,698 | 7,893,880 | added | 4.09 | ||
| BNDW | vanguard intermediate-term treasury etf | 0.30 | 5,367 | 322,181 | reduced | -0.17 | ||
| CCOI | cogent communications hldgs in com new | 1.97 | 54,742 | 2,099,360 | added | 374 | ||
| CDC | victoryshares short-term bond etf | 0.30 | 6,279 | 320,166 | reduced | -0.21 | ||
| FNDA | schwab emerging markets equity etf | 0.32 | 10,143 | 338,472 | reduced | -0.91 | ||
| GAL | state street multi-asset real return etf | 0.42 | 14,599 | 450,817 | reduced | -0.66 | ||
| HCOM | hartford total return bond etf | 0.77 | 23,952 | 821,314 | reduced | -0.34 | ||
| IBCE | ishares core msci total international stock etf | 3.82 | 49,180 | 4,061,310 | added | 5.31 | ||
| IJR | ishares core s&p 500 etf | 24.64 | 39,194 | 26,232,600 | added | 2.52 | ||
| IJR | ishares core u.s. aggregate bond etf | 13.11 | 139,214 | 13,956,200 | added | 3.14 | ||
| IJR | ishares russell midcap etf | 9.47 | 104,456 | 10,085,200 | added | 2.91 | ||
| IJR | ishares core s&p small cap etf | 1.33 | 11,928 | 1,417,400 | reduced | -1.71 | ||