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Latest PRAIRIEVIEW WEALTH PARTNERS, LLC Stock Portfolio

$133Million | No. of Holdings #29

PRAIRIEVIEW WEALTH PARTNERS, LLC Performance

2026 Q2+8.76%
YTD+6.97%
2025+8.81%

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

On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRAIRIEVIEW WEALTH PARTNERS, LLC reported an equity portfolio of $133.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of PRAIRIEVIEW WEALTH PARTNERS, LLC are IJR, IJR, HCOM. The fund has invested 21.7% of it's portfolio in ISHARES CORE S&P 500 ETF and 12.4% of portfolio in ISHARES CORE U.S. AGGREGATE BOND ETF. <br><br> The fund managers got completely rid off INVESCO QQQ TRUST SERIES I (QQQ) and STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF (BIL) stocks. They significantly reduced their stock positions in COGENT COMM HOLDINGS INC COM NEW (CCOI), STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF (BIL) and VANGUARD RUSSELL 2000 ETF (BNDW). PRAIRIEVIEW WEALTH PARTNERS, LLC opened new stock positions in FIRST TRUST US EQUITY OPPORTUNITIES ETF (FPX). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN LIMITED DURATION BOND ETF, PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (BOND) and HARTFORD TOTAL RETURN BOND ETF (HCOM).
PRAIRIEVIEW WEALTH PARTNERS, LLC Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$133Million
  as of Aug 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 8.76% in the last quarter. In trailing 12 months, it's portfolio return was 13.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first trust us equity opportunities etf225,767
New stocks bought by PRAIRIEVIEW WEALTH PARTNERS, LLC

Additions

Ticker% Inc.
jpmorgan limited duration bond etf21.72
pimco intermediate municipal bond active exchange-traded fund18.89
hartford total return bond etf13.11
ishares core u.s. aggregate bond etf12.25
vanguard tax-exempt bond etf5.54
jpmorgan hedged equity laddered overlay etf2.77
nvidia corporation com1.17
microsoft corp com1.00
Additions to existing portfolio by PRAIRIEVIEW WEALTH PARTNERS, LLC

Reductions

Ticker% Reduced
cogent comm holdings inc com new-13.45
state street spdr portfolio s&p 500 growth etf-8.78
vanguard russell 2000 etf-5.5
state street multi-asset real return etf-4.34
ishares core s&p small cap etf-4.19
ishares national muni bond etf-3.3
schwab emerging markets equity etf-3.3
global x s&p 500 covered call etf-3.23
PRAIRIEVIEW WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
state street spdr portfolio s&p 500 value etf-442,146
invesco qqq trust series i-448,635
PRAIRIEVIEW WEALTH PARTNERS, LLC got rid off the above stocks

Sector Distribution

PRAIRIEVIEW WEALTH PARTNERS, LLC has about 98.3% of it's holdings in Others sector.

  • Others
Sector%
Others98.3

Market Cap. Distribution

PRAIRIEVIEW WEALTH PARTNERS, LLC has about 1.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED98.3
MEGA-CAP1.1

Stocks belong to which Index?

About 1.1% of the stocks held by PRAIRIEVIEW WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others98.7
S&P 5001.1
Top 5 Winners (%)%
BNDW
vanguard russell 2000 etf
20.6 %
BIL
state street spdr portfolio s&p 500 growth etf
20.6 %
IJR
ishares msci emerging markets etf
20.2 %
IJR
ishares core s&p small cap etf
18.9 %
WWD
woodward inc com
18.9 %
Top 5 Winners ($)$
IJR
ishares core s&p 500 etf
3.8 M
BNDW
vanguard russell 2000 etf
1.8 M
IJR
ishares russell midcap etf
1.4 M
BIL
state street spdr portfolio s&p 500 growth etf
1.3 M
VB
vanguard morningstar value etf
1.1 M
Top 5 Losers (%)%
CCOI
cogent comm holdings inc com new
-24.6 %
GAL
state street multi-asset real return etf
-4.4 %
BNDW
vanguard intermediate-term treasury etf
-0.9 %
IJR
ishares core u.s. aggregate bond etf
-0.3 %
HCOM
hartford total return bond etf
-0.0 %
Top 5 Losers ($)$
CCOI
cogent comm holdings inc com new
-0.1 M
IJR
ishares core u.s. aggregate bond etf
0.0 M
GAL
state street multi-asset real return etf
0.0 M
BNDW
vanguard intermediate-term treasury etf
0.0 M
HCOM
hartford total return bond 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 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.

$133.85MTotal Value
31.00Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of PRAIRIEVIEW WEALTH PARTNERS, LLC, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
6.33%78,709
$8.47M
6.33%
decreased 3.3 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%8,238
$547.4K
0.41%
decreased 2.46 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
0.58%19,184
$782.5K
0.58%
decreased 3.23 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
5.22%58,737
$6.99M
5.22%
decreased 8.78 percentreduced
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
0.36%18,682
$475.3K
0.36%
decreased 2.4 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%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
7.3%80,454
$9.77M
7.3%
decreased 5.5 percentreduced
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
0.19%4,251
$250.7K
0.19%
decreased 2.12 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
1.01%25,758
$1.35M
1.01%
increased 18.89 percentadded
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
0.18%4,905
$248.3K
0.18%
decreased 2.15 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
0.26%9,642
$349.6K
0.26%
decreased 3.3 percentreduced
FPX
First Trust Us Equity Opportunities Etf

First Trust Us Equity Opportunities Etf

FPX
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in First Trust Us Equity Opportunities Etf over time
0.17%1,095
$225.8K
0.17%
new position
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
0.35%13,657
$471.3K
0.35%
decreased 4.34 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
10%396,778
$13.39M
10%
increased 13.11 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
3.71%52,080
$4.97M
3.71%
decreased 0.6 percentreduced
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
21.73%38,830
$29.08M
21.73%
decreased 2.7 percentreduced
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
12.39%167,570
$16.59M
12.39%
increased 12.25 percentadded
IJR
Ishares Russell Midcap Etf

Ishares Russell Midcap Etf

IJR
PRAIRIEVIEW WEALTH PARTNERS, LLC's holding in Ishares Russell Midcap Etf over time
9.09%110,233
$12.16M
9.09%
decreased 0.55 percentreduced