Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares Core S&P 500 ETFETF | ETF | $29.1M | 21.7% |
| iShares Core U.S. Aggregate Bond ETFETF | ETF | $16.6M | 12.4% |
| Hartford Total Return Bond ETFETF | ETF | $13.4M | 10.0% |
| iShares Russell Midcap ETFETF | ETF | $12.2M | 9.1% |
| Vanguard Morningstar Value ETFETF | ETF | $11.2M | 8.4% |
| Vanguard Russell 2000 ETFETF | ETF | $9.77M | 7.3% |
| iShares National Muni Bond ETFETF | ETF | $8.47M | 6.3% |
| JPMORGAN Hedged Equity Laddered Overlay ETFETF | ETF | $8.3M | 6.2% |
| State Street SPDR Portfolio S&P 500 Growth ETFETF | ETF | $6.99M | 5.2% |
| iShares Core MSCI Total International Stock ETFETF | ETF | $4.97M | 3.7% |
| Vanguard Tax-exempt Bond ETFETF | ETF | $2.43M | 1.8% |
| iShares Core S&P Small Cap ETFETF | ETF | $1.63M | 1.2% |
| Pimco Intermediate Municipal Bond Active Exchange-traded FundETF | ETF | $1.35M | 1.0% |
| JPMORGAN Limited Duration Bond ETFETF | ETF | $1.1M | 0.8% |
| Global X S&P 500 Covered Call ETFETF | ETF | $783K | 0.6% |
| American Express COStock | Stock | $639K | 0.5% |
| iShares Core U.S. REIT ETFETF | ETF | $547K | 0.4% |
| Woodward Inc.Stock | Stock | $512K | 0.4% |
| iShares MSCI Emerging Markets ETFETF | ETF | $504K | 0.4% |
| State Street SPDR Nuveen Ice High Yield Municipal Bond ETFETF | ETF | $475K | 0.4% |
| State Street Multi-asset Real Return ETFETF | ETF | $471K | 0.4% |
| Nvidia CorporationStock | Stock | $433K | 0.3% |
| Cogent Comm Holdings Inc. Com NewStock | Stock | $357K | 0.3% |
| Schwab Emerging Markets Equity ETFETF | ETF | $350K | 0.3% |
| Microsoft Corp.Stock | Stock | $339K | 0.3% |
| iShares Russell 1000 ETFETF | ETF | $280K | 0.2% |
| Vanguard Intermediate-term Treasury ETFETF | ETF | $251K | 0.2% |
| Victoryshares Short-term Bond ETFETF | ETF | $248K | 0.2% |
| First Trust US Equity Opportunities ETFETF | ETF | $226K | 0.2% |
- Class
- ETF
- Share
- 21.7%
- Class
- ETF
- Share
- 12.4%
- Class
- ETF
- Share
- 10.0%
- Class
- ETF
- Share
- 9.1%
- Class
- ETF
- Share
- 8.4%
- Class
- ETF
- Share
- 7.3%
- Class
- ETF
- Share
- 6.3%
- Class
- ETF
- Share
- 6.2%
- Class
- ETF
- Share
- 5.2%
- Class
- ETF
- Share
- 3.7%
- Class
- ETF
- Share
- 1.8%
- Class
- ETF
- Share
- 1.2%
- Class
- ETF
- Share
- 1.0%
- Class
- ETF
- Share
- 0.8%
- Class
- ETF
- Share
- 0.6%
- Class
- Stock
- Share
- 0.5%
- Class
- ETF
- Share
- 0.4%
- Class
- Stock
- Share
- 0.4%
- Class
- ETF
- Share
- 0.4%
- Class
- ETF
- Share
- 0.4%
- Class
- ETF
- Share
- 0.4%
- Class
- Stock
- Share
- 0.3%
- Class
- Stock
- Share
- 0.3%
- Class
- ETF
- Share
- 0.3%
- Class
- Stock
- Share
- 0.3%
- Class
- ETF
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 29 largest of 29 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2011194
- File number
- 028-23640
- Options
- 0 call, 0 put
- In the 25 largest
- 99.2%
- Prior quarter
- $122M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 2
Common questions
What are Prairieview Wealth Partners’ 13F holdings worth?
$134 million across 29 positions for the quarter ended 30 June 2026.
What is Prairieview Wealth Partners’ largest 13F holding?
ISHARES CORE S&P 500 ETF (ETF) was the largest position at $29.1 million, or 21.7% of reported 13F value, as of 30 June 2026.
How concentrated is Prairieview Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 90.3% of reported value and the twenty-five largest for 99.2%, across 29 positions as of 30 June 2026.
Does Form 13F show everything Prairieview Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Prairieview Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.