PRAIRIEVIEW WEALTH PARTNERS, LLC

FRANKFORT, IL · CIK 2011194 · 13F filing filed 2024-10-21

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$207.5m
Staff9 · 4 in investment roles
Main clients (by assets)High net worth individuals 63%, Individuals 37%
Form ADV · 2026-10-01SEC adviser record

$92.5m reported value -21.2% vs Q2 2024

18positions

96.7%in top 10

1 new 4 added 10 reduced 1 sold out vs Q2 2024

Holdings, Q3 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	35,068	$20.2m21.86%	21.86%	Reduced -5.1k	-5,084 -12.7%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	165,605	$16.8m18.13%	18.13%	Added +121.5k	+121,485 275.4%
3	ISHARES TR RUS MID CAP ETF IWR	IWR	147,293	$13.0m14.03%	14.03%	Reduced -22.3k	-22,334 -13.2%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	53,292	$9.3m10.06%	10.06%	Reduced -33.4k	-33,359 -38.5%
5	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	92,858	$8.3m8.97%	8.97%	Reduced -23.8k	-23,811 -20.4%
6	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	109,905	$6.7m7.26%	7.26%	New
7	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	71,672	$5.9m6.43%	6.43%	Reduced -69.2k	-69,185 -49.1%
8	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	97,582	$5.0m5.39%	5.39%	Added +69.0k	+69,031 241.8%
9	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	48,327	$3.5m3.79%	3.79%	Reduced -144.8k	-144,774 -75.0%
10	COGENT COMMUNICATIONS HLDGS COM NEW CCOI	CCOI	9,782	$742.6k0.80%	0.80%	Added +480	+480 5.2%
11	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	8,467	$511.6k0.55%	0.55%	Reduced -181.4k	-181,386 -95.5%
12	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	10,014	$508.8k0.55%	0.55%	Reduced -207.7k	-207,663 -95.4%
13	AMERICAN EXPRESS CO COM AXP	AXP	1,818	$493.0k0.53%	0.53%	Unchanged
14	MICROSOFT CORP COM MSFT	MSFT	1,011	$435.0k0.47%	0.47%	Reduced -25	-25 -2.4%
15	ISHARES TR SHRT NAT MUN ETF SUB	SUB	3,602	$382.5k0.41%	0.41%	Reduced -23.0k	-23,025 -86.5%
16	NVIDIA CORPORATION COM NVDA	NVDA	2,130	$258.7k0.28%	0.28%	Unchanged
17	MARSH & MCLENNAN COS INC COM MRSH	MRSH	1,063	$237.1k0.26%	0.26%	Added +60	+60 6.0%
18	WOODWARD INC COM WWD	WWD	1,204	$206.5k0.22%	0.22%	Unchanged

Sold out since Q2 2024

Security	Ticker	Shares held before	Value then
SPDR INDEX SHS FDS SPEM	SPEM	36,061	$1.4m36.1k shares