PRAIRIEVIEW WEALTH PARTNERS, LLC
FRANKFORT, IL · CIK 2011194 · 13F filing filed 2025-05-09
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
$81.8m
reported value
-11.6% vs Q4 2024
21positions
95.6%in top 10
1 new
8 added
9 reduced
0 sold out
vs Q4 2024
Holdings, Q1 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ISHARES TR IVV | $21.0m25.69% | Added +2.7k |
| ISHARES TR AGG | $12.9m15.75% | Reduced -37.9k |
| ISHARES TR IWR | $8.5m10.45% | Reduced -45.2k |
| VANGUARD INDEX FDS VTV | $7.9m9.71% | Reduced -7.0k |
| VANGUARD SCOTTSDALE FDS VTWO | $7.2m8.77% | Reduced -3.4k |
| J P MORGAN EXCHANGE TRADED F HELO | $6.9m8.39% | Added +3.4k |
| VANGUARD MUN BD FDS VTEB | $5.1m6.21% | Added +251 |
| SPDR SERIES TRUST SPYG | $4.9m5.95% | Reduced -9.3k |
| ISHARES TR IXUS | $3.2m3.88% | Reduced -2.1k |
| COGENT COMMUNICATIONS HLDGS CCOI | $683.1k0.84% | Added +400 |
| AMERICAN EXPRESS CO AXP | $508.2k0.62% | Added +71 |
| INVESCO QQQ TR QQQ | $442.2k0.54% | Added +58 |
| SPDR SERIES TRUST SPYV | $402.4k0.49% | Added +512 |
| MICROSOFT CORP MSFT | $349.5k0.43% | Unchanged |
| VANGUARD SCOTTSDALE FDS VGIT | $319.3k0.39% | Reduced -1.1k |
| VICTORY PORTFOLIOS II USTB | $318.7k0.39% | Reduced -1.6k |
| ISHARES TR SUB | $306.4k0.37% | Reduced -2 |
| SPDR SERIES TRUST SPYM | $265.4k0.32% | Added +303 |
| NVIDIA CORPORATION NVDA | $230.8k0.28% | Unchanged |
| WOODWARD INC WWD | $219.7k0.27% | Unchanged |
| MARSH & MCLENNAN COS INC MRSH | $203.3k0.25% | New |