PRAIRIEVIEW WEALTH PARTNERS, LLC

FRANKFORT, IL · CIK 2011194 · 13F filing filed 2025-08-07

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

$96.3m reported value +17.8% vs Q1 2025

28positions

91.4%in top 10

10 new 7 added 5 reduced 3 sold out vs Q1 2025

Holdings, Q2 2025

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	38,232	$23.7m24.64%	24.64%	Added +833	+833 2.2%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	134,971	$13.4m13.90%	13.90%	Added +4.7k	+4,722 3.6%
3	ISHARES TR RUS MID CAP ETF IWR	IWR	101,499	$9.3m9.69%	9.69%	Added +1.0k	+1,005 1.0%
4	ISHARES TR NATIONAL MUN ETF MUB	MUB	87,096	$9.1m9.45%	9.45%	New
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	47,126	$8.3m8.65%	8.65%	Added +1.1k	+1,122 2.4%
6	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	77,526	$6.8m7.02%	7.02%	Reduced -11.5k	-11,459 -12.9%
7	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	105,617	$6.6m6.86%	6.86%	Reduced -9.5k	-9,452 -8.2%
8	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	61,551	$5.9m6.09%	6.09%	Added +940	+940 1.6%
9	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	46,699	$3.6m3.75%	3.75%	Added +1.3k	+1,286 2.8%
10	ISHARES TR CORE S&P SCP ETF IJR	IJR	12,136	$1.3m1.38%	1.38%	New
11	HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF HTRB	HTRB	24,034	$814.0k0.84%	0.84%	New
12	GLOBAL X FDS S&P 500 COVERED XYLD	XYLD	20,164	$785.2k0.82%	0.82%	New
13	AMERICAN EXPRESS CO COM AXP	AXP	1,889	$602.6k0.63%	0.63%	Unchanged
14	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	11,886	$582.8k0.60%	0.60%	Reduced -90.4k	-90,436 -88.4%
15	COGENT COMMUNICATIONS HLDGS COM NEW CCOI	CCOI	11,542	$556.4k0.58%	0.58%	Added +400	+400 3.6%
16	ISHARES TR CRE U S REIT ETF USRT	USRT	8,685	$491.2k0.51%	0.51%	New
17	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	881	$486.2k0.50%	0.50%	Reduced -62	-62 -6.6%
18	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	19,542	$484.3k0.50%	0.50%	New
19	MICROSOFT CORP COM MSFT	MSFT	931	$463.1k0.48%	0.48%	Unchanged
20	SSGA ACTIVE ETF TR MULT ASS RLRTN RLY	RLY	14,696	$427.5k0.44%	0.44%	New
21	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	7,320	$383.1k0.40%	0.40%	Reduced -559	-559 -7.1%
22	ISHARES TR MSCI EMG MKT ETF EEM	EEM	7,796	$376.1k0.39%	0.39%	New
23	NVIDIA CORPORATION COM NVDA	NVDA	2,130	$336.5k0.35%	0.35%	Unchanged
24	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	5,376	$321.5k0.33%	0.33%	Unchanged
25	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	6,292	$319.8k0.33%	0.33%	Unchanged
26	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	10,236	$308.5k0.32%	0.32%	New
27	WOODWARD INC COM WWD	WWD	1,204	$295.1k0.31%	0.31%	Unchanged
28	ISHARES TR RUS 1000 ETF IWB	IWB	692	$235.0k0.24%	0.24%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ISHARES TR SUB	SUB	2,902	$306.4k2.9k shares
SPDR SERIES TRUST SPYM	SPYM	4,036	$265.4k4.0k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	833	$203.3k833 shares