PRAIRIEVIEW WEALTH PARTNERS, LLC

FRANKFORT, IL · CIK 2011194 · 13F filing filed 2026-02-05

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

$110.2m reported value +3.6% vs Q3 2025

30positions

90.6%in top 10

1 new 11 added 13 reduced 0 sold out vs Q3 2025

Holdings, Q4 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	39,532	$27.1m24.56%	24.56%	Added +338	+338 0.9%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	143,182	$14.3m12.97%	12.97%	Added +4.0k	+3,968 2.9%
3	ISHARES TR RUS MID CAP ETF IWR	IWR	108,983	$10.5m9.52%	9.52%	Added +4.5k	+4,527 4.3%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	51,139	$9.8m8.86%	8.86%	Added +2.7k	+2,657 5.5%
5	ISHARES TR NATIONAL MUN ETF MUB	MUB	83,621	$9.0m8.13%	8.13%	Reduced -1.9k	-1,935 -2.3%
6	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	83,484	$8.3m7.54%	7.54%	Added +2.8k	+2,786 3.5%
7	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	115,901	$7.7m6.98%	6.98%	Added +6.1k	+6,119 5.6%
8	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	64,143	$6.8m6.21%	6.21%	Added +1.8k	+1,818 2.9%
9	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	51,975	$4.4m3.99%	3.99%	Added +2.8k	+2,795 5.7%
10	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	39,917	$2.0m1.82%	1.82%	Added +15.2k	+15,219 61.6%
11	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,778	$1.4m1.28%	1.28%	Reduced -150	-150 -1.3%
12	HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF HTRB	HTRB	23,814	$813.2k0.74%	0.74%	Reduced -138	-138 -0.6%
13	GLOBAL X FDS S&P 500 COVERED XYLD	XYLD	19,886	$808.0k0.73%	0.73%	Reduced -185	-185 -0.9%
14	COGENT COMMUNICATIONS HLDGS COM NEW CCOI	CCOI	34,742	$749.0k0.68%	0.68%	Reduced -20.0k	-20,000 -36.5%
15	AMERICAN EXPRESS CO COM AXP	AXP	1,889	$698.8k0.63%	0.63%	Unchanged
16	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	874	$537.1k0.49%	0.49%	Reduced -1	-1 -0.1%
17	ISHARES TR CRE U S REIT ETF USRT	USRT	8,519	$485.2k0.44%	0.44%	Reduced -122	-122 -1.4%
18	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	19,170	$478.1k0.43%	0.43%	Reduced -120	-120 -0.6%
19	SSGA ACTIVE ETF TR MULT ASS RLRTN RLY	RLY	14,447	$454.4k0.41%	0.41%	Reduced -152	-152 -1.0%
20	J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR JPLD	JPLD	8,508	$445.3k0.40%	0.40%	New
21	MICROSOFT CORP COM MSFT	MSFT	901	$435.7k0.40%	0.40%	Reduced -33	-33 -3.5%
22	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	7,465	$424.1k0.38%	0.38%	Added +142	+142 1.9%
23	ISHARES TR MSCI EMG MKT ETF EEM	EEM	7,628	$417.3k0.38%	0.38%	Reduced -103	-103 -1.3%
24	NVIDIA CORPORATION COM NVDA	NVDA	2,141	$399.3k0.36%	0.36%	Unchanged
25	WOODWARD INC COM WWD	WWD	1,204	$364.0k0.33%	0.33%	Unchanged
26	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	10,024	$328.3k0.30%	0.30%	Reduced -119	-119 -1.2%
27	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	5,367	$321.6k0.29%	0.29%	Unchanged
28	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	6,279	$319.2k0.29%	0.29%	Unchanged
29	ISHARES TR RUS 1000 ETF IWB	IWB	684	$255.4k0.23%	0.23%	Reduced -8	-8 -1.2%
30	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	2,834	$227.3k0.21%	0.21%	Added +46	+46 1.6%