PRAIRIEVIEW WEALTH PARTNERS, LLC

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

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

$122.0m reported value +10.7% vs Q4 2025

30positions

89.6%in top 10

1 new 12 added 12 reduced 1 sold out vs Q4 2025

Holdings, Q1 2026

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	39,909	$26.1m21.37%	21.37%	Added +377	+377 0.9%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	149,286	$14.8m12.15%	12.15%	Added +6.1k	+6,104 4.3%
3	HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF HTRB	HTRB	350,787	$11.8m9.70%	9.70%	Added +327.0k	+326,973 1373.0%
4	ISHARES TR RUS MID CAP ETF IWR	IWR	110,846	$10.8m8.84%	8.84%	Added +1.9k	+1,863 1.7%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	51,734	$10.2m8.32%	8.32%	Added +595	+595 1.2%
6	ISHARES TR NATIONAL MUN ETF MUB	MUB	81,397	$8.6m7.08%	7.08%	Reduced -2.2k	-2,224 -2.7%
7	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	85,134	$8.5m6.99%	6.99%	Added +1.6k	+1,650 2.0%
8	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	119,523	$7.6m6.26%	6.26%	Added +3.6k	+3,622 3.1%
9	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	64,390	$6.3m5.17%	5.17%	Added +247	+247 0.4%
10	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	52,396	$4.5m3.72%	3.72%	Added +421	+421 0.8%
11	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	45,543	$2.3m1.86%	1.86%	Added +5.6k	+5,626 14.1%
12	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,505	$1.4m1.17%	1.17%	Reduced -273	-273 -2.3%
13	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	21,666	$1.1m0.93%	0.93%	New
14	J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR JPLD	JPLD	17,347	$905.3k0.74%	0.74%	Added +8.8k	+8,839 103.9%
15	GLOBAL X FDS S&P 500 COVERED XYLD	XYLD	19,824	$775.7k0.64%	0.64%	Reduced -62	-62 -0.3%
16	AMERICAN EXPRESS CO COM AXP	AXP	1,889	$571.4k0.47%	0.47%	Unchanged
17	COGENT COMMUNICATIONS HLDGS COM NEW CCOI	CCOI	29,742	$560.3k0.46%	0.46%	Reduced -5.0k	-5,000 -14.4%
18	SSGA ACTIVE ETF TR MULT ASS RLRTN RLY	RLY	14,276	$516.1k0.42%	0.42%	Reduced -171	-171 -1.2%
19	ISHARES TR CRE U S REIT ETF USRT	USRT	8,446	$499.9k0.41%	0.41%	Reduced -73	-73 -0.9%
20	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	19,141	$474.7k0.39%	0.39%	Reduced -29	-29 -0.1%
21	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	777	$448.6k0.37%	0.37%	Reduced -97	-97 -11.1%
22	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	7,815	$442.1k0.36%	0.36%	Added +350	+350 4.7%
23	WOODWARD INC COM WWD	WWD	1,204	$430.9k0.35%	0.35%	Unchanged
24	ISHARES TR MSCI EMG MKT ETF EEM	EEM	7,584	$430.7k0.35%	0.35%	Reduced -44	-44 -0.6%
25	NVIDIA CORPORATION COM NVDA	NVDA	2,141	$373.4k0.31%	0.31%	Unchanged
26	MICROSOFT CORP COM MSFT	MSFT	901	$333.5k0.27%	0.27%	Unchanged
27	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	9,971	$328.5k0.27%	0.27%	Reduced -53	-53 -0.5%
28	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	4,343	$258.6k0.21%	0.21%	Reduced -1.0k	-1,024 -19.1%
29	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	5,013	$253.6k0.21%	0.21%	Reduced -1.3k	-1,266 -20.2%
30	ISHARES TR RUS 1000 ETF IWB	IWB	684	$243.9k0.20%	0.20%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
SPDR SERIES TRUST SPYM	SPYM	2,834	$227.3k2.8k shares