StockDriftsStockDriftsTop 29 Prairieview Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 21.72% | 38.8K | $29.1M | -2.70%(-1.08K) | $474.64(+63.78%) | 2026-06-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 12.39% | 167.6K | $16.6M | +12.25%(+18.28K) | $98.70(-1.30%) | 2026-06-30 | |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | 10% | 396.8K | $13.4M | +13.11%(+45.99K) | $33.91(-1.92%) | 2026-06-30 | |
| IWR | ISHARES RUSSELL MIDCAP ETF | 9.09% | 110.2K | $12.2M | -0.55%(-613) | $82.52(+37.37%) | 2026-06-30 | |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 8.37% | 51.4K | $11.2M | -0.63%(-325) | $148.80(+51.75%) | 2026-06-30 | |
| VTWO | VANGUARD RUSSELL 2000 ETF | 7.3% | 80.5K | $9.8M | -5.50%(-4.68K) | $83.93(+45.03%) | 2026-06-30 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 6.33% | 78.7K | $8.5M | -3.30%(-2.69K) | $104.84(+1.07%) | 2026-06-30 | |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 6.2% | 122.8K | $8.3M | +2.77%(+3.31K) | $60.63(+15.16%) | 2026-06-30 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 5.22% | 58.7K | $7.0M | -8.78%(-5.65K) | $64.52(+90.30%) | 2026-06-30 | |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 3.71% | 52.1K | $5.0M | -0.60%(-316) | $65.03(+49.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.46% |
Prairieview Wealth Partners LLC reports $133.85M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are IVV (21.7%), AGG (12.4%) and HTRB (10.0%). The top 20 holdings account for 97.79% of reported assets. Its disclosed equity book has returned +30.94% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prairieview Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011194). View Prairieview Wealth Partners LLC’s 13F filings on SEC