PRAIRIEVIEW WEALTH PARTNERS, LLC
CIK 2011194 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- IVV21.72%
- AGG12.39%
- HTRB10.00%
- IWR9.09%
- VTV8.37%
- VTWO7.30%
- MUB6.33%
- HELO6.20%
- SPYG5.22%
- IXUS3.71%
Share classes counted separately90.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUBWeight decreased · -0.75 pp7.08% → 6.33%Shares -2.69K (-3.30%)
- IVVWeight increased · +0.35 pp21.37% → 21.72%Shares -1.08K (-2.70%)
- VTWOWeight increased · +0.31 pp6.99% → 7.30%Shares -4.68K (-5.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $29.08M | 21.72% | 38.83K shares | 21.37% → 21.72%+0.35 pp -1.08K (-2.70%) | Reduced | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATEETF View history and evidence | $16.59M | 12.39% | 167.57K shares | 12.15% → 12.39%+0.24 pp +18.28K (+12.25%) | Added | ↗▾ |
| 03 | HTRBHARTFORD TTL RTRN BND ETFETF View history and evidence | $13.39M | 10.00% | 396.78K shares | 9.70% → 10.00%+0.30 pp +45.99K (+13.11%) | Added | ↗▾ |
| 04 | IWRISHARES RUSSELL MID-CAP ETFETF View history and evidence | $12.16M | 9.09% | 110.23K shares | 8.84% → 9.09%+0.25 pp -613 (-0.55%) | Reduced | ↗▾ |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $11.20M | 8.37% | 51.41K shares | 8.32% → 8.37%+0.05 pp -325 (-0.63%) | Reduced | ↗▾ |
| 06 | VTWOVANGUARD RUSSELL 2000 ETFETF View history and evidence | $9.77M | 7.30% | 80.45K shares | 6.99% → 7.30%+0.31 pp -4.68K (-5.50%) | Reduced | ↗▾ |
| 07 | MUBISHARES NATIONAL MUNI BOND EETF View history and evidence | $8.47M | 6.33% | 78.71K shares | 7.08% → 6.33%-0.75 pp -2.69K (-3.30%) | Reduced | ↗▾ |
| 08 | HELOJPMORGAN HEDGED EQUITY ETFETF View history and evidence | $8.30M | 6.20% | 122.84K shares | 6.26% → 6.20%-0.06 pp +3.31K (+2.77%) | Added | ↗▾ |
| 09 | SPYGSS SPDR P S&P 500 GROWTH ETFETF View history and evidence | $6.99M | 5.22% | 58.74K shares | 5.17% → 5.22%+0.05 pp -5.65K (-8.78%) | Reduced | ↗▾ |
| 10 | IXUSISHARES CORE INTL STOCK ETFETF View history and evidence | $4.97M | 3.71% | 52.08K shares | 3.72% → 3.71%-0.01 pp -316 (-0.60%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES 1 | Non-derivative | -777 | -$448.63K | SEC filing ↗ | SEC filing ↗ |
| SPYV SS SPDR P S&P 500 VALUE ETF | Non-derivative | -7,815 | -$442.15K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2011194 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 5, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 133854666
}Take these holdings further.
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