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PRAIRIEVIEW WEALTH PARTNERS, LLC

Location
FRANKFORT, IL
Portfolio Value
Micro $2,718,039
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,086 / 8,232 ▲ 176
Top Industry
Credit Services 25.2%
3Y Alpha vs SPY
-11.2%
Period ended 2 months ago
Filed May 5, 2026 · 39d
10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+22.4%
SPY
+52.9%
Annualised alpha
-10.9%
Max drawdown
−27.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
21.0%
−2.5 pts
Top 5
87.7%
−0.8 pts
Top 10
100.0%
0.0 pts
HHI
1,730
Dec 2023 → Mar 2026 · range 1,705 – 3,573
Moderately concentrated−65

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 26.0% $706,913
Financial Services 21.0% $571,384
Communication Services 20.6% $560,339
Unclassified 16.5% $448,468
Industrials 15.9% $430,935

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
6 positions · $2,718,039 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History