PRAIRIEVIEW WEALTH PARTNERS, LLC
CIK
2011194
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 SPYHypothetical 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, 2025Top Position
21.0%
−2.5 pts
Top 5
87.7%
−0.8 pts
Top 10
100.0%
0.0 pts
HHI
1,730
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 CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$2,718,039 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AXP |
American Express Co
Financial Services
|
Held | 1,889 | $571,384 | 21.02% | |
| CCOI |
Cogent Communications Holdings, Inc.
Communication Services
|
Reduced | 29,742 | $560,339 | 20.62% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 777 | $448,468 | 16.50% | |
| WWD |
Woodward, Inc.
Industrials
|
Held | 1,204 | $430,935 | 15.85% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,141 | $373,390 | 13.74% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 901 | $333,523 | 12.27% |