PRAIRIEVIEW WEALTH PARTNERS, LLC

Registered adviser

CIK

2011194

Location

FRANKFORT, IL

Portfolio Value

Small $133,854,455

Diversification

Highly concentrated

Filing Date

Global Rank

#7,773 / 8,827 ▼ 123

Top Industry

Credit Services 28.0%

3Y Alpha vs SPY

-5.7%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

11 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 327974

Roster of Nov 1, 2026

Regulatory AUM

$207,454,539

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$207,454,539	Individuals and high net worth (100%)
Feb 2025 to Feb 2026	$163,727,198	Individuals and high net worth (100%)
Feb 2024 to Jan 2025	$134,935,711	Individuals and high net worth (100%)
Oct 2023 to Jan 2024	$0	—

Stated strategy

Fundamental active, Fixed income / rates, Multi-asset, Wealth management / planning Form ADV Part 2A, Sep 30, 2026 · original

In the firm's words

Fundamental active: PrairieView primarily employs fundamental analysis methods in developing investment strategies for its clients.
Fixed income / rates: we will also invest in equity securities, corporate bonds, REITS and variable annuities, among others, if we determine such investments fit within a client’s objectives and are in the best interest of our clients.
Multi-asset: The securities utilized by PrairieView for investment in client accounts mainly consist of registered mutual funds and exchange traded funds (ETFs), but we will also invest in equity securities, corporate bonds, REITS and variable annuities, among others, if we determine such investments fit within a client’s objectives and are in the best interest of our clients.
Wealth management / planning: PrairieView offers personal comprehensive financial planning services to set forth goals, objectives and implementation strategies for the client over the long-term.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.4% of the book (60%+)

Turnover

Low turnover

4.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 91.5%; sector active share 85.4% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

55.1%

+0.1 pts

Top 5

88.0%

+0.8 pts

Top 10

97.4%

+0.4 pts

HHI

3,346

Highly concentrated+22

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.3%	$131,573,132	24
Technology	0.6%	$772,842	2
Financial Services	0.5%	$638,954	1
Industrials	0.4%	$512,229	1
Communication Services	0.3%	$357,298	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
HTRB	Hartford Total Return Bond ETF	+45,991	396,778	$13,385,305
AGG	iShares Core U.S. Aggregate Bond ETF	+18,284	167,570	$16,586,078
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+4,092	25,758	$1,354,870
JPLD	JPMorgan Limited Duration Bond ETF	+3,768	21,115	$1,101,991
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+3,314	122,837	$8,301,324
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+2,524	48,067	$2,431,228
NVDA	Nvidia Corp	+25	2,166	$433,394
MSFT	Microsoft Corp	+9	910	$339,448
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−5,653	58,737	$6,989,115
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	−4,680	80,454	$9,768,724
CCOI	Cogent Communications Holdings, Inc.	−4,000	25,742	$357,298
MUB	iShares National Muni Bond ETF	−2,688	78,709	$8,470,662
IVV	iShares Core S&P 500 ETF	−1,079	38,830	$29,079,398
XYLD	Global X S&P 500 Covered Call ETF	−640	19,184	$782,515
RLY	State Street(R) Multi-Asset Real Return ETF	−619	13,657	$471,303
IWR	iShares Russell Mid-Cap ETF	−613	110,233	$12,160,904
IJR	iShares Core S&P Small-Cap ETF	−482	11,023	$1,634,821
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−459	18,682	$475,270
SCHE	Schwab Emerging Markets Equity ETF	−329	9,642	$349,618
VTV	VANGUARD VALUE INDEX FUND	−325	51,409	$11,203,563
IXUS	iShares Core MSCI Total International Stock ETF	−316	52,080	$4,970,515
EEM	iShares MSCI Emerging Markets ETF	−222	7,362	$503,634
USRT	iShares Core U.S. REIT ETF	−208	8,238	$547,415
USTB	VictoryShares Short-Term Bond ETF	−108	4,905	$248,291
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−92	4,251	$250,723
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FPX	First Trust US Equity Opportunities ETF	1,095	$225,767
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	777	$448,468
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	7,815	$442,172
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 tracked positions · $133,854,455 total · filing declares 29 positions · $133,854,666 · as of Jun 30, 2026

All sectors Communication Services Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	38,830	-1,079	$29,079,398	+11.5%	11	before history	21.72%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	167,570	+18,284	$16,586,078	+11.9%	11	before history	12.39%
HTRB	Hartford Total Return Bond ETF	Added	396,778	+45,991	$13,385,305	+13.1%	5	$34.10	10.00%
IWR	iShares Russell Mid-Cap ETF	Reduced	110,233	-613	$12,160,904	+12.8%	11	before history	9.09%
VTV	VANGUARD VALUE INDEX FUND	Reduced	51,409	-325	$11,203,563	+10.4%	11	before history	8.37%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Reduced	80,454	-4,680	$9,768,724	+14.6%	11	before history	7.30%
MUB	iShares National Muni Bond ETF	Reduced	78,709	-2,688	$8,470,662	−2.0%	5	unpriced	6.33%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	122,837	+3,314	$8,301,324	+8.7%	8	$60.25	6.20%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	58,737	-5,653	$6,989,115	+10.9%	11	before history	5.22%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	52,080	-316	$4,970,515	+9.5%	11	before history	3.71%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	48,067	+2,524	$2,431,228	+7.0%	11	before history	1.82%
IJR	iShares Core S&P Small-Cap ETF	Reduced	11,023	-482	$1,634,821	+14.3%	5	unpriced	1.22%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Added	25,758	+4,092	$1,354,870	+19.8%	2	$52.67	1.01%
JPLD	JPMorgan Limited Duration Bond ETF	Added	21,115	+3,768	$1,101,991	+21.7%	3	$52.38	0.82%
XYLD	Global X S&P 500 Covered Call ETF	Reduced	19,184	-640	$782,515	+0.9%	5	unpriced	0.58%
AXP	American Express Co Financial Services	Held	1,889	0	$638,954	+11.8%	11	before history	0.48%
USRT	iShares Core U.S. REIT ETF	Reduced	8,238	-208	$547,415	+9.5%	5	unpriced	0.41%
WWD	Woodward, Inc. Industrials	Held	1,204	0	$512,229	+18.9%	9	$170.16	0.38%
EEM	iShares MSCI Emerging Markets ETF	Reduced	7,362	-222	$503,634	+16.9%	5	$44.97	0.38%
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	Reduced	18,682	-459	$475,270	+0.1%	5	$24.63	0.36%
RLY	State Street(R) Multi-Asset Real Return ETF	Reduced	13,657	-619	$471,303	−8.7%	5	$28.36	0.35%
NVDA	Nvidia Corp Technology	Added	2,166	+25	$433,394	+16.1%	9	unpriced	0.32%
CCOI	Cogent Communications Holdings, Inc. Communication Services	Reduced	25,742	-4,000	$357,298	−36.2%	11	before history	0.27%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	9,642	-329	$349,618	+6.4%	5	$28.31	0.26%
MSFT	Microsoft Corp Technology	Added	910	+9	$339,448	+1.8%	11	before history	0.25%
IWB	iShares Russell 1000 ETF	Held	684	0	$280,098	+14.8%	5	unpriced	0.21%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	4,251	-92	$250,723	−3.1%	9	$57.82	0.19%
USTB	VictoryShares Short-Term Bond ETF	Reduced	4,905	-108	$248,291	−2.1%	10	$49.65	0.19%
FPX	First Trust US Equity Opportunities ETF	NEW	1,095	NEW	$225,767	NEW	1	$185.27	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.