account_balance

Investment manager · 13F filer · SEC CIK 2011194

Prairieview Wealth Partners, LLC

Reported value$139Mas of Sep 30, 2026

Positions35 7 new, 1 sold out

Top 10 weight87.4%IVV alone is 22%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Core S&P 500 ETF

22.3%Added +5%

AGGiShares Core U.S. Aggregate Bond ETF

11.7%Added +3%

HTRBHartford Total Return Bond ETF

9.4%Added +3%

IWRiShares Russell Midcap ETF

8.6%

VTVVanguard Morningstar Value ETF

8.1%

VTWOVanguard Russell 2000 ETF

6.6%Added +2%

HELOJPMorgan Hedged Equity Laddered Overlay ETF

6.3%Added +3%

MUBiShares National Muni Bond ETF

5.6%Trimmed −3%

SPYGState Street SPDR Portfolio S&P 500 Growth ETF

5.3%

IXUSiShares Core MSCI Total International Stock ETF

3.6%

VTEBVanguard Tax-Exempt Bond ETF

1.7%

MUNI1.3%

IVViShares Core S&P 500 ETF

22.3%Added +5%

AGGiShares Core U.S. Aggregate Bond ETF

11.7%+3%

HTRBHartford Total Return Bond ETF

9.4%

IWRiShares Russell Midcap ETF

8.6%

VTVVanguard Morningstar Value ETF

8.1%

VTWOVanguard Russell 2000 ETF

6.6%

HELOJPMorgan Hedged Equity Laddered Overlay ETF

6.3%+3%

MUB5.6%

SPYG5.3%

IXUS

VTEB

MUNI

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Core S&P 500 ETF 22.3% Added +5%

AGG iShares Core U.S. Aggregate Bond ETF 11.7% Added +3%

HTRB Hartford Total Return Bond ETF 9.4% Added +3%

IWR iShares Russell Midcap ETF 8.6% Held

VTV Vanguard Morningstar Value ETF 8.1% Held

VTWO Vanguard Russell 2000 ETF 6.6% Added +2%

HELO JPMorgan Hedged Equity Laddered Overlay ETF 6.3% Added +3%

MUB iShares National Muni Bond ETF 5.6% Trimmed −3%

SPYG State Street SPDR Portfolio S&P 500 Growth ETF 5.3% Held

IXUS iShares Core MSCI Total International Stock ETF 3.6% Held

VTEB Vanguard Tax-Exempt Bond ETF 1.7% Added +6%

MUNI Pimco Intermediate Municipal Bond Active Exchange-Traded Fund 1.3% Added +37%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 5, 2026 filing

add_circleNew

VEA $1.46M
VV $1.22M
VWO $670K
VO $499K

arrow_upwardAdded

MUNI +37%
MSFT +15%
VTEB +6%
IVV +5%

arrow_downwardTrimmed

MUB −3%
EEM −2%

remove_circleSold out

FPX $226K

Prairieview Wealth Partners, LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email