Q2 2026 13F · SEC CIK 2011194
Prairieview Wealth Partners, LLC
Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $133.9M
- Reported positions
- 29
- Top holdings a year, 3 yrs
- +10.2%
- Assets under management
- $207.5M
Prairieview Wealth Partners, LLC is a wealth manager that reported 29 positions worth $133.9M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ishares Tr (IVV, 21.7%), Ishares Tr (AGG, 12.4%), Hartford Fds Exchange Traded (HTRB, 10.0%). A portfolio copying its top holdings returned 10.2% a year over the last 3 years, against 16.8% for the S&P 500.
Prairieview Wealth Partners, LLC holdings all 29 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Prairieview Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- FPX First Trust0.2% of 13F
Added to
- JPLD J P Morgan Exchange Traded F+21.7% shares
- MUNI Pimco ETF Tr+18.9% shares
- HTRB Hartford Fds Exchange Traded+13.1% shares
- AGG Ishares Tr+12.2% shares
- VTEB Vanguard Mun Bd Fds+5.5% shares
Reduced
- CCOI Cogent Comm Holdings Inc Com New-13.4% shares
- SPYG State Street Spdr Portfolio S&p 500 Grow-8.8% shares
- VTWO Vanguard Scottsdale Fds-5.5% shares
Sold out
- QQQ Invesco Qqq Trwas 0.4%
- SPYV State Street Spdr Portfolio S&p 500 Valuwas 0.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +7.7% /yr
- S&P 500 +11.7%
- 3 years
- +10.2% /yr
- S&P 500 +16.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $133.9M | 29 |
| Q1 2026 | $122.0M | 30 |
| Q4 2025 | $110.2M | 30 |
| Q3 2025 | $106.4M | 29 |
| Q2 2025 | $96.3M | 28 |
| Q1 2025 | $81.8M | 21 |
| Q4 2024 | $92.5M | 20 |
| Q3 2024 | $92.5M | 18 |
| Q2 2024 | $117.4M | 18 |
| Q1 2024 | $110.2M | 17 |
| Q4 2023 | $100.0M | 17 |
Questions about Prairieview Wealth Partners, LLC's portfolio
What stocks does Prairieview Wealth Partners, LLC own?
Prairieview Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 29 positions worth $133.9M. The largest are Ishares Tr (IVV) at 21.7%, Ishares Tr (AGG) at 12.4%, Hartford Fds Exchange Traded (HTRB) at 10.0%, Ishares Tr (IWR) at 9.1% and Vanguard Index Fds (VTV) at 8.4%.
What did Prairieview Wealth Partners, LLC buy last quarter?
In Q2 2026, Prairieview Wealth Partners, LLC added a new position in First Trust (FPX), J P Morgan Exchange Traded F (JPLD) (+21.7% shares), Pimco ETF Tr (MUNI) (+18.9% shares) and Hartford Fds Exchange Traded (HTRB) (+13.1% shares), compared with its Q1 2026 filing.
What did Prairieview Wealth Partners, LLC sell last quarter?
In Q2 2026, Prairieview Wealth Partners, LLC sold all of Invesco Qqq Tr (QQQ), sold all of State Street Spdr Portfolio S&p 500 Valu (SPYV), Cogent Comm Holdings Inc Com New (CCOI) (-13.4% shares), State Street Spdr Portfolio S&p 500 Grow (SPYG) (-8.8% shares) and Vanguard Scottsdale Fds (VTWO) (-5.5% shares), compared with its Q1 2026 filing.
How has Prairieview Wealth Partners, LLC's portfolio performed?
A portfolio copying Prairieview Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.2% a year over the last 3 years, against +16.8% for the S&P 500. Over 1 year: +7.7% against +11.7%.
When is Prairieview Wealth Partners, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Prairieview Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Prairieview Wealth Partners, LLC manage?
Prairieview Wealth Partners, LLC reported $207.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $133.9M.