Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PRAIRIEVIEW WEALTH PARTNERS, LLC (CIK 2011194) reported $122.0M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($26.1M, 21.37%), AGG ($14.8M, 12.15%), HTRB ($11.8M, 9.70%), IWR ($10.8M, 8.84%), VTV ($10.2M, 8.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $26.1M | 21.37% | 39,909 | Added |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $14.8M | 12.15% | 149,286 | Added |
| 3 | HTRB | HARTFORD TOTAL RETURN BOND ETF | $11.8M | 9.70% | 350,787 | Added |
| 4 | IWR | ISHARES RUSSELL MIDCAP ETF | $10.8M | 8.84% | 110,846 | Added |
| 5 | VTV | VANGUARD VALUE ETF | $10.2M | 8.32% | 51,734 | Added |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | $8.6M | 7.08% | 81,397 | Trimmed |
| 7 | VTWO | VANGUARD RUSSELL 2000 ETF | $8.5M | 6.99% | 85,134 | Added |
| 8 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $7.6M | 6.26% | 119,523 | Added |
| 9 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $6.3M | 5.17% | 64,390 | Added |
| 10 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $4.5M | 3.72% | 52,396 | Added |
| 11 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $2.3M | 1.86% | 45,543 | Added |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | $1.4M | 1.17% | 11,505 | Trimmed |
| 13 | MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $1.1M | 0.93% | 21,666 | New |
| 14 | JPLD | JPMORGAN LIMITED DURATION BOND ETF | $905,340 | 0.74% | 17,347 | Added |
| 15 | XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $775,713 | 0.64% | 19,824 | Trimmed |
| 16 | AXP | AMERICAN EXPRESS CO COM | $571,385 | 0.47% | 1,889 | Hold |
| 17 | CCOI | COGENT COMM HOLDINGS INC COM NEW | $560,339 | 0.46% | 29,742 | Trimmed |
| 18 | RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $516,077 | 0.42% | 14,276 | Trimmed |
| 19 | USRT | ISHARES CORE U.S. REIT ETF | $499,919 | 0.41% | 8,446 | Trimmed |
| 20 | HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $474,697 | 0.39% | 19,141 | Trimmed |
| 21 | QQQ | INVESCO QQQ TRUST SERIES I | $448,635 | 0.37% | 777 | Trimmed |
| 22 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $442,146 | 0.36% | 7,815 | Added |
| 23 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $430,695 | 0.35% | 7,584 | Trimmed |
| 24 | WWD | WOODWARD INC COM | $430,936 | 0.35% | 1,204 | Hold |
| 25 | NVDA | NVIDIA CORPORATION COM | $373,390 | 0.31% | 2,141 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31