Prairieview Wealth Partners, LLC Portfolio Holdings

Prairieview Wealth Partners, LLC

  • $106 Billion
  • Q3 2025

Prairieview Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.2B, Ishares Core U.S. Aggregate Bo with a value of $14B, Ishares Russell Mid Cap ETF with a value of $10.1B, Ishares National Muni Bond ETF with a value of $9.11B, and Vanguard Value ETF with a value of $9.04B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $96.3B to 106B.

Prairieview Wealth Partners, LLC is based out at Orland Park, IL

Below you can find more details about Prairieview Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion
ETFs: $95.4 Billion
Communication Services: $2.1 Billion
Technology: $883 Million
Financial Services: $627 Million
Industrials: $304 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255B
$627 Million 0.59% of portfolio
1,889
Q1 2025 Added 3.91%
$3.78T
$484 Million 0.45% of portfolio
934
Q3 2025 Added 0.32%
$465B
$399 Million 0.38% of portfolio
2,141
Q3 2025 Added 0.52%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $106 Billion
  • Prior Value $96.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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