Prairieview Wealth Partners, LLC Portfolio Holdings

Prairieview Wealth Partners, LLC

  • $96.3 Billion
  • Q2 2025

Prairieview Wealth Partners, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $96.3 Billion distributed in 28 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 $23.7B, Ishares Core U.S. Aggregate Bo with a value of $13.4B, Ishares Russell Mid Cap ETF with a value of $9.33B, Ishares National Muni Bond ETF with a value of $9.1B, and Vanguard Value ETF with a value of $8.33B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $81.8B to 96.3B.

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 $96.3 Billion
ETFs: $87.5 Billion
Technology: $800 Million
Financial Services: $603 Million
Communication Services: $556 Million
Industrials: $295 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$227B
$603 Million 0.63% of portfolio
1,889
Q1 2025 Added 3.91%
$3.95T
$463 Million 0.48% of portfolio
931
Q4 2024 Reduced 7.91%
$456B
$337 Million 0.35% of portfolio
2,130
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $96.3 Billion
  • Prior Value $81.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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