Prairieview Wealth Partners, LLC Portfolio Holdings

Prairieview Wealth Partners, LLC

$81.8 Billion
Q1 2025

Prairieview Wealth Partners, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $81.8 Billion distributed in 21 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 $21B, Ishares Core U.S. Aggregate Bo with a value of $12.9B, Ishares Russell Mid Cap ETF with a value of $8.55B, Vanguard Value ETF with a value of $7.95B, and Vanguard Russell 2000 ETF with a value of $7.18B.

Examining the 13F form we can see an decrease of $10.7B in the current position value, from $92.5B to 81.8B.

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 $81.8 Billion

ETFs: $72.7 Billion

Financial Services: $712 Million

Communication Services: $683 Million

Technology: $580 Million

Industrials: $220 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$21 Billion 25.69% of portfolio	37,399	Q1 2025 Added 7.88%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$12.9 Billion 15.75% of portfolio	130,249	Q1 2025 Reduced 22.55%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$8.55 Billion 10.45% of portfolio	100,494	Q1 2025 Reduced 31.03%
VTV Vanguard Value ETF ETFs	$0	$7.95 Billion 9.71% of portfolio	46,004	Q1 2025 Reduced 13.13%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$7.18 Billion 8.77% of portfolio	88,985	Q1 2025 Reduced 3.63%
Jpmorgan Hedged Equity Laddered Overlay ETF	-	$6.87 Billion 8.39% of portfolio	-	Q1 2025 Added 3.01%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$5.08 Billion 6.21% of portfolio	102,322	Q1 2025 Added 0.25%
SPYG Spdr Portfolio ETFs	$0	$4.87 Billion 5.95% of portfolio	60,611	Q1 2025 Reduced 13.25%
IXUS Ishares Tr ETFs	$0	$3.17 Billion 3.88% of portfolio	45,413	Q1 2025 Reduced 4.38%
CCOI Cogent Communications Holdings, Inc. Communication Services	$2.35B	$683 Million 0.84% of portfolio	11,142	Q1 2025 Added 3.72%
AXP American Express CO Financial Services	$224B	$508 Million 0.62% of portfolio	1,889	Q1 2025 Added 3.91%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$442 Million 0.54% of portfolio	943	Q1 2025 Added 6.55%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$402 Million 0.49% of portfolio	7,879	Q1 2025 Added 6.95%
MSFT Microsoft Corp Technology	$3.51T	$349 Million 0.43% of portfolio	931	Q4 2024 Reduced 7.91%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$319 Million 0.39% of portfolio	5,376	Q1 2025 Reduced 17.02%
USTB Victory Portfolios Ii Victorys ETFs	$0	$319 Million 0.39% of portfolio	6,292	Q1 2025 Reduced 19.96%
SUB Ishares Short Term National Mu ETFs	$0	$306 Million 0.37% of portfolio	2,902	Q1 2025 Reduced 0.07%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$265 Million 0.32% of portfolio	4,036	Q1 2025 Added 8.12%
NVDA Nvidia Corp Technology	$359B	$231 Million 0.28% of portfolio	2,130	Q2 2024 New
WWD Woodward, Inc. Industrials	$14.1B	$220 Million 0.27% of portfolio	1,204	Q2 2024 New
MMC Marsh & Mclennan Companies, Inc. Financial Services	$108B	$203 Million 0.25% of portfolio	833	Q1 2025 New

Summary

Portfolio
No. of Stocks 21
Current Value $81.8 Billion
Prior Value $92.5 Billion
Filing
Period Q1 2025
Filing Date May 09, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 8 stocks
Sold out of 0 stocks
Reduced holdings in 9 stocks

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Prairieview Wealth Partners, LLC Portfolio Holdings