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13F holdings · Q2 2026

Prairieview Wealth Partners

Frankfort, IL · files as Prairieview Wealth Partners, LLC
Holdings as of Jun 30, 2026Filed Aug 5, 2026Next filing due Nov 16, 2026CIK 2011194

Prairieview Wealth Partners reported 29 stocks worth $134M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IVV (21.7%), AGG (12.4%) and HTRB (10.0%). Compared with Q1 2026, the fund opened new positions in FPX, added to AGG, HTRB and HELO, trimmed IVV, IWR and VTV and sold out of QQQ and SPYV.

Reported value$134M+9.7% vs last quarter
Stocks held291 new · 2 sold out
Top 5 weight61.6%very concentrated
Turnover6%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IVV
Ishares TR
$29.1M21.7%39K−1,079 (−3%)8 of 8
2
AGG
Ishares TR
$16.6M12.4%168K+18K (+12%)8 of 8
3
HTRB
Hartford Fds Exchange Traded
$13.4M10.0%397K+46K (+13%)5 of 8
4
IWR
Ishares TR
$12.2M9.1%110K−613 (−1%)8 of 8
5
VTV
Vanguard Index Fds
$11.2M8.4%51K−325 (−1%)8 of 8
6
VTWO
Vanguard Scottsdale Fds
$9.8M7.3%80K−4,680 (−5%)8 of 8
7
MUB
Ishares TR
$8.5M6.3%79K−2,688 (−3%)5 of 8
8
HELO
J P Morgan Exchange Traded F
$8.3M6.2%123K+3,314 (+3%)8 of 8
9
SPYG
Spdr Series Trust
$7M5.2%59K−5,653 (−9%)8 of 8
10
IXUS
Ishares Core Msci Totl
$5M3.7%52K−316 (−1%)8 of 8
🔒 19 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
QQQ
Invesco Qqq TR
$449K777
SPYV
State Street
$442K7,815

Reported value

last 8 quarters
$92.5MQ3 '24
$92.5MQ4 '24
$81.8MQ1 '25
$96.3MQ2 '25
$106MQ3 '25
$110MQ4 '25
$122MQ1 '26
$134MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 5, 202613F-HRQ2 2026SEC filing ↗

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Prairieview Wealth Partners 13F FAQ

What does Prairieview Wealth Partners own?

Prairieview Wealth Partners reported 29 stocks worth $134M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IVV (21.7%), AGG (12.4%) and HTRB (10.0%). The table above lists every position in the filing (the top 10 without an account).

What did Prairieview Wealth Partners buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 8 added to, 17 trimmed and 2 sold out. New positions include FPX. It sold all of QQQ and SPYV.

When will Prairieview Wealth Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Prairieview Wealth Partners's portfolio worth?

The Q2 2026 filing reports $134M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.