Prairieview Wealth Partners, LLC Top Holdings and 13F Report (2025) About Prairieview Wealth Partners, LLCInvestment ActivityPrairieview Wealth Partners, LLC has $96.34 million in total holdings as of June 30, 2025.Prairieview Wealth Partners, LLC owns shares of 28 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 16.43% of the portfolio was purchased this quarter.About 7.12% of the portfolio was sold this quarter.This quarter, Prairieview Wealth Partners, LLC has purchased 21 new stocks and bought additional shares in 7 stocks.Prairieview Wealth Partners, LLC sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $23,738,514iShares Core U.S. Aggregate Bond ETF $13,389,123iShares Russell Mid-Cap ETF $9,334,863iShares National Muni Bond ETF $9,099,790Vanguard Value ETF $8,328,977 Largest New Holdings this Quarter 464288414 - iShares National Muni Bond ETF $9,099,790 Holding464287804 - iShares Core S&P Small-Cap ETF $1,326,343 Holding41653L305 - Hartford Total Return Bond ETF $814,032 Holding37954Y475 - Global X S&P 500 Covered Call ETF $785,186 Holding464288521 - iShares Core U.S. REIT ETF $491,224 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 87,096 shares (about $9.10M)iShares Core S&P Small-Cap ETF 12,136 shares (about $1.33M)Hartford Total Return Bond ETF 24,034 shares (about $814.03K)Global X S&P 500 Covered Call ETF 20,164 shares (about $785.19K)iShares Core S&P 500 ETF 833 shares (about $517.22K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 90,436 shares (about $4.43M)Vanguard Russell 2000 ETF 11,459 shares (about $999.45K)JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 9,452 shares (about $591.51K)Invesco QQQ 62 shares (about $34.22K)SPDR Portfolio S&P 500 Value ETF 559 shares (about $29.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrairieview Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$23,738,514$517,215 ▲2.2%38,23224.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$13,389,123$468,422 ▲3.6%134,97113.9%FinanceIWRiShares Russell Mid-Cap ETF$9,334,863$92,430 ▲1.0%101,4999.7%ETFMUBiShares National Muni Bond ETF$9,099,790$9,099,790 ▲New Holding87,0969.4%ETFVTVVanguard Value ETF$8,328,977$198,301 ▲2.4%47,1268.6%ETFVTWOVanguard Russell 2000 ETF$6,761,818$999,454 ▼-12.9%77,5267.0%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$6,609,512$591,506 ▼-8.2%105,6176.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,867,049$89,601 ▲1.6%61,5516.1%ETFIXUSiShares Core MSCI Total International Stock ETF$3,610,327$99,421 ▲2.8%46,6993.7%ManufacturingIJRiShares Core S&P Small-Cap ETF$1,326,343$1,326,343 ▲New Holding12,1361.4%ETFHTRBHartford Total Return Bond ETF$814,032$814,032 ▲New Holding24,0340.8%ETFXYLDGlobal X S&P 500 Covered Call ETF$785,186$785,186 ▲New Holding20,1640.8%ETFAXPAmerican Express$602,5530.0%1,8890.6%FinanceVTEBVanguard Tax-Exempt Bond ETF$582,771$4,434,080 ▼-88.4%11,8860.6%ETFCCOICogent Communications$556,440$19,284 ▲3.6%11,5420.6%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$491,224$491,224 ▲New Holding8,6850.5%ETFQQQInvesco QQQ$486,222$34,218 ▼-6.6%8810.5%FinanceHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$484,251$484,251 ▲New Holding19,5420.5%ETFMSFTMicrosoft$463,0890.0%9310.5%Computer and TechnologyRLYSPDR SSgA Multi-Asset Real Return ETF$427,507$427,507 ▲New Holding14,6960.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$383,103$29,256 ▼-7.1%7,3200.4%ETFEEMiShares MSCI Emerging Markets ETF$376,079$376,079 ▲New Holding7,7960.4%FinanceNVDANVIDIA$336,5190.0%2,1300.3%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$321,5390.0%5,3760.3%ETFUSTBVictoryShares Short-Term Bond ETF$319,7590.0%6,2920.3%ETFSCHESchwab Emerging Markets Equity ETF$308,513$308,513 ▲New Holding10,2360.3%ETFWWDWoodward$295,0880.0%1,2040.3%AerospaceIWBiShares Russell 1000 ETF$234,982$234,982 ▲New Holding6920.2%ETFSUBiShares Short-Term National Muni Bond ETF$0$306,399 ▼-100.0%00.0%ETFSPLGSPDR Portfolio S&P 500 ETF$0$265,428 ▼-100.0%00.0%ETFMMCMarsh & McLennan Companies$0$203,277 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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