PRAIRIEVIEW WEALTH PARTNERS, LLC

Q3 2025 13F-HR Holdings

Location
Frankfort, IL
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
29
Total value ($000)
$106,443
Net value change ($000)
+10,108 (10.5%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 2,494 10.5%
CCOI 1,543 277.5%
VTWO 1,132 16.7%
IWR 750 8.0%
VTV 712 8.5%
VTEB 654 112.2%
SPYG 647 11.0%
AGG 567 4.2%
HELO 526 8.0%
IXUS 451 12.5%
Top Reduces (Value $000, Stocks/ETFs)
HYMB -3 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type