PRAIRIEVIEW WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Frankfort, IL
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$121,983
Net value change ($000)
+11,754 (10.7%)
New positions
1
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HTRB 11,023 1355.8%
MUNI 1,131 NEW
AGG 519 3.6%
JPLD 460 103.4%
VTV 383 3.9%
IWR 286 2.7%
VTEB 265 13.2%
VTWO 220 2.6%
IXUS 141 3.2%
WWD 67 18.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,008 -3.7%
SPYG -540 -7.9%
MUB -317 -3.5%
SPYM -227 -100.0%
CCOI -189 -25.2%
AXP -128 -18.3%
MSFT -102 -23.4%
QQQ -88 -16.4%
USTB -65 -20.4%
VGIT -63 -19.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type