PRAIRIEVIEW WEALTH PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Frankfort, IL
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$133,855
Net value change ($000)
+11,872 (9.7%)
New positions
1
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 3,011 11.6%
AGG 1,766 11.9%
HTRB 1,549 13.1%
IWR 1,383 12.8%
VTWO 1,241 14.6%
VTV 1,054 10.4%
SPYG 685 10.9%
HELO 662 8.7%
IXUS 431 9.5%
FPX 226 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -449 -100.0%
SPYV -442 -100.0%
CCOI -203 -36.3%
MUB -169 -2.0%
RLY -45 -8.7%
VGIT -8 -3.1%
USTB -6 -2.4%
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