PRAIRIEVIEW WEALTH PARTNERS, LLC

Q4 2025 13F-HR Holdings

Location
Frankfort, IL
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$110,229
Net value change ($000)
+3,786 (3.6%)
New positions
1
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 844 3.2%
VTEB 770 62.2%
VTV 726 8.0%
HELO 563 7.9%
JPLD 445 NEW
VTWO 414 5.2%
IWR 407 4.0%
AGG 345 2.5%
IXUS 338 8.3%
SPYG 330 5.1%
Top Reduces (Value $000, Stocks/ETFs)
CCOI -1,350 -64.3%
MUB -154 -1.7%
MSFT -48 -9.9%
USRT -22 -4.3%
SCHE -10 -3.0%
HTRB -8 -1.0%
HYMB -3 -0.6%
IJR -2 -0.1%
USTB -1 -0.3%
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