PRAIRIEVIEW WEALTH PARTNERS, LLC

Q3 2026 13F-HR Holdings

Location
Frankfort, IL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$139,234
Net value change ($000)
+5,379 (4.0%)
New positions
7
Sold out positions
1
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,012 6.9%
VEA 1,462 NEW
VV 1,220 NEW
VWO 670 NEW
VO 499 NEW
HELO 432 5.2%
MUNI 398 29.4%
AAPL 373 NEW
AMLP 364 NEW
SPYG 355 5.1%
Top Reduces (Value $000, Stocks/ETFs)
MUB -732 -8.6%
VTWO -543 -5.6%
HTRB -296 -2.2%
AGG -284 -1.7%
IWR -243 -2.0%
FPX -226 -100.0%
CCOI -156 -43.7%
IJR -138 -8.4%
WWD -117 -22.9%
AXP -65 -10.2%
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