2026 Q1 Portfolio Activity
In 2026 Q1, PRAIRIEVIEW WEALTH PARTNERS, LLC maintained a portfolio of 31 distinct positions. The most significant new addition was PIMCO INTERMEDIATE MUNICIPAL B, now representing 0.93% of the total fund value. They heavily accumulated shares in HARTFORD TOTAL RETURN BOND ETF, increasing the position by 1373.0%.
Position History
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Total Positions
31
Quarter
2026 Q1
Top Holding
IVV (21.4%)
Top 10 Concentration
89.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
PRAIRIEVIEW WEALTH PARTNERS, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES CORE S&...
|
ETF | 21.37% | 24.56% |
#1
Prev: #1
|
6.5 | 377 | 1.0% |
P
S
|
39,909 | $26,068,728 |
$481.08
+37.0%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
AGG
ISHARES CORE U....
|
ETF | 12.15% | 12.97% |
#2
Prev: #2
|
6.0 | 6,104 | 4.3% |
P
S
|
149,286 | $14,819,621 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
HTRB
HARTFORD TOTAL ...
|
ETF | 9.70% | 0.74% |
#3
9
Prev: #12
|
7.9 | 326,973 | 1373.0% |
P
S
|
350,787 | $11,835,553 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWR
ISHARES RUSSELL...
|
ETF | 8.84% | 9.52% |
#4
1
Prev: #3
|
4.5 | 1,863 | 1.7% |
P
S
|
110,846 | $10,777,557 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 8.32% | 8.86% |
#5
1
Prev: #4
|
4.3 | 595 | 1.2% |
P
S
|
51,734 | $10,150,213 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MUB
ISHARES NATIONA...
|
ETF | 7.08% | 8.13% |
#6
1
Prev: #5
|
3.3 | -2,224 | -2.7% |
P
S
|
81,397 | $8,640,292 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTWO
VANGUARD RUSSEL...
|
ETF | 6.99% | 7.54% |
#7
1
Prev: #6
|
3.3 | 1,650 | 2.0% |
P
S
|
85,134 | $8,527,873 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
HELO
JPMORGAN HEDGED...
|
ETF | 6.26% | 6.98% |
#8
1
Prev: #7
|
3.0 | 3,622 | 3.1% |
P
S
|
119,523 | $7,638,715 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPYG
STATE STREET SP...
|
ETF | 5.17% | 6.21% |
#9
1
Prev: #8
|
2.6 | 247 | 0.4% |
P
S
|
64,390 | $6,304,468 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IXUS
ISHARES CORE MS...
|
ETF | 3.72% | 3.99% |
#10
1
Prev: #9
|
2.0 | 421 | 0.8% |
P
S
|
52,396 | $4,539,552 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 1.86% | 1.82% |
#11
1
Prev: #10
|
2.7 | 5,626 | 14.1% |
P
S
|
45,543 | $2,272,140 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 1.17% | 1.28% |
#12
1
Prev: #11
|
1.0 | -273 | -2.3% |
P
S
|
11,505 | $1,430,187 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MUNI
PIMCO INTERMEDI...
|
ETF | 0.93% | — |
#13
Prev: #—
|
3.9 | 21,666 | — |
NEW
|
21,666 | $1,130,749 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPLD
JPMORGAN LIMITE...
|
ETF | 0.74% | 0.40% |
#14
6
Prev: #20
|
3.3 | 8,839 | 103.9% |
P
S
|
17,347 | $905,340 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XYLD
GLOBAL X S&P 50...
|
ETF | 0.64% | 0.73% |
#15
2
Prev: #13
|
0.8 | -62 | -0.3% |
P
S
|
19,824 | $775,713 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.47% | 0.63% |
#16
1
Prev: #15
|
1.2 | no change | no change |
P
S
|
1,889 | $571,385 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CCOI
COGENT COMM HOL...
|
Communication Services | 0.46% | 0.68% |
#17
3
Prev: #14
|
0.7 | -5,000 | -14.4% |
P
S
|
29,742 | $560,339 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RLY
STATE STREET MU...
|
ETF | 0.42% | 0.41% |
#18
1
Prev: #19
|
0.7 | -171 | -1.2% |
P
S
|
14,276 | $516,077 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
USRT
ISHARES CORE U....
|
ETF | 0.41% | 0.44% |
#19
2
Prev: #17
|
0.7 | -73 | -0.9% |
P
S
|
8,446 | $499,919 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
HYMB
STATE STREET SP...
|
ETF | 0.39% | 0.43% |
#20
2
Prev: #18
|
0.7 | -29 | -0.2% |
P
S
|
19,141 | $474,697 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 0.37% | 0.49% |
#21
5
Prev: #16
|
0.6 | -97 | -11.1% |
P
S
|
777 | $448,635 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPYV
STATE STREET SP...
|
ETF | 0.36% | 0.38% |
#22
Prev: #22
|
0.6 | 350 | 4.7% |
P
S
|
7,815 | $442,146 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WWD
WOODWARD INC CO...
|
Industrials | 0.35% | 0.33% |
#23
2
Prev: #25
|
1.1 | no change | no change |
P
S
|
1,204 | $430,936 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EEM
ISHARES MSCI EM...
|
ETF | 0.35% | 0.38% |
#24
1
Prev: #23
|
0.6 | -44 | -0.6% |
P
S
|
7,584 | $430,695 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.31% | 0.36% |
#25
1
Prev: #24
|
1.1 | no change | no change |
P
S
|
2,141 | $373,390 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.27% | 0.40% |
#26
5
Prev: #21
|
1.1 | no change | no change |
P
S
|
901 | $333,523 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHE
SCHWAB EMERGING...
|
ETF | 0.27% | 0.30% |
#27
1
Prev: #26
|
0.6 | -53 | -0.5% |
P
S
|
9,971 | $328,544 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VGIT
VANGUARD INTERM...
|
ETF | 0.21% | 0.29% |
#28
1
Prev: #27
|
0.6 | -1,024 | -19.1% |
P
S
|
4,343 | $258,626 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
USTB
VICTORYSHARES S...
|
ETF | 0.21% | 0.29% |
#29
1
Prev: #28
|
0.1 | -1,266 | -20.2% |
P
S
|
5,013 | $253,558 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWB
ISHARES RUSSELL...
|
ETF | 0.20% | 0.23% |
#30
1
Prev: #29
|
1.1 | no change | no change |
P
S
|
684 | $243,887 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPLG
STATE STREET SP...
|
ETF | 0.00% | 0.21% |
Sold All 😨
(Was: #30) |
0.0 | -2,834 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-31 of 31 holdings