2026 Q2 Portfolio Activity
In 2026 Q2, PRAIRIEVIEW WEALTH PARTNERS, LLC maintained a portfolio of 31 distinct positions. The most significant new addition was FIRST TRUST US EQUITY OPPORTUN, now representing 0.17% of the total fund value. They heavily accumulated shares in HARTFORD TOTAL RETURN BOND ETF, increasing the position by 13.1%.
Position History
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Total Positions
31
Quarter
2026 Q2
Top Holding
IVV (21.7%)
Top 10 Concentration
90.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
PRAIRIEVIEW WEALTH PARTNERS, LLC Full Holdings List — 2026 Q2
| 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 | 21.72% | 21.37% |
#1
Prev: #1
|
6.5 |
—
|
-1,079 | -2.7% |
P
S
|
38,830 | $29,079,581 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AGG
ISHARES CORE U....
|
ETF | 12.39% | 12.15% |
#2
Prev: #2
|
7.5 |
—
|
18,284 | 12.2% |
P
S
|
167,570 | $16,586,079 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HTRB
HARTFORD TOTAL ...
|
ETF | 10.00% | 9.70% |
#3
Prev: #3
|
7.0 |
—
|
45,991 | 13.1% |
P
S
|
396,778 | $13,385,307 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IWR
ISHARES RUSSELL...
|
ETF | 9.09% | 8.84% |
#4
Prev: #4
|
4.6 |
—
|
-613 | -0.6% |
P
S
|
110,233 | $12,160,905 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTV
VANGUARD MORNIN...
|
ETF | 8.37% | 8.32% |
#5
Prev: #5
|
4.3 |
—
|
-325 | -0.6% |
P
S
|
51,409 | $11,203,639 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTWO
VANGUARD RUSSEL...
|
ETF | 7.30% | 6.99% |
#6
1
Prev: #7
|
3.4 |
—
|
-4,680 | -5.5% |
P
S
|
80,454 | $9,768,725 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MUB
ISHARES NATIONA...
|
ETF | 6.33% | 7.08% |
#7
1
Prev: #6
|
3.0 |
—
|
-2,688 | -3.3% |
P
S
|
78,709 | $8,470,663 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HELO
JPMORGAN HEDGED...
|
ETF | 6.20% | 6.26% |
#8
Prev: #8
|
3.0 |
—
|
3,314 | 2.8% |
P
S
|
122,837 | $8,301,324 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPYG
STATE STREET SP...
|
ETF | 5.22% | 5.17% |
#9
Prev: #9
|
2.6 |
—
|
-5,653 | -8.8% |
P
S
|
58,737 | $6,989,062 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IXUS
ISHARES CORE MS...
|
ETF | 3.71% | 3.72% |
#10
Prev: #10
|
2.0 |
—
|
-316 | -0.6% |
P
S
|
52,080 | $4,970,504 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 1.82% | 1.86% |
#11
Prev: #11
|
2.7 |
—
|
2,524 | 5.5% |
P
S
|
48,067 | $2,431,229 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 1.22% | 1.17% |
#12
Prev: #12
|
1.0 |
—
|
-482 | -4.2% |
P
S
|
11,023 | $1,634,821 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MUNI
PIMCO INTERMEDI...
|
ETF | 1.01% | 0.93% |
#13
Prev: #13
|
2.4 |
—
|
4,092 | 18.9% |
P
S
|
25,758 | $1,354,871 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JPLD
JPMORGAN LIMITE...
|
ETF | 0.82% | 0.74% |
#14
Prev: #14
|
2.8 |
—
|
3,768 | 21.7% |
P
S
|
21,115 | $1,101,994 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
XYLD
GLOBAL X S&P 50...
|
ETF | 0.58% | 0.64% |
#15
Prev: #15
|
0.7 |
—
|
-640 | -3.2% |
P
S
|
19,184 | $782,515 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.48% | 0.47% |
#16
Prev: #16
|
1.2 |
—
|
no change | no change |
P
S
|
1,889 | $638,954 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
USRT
ISHARES CORE U....
|
ETF | 0.41% | 0.41% |
#17
2
Prev: #19
|
0.7 |
—
|
-208 | -2.5% |
P
S
|
8,238 | $547,415 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WWD
WOODWARD INC CO...
|
Industrials | 0.38% | 0.35% |
#18
5
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
1,204 | $512,230 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
EEM
ISHARES MSCI EM...
|
ETF | 0.38% | 0.35% |
#19
5
Prev: #24
|
0.7 |
—
|
-222 | -2.9% |
P
S
|
7,362 | $503,634 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HYMB
STATE STREET SP...
|
ETF | 0.36% | 0.39% |
#20
Prev: #20
|
0.6 |
—
|
-459 | -2.4% |
P
S
|
18,682 | $475,270 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
RLY
STATE STREET MU...
|
ETF | 0.35% | 0.42% |
#21
3
Prev: #18
|
0.6 |
—
|
-619 | -4.3% |
P
S
|
13,657 | $471,303 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.32% | 0.31% |
#22
3
Prev: #25
|
0.6 |
—
|
25 | 1.2% |
P
S
|
2,166 | $433,395 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CCOI
COGENT COMM HOL...
|
Communication Services | 0.27% | 0.46% |
#23
6
Prev: #17
|
0.6 |
—
|
-4,000 | -13.4% |
P
S
|
25,742 | $357,299 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SCHE
SCHWAB EMERGING...
|
ETF | 0.26% | 0.27% |
#24
3
Prev: #27
|
0.6 |
—
|
-329 | -3.3% |
P
S
|
9,642 | $349,619 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.25% | 0.27% |
#25
1
Prev: #26
|
0.6 |
—
|
9 | 1.0% |
P
S
|
910 | $339,448 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IWB
ISHARES RUSSELL...
|
ETF | 0.21% | 0.20% |
#26
4
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
684 | $280,098 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VGIT
VANGUARD INTERM...
|
ETF | 0.19% | 0.21% |
#27
1
Prev: #28
|
0.6 |
—
|
-92 | -2.1% |
P
S
|
4,251 | $250,724 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
USTB
VICTORYSHARES S...
|
ETF | 0.19% | 0.21% |
#28
1
Prev: #29
|
0.6 |
—
|
-108 | -2.2% |
P
S
|
4,905 | $248,291 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FPX
FIRST TRUST US ...
|
ETF | 0.17% | — |
#29
Prev: #—
|
3.6 |
—
|
1,095 | — |
NEW
|
1,095 | $225,767 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPYV
STATE STREET SP...
|
ETF | 0.00% | 0.36% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-7,815 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 0.00% | 0.37% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-777 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-31 of 31 holdings