Prairieview Wealth Partners, LLC holds a concentrated book of 29 reported positions worth $133.9M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened First Trust US Equity Opport and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 22% of the reported non-option book. Cloning the disclosed picks since 2024 would be +23% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Prairieview Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 5.3 points over this window.
Growth of $10,000 cloning Prairieview Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Prairieview Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 4 / 29 | $4.4B |
| Swiss Re Ltd | 4 / 29 | $999.7M |
| Palidye Holdings (Caymans) Ltd | 2 / 29 | $410.9M |
| Vestwell Advisors, LLC | 4 / 29 | $280.8M |
| Potomac Fund Management Inc | 6 / 29 | $2.7B |
| Agave Capital Management Ltd | 3 / 29 | $612.3M |
| International City Management Association Retirement Corp | 3 / 29 | $144.7M |
| Alternative Investment Advisors, LLC. | 3 / 29 | $160.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Prairieview Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P 500 ETF ETF | $29.1M | 38.8K | 21.7% | ▼−2.7% Reduced · −1K sh | |
| 2 | Ishares Core U.S. Aggregate Bond ETF ETF | $16.6M | 167.6K | 12.4% | ▲+12% Added · +18K sh | |
| 3 | Hartford Total Return Bond ETF ETF | $13.4M | 396.8K | 10.0% | ▲+13% Added · +46K sh | |
| 4 | Ishares Russell Midcap ETF ETF | $12.2M | 110.2K | 9.1% | ▼−0.6% Reduced · −613 sh | |
| 5 | Vanguard Morningstar Value ETF ETF | $11.2M | 51.4K | 8.4% | ▼−0.6% Reduced · −325 sh | |
| 6 | Vanguard Russell 2000 ETF ETF | $9.8M | 80.5K | 7.3% | ▼−5.5% Reduced · −5K sh | |
| 7 | Ishares National Muni Bond ETF ETF | $8.5M | 78.7K | 6.3% | ▼−3.3% Reduced · −3K sh | |
| 8 | JPMorgan Hedged Equity Laddered Overlay ETF ETF | $8.3M | 122.8K | 6.2% | ▲+2.8% Added · +3K sh | |
| 9 | State Street SPDR Portfolio S&P 500 Growth ETF ETF | $7.0M | 58.7K | 5.2% | ▼−8.8% Reduced · −6K sh | |
| 10 | Ishares Core Msci Total International Stock ETF ETF | $5.0M | 52.1K | 3.7% | ▼−0.6% Reduced · −316 sh | |
| 11 | Vanguard Tax-Exempt Bond ETF ETF | $2.4M | 48.1K | 1.8% | ▲+5.5% Added · +3K sh | |
| 12 | Ishares Core S&P Small Cap ETF ETF | $1.6M | 11.0K | 1.2% | ▼−4.2% Reduced · −482 sh | |
| 13 | Pimco Intermediate Municipal Bond Active Exchange-Traded Fund ETF | $1.4M | 25.8K | 1.0% | ▲+19% Added · +4K sh | |
| 14 | JPMorgan Limited Duration Bond ETF ETF | $1.1M | 21.1K | 0.8% | ▲+22% Added · +4K sh | |
| 15 | Global X S&P 500 Covered Call ETF ETF | $783K | 19.2K | 0.6% | ▼−3.2% Reduced · −640 sh | |
| 16 | American Express Co Com Stock | $639K | 1.9K | 0.5% | —Held | |
| 17 | Ishares Core U.S. REIT ETF ETF | $547K | 8.2K | 0.4% | ▼−2.5% Reduced · −208 sh | |
| 18 | Woodward Inc Com Stock | $512K | 1.2K | 0.4% | —Held | |
| 19 | Ishares Msci Emerging Markets ETF ETF | $504K | 7.4K | 0.4% | ▼−2.9% Reduced · −222 sh | |
| 20 | State Street SPDR Nuveen Ice High Yield Municipal Bond ETF ETF | $475K | 18.7K | 0.4% | ▼−2.4% Reduced · −459 sh | |
| 21 | State Street Multi-Asset Real Return ETF ETF | $471K | 13.7K | 0.4% | ▼−4.3% Reduced · −619 sh | |
| 22 | Nvidia Corporation Com Stock | $433K | 2.2K | 0.3% | ▲+1.2% Added · +25 sh | |
| 23 | Cogent Comm Holdings Inc Com New Stock | $357K | 25.7K | 0.3% | ▼−13% Reduced · −4K sh | |
| 24 | Schwab Emerging Markets Equity ETF ETF | $350K | 9.6K | 0.3% | ▼−3.3% Reduced · −329 sh | |
| 25 | Microsoft Corp Com Stock | $339K | 910 | 0.3% | ▲+1.0% Added · +9 sh | |
| 26 | Ishares Russell 1000 ETF ETF | $280K | 684 | 0.2% | —Held | |
| 27 | Vanguard Intermediate-Term Treasury ETF ETF | $251K | 4.3K | 0.2% | ▼−2.1% Reduced · −92 sh | |
| 28 | Victoryshares Short-Term Bond ETF ETF | $248K | 4.9K | 0.2% | ▼−2.1% Reduced · −108 sh | |
| 29 | First Trust US Equity Opportunities ETF ETF | $226K | 1.1K | 0.2% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011194/holdings"
Use Arkolith to show PRAIRIEVIEW WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 36d | 29 | $133.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 30 | $122.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 30 | $110.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 29 | $106.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 28 | $96.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 39d | 21 | $81.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 20 | $92.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 18 | $92.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.