Institutional Fund
Prairieview Wealth Partners, LLC
Frankfort, ILCIK 20111945 filings on record
Portfolio Value
$121.98M
Q1 2026
Holdings
30
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+10.7%
from $110.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr21.4%
- Ishares Tr12.1%
- Hartford Fds Exchange Traded9.7%
- Ishares Tr8.8%
- Vanguard Index Fds8.3%
- Ishares Tr7.1%
- Other32.5%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 39.9K | $26.07M | 21.4% | +377 | Added |
| 2 | Ishares Tr | 149.3K | $14.82M | 12.1% | +6.1K | Added |
| 3 | Hartford Fds Exchange Traded | 350.8K | $11.84M | 9.7% | +327.0K | Added |
| 4 | Ishares Tr | 110.8K | $10.78M | 8.8% | +1.9K | Added |
| 5 | Vanguard Index Fds | 51.7K | $10.15M | 8.3% | +595 | Added |
| 6 | Ishares Tr | 81.4K | $8.64M | 7.1% | −2.2K | Reduced |
| 7 | Vanguard Scottsdale Fds | 85.1K | $8.53M | 7.0% | +1.6K | Added |
| 8 | J P Morgan Exchange Traded F | 119.5K | $7.64M | 6.3% | +3.6K | Added |
| 9 | Spdr Series Trust | 64.4K | $6.30M | 5.2% | +247 | Added |
| 10 | Ishares Tr | 52.4K | $4.54M | 3.7% | +421 | Added |
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