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The Analysis of PRAIRIEVIEW WEALTH PARTNERS, LLC's Holdings & P&L

Currently, PRAIRIEVIEW WEALTH PARTNERS, LLC holds 29 types of securities in its portfolio with a total value $133.9M. In the most recent quarter, they have increased their positions in N/A (+18.3K shares, valued at $1.8M), HTRB (+46.0K shares, valued at $1.6M), FPX (+1.1K shares, valued at $225.8K); decreased their positions in N/A (-1.1K shares, valued at $808.1K), SPYG (-5.7K shares, valued at $672.6K), N/A (-4.7K shares, valued at $568.2K); initiated new positions in FPX (+1.1K shares, valued at $225.8K).

1M P&L

-2.0M-2.60%

3M P&L

-1.4M-1.73%

HY P&L

+3.4M+4.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A76.1M

97.1%

2Credit Services639.0K

0.8%

3Aerospace & Defense512.2K

0.7%

Top Industries by Stock Count

1N/A21 stocks

80.8%

2Credit Services1 stocks

3.8%

3Aerospace & Defense1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF38.8K shares-2.70%2026-06-302026-08-05

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF167.6K shares12.25%2026-06-302026-08-05

HTRB HARTFORD TOTAL RETURN BOND ETF396.8K shares13.11%2026-06-302026-08-05

IWR ISHARES RUSSELL MIDCAP ETF110.2K shares-0.55%2026-06-302026-08-05

VTV VANGUARD MORNINGSTAR VALUE ETF51.4K shares-0.63%2026-06-302026-08-05

VANGUARD RUSSELL 2000 ETF VANGUARD RUSSELL 2000 ETF80.5K shares-5.50%2026-06-302026-08-05

MUB ISHARES NATIONAL MUNI BOND ETF78.7K shares-3.30%2026-06-302026-08-05

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF122.8K shares2.77%2026-06-302026-08-05

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SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF58.7K shares-8.78%2026-06-302026-08-05

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF52.1K shares-0.60%2026-06-302026-08-05

VTEB VANGUARD TAX-EXEMPT BOND ETF48.1K shares5.54%2026-06-302026-08-05

IJR ISHARES CORE S&P SMALL CAP ETF11.0K shares-4.19%2026-06-302026-08-05

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND25.8K shares18.89%2026-06-302026-08-05

JPLD JPMORGAN LIMITED DURATION BOND ETF21.1K shares21.72%2026-06-302026-08-05

XYLD GLOBAL X S&P 500 COVERED CALL ETF19.2K shares-3.23%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO COM1.9K shares0.00%2026-06-302026-08-05

Sponsored

USRT ISHARES CORE U.S. REIT ETF8.2K shares-2.46%2026-06-302026-08-05

WWD WOODWARD INC COM1.2K shares0.00%2026-06-302026-08-05

EEM ISHARES MSCI EMERGING MARKETS ETF7.4K shares-2.93%2026-06-302026-08-05

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF18.7K shares-2.40%2026-06-302026-08-05

RLY STATE STREET MULTI-ASSET REAL RETURN ETF13.7K shares-4.34%2026-06-302026-08-05

NVDA NVIDIA CORPORATION COM2.2K shares1.17%2026-06-302026-08-05

CCOI COGENT COMM HOLDINGS INC COM NEW25.7K shares-13.45%2026-06-302026-08-05

SCHE SCHWAB EMERGING MARKETS EQUITY ETF9.6K shares-3.30%2026-06-302026-08-05

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MSFT MICROSOFT CORP COM910 shares1.00%2026-06-302026-08-05

IWB ISHARES RUSSELL 1000 ETF684 shares0.00%2026-06-302026-08-05

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF4.3K shares-2.12%2026-06-302026-08-05

USTB VICTORYSHARES SHORT-TERM BOND ETF4.9K shares-2.15%2026-06-302026-08-05

FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF1.1K sharesnew addition2026-06-302026-08-05

ISHARES CORE S&P 500 ETF

-2.70%

Shares38.8K

Event2026-06-30

Filed2026-08-05

ISHARES CORE U.S. AGGREGATE BOND ETF

12.25%

Shares167.6K

Event2026-06-30

Filed2026-08-05

HTRB

HARTFORD TOTAL RETURN BOND ETF

13.11%

Shares396.8K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES RUSSELL MIDCAP ETF

-0.55%

Shares110.2K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD MORNINGSTAR VALUE ETF

-0.63%

Shares51.4K

Event2026-06-30

Filed2026-08-05

VANGUARD RUSSELL 2000 ETF

-5.50%

Shares80.5K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES NATIONAL MUNI BOND ETF

-3.30%

Shares78.7K

Event2026-06-30

Filed2026-08-05

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

2.77%

Shares122.8K

Event2026-06-30

Filed2026-08-05

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

-8.78%

Shares58.7K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-0.60%

Shares52.1K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD TAX-EXEMPT BOND ETF

5.54%

Shares48.1K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES CORE S&P SMALL CAP ETF

-4.19%

Shares11.0K

Event2026-06-30

Filed2026-08-05

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

18.89%

Shares25.8K

Event2026-06-30

Filed2026-08-05

JPLD

JPMORGAN LIMITED DURATION BOND ETF

21.72%

Shares21.1K

Event2026-06-30

Filed2026-08-05

XYLD

GLOBAL X S&P 500 COVERED CALL ETF

-3.23%

Shares19.2K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

USRT

ISHARES CORE U.S. REIT ETF

-2.46%

Shares8.2K

Event2026-06-30

Filed2026-08-05

WWD

WOODWARD INC COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES MSCI EMERGING MARKETS ETF

-2.93%

Shares7.4K

Event2026-06-30

Filed2026-08-05

HYMB

STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF

-2.40%

Shares18.7K

Event2026-06-30

Filed2026-08-05

RLY

STATE STREET MULTI-ASSET REAL RETURN ETF

-4.34%

Shares13.7K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION COM

1.17%

Shares2.2K

Event2026-06-30

Filed2026-08-05

CCOI

COGENT COMM HOLDINGS INC COM NEW

-13.45%

Shares25.7K

Event2026-06-30

Filed2026-08-05

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

-3.30%

Shares9.6K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP COM

1.00%

Shares910

Event2026-06-30

Filed2026-08-05

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares684

Event2026-06-30

Filed2026-08-05

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

-2.12%

Shares4.3K

Event2026-06-30

Filed2026-08-05

USTB

VICTORYSHARES SHORT-TERM BOND ETF

-2.15%

Shares4.9K

Event2026-06-30

Filed2026-08-05

FPX

FIRST TRUST US EQUITY OPPORTUNITIES ETF

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available