We are live on ! Find out more
PWP

PrairieView Wealth Partners Portfolio holdings

AUM $122M
1-Year Est. Return 11.76%
This Fund
S&P 500
This Quarter Est. Return
+1.16%
1 Year Est. Return
+11.76%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$110M
AUM Growth
+$3.79M
Cap. Flow
+$3.02M
Cap. Flow %
2.74%
Top 10 Hldgs %
90.59%
Holding
30
New
1
Increased
11
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$766K
2
VTV icon
Vanguard Value ETF
VTV
+$500K
3
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$446K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$435K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$402K

Top Sells

Rank Stock Value
1
CCOI icon
Cogent Communications
CCOI
+$590K
2
MUB icon
iShares National Muni Bond ETF
MUB
+$207K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.9K
4
MSFT icon
Microsoft
MSFT
+$16.5K
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$7.4K

Sector Composition

Rank Sector Weight
1 Technology 0.76%
2 Communication Services 0.68%
3 Financials 0.63%
4 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHE icon
26
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$328K 0.3%
10,024
-119
-1% -$3.97K
VGIT icon
27
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$322K 0.29%
5,367
– –
USTB icon
28
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.29B
$319K 0.29%
6,279
– –
IWB icon
29
iShares Russell 1000 ETF
IWB
$47.1B
$255K 0.23%
684
-8
-1% -$2.96K
SPYM
30
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$227K 0.21%
2,834
+46
+2% +$3.66K
1
2

Similar funds

MFC
Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $122M AUM 8.39% 1-Year Est. Return
VAM
Valliance Asset Management Central, Hong Kong $122M AUM 362.1% 1-Year Est. Return
KAM
Karani Asset Management New York $122M AUM 30.61% 1-Year Est. Return
SO
Sierra Ocean Ripon, California $122M AUM 16.19% 1-Year Est. Return
GAFA
Garton & Associates Financial Advisors Louisville, Kentucky $122M AUM
SG
Sankala Group Lyons, Colorado $122M AUM
AA
ArborFi Advisors Ann Arbor, Michigan $122M AUM 14.67% 1-Year Est. Return

PrairieView Wealth Partners's Q4 2025 Portfolio in Review

As of Q4 2025, PrairieView Wealth Partners held 30 positions worth $110M, up 3.6% from $106M the previous quarter. Its ten largest holdings account for 91% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 3.3%. PrairieView Wealth Partners opened 1 new position and made no exits, leaving the 30-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.76% of assets, down from 0.83% a quarter earlier, followed by Communication Services and Financials.

  • PrairieView Wealth Partners's largest Q4 2025 buy was JPMorgan Limited Duration Bond ETF: 8,508 shares worth $445K.
  • PrairieView Wealth Partners added most to Vanguard Tax-Exempt Bond Index Fund in Q4 2025, an estimated $766K increase.
  • PrairieView Wealth Partners's biggest Q4 2025 reduction was Cogent Communications, cutting an estimated $590K.
  • PrairieView Wealth Partners's ten largest holdings make up 91% of its $110M portfolio in Q4 2025.
  • PrairieView Wealth Partners opened 1 new position and closed 0 in Q4 2025.
  • PrairieView Wealth Partners's portfolio value rose 3.6% quarter-over-quarter to $110M.

Based on PrairieView Wealth Partners's 13F filing for Q4 2025, filed 5 Feb 2026.