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PRAIRIEVIEW WEALTH PARTNERS, LLC

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13F filer, CIK 2011194, FRANKFORT, IL

PRAIRIEVIEW WEALTH PARTNERS, LLC reported $81,806,125 across 21 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-09. Its ten largest share positions make up 95.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765380-25-000203

Period
2025-03-31
Reported value
$81.8M
Holdings
21
Top 10 weight
95.64%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+2,733$1.54M
MRSHnew+833$203K
HELOadded+3,360$201K
QQQadded+58$27.2K
SPYVadded+512$26.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWRreduced-45,204-$3.85M
AGGreduced-37,931-$3.75M
VTVreduced-6,951-$1.2M
SPYGreduced-9,259-$744K
VTWOreduced-3,351-$270K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001765380-25-000203, largest first. % of portfolio is the value over $81,806,125, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,068 shares; 2024Q4: 34,666 shares; 2025Q1: 37,399 shares 37,399$21M25.69%+2,733Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,605 shares; 2024Q4: 168,180 shares; 2025Q1: 130,249 shares 130,249$12.9M15.75%-37,931Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,293 shares; 2024Q4: 145,698 shares; 2025Q1: 100,494 shares 100,494$8.55M10.45%-45,204Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,292 shares; 2024Q4: 52,955 shares; 2025Q1: 46,004 shares 46,004$7.95M9.71%-6,951Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,858 shares; 2024Q4: 92,336 shares; 2025Q1: 88,985 shares 88,985$7.18M8.77%-3,351Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,905 shares; 2024Q4: 111,709 shares; 2025Q1: 115,069 shares 115,069$6.87M8.39%+3,360Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,582 shares; 2024Q4: 102,071 shares; 2025Q1: 102,322 shares 102,322$5.08M6.21%+251Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,672 shares; 2024Q4: 69,870 shares; 2025Q1: 60,611 shares 60,611$4.87M5.95%-9,259Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,327 shares; 2024Q4: 47,493 shares; 2025Q1: 45,413 shares 45,413$3.17M3.88%-2,080Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 10,742 shares; 2025Q1: 11,142 shares 11,142$683K0.84%+400Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,889 shares 1,889$508K0.62%+71Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 943 shares 943$442K0.54%+58Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,367 shares; 2025Q1: 7,879 shares 7,879$402K0.49%+512Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 931 shares; 2025Q1: 931 shares 931$349K0.43%0Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 6,479 shares; 2025Q1: 5,376 shares 5,376$319K0.39%-1,103Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 7,861 shares; 2025Q1: 6,292 shares 6,292$319K0.39%-1,569Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 2,904 shares; 2025Q1: 2,902 shares 2,902$306K0.37%-2Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,733 shares; 2025Q1: 4,036 shares 4,036$265K0.32%+303Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares 2,130$231K0.28%0Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares 1,204$220K0.27%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: not reported; 2025Q1: 833 shares 833$203K0.25%newTimeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001765380-25-000203 base2025-05-09acceptance time not in the bulk data set