PRAIRIEVIEW WEALTH PARTNERS, LLC - Portfolio overview

PRAIRIEVIEW WEALTH PARTNERS, LLC has 31 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 21.33%
2. AGG - ISHARES CORE U.S. AGGREGATE BOND ETF, 12.13%
3. HTRB - HARTFORD TOTAL RETURN BOND ETF, 9.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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