Portfolio (Quarterly) Guide ↗

PRAIRIEVIEW WEALTH PARTNERS, LLC

· CIK 0002011194

13F Portfolio $122M AUM 30 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 11 Added 10 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	IVV	ISHARES CORE S&P 500 ETF	—	39,909.0	$26.1M	21.37%	+377.0	+0.9%	$653.20	+13.0%
2	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	—	149,286.0	$14.8M	12.15%	+6K	+4.3%	$99.27	-1.6%
3	HTRB	HARTFORD TOTAL RETURN BOND ETF	—	350,787.0	$11.8M	9.70%	+327K	+1373.0%	$33.74	-1.2%
4	IWR	ISHARES RUSSELL MIDCAP ETF	—	110,846.0	$10.8M	8.84%	+2K	+1.7%	$97.23	+5.6%
5	VTV	VANGUARD VALUE ETF	—	51,734.0	$10.2M	8.32%	+595.0	+1.2%	$196.20	+5.1%
6	VTWO	VANGUARD RUSSELL 2000 ETF	—	85,134.0	$8.5M	6.99%	+2K	+2.0%	$100.17	+10.1%
7	HELO	JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	—	119,523.0	$7.6M	6.26%	+4K	+3.1%	$63.91	+5.9%
8	IXUS	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	—	52,396.0	$4.5M	3.72%	+421.0	+0.8%	$86.64	+7.3%
9	VTEB	VANGUARD TAX-EXEMPT BOND ETF	—	45,543.0	$2.3M	1.86%	+6K	+14.1%	$49.89	-0.4%
10	JPLD	JPMORGAN LIMITED DURATION BOND ETF	—	17,347.0	$905K	0.74%	+9K	+103.9%	$52.19	-0.3%
11	SPYV	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	—	7,815.0	$442K	0.36%	+350.0	+4.7%	$56.58	+5.8%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 37.5%

Technology 26.0%

Communication Services 20.6%

Industrials 15.9%