PRAIRIEVIEW WEALTH PARTNERS, LLC
Long book
$122.0M
Q1 2026
Positions
30
Top-10 weight
90%
concentration
Last quarter
+9.6%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsPRAIRIEVIEW WEALTH PARTNERS, LLC is a wealth-management firm allocating client money, running a $122.0M US long book across 30 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHARES CORE U.S. AGGREGATE, HARTFORD TTL RTRN BND ETF, ISHARES RUSSELL MID-CAP ETF, VANGUARD VALUE ETF.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.8%
Q2 2024
+6.6%
Q3 2024
+0.1%
Q4 2024
-2.5%
Q1 2025
+7.3%
Q2 2025
+6.0%
Q3 2025
+1.2%
Q4 2025
-1.5%
Q1 2026
+9.6%
Sector allocation
Technology 31%
Financials 25%
Communications 25%
Industrials 19%
Long book by quarter
What does PRAIRIEVIEW WEALTH own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 30 | $122.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 30 | $110.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 29 | $106.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 28 | $96.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 21 | $81.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 20 | $92.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 21, 2024 | 18 | $92.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 11, 2024 | 18 | $117.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 3, 2024 | 17 | $110.2M | canonical | SEC ↗ |