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Home > Institutional Investor > Prairieview Wealth Partners, Llc > Profile

Instuitional Investor - Prairieview Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Prairieview Wealth Partners, Llc
Portfolio Value $133,854,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 38,830 $29,079,581 21.72%
2.
Ishares Trust
 IEF 167,570 $16,586,079 12.39%
3.
Hartford Total Return Bond Etf - ETF
 396,778 $13,385,307 10%
4.
Ishares Trust
 IEF 110,233 $12,160,905 9.09%
5.
Vanguard Morningstar Value Etf - ETF
 51,409 $11,203,639 8.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.