Sign In
test

Michelle McCarthy

Prairieview Wealth Partners, Llc

Assets Managed
$121.983M
Holdings
30
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
10.67%(2Q avg: 7.11%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Prairieview Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Prairieview Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 121.983M in assets, with a quarterly growth rate of 10.67% and a 2-quarter average growth rate of 7.11%. The portfolio is managed by Michelle McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.96%
21.38%
$26.069M
39,909 shares@ $653.21 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 4.27%
12.15%
$14.82M
149,286 shares@ $99.27 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 1373.03%
9.71%
$11.836M
350,787 shares@ $33.74 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 1.71%
8.84%
$10.778M
110,846 shares@ $97.24 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.17%
8.33%
$10.15M
51,734 shares@ $196.21 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -2.65%
7.09%
$8.64M
81,397 shares@ $106.16 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Increased 1.98%
7%
$8.528M
85,134 shares@ $100.18 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 3.13%
6.27%
$7.639M
119,523 shares@ $63.92 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.39%
5.17%
$6.304M
64,390 shares@ $97.92 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 0.82%
3.73%
$4.54M
52,396 shares@ $86.64 avg price

1-10 of 30