Prairieview Wealth Partners, LLC
PrairieView Wealth Partners, LLC is an SEC-registered investment advisory firm headquartered in Orland Park, Illinois. Founded in Delaware and owned by Timothy Regan, the firm offers comprehensive financial planning and discretionary and non-discretionary investment advisory services, primarily to individuals and high net worth individuals, as well as to family offices, trusts, estates, and private foundations. PrairieView emphasizes a highly customized, client-centric planning approach and currently has around 5 employees.
Investment Strategy
PrairieView Wealth Partners provides personalized, long-term investment advisory services tailored to each client's goals, risk profile, and financial situation. The firm employs fundamental analysis using a variety of research sources and generally utilizes long-term investment strategies consistent with client objectives, occasionally engaging in short-term trading when appropriate for the client’s goals or changing fundamentals. Their process is distinguished by a comprehensive understanding of the client's entire financial picture, integrating financial planning, tax, retirement, estate, and risk needs into investment strategy recommendations.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 24.64% | $23.7M | 38,232 | $488.15 | $620.90 | +$2.7M |
A AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 13.90% | $13.4M | 134,971 | $100.59 | $99.20 | +$504.9K |
I IWR | ISHARES RUSSELL MIDCAP ETF | 9.69% | $9.3M | 101,499 | $80.45 | $91.97 | +$785.8K |
M MUB | ISHARES NATIONAL MUNI BOND ETF | 9.45% | $9.1M | 87,096 | $104.48 | $104.48 | +$9.1M |
V VTV | VANGUARD VALUE ETF | 8.65% | $8.3M | 47,126 | $150.65 | $176.74 | +$382.3K |