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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.
Latest 13F Filing Activity
Prairieview Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions with a total 13F market value of $96M. The fund increased holdings in Ishares National Muni Bond Etf, Ishares Core S&P 500 Etf, Ishares Core S&P Small Cap Etf among other positions. Prairieview Wealth Partners, LLC reduced exposure to Vanguard Tax-exempt Bond Etf, Vanguard Russell 2000 Etf, Ishares Short-term National Muni Bond Etf among others.
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 |
Industry Allocation
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