PRAIRIEVIEW WEALTH PARTNERS, LLC

Fund of Funds • Multi-Strategy

PRAIRIEVIEW WEALTH PARTNERS, LLC is a Fund of Funds specializing in Multi-Strategy based in Kansas City, MO led by Andrew Simon Klocke, reporting $6.7B in AUM as of Q3 2025 with 96% ETF concentration, 90% concentrated in top 10 holdings, and 25% allocation to IVV.

PresidentAndrew Simon Klocke

Portfolio Value: $106.4M
Positions: 29
Top Holding: IVV at 24.64%
Last Reported: Q3 2025

Address4900 Main Street, Suite 700, Kansas City, MO, 64112, United States

Top Holdings

Largest long holdings in PRAIRIEVIEW WEALTH PARTNERS, LLC's portfolio (90.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$26.2M	24.64%	+$643.9K Bought	— 39.2K shares	Q4 2023 Held for 2 years
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$14.0M	13.11%	+$425.4K Bought	— 139.2K shares	Q4 2023 Held for 2 years
3 iShares Russell Mid-Cap ETF IWR	ETF ETF	$10.1M	9.47%	+$285.5K Bought	— 104.5K shares	Q4 2023 Held for 2 years
4 iShares National Muni Bond MUB	ETF ETF	$9.1M	8.56%	-$164.0K Sold	— 85.6K shares	Q2 2025 Held for 6 months
5 Vanguard Value VTV	ETF ETF	$9.0M	8.49%	+$252.9K Bought	— 48.5K shares	Q4 2023 Held for 2 years
6 Vanguard Russell 2000 ETF VTWO	ETF ETF	$7.9M	7.42%	+$310.3K Bought	— 80.7K shares	Q4 2023 Held for 2 years
7 JPMorgan Hedged Equity Laddered Overlay HELO	ETF ETF	$7.1M	6.70%	+$270.7K Bought	— 109.8K shares	Q3 2024 Held for 1y 3m
8 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$6.5M	6.12%	+$80.9K Bought	— 62.3K shares	Q4 2023 Held for 2 years
9 iShares Core MSCI Total International Stock IXUS	ETF ETF	$4.1M	3.82%	+$204.9K Bought	— 49.2K shares	Q4 2023 Held for 2 years
10 Cogent Communications Holdings CCOI	Telecommunications Services Communication Services	$2.1M	1.97%	+$1.7M Bought	0.11% 54.7K shares	Q4 2023 Held for 2 years

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PRAIRIEVIEW WEALTH PARTNERS, LLC's latest filing

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Market Value

$106.4M

Prior: $96.3M

Q/Q Change

+10.49%

+$10.1M

Net Flows % of MV

+4.28%

Turnover Ratio

2.45%

New Purchases

0 stocks

Added To

13 stocks

+$4.8M

Sold Out Of

0 stocks

Reduced Holdings

12 stocks

-$218.4K

Increased Positions

Position	Shares Δ	Change
1 Cogent Communications Holdings CCOI	+374.29%	11.5K → 54.7K +$1.7M
2 Vanguard Tax-Exempt Bond Index Fund VTEB	+107.79%	11.9K → 24.7K +$641.5K
3 iShares Core MSCI Total International Stock IXUS	+5.31%	46.7K → 49.2K +$204.9K
4 Vanguard Russell 2000 ETF VTWO	+4.09%	77.5K → 80.7K +$310.3K
5 JPMorgan Hedged Equity Laddered Overlay HELO	+3.94%	105.6K → 109.8K +$270.7K

Decreased Positions

Position	Shares Δ	Change
1 iShares National Muni Bond MUB	-1.77%	87.1K → 85.6K −$164.0K
2 iShares Core S&P Small-Cap ETF IJR	-1.71%	12.1K → 11.9K −$24.7K
3 SPDR Nuveen Bloomberg High Yield Municipal Bond HYMB	-1.29%	19.5K → 19.3K −$6.3K
4 Schwab Emerging Markets Equity SCHE	-0.91%	10.2K → 10.1K −$3.1K
5 iShares MSCI Emerging Markets EEM	-0.83%	7.8K → 7.7K −$3.5K