Prime Capital Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$8.65B
Q ending 2026-03-31
Prior quarter
$8.21B
Q ending 2025-12-31
Change
+5.3% QoQ · +1.0% YoY
Positions
1,046
reported holdings
Largest positions
Top 100 of 1,046 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et | AGG | Shares | $365.3M | 3.7M |
| Vanguard Index Fds Total Stk Mkt | VTI | Shares | $347.7M | 1.1M |
| Ishares Tr Core S&P500 Etf | IVV | Shares | $305.0M | 467K |
| Ishares Tr Core S&P Ttl Stk | ITOT | Shares | $230.2M | 1.6M |
| Schwab Strategic Tr Us Lrg Cap Etf | SCHX | Shares | $228.2M | 8.9M |
| Apple Inc Com | AAPL | Shares | $198.0M | 780K |
| Nvidia Corporation Com | NVDA | Shares | $197.3M | 1.1M |
| Vanguard Intl Equity Index F Ftse | VGK | Shares | $158.9M | 1.9M |
| Vanguard Index Fds Value Etf | VTV | Shares | $132.8M | 677K |
| Vanguard Index Fds S&P 500 Etf Shs | VOO | Shares | $121.6M | 204K |
| Microsoft Corp Com | MSFT | Shares | $120.0M | 324K |
| Fidelity Covington Trust Enhanced | FESM | Shares | $118.3M | 3.1M |
| Invesco Qqq Tr Unit Ser 1 | QQQ | Shares | $118.0M | 204K |
| Schwab Strategic Tr Intl Eqty Etf | SCHF | Shares | $109.6M | 4.4M |
| Amazon Com Inc Com | AMZN | Shares | $107.0M | 514K |
| Vanguard Bd Index Fds Total Bnd Mr | BND | Shares | $103.4M | 1.4M |
| State Str Spdr S&P 500 Etf T Tr Un | SPY | Shares | $102.4M | 158K |
| Ishares Tr Core Msci Total | IXUS | Shares | $100.8M | 1.2M |
| Wisdomtree Tr Us Qtly Div Grt | DGRW | Shares | $94.8M | 1.1M |
| Vanguard Mun Bd Fds Tax Exempt Bd | VTEB | Shares | $94.6M | 1.9M |
| American Centy Etf Tr Us Large Cap | AVLV | Shares | $93.8M | 1.2M |
| Ishares Tr Sp Smcp600Vl Etf | IJS | Shares | $91.8M | 775K |
| Bondbloxx Etf Trust Bloomberg Ten | XTEN | Shares | $91.1M | 2.0M |
| Ishares Tr Msci Usa Qlt Fct | QUAL | Shares | $88.1M | 459K |
| Broadcom Inc Com | AVGO | Shares | $78.5M | 254K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $75.2M | 261K |
| Walmart Inc Com | WMT | Shares | $69.8M | 561K |
| Ishares Tr National Mun Etf | MUB | Shares | $68.6M | 646K |
| Vanguard World Fd Mega Grwth Ind | MGK | Shares | $68.0M | 185K |
| Vanguard Charlotte Fds Total Int B | BNDX | Shares | $66.0M | 1.4M |
| Vanguard Intl Equity Index F Ftse | VPL | Shares | $64.0M | 655K |
| Schwab Strategic Tr Us Lcap Gr Etf | SCHG | Shares | $63.6M | 2.2M |
| Ishares Inc Core Msci Emkt | IEMG | Shares | $62.7M | 898K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $61.1M | 128K |
| American Centy Etf Tr Avantis Emgm | AVEM | Shares | $60.9M | 756K |
| Schwab Strategic Tr Us Tips Etf | SCHP | Shares | $60.3M | 2.3M |
| Eli Lilly & Co Com | LLY | Shares | $59.9M | 65K |
| Schwab Strategic Tr Us Mid-Cap Etf | SCHM | Shares | $58.0M | 1.9M |
| Ishares Tr Core Msci Eafe | IEFA | Shares | $57.7M | 638K |
| Vanguard Scottsdale Fds Long Term | VGLT | Shares | $57.4M | 1.0M |
| Vanguard Bd Index Fds Short Trm Bo | BSV | Shares | $56.9M | 726K |
| Ishares Tr Msci Eafe Etf | EFA | Shares | $55.5M | 572K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $51.6M | 180K |
| Palmer Square Funds Tr Cr Opportun | PSQO | Shares | $48.9M | 2.4M |
| American Centy Etf Tr Us Sml Cp Va | AVUV | Shares | $48.5M | 439K |
| Exxon Mobil Corp Com | XOM | Shares | $47.8M | 282K |
| Meta Platforms Inc Cl A | META | Shares | $47.5M | 83K |
| Ishares Tr Cre U S Reit Etf | USRT | Shares | $45.8M | 774K |
| Costco Wholesale Corporation Com | COST | Shares | $45.6M | 46K |
| Pimco Etf Tr Multisector Bd | PYLD | Shares | $45.2M | 1.7M |
| Ishares Tr Core Intl Aggr | IAGG | Shares | $44.8M | 896K |
| J P Morgan Exchange Traded F Intl | JPIB | Shares | $44.3M | 927K |
| Jpmorgan Chase & Co Com | JPM | Shares | $42.5M | 144K |
| Vanguard Specialized Funds Div App | VIG | Shares | $41.9M | 195K |
| Ishares Tr Broad Usd High | USHY | Shares | $39.9M | 1.1M |
| Home Depot Inc Com | HD | Shares | $39.0M | 119K |
| Blackrock Etf Trust Ii Ishares Fle | BINC | Shares | $38.6M | 743K |
| Ge Vernova Inc Com | GEV | Shares | $38.5M | 44K |
| Chevron Corporation Com | CVX | Shares | $35.7M | 172K |
| Rtx Corporation Com | RTX | Shares | $35.2M | 182K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $33.2M | 227K |
| Ishares Tr Us Treas Bd Etf | GOVT | Shares | $32.5M | 1.4M |
| Tesla Inc Com | TSLA | Shares | $32.2M | 86K |
| Eaton Corp Plc Shs | Shares | $31.7M | 89K | |
| Ishares Tr 0-5 Yr Tips Etf | STIP | Shares | $31.3M | 303K |
| American Centy Etf Tr Intl Eqt Etf | AVDE | Shares | $31.1M | 366K |
| Netflix Inc. Com | NFLX | Shares | $31.1M | 323K |
| Vanguard Index Fds Real Estate Etf | VNQ | Shares | $31.0M | 350K |
| First Tr Exchng Traded Fd Vi Ft Ve | BUFD | Shares | $30.7M | 1.1M |
| Ishares Tr Ishs 1-5Yr Invs | IGSB | Shares | $29.9M | 569K |
| Ishares Tr Tips Bd Etf | TIP | Shares | $29.9M | 271K |
| Wisdomtree Tr Yield Enhancd Us | AGGY | Shares | $29.4M | 676K |
| Visa Inc Com Cl A | V | Shares | $29.1M | 96K |
| Dimensional Etf Trust Emgr Cre Eqt | DFAE | Shares | $28.8M | 851K |
| Abbvie Inc Com | ABBV | Shares | $28.6M | 132K |
| J P Morgan Exchange Traded F Equit | JEPI | Shares | $28.4M | 500K |
| Ishares Gold Tr Ishares New | IAU | Shares | $27.8M | 316K |
| Taiwan Semiconductor Manufac Spons | TSM | Shares | $27.3M | 81K |
| American Centy Etf Tr Intl Smcp Vl | AVDV | Shares | $26.1M | 262K |
| Advanced Micro Devices Inc Com | AMD | Shares | $24.8M | 122K |
| Procter & Gamble Co Com | PG | Shares | $23.8M | 165K |
| Spdr Series Trust State Street Spd | SPYG | Shares | $23.0M | 235K |
| Johnson & Johnson Com | JNJ | Shares | $22.7M | 93K |
| Ishares Tr Msci Usa Mmentm | MTUM | Shares | $22.6M | 94K |
| Fidelity Covington Trust Msci Info | FTEC | Shares | $22.0M | 106K |
| Caterpillar Inc Com | CAT | Shares | $21.0M | 30K |
| Ishares Tr S&P 500 Grwt Etf | IVW | Shares | $20.8M | 184K |
| Ishares Tr Rus 1000 Grw Etf | IWF | Shares | $20.6M | 48K |
| Schwab Strategic Tr Us Lcap Va Etf | SCHV | Shares | $20.1M | 660K |
| American Express Co Com | AXP | Shares | $19.8M | 65K |
| Ishares Tr Core Msci Euro | IEUR | Shares | $19.0M | 270K |
| J P Morgan Exchange Traded F Nasda | JEPQ | Shares | $18.7M | 337K |
| First Tr Exchng Traded Fd Vi Ft Ve | BUFR | Shares | $18.5M | 548K |
| Vanguard Index Fds Growth Etf | VUG | Shares | $18.1M | 41K |
| Vanguard Bd Index Fds Intermed Ter | BIV | Shares | $18.0M | 233K |
| Fidelity Merrimack Str Tr Total Bd | FBND | Shares | $17.9M | 392K |
| Uber Technologies Inc Com | UBER | Shares | $17.6M | 245K |
| Etf Ser Solutions Bahl & Gaynor In | BGIG | Shares | $17.5M | 527K |
| Wisdomtree Tr Us Sht Trm Corp | QSIG | Shares | $17.3M | 358K |
| American Centy Etf Tr Diversified | TAXF | Shares | $17.0M | 339K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.