Q2 2026 13F · SEC CIK 1731446

Prime Capital Investment Advisors, LLC

Asset managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $10.3B
Reported positions: 1,067
Top holdings a year, 3 yrs: +16.6%
Assets under management: $39.1B

Prime Capital Investment Advisors, LLC is an asset manager that reported 1,067 positions worth $10.3B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 6.9%), Vanguard Index Fds (VTI, 3.8%), Ishares Tr (AGG, 3.6%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Prime Capital Investment Advisors, LLC holdings largest 50 of 1,067 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Prime Capital Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	6.9%	3.5%	945,895	+102.6%	$708.4M
VTIVanguard Index Fds	3.8%	4.0%	1,064,003	-1.8%	$393.7M
AGGIshares Tr	3.6%	4.2%	3,796,233	+3.2%	$375.8M
IEFAIshares Core Msci Eafe ETF	2.6%	0.7%	2,770,947	+334.5%	$267.6M
SCHXSchwab Stratgc Tr	2.5%	2.6%	8,704,919	-2.2%	$256.2M
ITOTIshares Total US Stock Market ETF	2.4%	2.7%	1,517,244	-6.1%	$249.2M
NVDANvidia Corporation Com	2.2%	2.3%	1,133,586	+0.2%	$226.8M
AVUSAvantis U.s. Equity ETF	2.2%	—	1,763,123	—	$225.8M
AAPLApple Inc	2.2%	2.3%	766,662	-1.7%	$221.8M
XTENBondbloxx ETF Trust	1.8%	1.1%	4,136,120	+108.2%	$188.5M
VGKVanguard Intl Equity Index F	1.6%	1.8%	1,888,476	-2.0%	$167.2M
QQQInvesco Qqq Tr	1.4%	1.4%	200,376	-2.0%	$147.6M
VTVVanguard Value ETF	1.4%	1.5%	661,224	-2.3%	$144.1M
FESMFidelity Covington Trust	1.4%	1.4%	2,890,540	-7.1%	$139.6M
IXUSIshares Core Msci Total International St	1.3%	1.2%	1,404,457	+20.7%	$134.0M
VOOVanguard S&p 500 ETF	1.2%	1.4%	185,817	-8.7%	$127.6M
MSFTMicrosoft Corp	1.2%	1.4%	330,356	+1.9%	$123.2M
SCHFSchwab Intl Equity	1.2%	1.3%	4,325,445	-2.4%	$119.8M
AMZNAmazon Com Inc Com	1.2%	1.2%	500,000	-2.7%	$119.2M
SPYSpdr S&p 500 ETF Tr	1.1%	1.2%	151,678	-3.7%	$113.3M
BNDVanguard Total Bond Market ETF	1.0%	1.2%	1,443,141	+2.8%	$105.9M
IJSIShares S&P Small Cap 600 Value	1.0%	1.1%	756,315	-2.4%	$103.4M
AVGOBroadcom Inc	1.0%	0.9%	262,087	+3.4%	$99.0M
VTEBVanguard Tx Ex Bd	1.0%	1.1%	1,951,599	+2.9%	$98.7M
QUALIshares Msci USA Quality Factor ETF	0.9%	1.0%	437,142	-4.9%	$95.9M
GOOGLAlphabet Inc	0.9%	0.9%	257,159	-1.6%	$91.9M
IUSBIshares Core Universal Usd Bond ETF	0.7%	—	1,657,922	—	$76.5M
LLYLilly Eli & Co	0.7%	0.7%	63,152	-3.1%	$75.7M
VPLVanguard Ftse Pacific ETF	0.7%	0.7%	635,287	-3.0%	$73.5M
IEMGIshares	0.7%	0.7%	882,776	-1.7%	$73.1M
IJHIshares Tr	0.7%	—	945,484	—	$72.9M
AVEMAmerican Centy ETF Tr	0.7%	0.7%	750,726	-0.7%	$72.4M
SCHGSchwab U.s. Large-Cap Growth ETF	0.7%	0.7%	2,128,665	-2.5%	$72.0M
MUBIshares National Muni Bond ETF	0.7%	0.8%	643,767	-0.3%	$69.3M
BNDXVanguard Charlotte Fds	0.7%	0.8%	1,423,682	+3.6%	$68.9M
GOOGAlphabet Inc	0.7%	0.6%	192,081	+6.8%	$67.9M
SCHMSchwab Strategic Tr	0.7%	0.7%	1,830,982	-2.3%	$67.5M
WMTWalmart Inc	0.6%	0.8%	562,568	+0.2%	$63.7M
SCHPSchwab Strategic Tr	0.6%	0.7%	2,323,341	+2.6%	$61.6M
EFAiShs MSCI EAFE	0.6%	0.6%	588,054	+2.9%	$61.1M
AMDAdvanced Micro Devices Inc	0.6%	—	104,944	—	$61.0M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	114,079	-10.6%	$57.1M
IAGGiShares International Aggregate Bond Fun	0.5%	—	1,088,753	—	$55.1M
AVUVAvantis US Small Cap Value ETF	0.5%	0.6%	436,592	-0.6%	$54.5M
GEVGe Vernova Inc	0.5%	—	44,889	—	$52.7M
USRTIshares Tr	0.5%	0.5%	773,229	-0.1%	$51.4M
MUMicron Technology Inc	0.5%	—	43,209	—	$49.9M
JPMJpmorgan Chase & Co	0.5%	—	151,129	—	$49.5M
PSQOPalmer Square Funds Tr Cr Oppor ETF	0.5%	0.6%	2,393,248	+0.3%	$49.5M
VIGVanguard Dividend Appreciation ETF	0.5%	—	196,082	—	$46.4M

What Prime Capital Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +8.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$10.3B	1,067
Q1 2026	$8.6B	1,024
Q4 2025	$8.2B	1,003
Q3 2025	$8.0B	985
Q2 2025	$7.5B	936
Q1 2025	$8.6B	1,044
Q4 2024	$6.9B	920
Q3 2024	$7.0B	909
Q2 2024	$6.7B	911
Q1 2024	$7.2B	992
Q4 2023	$6.6B	947
Q3 2023	$4.9B	752

Questions about Prime Capital Investment Advisors, LLC's portfolio

What stocks does Prime Capital Investment Advisors, LLC own?

Prime Capital Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 1,067 positions worth $10.3B. The largest are Ishares Core S&p 500 ETF (IVV) at 6.9%, Vanguard Index Fds (VTI) at 3.8%, Ishares Tr (AGG) at 3.6%, Ishares Core Msci Eafe ETF (IEFA) at 2.6% and Schwab Stratgc Tr (SCHX) at 2.5%.

What did Prime Capital Investment Advisors, LLC buy last quarter?

In Q2 2026, Prime Capital Investment Advisors, LLC added Ishares Core Msci Eafe ETF (IEFA) (+334.5% shares), Bondbloxx ETF Trust (XTEN) (+108.2% shares) and Ishares Core S&p 500 ETF (IVV) (+102.6% shares), compared with its Q1 2026 filing.

What did Prime Capital Investment Advisors, LLC sell last quarter?

In Q2 2026, Prime Capital Investment Advisors, LLC cut from its top 50 WisdomTree US Quality Dividend Gr ETF To (DGRW), cut from its top 50 American Centy Tr ETF Avantis U S Large (AVLV), cut from its top 50 Vanguard World Fd (MGK), cut from its top 50 Vanguard Long-Term Treasury ETF Total (VGLT), cut from its top 50 Vanguard Bd Index Fds Vanguard Short Ter (BSV), Berkshire Hathaway Inc Del (BRK-B) (-10.6% shares), Vanguard S&p 500 ETF (VOO) (-8.7% shares) and Fidelity Covington Trust (FESM) (-7.1% shares), compared with its Q1 2026 filing.

How has Prime Capital Investment Advisors, LLC's portfolio performed?

A portfolio copying Prime Capital Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%. Over 5 years: +8.5% a year against +11.6%.

When is Prime Capital Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Prime Capital Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Prime Capital Investment Advisors, LLC manage?

Prime Capital Investment Advisors, LLC reported $39.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $10.3B.