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CIK: 0001731446
Total reported value
$10.3B
$10.3B
936 檔
13.0%
During the Q2 2025 filing period, Prime Capital Investment Advisors, LLC (CIK: 0001731446) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.3B across 936 reported positions.
During Q2 2025, Prime Capital Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AGG, SCHX) accounted for 13.0% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 936 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.81% | -0.20% | -4.29% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.21% | -0.58% | +52.43% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.60% | -0.16% | -30.40% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.81% | -0.24% | -21.96% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | -0.08% | -18.85% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.18% | -0.14% | -22.59% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.20% | -21.98% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.13% | -0.22% | -4.78% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.92% | -0.11% | -34.64% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +3.34% | -23.38% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.68% | -0.14% | -27.10% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | -0.17% | -21.37% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.64% | -0.76% | -3.93% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.56% | -0.88% | +38.98% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | +0.07% | -24.50% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | -0.08% | -17.85% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | -0.09% | -18.21% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.40% | -1.08% | EXIT | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.30% | -0.03% | -12.58% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.29% | -0.13% | -1.42% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.25% | -0.17% | -7.94% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.16% | +0.13% | -12.32% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.13% | -0.06% | -3.47% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.13% | -0.09% | -30.28% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.05% | -14.31% | |
| 26 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.84% | +0.78% | -60.30% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.80% | -0.09% | -3.76% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.12% | -11.52% | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.78% | -0.03% | -2.90% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.77% | -0.02% | -30.47% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | +1.92% | -18.69% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.16% | -26.02% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.19% | -18.24% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.11% | -22.17% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.74% | -0.24% | -15.08% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.71% | -0.10% | -6.55% | |
| 37 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.70% | -0.65% | +3756.81% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.69% | -0.04% | -35.72% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.04% | -22.65% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.62% | -0.09% | -65.97% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.01% | -22.68% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.02% | -18.70% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.12% | -20.34% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.56% | -0.07% | +42.35% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.13% | -20.69% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.06% | -25.98% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.03% | -11.04% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.12% | -18.36% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.49% | -0.06% | -5.10% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.04% | -30.42% |
According to official SEC Form 13F filings, Prime Capital Investment Advisors, LLC reported a total U.S. public equity portfolio value of $10.3B across 936 disclosed positions in Q2 2025.
During Q2 2025, Prime Capital Investment Advisors, LLC's top holdings by market value included VTI (4.8%)、AGG (4.2%)、SCHX (3.6%). The largest single position, VTI, represented 4.8% of total portfolio value.
In Q2 2025, Prime Capital Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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