Prime Capital Investment Advisors, LLC — Q3 2025 13F Holdings

Name: Prime Capital Investment Advisors, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001731446

Total reported value

$8.6B

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Full holdings list this quarter

Showing top 200 holdings (of 985 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	4.86%	-0.53%	-1.04%
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	4.30%	-1.75%	+6.68%
3	SCHX	Schwab US Large-cap ETF	ETF-Other	3.37%	-0.64%	-8.19%
4	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.85%	—	-0.38%
5	NVDA	Nvidia CORP	Stock-Tech	2.67%	-0.27%	-1.71%
6	AAPL	Apple INC	Stock-Tech	2.62%	-0.37%	+2.28%
7	VGK	Vanguard Ftse Europe ETF	ETF-Other	2.12%	-0.24%	+1.38%
8	MSFT	Microsoft CORP	Stock-Tech	2.11%	-0.56%	-0.18%
9	SCHF	Schwab Intl Equity ETF	ETF-Other	1.87%	-0.44%	-2.61%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.79%	+1.56%	-3.06%
11	VTV	Vanguard Value ETF	ETF-Other	1.69%	—	+0.68%
12	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.66%	—	-1.17%
13	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.59%	—	-0.76%
14	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	1.56%	-0.57%	-0.54%
15	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	1.52%	—	-10.60%
16	AMZN	Amazon.com INC	Stock-Consumer Disc	1.45%	-0.25%	+0.22%
17	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	1.40%	—	-0.12%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.35%	—	-13.64%
19	AVUV	Avantis US Small Cap Value	ETF-Small Cap	1.32%	-0.34%	-2.06%
20	IXUS	Ishares Core Intl Stock ETF	ETF-Other	1.22%	—	+4.30%
21	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.22%	—	-2.46%
22	BND	Vanguard Total Bond Market	ETF-Other	1.20%	—	+0.89%
23	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	1.16%	—	-2.56%
24	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.13%	—	-0.46%
25	AVGO	Broadcom INC	Stock-Tech	1.10%	-0.21%	-2.17%
26	XTEN	Bondbloxx Bbg 10y US Tsy ETF	ETF-Other	0.84%	+0.22%	+4.44%
27	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.82%	-0.16%	+3.88%
28	MUB	Ishares National Muni Bond E	ETF-Other	0.78%	—	+4.11%
29	VPL	Vanguard Ftse Pacific ETF	ETF-Other	0.78%	—	-1.17%
30	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.78%	—	+5.23%
31	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.77%	—	+2.03%
32	WMT	Walmart INC	Stock-Consumer Staples	0.76%	—	+1.25%
33	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.76%	—	+1.42%
34	META	Meta Platforms Inc-class A	Stock-Comm Services	0.76%	-0.13%	+9.86%
35	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	0.75%	—	+11.72%
36	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.74%	—	+6.03%
37	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.73%	+0.07%	-4.78%
38	SCHP	Schwab U.s. Tips ETF	ETF-Other	0.70%	—	+2.30%
39	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.66%	-0.21%	-2.06%
40	LLY	Eli Lilly & Co	Stock-Healthcare	0.66%	-0.24%	+7.44%
41	SCHG	Schwab US Large-cap Growth	ETF-Other	0.64%	+0.13%	-10.23%
42	HD	Home Depot INC	Stock-Consumer Disc	0.60%	—	+4.82%
43	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.60%	-0.14%	-4.37%
44	JPM	Jpmorgan Chase & Co	Stock-Financials	0.58%	—	-9.51%
45	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.55%	—	-6.54%
46	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.53%	—	+2.07%
47	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.50%	—	+0.10%
48	USHY	Ishares Broad Usd High Yield	ETF-High Yield	0.48%	—	+1.21%
49	TSLA	Tesla INC	Stock-Consumer Disc	0.45%	—	+5.51%
50	XOM	Exxon Mobil CORP	Stock-Energy	0.43%	+0.12%	+4.52%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Prime Capital Investment Advisors, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AGG	Ishares Core U.s. Aggregate	+1.9%	+6.68%	Add
2	NVDA	Nvidia CORP	+0.9%	-1.71%	Trim
3	VTI	Vanguard Total Stock Mkt ETF	+0.9%	-1.04%	Trim
4	VGLT	Vanguard Long-term Treasury	+0.7%	+11.72%	Add
5	DGRW	Wisdomtree U.s. Quality Divi	+0.6%	-0.54%	Add
6	AVGO	Broadcom INC	+0.5%	-2.17%	Trim
7	VGK	Vanguard Ftse Europe ETF	+0.3%	+1.38%	Trim
8	PLTR	Palantir Technologies Inc-a	+0.3%	-4.37%	Trim
9	GOOGL	Alphabet Inc-cl A	+0.2%	+3.88%	Trim
10	RDVI	Ft Vest Rising Dividend Achi	+0.2%	+4.65%	Add
11	GEV	GE Vernova INC	+0.2%	+7.32%	Add
12	TSLA	Tesla INC	+0.2%	+5.51%	Trim
13	SNPS	Synopsys INC	+0.2%	+2574.20%	Add
14	ITOT	Ishares Core S&p Total U.s.	0%	-0.38%	Trim
15	AAPL	Apple INC	-0.1%	+2.28%	Trim
16	IVV	Ishares Core S&p 500 ETF	-0.1%	-3.06%	Trim
17	PG	Procter & Gamble Co/the	-0.1%	-5.05%	Trim
18	NOBL	Proshares S&p 500 Dividend A	-0.1%	-4.60%	Trim
19	LLY	Eli Lilly & Co	-0.1%	+7.44%	Trim
20	VUG	Vanguard Growth ETF	-0.1%	+0.48%	Trim
21	SPMB	Ss Spdr P Mort Back Bond ETF	-0.1%	-44.11%	Trim
22	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-13.64%	Trim
23	V	Visa Inc-class A Shares	-0.2%	-0.01%	Trim
24	IGSB	Ishares 1-5y Inv Grade CORP	-0.2%	-0.09%	Trim
25	CRM	Salesforce INC	-0.2%	-20.26%	Trim
26	ADBE	Adobe INC	-0.2%	-71.49%	Trim
27	XOM	Exxon Mobil CORP	-0.2%	+4.52%	Trim
28	LMT	Lockheed Martin CORP	-0.2%	-10.75%	Trim
29	AMLP	Alerian Mlp ETF	-0.2%	-1.84%	Trim
30	SCHG	Schwab US Large-cap Growth	-0.2%	-10.23%	Trim
31	SCHM	Schwab US Mid Cap ETF	-0.2%	-4.78%	Trim
32	MA	Mastercard INC - A	-0.2%	-18.75%	Trim
33	MRK	Merck & Co. INC.	-0.2%	-28.09%	Trim
34	SHV	Ishares 0-1 Year Treasury Bo	-0.2%	-71.44%	Trim
35	QUAL	Ishares Msci USA Quality Fac	-0.2%	-0.46%	Trim
36	SCHV	Schwab US Large-cap Value	-0.2%	-3.14%	Trim
37	AGGH	Simplify Aggregate Bond ETF	-0.2%	—	Trim
38	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	+5.23%	Trim
39	IAGG	Ishares Intl Aggregate Bond	-0.2%	+1.92%	Trim
40	DFUV	Dimensional US Marketwide Va	-0.2%	—	Trim
41	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.2%	-81.21%	Trim
42	IGIB	Ishares 5-10y Inv Grade CORP	-0.3%	-4.33%	Trim
43	VTV	Vanguard Value ETF	-0.3%	+0.68%	Trim
44	SCHF	Schwab Intl Equity ETF	-0.5%	-2.61%	Trim
45	UNH	Unitedhealth Group INC	-0.5%	-59.74%	Trim
46	JEPI	Jpmorgan Equity Premium Inco	-0.5%	-13.42%	Trim
47	SCHX	Schwab US Large-cap ETF	-0.7%	-8.19%	Trim
48	XTEN	Bondbloxx Bbg 10y US Tsy ETF	-1%	+4.44%	Trim
49	GOVT	Ishares US Treasury Bond ETF	-1.1%	-6.54%	Trim
50	AVLV	Avantis US Large Cap Value	—	NEW	New buy