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CIK: 0001731446
Total reported value
$10.3B
$10.3B
1004 檔
15.3%
In Q4 2025, Prime Capital Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $10.3B, distributed across 1004 disclosed stock positions.
During Q4 2025, Prime Capital Investment Advisors, LLC performed routine portfolio adjustments (3 new buys, 24 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 1004 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.97% | -0.58% | +43.73% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.55% | -0.20% | -5.65% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.28% | -0.16% | -1.74% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.80% | -0.24% | -0.83% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.14% | -1.93% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | -0.08% | -1.35% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.08% | -0.22% | -3.64% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +3.34% | +11.14% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.20% | +2.01% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.71% | -0.11% | -8.60% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.67% | -0.88% | +10.15% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.62% | -0.14% | -3.35% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | -0.17% | -4.55% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.07% | -4.02% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | -0.08% | +0.81% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | -0.09% | -8.10% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.19% | -0.17% | +2.98% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.19% | +0.13% | -1.76% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.17% | -1.08% | EXIT | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.17% | -0.13% | -1.26% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.17% | -0.09% | +4.43% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.05% | -0.52% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.09% | -0.06% | -5.83% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.02% | +0.25% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.04% | +2.53% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.92% | -0.76% | -39.31% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.90% | -0.03% | -31.12% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.12% | +9.76% | |
| 29 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.83% | +0.78% | +2.33% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.06% | -2.62% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.16% | +3.24% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.19% | -2.68% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | +1.92% | +0.54% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.75% | -0.09% | +3.13% | |
| 35 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.74% | -0.03% | -4.52% | |
| 36 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.71% | -0.65% | -0.23% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | -0.05% | +3597.83% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.69% | -0.24% | -3.66% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.69% | -0.10% | +4.12% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.11% | +3.98% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.61% | -0.04% | -4.01% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.60% | -0.02% | -16.47% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.01% | +0.19% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.12% | -8.80% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.03% | +3.22% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.13% | +0.95% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.12% | +0.01% | |
| 48 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.47% | -0.06% | +2.50% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.03% | +7.43% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.44% | -0.09% | -16.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.7% | +43.73% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +0.7% | +3597.83% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | +2.53% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.25% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +11.14% | Add |
| 6 | BGIG | Bahl & Gaynor Inc Growth ETF | +0.2% | +471.91% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -2.62% | Trim |
| 8 | ABT | Abbott Laboratories | +0.1% | +272.43% | Add |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +10.15% | Add |
| 10 | RKLB | Rocket Lab CORP | +0.1% | +38.63% | Add |
| 11 | MUB | Ishares National Muni Bond E | +0.1% | +9.76% | Add |
| 12 | AMD | Advanced Micro Devices | +0.1% | -2.87% | Trim |
| 13 | MU | Micron Technology Inc | +0.1% | +34.64% | Add |
| 14 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +555.03% | Add |
| 15 | ISRG | Intuitive Surgical Inc | +0.1% | +91.46% | Add |
| 16 | AAPL | Apple Inc | 0% | -1.93% | Trim |
| 17 | AMZN | Amazon.com Inc | 0% | +0.81% | Add |
| 18 | QUAL | Ishares Msci USA Quality Fac | 0% | +4.43% | Add |
| 19 | CAT | Caterpillar Inc | 0% | +7.03% | Add |
| 20 | TMO | Thermo Fisher Scientific Inc | 0% | +0.94% | Add |
| 21 | VEA | Vanguard Ftse Developed ETF | 0% | +48.59% | Add |
| 22 | FITB | Fifth Third Bancorp | 0% | +973.51% | Add |
| 23 | AVGO | Broadcom Inc | 0% | -0.52% | Trim |
| 24 | WMT | Walmart Inc | 0% | -2.68% | Trim |
| 25 | ACN | Accenture plc | 0% | -59.51% | Trim |
| 26 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -50.86% | Trim |
| 27 | ORCL | Oracle CORP | -0.1% | +7.03% | Add |
| 28 | NOW | Servicenow Inc | -0.1% | +324.31% | Add |
| 29 | UBER | Uber Technologies Inc | -0.1% | -1.41% | Trim |
| 30 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -5.83% | Trim |
| 31 | PLTR | Palantir Technologies Inc-a | -0.1% | -8.80% | Trim |
| 32 | META | Meta Platforms Inc-class A | -0.1% | +3.98% | Add |
| 33 | ZTS | Zoetis Inc | -0.1% | -93.17% | Trim |
| 34 | VOO | Vanguard S&p 500 ETF | -0.1% | -4.55% | Trim |
| 35 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -28.25% | Trim |
| 36 | HD | Home Depot Inc | -0.1% | +0.95% | Add |
| 37 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -16.75% | Trim |
| 38 | NVDA | Nvidia CORP | -0.1% | -1.35% | Trim |
| 39 | AMAT | Applied Materials Inc | -0.1% | -75.40% | Trim |
| 40 | SCHM | Schwab US Mid Cap ETF | -0.1% | -16.47% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -8.10% | Trim |
| 42 | SCHF | Schwab Intl Equity ETF | -0.2% | -8.60% | Trim |
| 43 | MSFT | Microsoft CORP | -0.2% | +2.01% | Add |
| 44 | AVLV | Avantis US Large Cap Value | -0.2% | -17.33% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -5.65% | Trim |
| 46 | AVUV | Avantis US Small Cap Value | -0.4% | -31.12% | Trim |
| 47 | MGK | Vanguard Mega Cap Growth ETF | -0.6% | -39.31% | Trim |
| 48 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 49 | SMA | Smartstop Self Storage Reit | — | NEW | New buy |
| 50 | CBC | Central Bancompany | — | NEW | New buy |
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 1004 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, VTI, SCHX) accounted for 15.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $8.3M
Top Position Liquidated / Trimmed
VTI
前期市值: $387.4M
During Q4 2025, Prime Capital Investment Advisors, LLC's top holdings by market value included AGG (6.0%)、VTI (4.5%)、SCHX (3.3%). The largest single position, AGG, represented 6.0% of total portfolio value.
In Q4 2025, Prime Capital Investment Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 23 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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