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CIK: 0001731446
Total reported value
$10.3B
$10.3B
1025 檔
14.3%
According to the latest 13F quarterly dataset, Prime Capital Investment Advisors, LLC managed an equity portfolio of $10.3B at the end of Q1 2026, spanning 1025 distinct U.S. exchange-listed positions.
Prime Capital Investment Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 6 holdings and trimming 89 positions.
Showing top 200 holdings (of 1025 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.22% | -0.58% | -24.99% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.02% | -0.20% | -2.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | +3.34% | +97.72% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.66% | -0.24% | +4.44% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.64% | -0.16% | -11.05% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.29% | -0.14% | -2.88% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | -0.08% | +0.34% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.84% | -0.22% | -5.43% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | -0.14% | -2.90% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | -0.17% | -1.07% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.20% | -1.02% | |
| 12 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.37% | -0.02% | +746.55% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | +0.07% | +1.17% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.27% | -0.11% | -24.05% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | -0.08% | -2.93% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.20% | -0.17% | +6.02% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | -0.09% | +5.25% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.17% | +0.13% | +0.73% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.10% | -0.88% | -29.70% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.09% | -0.13% | -0.80% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.08% | -1.08% | EXIT | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.06% | -0.06% | -1.23% | |
| 23 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.05% | +0.78% | +35.38% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | -0.09% | -4.88% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.05% | -3.01% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.02% | -3.47% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.19% | -1.77% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.79% | -0.12% | +0.21% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.79% | -0.76% | +1.16% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.76% | -0.09% | +7.20% | |
| 31 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.74% | -0.03% | -3.09% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.74% | -0.04% | +41.80% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | -0.01% | +378.53% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.16% | +0.07% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.70% | — | — | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.70% | -0.10% | +5.81% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.04% | -7.87% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.67% | -0.02% | +14.00% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.67% | +1.92% | -8.42% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.66% | -0.65% | -0.77% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.66% | -0.24% | +0.45% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.05% | -2.64% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.06% | -14.72% | |
| 44 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 0.57% | -0.09% | — | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.56% | -0.03% | -39.63% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.21% | -4.75% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.11% | -3.13% | |
| 48 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.53% | -0.03% | +12631.02% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.12% | +0.00% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.52% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.6% | +97.72% | Add |
| 2 | FESM | Fidelity Enhanced Small Cap | +1.2% | +746.55% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.6% | +378.53% | Add |
| 4 | USRT | Ishares Core US Reit ETF | +0.5% | +12631.02% | Add |
| 5 | JPIB | Jpmorgan Intl Bnd ETF | +0.5% | +762.92% | Add |
| 6 | BINC | Ishares Flex I A Etf-usd Inc | +0.4% | +3617.33% | Add |
| 7 | AVDE | Avantis International Equity | +0.4% | +8467.37% | Add |
| 8 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.4% | +8155.41% | Add |
| 9 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +3472.79% | Add |
| 10 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +35.38% | Add |
| 11 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +165.75% | Add |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +1784.93% | Add |
| 13 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +67.30% | Add |
| 14 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +273.27% | Add |
| 15 | TAXF | American Century Diver Muni | +0.2% | +957.94% | Add |
| 16 | ETN | Eaton Corporation plc | +0.2% | +67.63% | Add |
| 17 | CVX | Chevron CORP | +0.1% | +20.74% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | +0.1% | +41.80% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -4.75% | Trim |
| 20 | GEV | GE Vernova Inc | +0.1% | +1.84% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +104.71% | Add |
| 22 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.1% | +566.29% | Add |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +2588.77% | Add |
| 24 | FBND | Fidelity Total Bond ETF | +0.1% | +81.88% | Add |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +328.43% | Add |
| 26 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +146.71% | Add |
| 27 | DUSB | Dimension Ultrashort Fi ETF | +0.1% | +1730.26% | Add |
| 28 | SCHM | Schwab US Mid Cap ETF | +0.1% | +14.00% | Add |
| 29 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +160.45% | Add |
| 30 | CLX | Clorox Company | +0.1% | +2636.80% | Add |
| 31 | MAR | Marriott International -cl A | +0.1% | +52.16% | Add |
| 32 | DUK | Duke Energy CORP | +0.1% | +104.15% | Add |
| 33 | COST | Costco Wholesale CORP | +0.1% | +0.00% | Add |
| 34 | CAT | Caterpillar Inc | +0.1% | +8.31% | Add |
| 35 | NFLX | Netflix Inc | 0% | +12.64% | Add |
| 36 | JNJ | Johnson & Johnson | 0% | +6.93% | Add |
| 37 | WMT | Walmart Inc | 0% | -1.77% | Trim |
| 38 | INTC | Intel CORP | 0% | +177.39% | Add |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +76.31% | Add |
| 40 | MO | Altria Group Inc | 0% | +80.16% | Add |
| 41 | ENB | Enbridge Inc | 0% | +434.66% | Add |
| 42 | IWF | Ishares Russell 1000 Growth | 0% | +27.21% | Add |
| 43 | LNG | Cheniere Energy Inc | 0% | +6.89% | Add |
| 44 | STX | Seagate Technology Holdings plc | 0% | -12.55% | Trim |
| 45 | IWR | Ishares Russell Mid-cap ETF | 0% | +19.73% | Add |
| 46 | MPC | Marathon Petroleum CORP | 0% | -0.73% | Trim |
| 47 | LOW | Lowe's Cos Inc | 0% | +51.93% | Add |
| 48 | MRK | Merck & Co. Inc. | 0% | +36.81% | Add |
| 49 | GSK | Gsk Plc-spon Adr | 0% | +94.15% | Add |
| 50 | JMUB | Jpmorgan Municipal ETF | 0% | +52.24% | Add |
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 1025 disclosed positions in Q1 2026.
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, IVV) accounted for 14.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEM
市值: $60.9M
Top Position Liquidated / Trimmed
LQDH
前期市值: $3.8M
During Q1 2026, Prime Capital Investment Advisors, LLC's top holdings by market value included AGG (4.2%)、VTI (4.0%)、IVV (3.5%). The largest single position, AGG, represented 4.2% of total portfolio value.
In Q1 2026, Prime Capital Investment Advisors, LLC made 200 total portfolio adjustments, initiating 16 new buys, adding to 89 positions, trimming 89 holdings, and fully liquidating 6 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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