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CIK: 0001731446
Total reported value
$10.2B
$10.2B
1068 檔
19.6%
At the close of Q2 2026, Prime Capital Investment Advisors, LLC disclosed equity holdings valued at approximately $10.2B, spread across 1068 reported holdings.
Prime Capital Investment Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 4 holdings and trimming 92 positions.
Showing top 200 holdings (of 1068 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.87% | +0.10% | +102.55% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.82% | -0.08% | -1.83% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.64% | +0.09% | +3.17% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.59% | +0.13% | +334.50% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.48% | -0.06% | -2.20% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.42% | +0.01% | -6.14% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | +0.28% | +0.10% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.19% | -0.01% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.28% | -1.71% | |
| 10 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.83% | -0.06% | +108.15% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.62% | -0.67% | -2.02% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.04% | -1.97% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.40% | -0.04% | -2.29% | |
| 14 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.35% | -0.17% | -7.15% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.30% | — | +20.70% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.03% | -8.71% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | +0.38% | +0.64% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.16% | -0.04% | -2.37% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.04% | -2.69% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | +0.04% | -3.78% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.03% | -0.04% | +2.80% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.00% | -0.08% | -2.41% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | -0.09% | +3.27% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.96% | -0.10% | +2.93% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | +0.01% | -4.85% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.01% | -1.64% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.74% | +0.03% | +4175.42% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | -0.03% | -3.08% | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.71% | -0.01% | -2.95% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | +0.31% | -1.74% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | -0.04% | +508.00% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.70% | -0.03% | -0.70% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | — | -2.55% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | +0.01% | -0.32% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.67% | -0.01% | +3.61% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.01% | +6.81% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.65% | -0.07% | -2.31% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.05% | +0.21% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.60% | -0.02% | +2.55% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | -0.55% | +2.77% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | — | -16.56% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | — | -10.57% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.53% | +0.01% | +21.50% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.53% | -0.06% | -0.60% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.51% | -0.10% | +1.77% | |
| 46 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.50% | -0.08% | -0.11% | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.49% | -0.04% | +4.92% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | +0.01% | +4.59% | |
| 49 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 0.48% | +0.03% | +0.34% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | — | +0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +3.3% | +102.55% | Add |
| 2 | AVUS | Avantis U.s. Equity ETF | +2.2% | NEW | New buy |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +1.9% | +334.50% | Add |
| 4 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.8% | +108.15% | Add |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.7% | +4175.42% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +508.00% | Add |
| 7 | MU | Micron Technology Inc | +0.4% | +4.92% | Add |
| 8 | AMD | Advanced Micro Devices | +0.3% | -16.56% | Trim |
| 9 | LRCX | Lam Research CORP | +0.2% | +67.27% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +22.82% | Add |
| 11 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +20.70% | Add |
| 12 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | NEW | New buy |
| 13 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +2322.30% | Add |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +78.05% | Add |
| 15 | INTC | Intel CORP | +0.1% | +2.66% | Add |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | XOVR | Ershares Private-public Cros | +0.1% | NEW | New buy |
| 18 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +11.86% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | -19.42% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.97% | Trim |
| 21 | STX | Seagate Technology Holdings plc | +0.1% | -27.53% | Trim |
| 22 | SNDK | Sandisk CORP | +0.1% | +84.99% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +6.81% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | +1.77% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.50% | Add |
| 26 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +121.69% | Add |
| 27 | AVGO | Broadcom Inc | +0.1% | +3.27% | Add |
| 28 | JNJ | Johnson & Johnson | +0.1% | +37.08% | Add |
| 29 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +104.80% | Add |
| 30 | LIN | Linde plc | +0.1% | +307.78% | Add |
| 31 | AMAT | Applied Materials Inc | +0.1% | -0.86% | Trim |
| 32 | MRVL | Marvell Technology Inc | +0.1% | +60.56% | Add |
| 33 | LLY | Eli Lilly & Co | 0% | -3.08% | Trim |
| 34 | AVDE | Avantis International Equity | 0% | +26.74% | Add |
| 35 | VXUS | Vanguard Total Intl Stock | 0% | +43.45% | Add |
| 36 | HOOD | Robinhood Markets Inc - A | 0% | +8.48% | Add |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 0% | -0.03% | Trim |
| 38 | IQDG | Wisdomtree Intl Qlty Dvd Grw | 0% | +44.20% | Add |
| 39 | FRMI | Fermi Inc | 0% | +19754.26% | Add |
| 40 | DELL | Dell Technologies -c | 0% | -14.53% | Trim |
| 41 | TSLA | Tesla Inc | 0% | +13.08% | Add |
| 42 | SMIG | Bahl & Gaynor S/m Inc Growth | 0% | +32.73% | Add |
| 43 | ASML | ASML Holding N.V. | 0% | +2.28% | Add |
| 44 | CEG | Constellation Energy | 0% | +143.02% | Add |
| 45 | XLE | Ss Energy Select Sector | 0% | +93.56% | Add |
| 46 | ISRG | Intuitive Surgical Inc | 0% | +139.98% | Add |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | NEW | New buy |
| 48 | BIZD | Vaneck Bdc Income ETF | 0% | NEW | New buy |
| 49 | KLAC | Kla CORP | 0% | +1195.71% | Add |
| 50 | GOOGL | Alphabet Inc-cl A | 0% | -1.64% | Trim |
According to official SEC Form 13F filings, Prime Capital Investment Advisors, LLC reported a total U.S. public equity portfolio value of $10.2B across 1068 disclosed positions in Q2 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 IVV, VTI, AGG) accounted for 19.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVUS
市值: $225.8M
Top Position Liquidated / Trimmed
AVLV
前期市值: $93.8M
During Q2 2026, Prime Capital Investment Advisors, LLC's top holdings by market value included IVV (6.9%)、VTI (3.8%)、AGG (3.6%). The largest single position, IVV, represented 6.9% of total portfolio value.
In Q2 2026, Prime Capital Investment Advisors, LLC made 200 total portfolio adjustments, initiating 13 new buys, adding to 91 positions, trimming 92 holdings, and fully liquidating 4 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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