# Prime Capital Investment Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1731446. Source: https://holderbook.com/funds/1731446-prime-capital-investment-advisors-llc/

- Reported value: $10.3B
- Positions: 1,068
- Weight of the ten largest: 30.2%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $708.4M | 945,895 | 6.9% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $393.7M | 1,064,003 | 3.8% | 21 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $375.8M | 3,796,233 | 3.6% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $267.6M | 2,770,947 | 2.6% | 19 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $256.2M | 8,704,919 | 2.5% | 30 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $249.2M | 1,517,244 | 2.4% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $226.9M | 1,133,586 | 2.2% | 31 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $225.8M | 1,763,123 | 2.2% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $221.9M | 766,662 | 2.2% | 31 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $188.5M | 4,136,120 | 1.8% | 9 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $167.2M | 1,888,476 | 1.6% | 14 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $147.6M | 200,376 | 1.4% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $144.1M | 661,224 | 1.4% | 19 |
| FIDELITY COVINGTON TRUST | [FESM](https://holderbook.com/stocks/FESM/) | $139.6M | 2,890,540 | 1.4% | 6 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $134.0M | 1,404,457 | 1.3% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $127.6M | 185,817 | 1.2% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $123.2M | 330,356 | 1.2% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $119.8M | 4,325,445 | 1.2% | 30 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $119.2M | 500,000 | 1.2% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $113.3M | 151,678 | 1.1% | 30 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $105.9M | 1,443,141 | 1.0% | 21 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $103.4M | 756,315 | 1.0% | 14 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $99.1M | 262,087 | 1.0% | 29 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $98.7M | 1,951,599 | 1.0% | 27 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $95.9M | 437,142 | 0.9% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $91.9M | 257,159 | 0.9% | 31 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $76.5M | 1,657,922 | 0.7% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $75.7M | 63,152 | 0.7% | 23 |
| VANGUARD INTL EQUITY INDEX F | [VPL](https://holderbook.com/stocks/VPL/) | $73.5M | 635,287 | 0.7% | 14 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $73.1M | 882,776 | 0.7% | 19 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $72.9M | 945,484 | 0.7% | 31 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $72.4M | 750,726 | 0.7% | 2 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $72.0M | 2,128,665 | 0.7% | 30 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $69.3M | 643,767 | 0.7% | 19 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $68.9M | 1,423,682 | 0.7% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $67.9M | 192,081 | 0.7% | 31 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $67.5M | 1,830,982 | 0.7% | 30 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $63.7M | 562,568 | 0.6% | 31 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $61.6M | 2,323,341 | 0.6% | 21 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $61.2M | 588,054 | 0.6% | 13 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $61.0M | 104,944 | 0.6% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $57.1M | 114,079 | 0.6% | 31 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $55.1M | 1,088,753 | 0.5% | 31 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $54.5M | 436,592 | 0.5% | 10 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $52.7M | 44,889 | 0.5% | 9 |
| ISHARES TR | [USRT](https://holderbook.com/stocks/USRT/) | $51.4M | 773,229 | 0.5% | 11 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $50.7M | 43,209 | 0.5% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $49.5M | 151,129 | 0.5% | 31 |
| PALMER SQUARE FUNDS TR | [PSQO](https://holderbook.com/stocks/PSQO/) | $49.5M | 2,393,248 | 0.5% | 2 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $46.4M | 196,082 | 0.4% | 31 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $45.9M | 1,732,584 | 0.4% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $45.6M | 80,964 | 0.4% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $44.7M | 924,746 | 0.4% | 13 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $43.0M | 551,860 | 0.4% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $41.8M | 44,718 | 0.4% | 31 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $41.4M | 464,198 | 0.4% | 6 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $41.3M | 1,115,267 | 0.4% | 13 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $41.1M | 97,534 | 0.4% | 30 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $41.0M | 216,274 | 0.4% | 26 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $38.9M | 743,967 | 0.4% | 10 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $38.8M | 81,198 | 0.4% | 28 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $38.7M | 36,374 | 0.4% | 31 |
| FIRST TR EXCHNG TRADED FD VI | [BUFD](https://holderbook.com/stocks/BUFD/) | $37.2M | 1,253,318 | 0.4% | 3 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $35.9M | 84,327 | 0.3% | 19 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $34.9M | 361,861 | 0.3% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $34.7M | 253,971 | 0.3% | 31 |
| WISDOMTREE TR | [AGGY](https://holderbook.com/stocks/AGGY/) | $33.9M | 779,212 | 0.3% | 2 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $33.7M | 118,093 | 0.3% | 13 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $33.1M | 93,747 | 0.3% | 31 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $32.9M | 817,044 | 0.3% | 14 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $32.3M | 128,509 | 0.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $32.3M | 127,237 | 0.3% | 31 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $31.8M | 415,253 | 0.3% | 16 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $31.5M | 308,643 | 0.3% | 15 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $30.8M | 89,684 | 0.3% | 31 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $30.3M | 1,328,466 | 0.3% | 13 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $29.8M | 272,602 | 0.3% | 23 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $29.7M | 567,579 | 0.3% | 28 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $29.7M | 68,606 | 0.3% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $29.6M | 524,142 | 0.3% | 24 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $27.2M | 228,502 | 0.3% | 19 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $26.5M | 159,719 | 0.3% | 31 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $26.4M | 226,312 | 0.3% | 16 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $26.2M | 253,983 | 0.3% | 14 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $25.7M | 206,667 | 0.2% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $24.2M | 71,091 | 0.2% | 14 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $23.6M | 312,256 | 0.2% | 21 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $23.2M | 242,412 | 0.2% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $22.3M | 65,919 | 0.2% | 16 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $22.2M | 636,448 | 0.2% | 29 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $22.1M | 256,738 | 0.2% | 21 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $22.0M | 602,632 | 0.2% | 15 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $20.8M | 55,771 | 0.2% | 20 |
| ISHARES TR | [IEUR](https://holderbook.com/stocks/IEUR/) | $20.7M | 276,032 | 0.2% | 13 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $20.3M | 21,047 | 0.2% | 16 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $20.0M | 134,779 | 0.2% | 29 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $19.8M | 277,515 | 0.2% | 31 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $19.6M | 57,156 | 0.2% | 21 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $19.1M | 420,968 | 0.2% | 9 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $18.8M | 220,404 | 0.2% | 17 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.5% | +14.8% | -3.3% | 100% |
| Q1 2026 | -2.3% | -4.6% | +2.3% | 100% |
| Q4 2025 | +1.8% | +2.4% | -0.5% | 100% |
| Q3 2025 | +6.5% | +7.8% | -1.3% | 100% |
| Q2 2025 | +9.9% | +10.5% | -0.5% | 100% |
| Q1 2025 | -2.9% | -4.6% | +1.7% | 100% |
| Q4 2024 | -0.0% | +2.1% | -2.2% | 100% |
| Q3 2024 | +5.3% | +5.4% | -0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $10.3B | 1,068 |
| Q1 2026 | $8.6B | 1,025 |
| Q4 2025 | $8.2B | 1,004 |
| Q3 2025 | $8.0B | 985 |
| Q2 2025 | $7.5B | 936 |
| Q1 2025 | $8.6B | 1,044 |
| Q4 2024 | $6.9B | 920 |
| Q3 2024 | $7.0B | 909 |
| Q2 2024 | $6.7B | 911 |
| Q1 2024 | $7.2B | 992 |
| Q4 2023 | $6.6B | 947 |
| Q3 2023 | $4.9B | 752 |