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Prime Capital Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Prime Capital Investment Advisors, LLC

Investment Activity

  • Prime Capital Investment Advisors, LLC has $10.19 billion in total holdings as of September 30, 2026.
  • Prime Capital Investment Advisors, LLC owns shares of 1,090 different stocks, but just 108 companies or ETFs make up 80% of its holdings.
  • Approximately 7.82% of the portfolio was purchased this quarter.
  • About 5.69% of the portfolio was sold this quarter.
  • This quarter, Prime Capital Investment Advisors, LLC has purchased 1,082 new stocks and bought additional shares in 369 stocks.
  • Prime Capital Investment Advisors, LLC sold shares of 585 stocks and completely divested from 79 stocks this quarter.

Largest Holdings

NVIDIA
$252,790,696

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$42,969,881 Holding
78392B206 - SK HYNIX INC AMERICAN DEPOSIT
$6,777,043 Holding
30609A109 - ONEOK INC NEW COM
$3,821,434 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
150,173 shares (about $114.53M)
Avantis International Equity ETF
1,240,077 shares (about $111.74M)
Broadcom
245,354 shares (about $86.17M)
Meta Platforms
77,067 shares (about $55.89M)
Micron Technology
40,855 shares (about $43.51M)

Largest Sales this Quarter

Apple
766,662 shares (about $108.90M)
Vanguard FTSE Europe ETF
773,568 shares (about $67.15M)
Vanguard Total Stock Market ETF
45,896 shares (about $17.18M)
Schwab US Large-Cap ETF
486,780 shares (about $14.60M)
iShares Core S&P 500 ETF
18,381 shares (about $14.08M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrime Capital Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$710,336,743$14,077,092 ▼-1.9%927,5147.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$381,016,426$17,176,122 ▼-4.3%1,018,1073.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$380,192,820$21,296,932 ▲5.9%4,021,5023.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$277,045,116$8,595,775 ▲3.2%2,859,6732.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$252,790,696$7,468,028 ▼-2.9%1,106,8862.5%Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$247,559,919$4,727,339 ▼-1.9%1,488,8142.4%ETF
Apple Inc. stock logo
AAPL
Apple
$247,293,495$8,053,417 ▼-3.2%742,5792.4%Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$246,544,185$14,603,401 ▼-5.6%8,218,1392.4%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$221,801,284$4,037,141 ▼-1.8%1,731,6052.2%ETF
XTEN
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
$180,373,088$5,084,328 ▲2.9%4,256,0901.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$159,949,114$9,490,715 ▼-5.6%311,8521.6%Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$153,572,179$111,743,308 ▲267.1%1,704,2751.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$149,524,080$1,291,641 ▲0.9%202,1221.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$138,232,247$4,645,073 ▼-3.3%639,7271.4%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$132,110,789$1,298,609 ▼-1.0%1,390,7861.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$129,362,206$869,769 ▼-0.7%184,5761.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$122,293,145$2,281,967 ▼-1.8%490,8411.2%Consumer Discretionary
FIDELITY COVINGTON TRUST ENHANCED SML CAP
$120,608,495$9,321,282 ▼-7.2%2,683,1701.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$116,508,899$114,526,067 ▲5,775.9%152,7731.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$114,390,267$4,429,702 ▼-3.7%4,164,1891.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$104,398,475$32,752,366 ▲45.7%1,286,3291.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$100,963,461$272,884 ▼-0.3%1,439,2511.0%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$96,773,985$67,145,682 ▼-41.0%1,114,9080.9%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$96,312,675$837,846 ▼-0.9%433,3720.9%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$94,114,903$2,769,008 ▼-2.9%734,6990.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$89,258,374$775,211 ▲0.9%259,4120.9%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$88,273,081$86,165,939 ▲4,089.2%251,3540.9%Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$88,028,972$4,398,749 ▼-4.8%1,858,7200.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$78,445,899$5,348,117 ▲7.3%1,779,2220.8%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$71,710,596$1,861,993 ▼-2.5%619,2090.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$71,453,579$1,618,764 ▼-2.2%61,7530.7%Healthcare
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$70,846,828$5,636,086 ▼-7.4%1,971,8020.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$69,522,498$4,437,682 ▲6.8%687,6610.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$68,558,077$530,487 ▲0.8%952,8570.7%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$68,230,877$2,352,380 ▼-3.3%725,7060.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$67,625,224$897,233 ▲1.3%1,442,8250.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$65,800,245$350,621 ▲0.5%193,1100.6%Communication Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$59,863,562$4,336,751 ▼-6.8%97,8550.6%Technology
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$59,161,935$776,366 ▲1.3%2,354,2350.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$59,126,386$3,163,622 ▼-5.1%1,737,9890.6%ETF
WALMART INC COM
$58,136,000$326,101 ▼-0.6%559,4300.6%Stock
Meta Platforms, Inc. stock logo
META
Meta Platforms
$58,063,282$55,887,731 ▲2,568.9%80,0670.6%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$55,634,346$1,171,176 ▼-2.1%111,7270.5%Finance
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$54,888,768$1,322,103 ▲2.5%1,115,6250.5%ETF
PALMER SQUARE FUNDS TR CR OPPOR ETF
$51,636,008$2,430,829 ▲4.9%2,511,4790.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$49,500,314$497,567 ▼-1.0%149,6250.5%Finance
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$48,129,378$3,288,018 ▼-6.4%408,6730.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$46,206,712$458,920 ▲1.0%198,0490.5%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$46,099,138$2,108,842 ▲4.8%1,815,6420.5%ETF
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF
$45,454,860$2,269,201 ▲5.3%973,3370.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$44,580,069$43,514,962 ▲4,085.5%41,8550.4%Technology
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$43,299,558$4,315,897 ▼-9.1%703,1430.4%ETF
EXXONMOBIL HOLDINGS CORP COM SHS
$42,969,881$42,969,881 ▲New Holding264,0240.4%Stock
PALANTIR TECHNOLOGIES INC CL A
$41,768,676$1,311,222 ▼-3.0%223,3020.4%Stock
GE VERNOVA INC COM
$41,739,238$927,686 ▼-2.2%43,9130.4%Stock
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$41,558,569$3,495,313 ▲9.2%1,368,4090.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$41,404,606$757,506 ▼-1.8%541,9450.4%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$40,170,191$332,839 ▲0.8%1,124,5850.4%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$39,660,523$1,874,455 ▲5.0%780,8730.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$38,811,740$1,897,163 ▼-4.7%42,6340.4%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$37,491,158$2,660,184 ▼-6.6%201,9450.4%Industrials
Eaton Corporation, PLC stock logo
ETN
Eaton
$34,422,520$1,813,815 ▼-5.0%80,1060.3%Industrials
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$34,075,017$2,966,595 ▼-8.0%74,6950.3%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$34,060,539$33,883,135 ▲19,099.4%95,9970.3%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$32,619,817$996,922 ▼-3.0%124,6980.3%Healthcare
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$32,619,364$1,065,312 ▼-3.2%123,2130.3%Healthcare
Visa Inc. stock logo
V
Visa
$32,306,996$80,849 ▲0.3%89,9090.3%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$32,176,042$257,597 ▼-0.8%358,9870.3%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$31,929,177$3,505,911 ▼-9.9%106,4090.3%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$31,825,674$292,309 ▼-0.9%809,6080.3%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$31,809,475$1,037,777 ▲3.4%319,0520.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$30,917,539$1,698,616 ▼-5.2%151,4010.3%Energy
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$30,326,855$7,746,244 ▲34.3%809,3640.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$30,151,154$104,190 ▼-0.3%413,8230.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$28,869,495$207,584 ▼-0.7%563,5270.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$28,669,896$797,368 ▼-2.7%509,9590.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$28,107,895$16,123 ▼-0.1%228,3710.3%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$27,823,058$538,406 ▼-1.9%267,4270.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$27,484,468$296,201 ▼-1.1%251,2750.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$26,248,266$3,243,129 ▼-11.0%32,3740.3%Industrials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$25,346,109$540,998 ▼-2.1%202,3480.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$24,847,320$3,397,788 ▼-12.0%62,5390.2%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$24,565,764$2,104,377 ▼-7.9%86,3500.2%Consumer Discretionary
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$24,429,755$14,716,285 ▲151.5%484,8140.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$24,355,747$31,474 ▼-0.1%311,8530.2%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$23,720,122$5,333,439 ▼-18.4%1,084,5960.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$23,635,502$500,832 ▲2.2%262,2960.2%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$21,194,556$2,377,618 ▼-10.1%217,9610.2%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$21,117,868$82,209 ▼-0.4%633,9800.2%ETF
LAM RESEARCH CORP COM NEW
$20,902,249$1,635,662 ▼-7.3%63,6270.2%Stock
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$20,236,300$107,233 ▼-0.5%274,5770.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$19,906,676$4,166,642 ▲26.5%190,4220.2%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$19,055,210$827,290 ▲4.5%440,0740.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$18,194,744$669,073 ▼-3.5%92,9490.2%ETF
ETF SER SOLUTIONS BAHL GA GROW ETF
$18,040,705$318,128 ▼-1.7%513,1030.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$18,000,389$1,309,076 ▼-6.8%258,7010.2%Communication Services
American Express Company stock logo
AXP
American Express
$17,922,313$2,123,516 ▼-10.6%58,9360.2%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$17,842,564$882,991 ▼-4.7%210,0110.2%ETF
FIRST TR EXCHANGE-TRADED FD VEST LADDERED
$17,726,475$4,997,055 ▲39.3%849,7830.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$17,627,373$210,794 ▲1.2%56,4460.2%Industrials

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