13F holdings
Prime Capital Investment Advisors, LLC portfolio
Managed by . 1,025 reported positions worth $8.6B as of 2026-03-31, filed with the SEC on 2026-05-08. Parsed from the filing itself, not a reseller.
$8.6B
Book value
1,025
Positions
26%
Top 10 weight
+80
New this quarter
-59
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 38 days old on 2026-05-08, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (80)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR AVANTIS EMGM | $60.9M | 756,001 | 0.70% |
| PSQO | PALMER SQUARE FUNDS TR CR OPPORTUN | $48.9M | 2,385,079 | 0.57% |
| PYLD | PIMCO ETF TR MULTISECTOR BD | $45.2M | 1,724,346 | 0.52% |
| AGGY | WISDOMTREE TR YIELD ENHANCD US | $29.4M | 675,916 | 0.34% |
| JMST | J P MORGAN EXCHANGE TRADED F ULTRA | $14.6M | 285,841 | 0.17% |
| HIMU | BLACKROCK ETF TRUST II ISHARES HIG | $7.8M | 163,332 | 0.09% |
| USFR | WISDOMTREE TR FLOATNG RAT TREA | $7.0M | 138,562 | 0.08% |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU RANGE | $6.8M | 102,995 | 0.08% |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN BARRI | $6.1M | 247,287 | 0.07% |
| CPSL | CALAMOS ETF TR LADDERED S&P 500 | $3.2M | 117,199 | 0.04% |
| AZN | ASTRAZENECA PLC ORD | $1.9M | 9,510 | 0.02% |
| ERO | ERO COPPER CORP COM | $1.3M | 48,605 | 0.01% |
| SNDK | SANDISK CORP COM | $1.3M | 1,999 | 0.01% |
| WAT | WATERS CORP COM | $1.2M | 4,135 | 0.01% |
| RBRK | RUBRIK INC. CL A | $1.2M | 24,971 | 0.01% |
| ARWR | ARROWHEAD PHARMACEUTICALS IN COM | $992,290 | 15,826 | 0.01% |
| XFIV | BONDBLOXX ETF TRUST BLOOMBERG FVE | $946,335 | 19,250 | 0.01% |
| UAUG | INNOVATOR ETFS TRUST US EQT ULTRA | $894,963 | 22,747 | 0.01% |
| JAAA | JANUS DETROIT STR TR HENDRSON AAA | $754,295 | 14,975 | 0.01% |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - | $701,712 | 8,710 | 0.01% |
| CPNG | COUPANG INC CL A | $673,355 | 35,665 | 0.01% |
| BBAG | J P MORGAN EXCHANGE TRADED F BETAB | $548,335 | 11,879 | 0.01% |
| VOOG | VANGUARD ADMIRAL FDS INC 500 GRTH | $513,676 | 1,260 | 0.01% |
| ILF | ISHARES TR LATN AMER 40 ETF | $492,485 | 13,865 | 0.01% |
| FENI | FIDELITY COVINGTON TRUST ENHANCED | $486,510 | 13,078 | 0.01% |
Closed out (59)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| LQDH | ISHARES U S ETF TR INT RT HDG C B | $3.8M | 40,263 | 0.00% |
| VNLA | JANUS DETROIT STR TR HENDRSN SHRT | $3.2M | 64,712 | 0.00% |
| AZNN | ASTRAZENECA PLC SPONSORED ADR | $1.9M | 20,600 | 0.00% |
| WHR | WHIRLPOOL CORP COM | $1.9M | 25,806 | 0.00% |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN TREAS | $1.6M | 68,020 | 0.00% |
| NEAR | ISHARES U S ETF TR SHORT DURATION | $1.5M | 29,681 | 0.00% |
| JD | JD.COM INC SPON ADS CL A | $632,376 | 22,034 | 0.00% |
| ULTA | ULTA BEAUTY INC COM | $514,864 | 851 | 0.00% |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $512,380 | 3,014 | 0.00% |
| ADT | ADT INC DEL COM | $475,743 | 58,952 | 0.00% |
| WAL | WESTERN ALLIANCE BANCORP COM | $468,858 | 5,577 | 0.00% |
| CMA | COMERICA INC COM | $396,062 | 4,556 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD SHS | $391,195 | 877 | 0.00% |
| QQQI | NEOS ETF TRUST NASDAQ 100 HIGH | $388,268 | 7,209 | 0.00% |
| DMBS | DOUBLELINE ETF TRUST MORTGAGE ETF | $362,204 | 7,294 | 0.00% |
| IBDU | ISHARES TR IBONDS DEC 29 | $327,179 | 13,979 | 0.00% |
| PSBD | PALMER SQUARE CAPITAL BDC IN COM S | $316,940 | 26,000 | 0.00% |
| VRSK | VERISK ANALYTICS INC COM | $316,790 | 1,416 | 0.00% |
| EL | LAUDER ESTEE COS INC CL A | $295,658 | 2,823 | 0.00% |
| CATY | CATHAY GEN BANCORP COM | $293,243 | 6,060 | 0.00% |
| TTD | THE TRADE DESK INC COM CL A | $291,787 | 7,687 | 0.00% |
| AMCR | AMCOR PLC ORD | $291,594 | 34,963 | 0.00% |
| ZS | ZSCALER INC COM | $287,898 | 1,280 | 0.00% |
| DASH | DOORDASH INC CL A | $276,586 | 1,221 | 0.00% |
| BAH | BOOZ ALLEN HAMILTON HLDG COR CL A | $271,009 | 3,213 | 0.00% |
Added to (356)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | $305.0M | 466,993 | 3.53% | +98% |
| ITOT | ISHARES TR CORE S&P TTL STK | $230.2M | 1,616,418 | 2.66% | +4% |
| FESM | FIDELITY COVINGTON TRUST ENHANCED | $118.3M | 3,113,064 | 1.37% | +747% |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $118.0M | 204,402 | 1.36% | +1% |
| BND | VANGUARD BD INDEX FDS TOTAL BND MR | $103.4M | 1,403,857 | 1.20% | +6% |
| SPY | STATE STR SPDR S&P 500 ETF T TR UN | $102.4M | 157,531 | 1.18% | +8% |
| XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN | $91.1M | 1,987,051 | 1.05% | +35% |
| MGK | VANGUARD WORLD FD MEGA GRWTH IND | $68.0M | 185,052 | 0.79% | +1% |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INT B | $66.0M | 1,374,142 | 0.76% | +7% |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $63.6M | 2,184,354 | 0.74% | +42% |
| IEMG | ISHARES INC CORE MSCI EMKT | $62.7M | 898,374 | 0.72% | +379% |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $60.3M | 2,265,508 | 0.70% | +6% |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $58.0M | 1,874,193 | 0.67% | +14% |
| USRT | ISHARES TR CRE U S REIT ETF | $45.8M | 774,046 | 0.53% | +12631% |
| IAGG | ISHARES TR CORE INTL AGGR | $44.8M | 896,069 | 0.52% | +67% |
Trimmed (399)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JPEM | J P MORGAN EXCHANGE TRADED F DIV R | $283,413 | 4,562 | 0.00% | -97% |
| FLOT | ISHARES TR FLTG RATE NT ETF | $1.0M | 20,341 | 0.01% | -88% |
| GOF | GUGGENHEIM STRATEGIC OPPORTU COM S | $760,369 | 68,999 | 0.01% | -84% |
| BX | BLACKSTONE INC COM | $2.6M | 22,566 | 0.03% | -75% |
| EQT | EQT CORP COM | $343,806 | 5,402 | 0.00% | -74% |
| SNOW | SNOWFLAKE INC COM SHS | $474,831 | 3,148 | 0.01% | -73% |
| KKR | KKR & CO INC COM | $613,595 | 6,633 | 0.01% | -71% |
| ARES | ARES MANAGEMENT CORPORATION CL A C | $354,637 | 3,251 | 0.00% | -67% |
| MSCI | MSCI INC COM | $339,965 | 631 | 0.00% | -66% |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SH | $252,868 | 3,320 | 0.00% | -64% |
| WDAY | WORKDAY INC CL A | $390,410 | 3,005 | 0.00% | -63% |
| INTU | INTUIT COM | $1.3M | 2,955 | 0.01% | -62% |
| RANI | RANI THERAPEUTICS HLDGS INC COM CL | $8,439 | 11,485 | 0.00% | -58% |
| HONGBP | HONEYWELL INTL INC COM | $4.1M | 18,292 | 0.05% | -57% |
| HAWX | ISHARES TR MSCI ACWI EXUS | $718,023 | 17,560 | 0.01% | -56% |
The book
Largest 150 of 1,025 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AGG | ISHARES TR CORE US AGGBD ET | $365.3M | 3,679,473 | 4.22% | — |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $347.7M | 1,083,783 | 4.02% | — |
| IVV | ISHARES TR CORE S&P500 ETF | $305.0M | 466,993 | 3.53% | — |
| ITOT | ISHARES TR CORE S&P TTL STK | $230.2M | 1,616,418 | 2.66% | — |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $228.2M | 8,900,665 | 2.64% | — |
| AAPL | APPLE INC COM | $198.0M | 780,041 | 2.29% | — |
| NVDA | NVIDIA CORPORATION COM | $197.3M | 1,131,043 | 2.28% | — |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE | $158.9M | 1,927,470 | 1.84% | — |
| VTV | VANGUARD INDEX FDS VALUE ETF | $132.8M | 676,693 | 1.54% | — |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $121.6M | 203,535 | 1.41% | — |
| MSFT | MICROSOFT CORP COM | $120.0M | 324,256 | 1.39% | — |
| FESM | FIDELITY COVINGTON TRUST ENHANCED | $118.3M | 3,113,064 | 1.37% | — |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $118.0M | 204,402 | 1.36% | — |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $109.6M | 4,430,297 | 1.27% | — |
| AMZN | AMAZON COM INC COM | $107.0M | 513,831 | 1.24% | — |
| BND | VANGUARD BD INDEX FDS TOTAL BND MR | $103.4M | 1,403,857 | 1.20% | — |
| SPY | STATE STR SPDR S&P 500 ETF T TR UN | $102.4M | 157,531 | 1.18% | — |
| IXUS | ISHARES TR CORE MSCI TOTAL | $100.8M | 1,163,580 | 1.17% | — |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $94.8M | 1,079,247 | 1.10% | — |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $94.6M | 1,896,133 | 1.09% | — |
| AVLV | AMERICAN CENTY ETF TR US LARGE CAP | $93.8M | 1,163,667 | 1.08% | — |
| IJS | ISHARES TR SP SMCP600VL ETF | $91.8M | 775,003 | 1.06% | — |
| XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN | $91.1M | 1,987,051 | 1.05% | — |
| QUAL | ISHARES TR MSCI USA QLT FCT | $88.1M | 459,443 | 1.02% | — |
| AVGO | BROADCOM INC COM | $78.5M | 253,591 | 0.91% | — |
| GOOGL | ALPHABET INC CAP STK CL A | $75.2M | 261,441 | 0.87% | — |
| WMT | WALMART INC COM | $69.8M | 561,402 | 0.81% | — |
| MUB | ISHARES TR NATIONAL MUN ETF | $68.6M | 645,815 | 0.79% | — |
| MGK | VANGUARD WORLD FD MEGA GRWTH IND | $68.0M | 185,052 | 0.79% | — |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INT B | $66.0M | 1,374,142 | 0.76% | — |
| VPL | VANGUARD INTL EQUITY INDEX F FTSE | $64.0M | 654,600 | 0.74% | — |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $63.6M | 2,184,354 | 0.74% | — |
| IEMG | ISHARES INC CORE MSCI EMKT | $62.7M | 898,374 | 0.72% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NE | $61.1M | 127,562 | 0.71% | — |
| AVEM | AMERICAN CENTY ETF TR AVANTIS EMGM | $60.9M | 756,001 | 0.70% | — |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $60.3M | 2,265,508 | 0.70% | — |
| LLY | ELI LILLY & CO COM | $59.9M | 65,157 | 0.69% | — |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $58.0M | 1,874,193 | 0.67% | — |
| IEFA | ISHARES TR CORE MSCI EAFE | $57.7M | 637,728 | 0.67% | — |
| VGLT | VANGUARD SCOTTSDALE FDS LONG TERM | $57.4M | 1,036,209 | 0.66% | — |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BO | $56.9M | 725,647 | 0.66% | — |
| EFA | ISHARES TR MSCI EAFE ETF | $55.5M | 571,745 | 0.64% | — |
| GOOG | ALPHABET INC CAP STK CL C | $51.6M | 179,828 | 0.60% | — |
| PSQO | PALMER SQUARE FUNDS TR CR OPPORTUN | $48.9M | 2,385,079 | 0.57% | — |
| AVUV | AMERICAN CENTY ETF TR US SML CP VA | $48.5M | 439,214 | 0.56% | — |
| EXMOC | EXXON MOBIL CORP COM | $47.8M | 281,666 | 0.55% | — |
| META | META PLATFORMS INC CL A | $47.5M | 83,090 | 0.55% | — |
| USRT | ISHARES TR CRE U S REIT ETF | $45.8M | 774,046 | 0.53% | — |
| COST | COSTCO WHOLESALE CORPORATION COM | $45.6M | 45,729 | 0.53% | — |
| PYLD | PIMCO ETF TR MULTISECTOR BD | $45.2M | 1,724,346 | 0.52% | — |
| IAGG | ISHARES TR CORE INTL AGGR | $44.8M | 896,069 | 0.52% | — |
| JPIB | J P MORGAN EXCHANGE TRADED F INTL | $44.3M | 927,039 | 0.51% | — |
| JPM | JPMORGAN CHASE & CO COM | $42.5M | 144,493 | 0.49% | — |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP | $41.9M | 194,698 | 0.48% | — |
| USHY | ISHARES TR BROAD USD HIGH | $39.9M | 1,082,373 | 0.46% | — |
| HD | HOME DEPOT INC COM | $39.0M | 118,608 | 0.45% | — |
| BINC | BLACKROCK ETF TRUST II ISHARES FLE | $38.6M | 743,242 | 0.45% | — |
| GEV | GE VERNOVA INC COM | $38.5M | 44,110 | 0.45% | — |
| CVX | CHEVRON CORPORATION COM | $35.7M | 172,421 | 0.41% | — |
| RTX | RTX CORPORATION COM | $35.2M | 182,357 | 0.41% | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $33.2M | 226,758 | 0.38% | — |
| GOVT | ISHARES TR US TREAS BD ETF | $32.5M | 1,416,524 | 0.38% | — |
| TSLA | TESLA INC COM | $32.2M | 86,495 | 0.37% | — |
| ETN | EATON CORP PLC SHS | $31.7M | 88,739 | 0.37% | — |
| STIP | ISHARES TR 0-5 YR TIPS ETF | $31.3M | 302,644 | 0.36% | — |
| AVDE | AMERICAN CENTY ETF TR INTL EQT ETF | $31.1M | 366,255 | 0.36% | — |
| NFLX | NETFLIX INC. COM | $31.1M | 322,952 | 0.36% | — |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $31.0M | 349,940 | 0.36% | — |
| BUFD | FIRST TR EXCHNG TRADED FD VI FT VE | $30.7M | 1,097,887 | 0.36% | — |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $29.9M | 569,198 | 0.35% | — |
| TIP | ISHARES TR TIPS BD ETF | $29.9M | 270,514 | 0.35% | — |
| AGGY | WISDOMTREE TR YIELD ENHANCD US | $29.4M | 675,916 | 0.34% | — |
| V | VISA INC COM CL A | $29.1M | 96,159 | 0.34% | — |
| DFAE | DIMENSIONAL ETF TRUST EMGR CRE EQT | $28.8M | 850,754 | 0.33% | — |
| ABBV | ABBVIE INC COM | $28.6M | 131,500 | 0.33% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F EQUIT | $28.4M | 500,267 | 0.33% | — |
| IAU | ISHARES GOLD TR ISHARES NEW | $27.8M | 315,598 | 0.32% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONS | $27.3M | 80,797 | 0.32% | — |
| AVDV | AMERICAN CENTY ETF TR INTL SMCP VL | $26.1M | 261,555 | 0.30% | — |
| AMD | ADVANCED MICRO DEVICES INC COM | $24.8M | 121,773 | 0.29% | — |
| PG | PROCTER & GAMBLE CO COM | $23.8M | 164,770 | 0.28% | — |
| SPYG | SPDR SERIES TRUST STATE STREET SPD | $23.0M | 235,300 | 0.27% | — |
| JNJ | JOHNSON & JOHNSON COM | $22.7M | 92,822 | 0.26% | — |
| MTUM | ISHARES TR MSCI USA MMENTM | $22.6M | 94,000 | 0.26% | — |
| FTEC | FIDELITY COVINGTON TRUST MSCI INFO | $22.0M | 105,576 | 0.25% | — |
| CAT | CATERPILLAR INC COM | $21.0M | 29,615 | 0.24% | — |
| IVW | ISHARES TR S&P 500 GRWT ETF | $20.8M | 183,538 | 0.24% | — |
| IWF | ISHARES TR RUS 1000 GRW ETF | $20.6M | 48,249 | 0.24% | — |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA ETF | $20.1M | 659,706 | 0.23% | — |
| AXP | AMERICAN EXPRESS CO COM | $19.8M | 65,494 | 0.23% | — |
| IEUR | ISHARES TR CORE MSCI EURO | $19.0M | 269,881 | 0.22% | — |
| JEPQ | J P MORGAN EXCHANGE TRADED F NASDA | $18.7M | 336,969 | 0.22% | — |
| BUFR | FIRST TR EXCHNG TRADED FD VI FT VE | $18.5M | 547,760 | 0.21% | — |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $18.1M | 41,377 | 0.21% | — |
| BIV | VANGUARD BD INDEX FDS INTERMED TER | $18.0M | 233,220 | 0.21% | — |
| FBND | FIDELITY MERRIMACK STR TR TOTAL BD | $17.9M | 392,277 | 0.21% | — |
| UBER | UBER TECHNOLOGIES INC COM | $17.6M | 244,800 | 0.20% | — |
| BGIG | ETF SER SOLUTIONS BAHL & GAYNOR IN | $17.5M | 527,196 | 0.20% | — |
| QSIG | WISDOMTREE TR US SHT TRM CORP | $17.3M | 357,584 | 0.20% | — |
| TAXF | AMERICAN CENTY ETF TR DIVERSIFIED | $17.0M | 339,492 | 0.20% | — |
| IEF | ISHARES TR 7-10 YR TRSY BD | $16.8M | 176,531 | 0.19% | — |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $16.8M | 871,669 | 0.19% | — |
| IJR | ISHARES TR CORE S&P SCP ETF | $16.7M | 134,524 | 0.19% | — |
| DFAC | DIMENSIONAL ETF TRUST US CORE EQUI | $16.3M | 420,219 | 0.19% | — |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $16.2M | 32,995 | 0.19% | — |
| FDVV | FIDELITY COVINGTON TRUST HIGH DIVI | $16.0M | 290,253 | 0.19% | — |
| RDVI | FIRST TR EXCHANGE-TRADED FD FT VES | $15.9M | 621,989 | 0.18% | — |
| HWM | HOWMET AEROSPACE INC COM | $15.7M | 67,965 | 0.18% | — |
| SUB | ISHARES TR SHRT NAT MUN ETF | $15.7M | 147,013 | 0.18% | — |
| MAR | MARRIOTT INTL INC NEW CL A | $15.3M | 46,860 | 0.18% | — |
| GE | GE AEROSPACE COM NEW | $15.1M | 53,374 | 0.18% | — |
| UNP | UNION PAC CORP COM | $14.7M | 60,601 | 0.17% | — |
| MA | MASTERCARD INCORPORATED CL A | $14.6M | 29,264 | 0.17% | — |
| JMST | J P MORGAN EXCHANGE TRADED F ULTRA | $14.6M | 285,841 | 0.17% | — |
| ANET | ARISTA NETWORKS INC COM SHS | $14.2M | 115,609 | 0.16% | — |
| SCHA | SCHWAB STRATEGIC TR US SML CAP ETF | $14.2M | 487,631 | 0.16% | — |
| PANW | PALO ALTO NETWORKS INC COM | $14.1M | 88,226 | 0.16% | — |
| FLRN | SPDR SERIES TRUST STATE STREET SPD | $13.8M | 449,402 | 0.16% | — |
| XLK | SELECT SECTOR SPDR TR STATE STREET | $13.5M | 101,585 | 0.16% | — |
| HEFA | ISHARES TR HDG MSCI EAFE | $13.3M | 311,823 | 0.15% | — |
| MCD | MCDONALDS CORP COM | $13.0M | 41,876 | 0.15% | — |
| IWY | ISHARES TR RUS TP200 GR ETF | $12.7M | 51,130 | 0.15% | — |
| IWR | ISHARES TR RUS MID CAP ETF | $12.7M | 130,840 | 0.15% | — |
| ABT | ABBOTT LABORATORIES COM | $12.1M | 117,570 | 0.14% | — |
| RKLB | ROCKET LAB CORP COM | $12.0M | 186,761 | 0.14% | — |
| CAIE | CALAMOS ETF TR AUTOCALLABLE INC | $11.9M | 471,706 | 0.14% | — |
| VXUS | VANGUARD STAR FDS VG TL INTL STK F | $11.8M | 153,648 | 0.14% | — |
| ILCG | ISHARES TR MORNINGSTAR GRWT | $11.7M | 122,151 | 0.13% | — |
| AMLP | ALPS ETF TR ALERIAN MLP | $11.6M | 220,740 | 0.13% | — |
| PEP | PEPSICO INC COM | $11.5M | 74,234 | 0.13% | — |
| ORLY | OREILLY AUTOMOTIVE INC COM | $11.4M | 123,358 | 0.13% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL ORD S | $11.4M | 29,042 | 0.13% | — |
| GLD | SPDR GOLD TR GOLD SHS | $11.2M | 25,917 | 0.13% | — |
| SPGI | S&P GLOBAL INC COM | $11.1M | 26,193 | 0.13% | — |
| JNK | SPDR SERIES TRUST STATE STREET SPD | $10.8M | 112,525 | 0.12% | — |
| REGN | REGENERON PHARMACEUTICALS COM | $10.8M | 13,916 | 0.12% | — |
| NOW | SERVICENOW INC COM | $10.7M | 102,282 | 0.12% | — |
| JPST | J P MORGAN EXCHANGE TRADED F ULTRA | $10.6M | 210,354 | 0.12% | — |
| KO | COCA COLA CO COM | $10.6M | 139,481 | 0.12% | — |
| IJH | ISHARES TR CORE S&P MCP ETF | $10.5M | 155,506 | 0.12% | — |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $10.5M | 196,760 | 0.12% | — |
| GRID | FIRST TR EXCHANGE-TRADED FD NASDQ | $10.5M | 63,949 | 0.12% | — |
| SHV | ISHARES TR TRUST ISHARE 0-1 | $10.4M | 94,040 | 0.12% | — |
| VEA | VANGUARD TAX-MANAGED FDS VAN FTSE | $10.2M | 158,945 | 0.12% | — |
| CLOA | BLACKROCK ETF TRUST II ISHARES AAA | $10.1M | 195,748 | 0.12% | — |
| BAC | BANK AMERICA CORP COM | $10.1M | 206,814 | 0.12% | — |
| SHM | SPDR SERIES TRUST STATE STREET SPD | $10.0M | 208,447 | 0.12% | — |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT ETF | $9.9M | 394,390 | 0.11% | — |
| SCHE | SCHWAB STRATEGIC TR EMRG MKTEQ ETF | $9.9M | 300,063 | 0.11% | — |
| SMIG | ETF SER SOLUTIONS BAHL GAYNOR SML | $9.9M | 336,636 | 0.11% | — |
This table is the 150 largest positions by value, out of 1,025 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
This manager also disclosed 21 options positions with a combined notional of $866,515. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Prime Capital Investment Advisors, LLC (CIK 1731446, accession 0001214659-26-005807). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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