Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prime Capital Investment Advisors, LLC (CIK 1731446) reported $8.65B across 1,000 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($365.3M, 4.22%), VTI ($347.7M, 4.02%), IVV ($305.0M, 3.53%), ITOT ($230.2M, 2.66%), SCHX ($228.2M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR CORE US AGGBD ET | $365.3M | 4.22% | 3.7M | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $347.7M | 4.02% | 1.1M | Trimmed |
| 3 | IVV | ISHARES TR CORE S&P500 ETF | $305.0M | 3.53% | 466,993 | Added |
| 4 | ITOT | ISHARES TR CORE S&P TTL STK | $230.2M | 2.66% | 1.6M | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $228.2M | 2.64% | 8.9M | Trimmed |
| 6 | AAPL | APPLE INC COM | $198.0M | 2.29% | 780,141 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION COM | $197.3M | 2.28% | 1.1M | Added |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $158.9M | 1.84% | 1.9M | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS VALUE ETF | $132.8M | 1.54% | 676,693 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $121.6M | 1.41% | 203,535 | Trimmed |
| 11 | MSFT | MICROSOFT CORP COM | $120.0M | 1.39% | 328,256 | Trimmed |
| 12 | FESM | FIDELITY COVINGTON TRUST ENHANCED SMALL | $118.3M | 1.37% | 3.1M | Added |
| 13 | QQQ | INVESCO QQQ TR UNIT SER 1 | $118.0M | 1.36% | 204,402 | Added |
| 14 | SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $109.6M | 1.27% | 4.4M | Trimmed |
| 15 | AMZN | AMAZON COM INC COM | $107.0M | 1.24% | 513,831 | Trimmed |
| 16 | BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $103.4M | 1.20% | 1.4M | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $102.5M | 1.19% | 160,331 | Added |
| 18 | IXUS | ISHARES TR CORE MSCI TOTAL | $100.8M | 1.17% | 1.2M | Added |
| 19 | DGRW | WISDOMTREE TR US QTLY DIV GRT | $94.8M | 1.10% | 1.1M | Trimmed |
| 20 | VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $94.6M | 1.09% | 1.9M | Trimmed |
| 21 | AVLV | AMERICAN CENTY ETF TR US LARGE CAP VLU | $93.8M | 1.08% | 1.2M | Trimmed |
| 22 | IJS | ISHARES TR SP SMCP600VL ETF | $91.8M | 1.06% | 775,003 | Trimmed |
| 23 | XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $91.1M | 1.05% | 2.0M | Added |
| 24 | QUAL | ISHARES TR MSCI USA QLT FCT | $88.1M | 1.02% | 459,443 | Trimmed |
| 25 | AVGO | BROADCOM INC COM | $78.6M | 0.91% | 259,591 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31