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 $10.31B across 1,067 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($708.4M, 6.87%), VTI ($393.7M, 3.82%), AGG ($375.8M, 3.64%), IEFA ($267.6M, 2.59%), SCHX ($256.2M, 2.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | $708.4M | 6.87% | 945,895 | Added |
| 2 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $393.7M | 3.82% | 1.1M | Trimmed |
| 3 | AGG | ISHARES TR CORE US AGGBD ET | $375.8M | 3.64% | 3.8M | Added |
| 4 | IEFA | ISHARES TR CORE MSCI EAFE | $267.6M | 2.59% | 2.8M | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $256.2M | 2.48% | 8.7M | Trimmed |
| 6 | ITOT | ISHARES TR CORE S&P TTL STK | $249.2M | 2.42% | 1.5M | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION COM | $226.9M | 2.20% | 1.1M | Added |
| 8 | AVUS | AMERICAN CENTY ETF TR EMERGING | $225.8M | 2.19% | 1.8M | New |
| 9 | AAPL | APPLE INC COM | $221.9M | 2.15% | 766,762 | Trimmed |
| 10 | XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $188.5M | 1.83% | 4.1M | Added |
| 11 | VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $167.2M | 1.62% | 1.9M | Trimmed |
| 12 | QQQ | INVESCO QQQ TR UNIT SER 1 | $147.6M | 1.43% | 200,376 | Trimmed |
| 13 | VTV | VANGUARD INDEX FDS VALUE ETF | $144.1M | 1.40% | 661,224 | Trimmed |
| 14 | FESM | FIDELITY COVINGTON TRUST ENHANCED SML CAP | $139.6M | 1.35% | 2.9M | Trimmed |
| 15 | IXUS | ISHARES TR CORE MSCI TOTAL | $134.0M | 1.30% | 1.4M | Added |
| 16 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $127.6M | 1.24% | 185,817 | Trimmed |
| 17 | MSFT | MICROSOFT CORP COM | $123.2M | 1.19% | 330,356 | Added |
| 18 | SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $119.8M | 1.16% | 4.3M | Trimmed |
| 19 | AMZN | AMAZON COM INC COM | $119.2M | 1.16% | 500,000 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $113.3M | 1.10% | 154,278 | Trimmed |
| 21 | BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $105.9M | 1.03% | 1.4M | Added |
| 22 | IJS | ISHARES TR SP SMCP600VL ETF | $103.4M | 1.00% | 756,315 | Trimmed |
| 23 | VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $98.7M | 0.96% | 2.0M | Added |
| 24 | AVGO | BROADCOM INC COM | $99.1M | 0.96% | 268,087 | Added |
| 25 | QUAL | ISHARES TR MSCI USA QLT FCT | $95.9M | 0.93% | 437,142 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30