Prime Capital Investment Advisors, LLC

CIK

1731446

Location

OVERLAND PARK, KS

Portfolio Value

Mid $9,807,727,981

Diversification

Diversified

Filing Date

Global Rank

#533 / 8,819 ▲ 10 · as of Jun 2026

Top Industry

Semiconductors 17.5%

Period ended 29 days ago

Filed Oct 20, 2026 · 9d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

10.6 effective positions (12 or fewer)

Turnover

Low turnover

21.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.6 quarters (12+), a floor since 49.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 60.3%; sector active share 57.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

1,072 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

27.6%

−0.3 pts

Top 5

49.1%

+1.2 pts

Top 10

58.8%

+1.0 pts

HHI

932

Diversified−3

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.1%	$6,779,962,926	461
Technology	12.5%	$1,223,774,270	103
Industrials	3.5%	$339,854,623	82
Financial Services	3.3%	$326,469,345	129
Consumer Cyclical	2.6%	$254,639,912	49
Healthcare	2.6%	$250,118,967	74
Communication Services	2.5%	$248,824,291	16
Consumer Defensive	1.6%	$157,206,533	31
Energy	1.3%	$125,453,240	37
Utilities	0.4%	$42,285,554	29
Real Estate	0.3%	$31,505,631	31
Basic Materials	0.3%	$27,632,689	30

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVDE	Avantis International Equity ETF	+1,240,077	1,704,275	$153,572,220
IEMG	iShares Trust	+403,553	1,286,329	$0
USFR	WisdomTree Floating Rate Treasury Fund	+292,048	484,814	$24,429,777
ACYN	First Trust Exchange-Traded Fund	+239,552	849,783	$17,726,473
AGG	iShares Core U.S. Aggregate Bond ETF	+225,269	4,021,502	$380,192,799
BUFR	FT Vest Laddered Buffer ETF	+206,732	809,364	$30,326,869
RKT	Rocket Companies, Inc.	+204,111	254,357	$2,927,649
IUSB	iShares Core Universal USD Bond ETF	+121,300	1,779,222	$78,445,897
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	+119,970	4,256,090	$180,373,094
BUFD	FT Vest Laddered Deep Buffer ETF	+115,091	1,368,409	$41,558,581
IEFA	iShares Core MSCI EAFE ETF	+88,726	2,859,673	$277,045,120
PYLD		+83,058	1,815,642	$46,099,150
OBDC	Blue Owl Capital Corp	+64,585	283,821	$2,977,282
CRBU	Caribou Biosciences, Inc.	+63,630	95,945	$121,850
INO	Inovio Pharmaceuticals, Inc.	+53,510	70,636	$86,175
JPIB	JPMorgan International Bond Opportunities ETF	+48,591	973,337	$45,454,837
MUB	iShares National Muni Bond ETF	+43,894	687,661	$69,522,527
SUB	iShares Short-Term National Muni Bond ETF	+39,857	190,422	$19,906,715
CRWD	CrowdStrike Holdings, Inc.	+36,952	50,252	$13,304,217
BINC		+36,906	780,873	$39,660,539
VICI	Vici Properties Inc.	+36,239	44,593	$1,024,301
T	At&T Inc.	+35,199	167,831	$4,095,076
—		+32,789	282,845	$0
SCHP	Schwab U.S. TIPS ETF	+30,894	2,354,235	$59,161,925
SPCX	Space Exploration Technologies Corp	+30,450	86,557	$13,057,989
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	−773,568	1,114,908	$96,774,014
EFA	iShares MSCI EAFE ETF	−554,601	33,453	$3,475,432
SCHX	Schwab U.S. Large-Cap ETF	−486,780	8,218,139	$246,544,170
GOVT	iShares U.S. Treasury Bond ETF	−243,870	1,084,596	$23,720,114
FESM	Fidelity Enhanced Small Cap Core ETF	−207,370	2,683,170	$120,608,491
SCHF	Schwab International Equity ETF	−161,256	4,164,189	$114,390,271
SCHG	Schwab U.S. Large-Cap Growth ETF	−156,863	1,971,802	$70,846,845
FSCO	FS Credit Opportunities Corp.	−95,332	271,263	$1,399,717
SCHM	Schwab U.S. Mid-Cap ETF	−92,993	1,737,989	$59,126,385
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−92,879	1,858,720	$88,028,979
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−76,296	98,950	$6,085,425
USRT	iShares Core U.S. REIT ETF	−70,086	703,143	$43,299,545
DUSB	Dimensional Ultrashort Fixed Income ETF	−66,416	43,841	$2,213,532
FITB	Fifth Third Bancorp	−63,470	12,642	$639,432
SMA	SmartStop Self Storage REIT, Inc.	−61,760	60,612	$1,951,706
AKRE	Professionally Managed Portfolios	−61,103	37,708	$1,986,080
OKLO	Oklo Inc.	−47,287	20,807	$770,275
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−45,896	1,018,107	$381,016,363
CLX	Clorox Co	−45,240	2,714	$219,861
SCHO	Schwab Short-Term U.S. Treasury ETF	−42,472	93,152	$2,222,606
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	−38,367	393,485	$8,404,839
AVUS	Avantis U.S. Equity ETF	−31,518	1,731,605	$221,801,284
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−28,430	1,488,814	$247,559,991
AVUV	Avantis U.S. Small Cap Value ETF	−27,919	408,673	$48,129,419
NVDA	Nvidia Corp	−26,700	1,106,886	$252,790,624
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HYZD	WisdomTree Interest Rate Hedged High Yield Bond Fund	541,778	$12,119,573
AGZD	WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund	537,137	$12,107,067
SKHY	SK hynix Inc.	36,802	$6,777,088
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	11,052	$1,520,534
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	42,728	$879,342
PULS	PGIM Ultra Short Bond ETF	16,464	$814,309
BBY	Best Buy Co Inc	8,956	$790,277
TRLV	Trulieve Cannabis Corp.	70,670	$770,303
SWKS	Skyworks Solutions, Inc.	8,893	$760,173
ITM	VanEck Intermediate Muni ETF	16,584	$729,696
EIX	Edison International	13,267	$712,835
JCPB	JPMorgan Core Plus Bond ETF	14,758	$660,863
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	4,648	$432,635
JIRE	JPMorgan International Research Enhanced Equity ETF	4,968	$408,170
JPIE	JPMorgan Income ETF	8,955	$401,989
CORO		10,152	$369,025
CBRS	Cerebras Systems Inc.	2,071	$367,913
VMRK	Vivmark Residential	6,052	$367,719
NRXP	NRX Pharmaceuticals, Inc.	124,631	$363,922
OKTA	Okta, Inc.	1,720	$359,669
BEN	Franklin Templeton Inc	10,832	$347,923
EIG	Employers Holdings, Inc.	6,567	$313,508
RHI	Robert Half Inc.	8,496	$312,228
SYM	Symbotic Inc.	7,218	$303,661
HYD	VanEck High Yield Muni ETF	6,199	$297,737
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGGY	WisdomTree Trust	779,212	$33,880,137
—		43,484	$1,320,174
CHKP	Check Point Software Technologies Ltd	6,929	$910,678
BIDU	Baidu, Inc.	7,089	$810,201
FLKR	Franklin FTSE South Korea ETF	10,600	$700,448
INDA	iShares MSCI India ETF	13,888	$685,928
LDOS	Leidos Holdings, Inc.	5,841	$601,447
ILF	iShares Latin America 40 ETF	13,865	$467,943
VMC	Vulcan Materials CO	1,545	$455,790
IEI	iShares 3-7 Year Treasury Bond ETF	3,868	$454,296
SYF	Synchrony Financial	5,730	$435,766
IMTX	Immatics N.V.	40,000	$405,200
RBRK	Rubrik, Inc.	4,947	$397,145
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	17,266	$395,218
SAIC	Science Applications International Corp	3,467	$382,791
ECH	iShares MSCI Chile ETF	9,195	$365,041
—		1,718	$352,258
AGGH	Simplify Exchange Traded Funds	17,196	$346,843
—		1,838	$346,812
IP	International Paper Co	8,504	$324,002
IONS	Ionis Pharmaceuticals Inc	3,938	$312,244
ONON	On Holding AG	8,664	$306,878
AAON	Aaon, Inc.	2,401	$304,590
UNM	Unum Group	3,191	$285,275
—		11,591	$283,631
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,072 tracked positions · $9,807,727,981 total · filing declares 1,099 positions · $10,193,272,504 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,072 positions by value · page 1 of 22

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	927,514	-18,381	$710,336,596	+0.3%	7.24%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	1,018,107	-45,896	$381,016,363	−3.2%	3.88%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	4,021,502	+225,269	$380,192,799	+1.2%	3.88%
IEFA	iShares Core MSCI EAFE ETF	Added	2,859,673	+88,726	$277,045,120	+3.5%	2.82%
NVDA	Nvidia Corp Technology	Reduced	1,106,886	-32,700	$252,790,624	+11.4%	2.58%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	1,488,814	-28,430	$247,559,991	−0.7%	2.52%
AAPL	Apple Inc. CALL + SHARES Technology	Reduced	742,679	-24,083	$247,326,960	+11.5%	2.52%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	8,218,139	-486,780	$246,544,170	−3.8%	2.51%
AVUS	Avantis U.S. Equity ETF	Reduced	1,731,605	-31,518	$221,801,284	−1.8%	2.26%
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	Added	4,256,090	+119,970	$180,373,094	−4.3%	1.84%
MSFT	Microsoft Corp Technology	Reduced	311,852	-18,504	$159,948,890	+29.8%	1.63%
AVDE	Avantis International Equity ETF	Added	1,704,275	+1,240,077	$153,572,220	+270.9%	1.57%
QQQ	Invesco Qqq Trust, Series 1	Added	202,122	+1,746	$149,523,791	+1.3%	1.52%
VTV	VANGUARD VALUE INDEX FUND	Reduced	639,727	-21,497	$138,232,210	−4.1%	1.41%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	1,390,786	-13,671	$132,110,762	−1.4%	1.35%
VOO	VANGUARD 500 INDEX FUND	Reduced	184,576	-1,241	$129,361,935	+1.4%	1.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	490,841	-9,159	$122,293,035	+2.6%	1.25%
FESM	Fidelity Enhanced Small Cap Core ETF	Reduced	2,683,170	-207,370	$120,608,491	−13.6%	1.23%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	155,373	+1,095	$116,516,442	+2.8%	1.19%
SCHF	Schwab International Equity ETF	Reduced	4,164,189	-161,256	$114,390,271	−4.5%	1.17%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	1,439,251	-3,890	$100,963,457	−4.7%	1.03%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Reduced	1,114,908	-773,568	$96,774,014	−42.1%	0.99%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	433,372	-3,770	$96,312,593	+0.4%	0.98%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	734,699	-21,616	$94,114,941	−9.0%	0.96%
GOOGL	Alphabet Inc. Communication Services	Added	259,412	+2,253	$89,258,480	−2.9%	0.91%
AVGO	Broadcom Inc. Technology	Reduced	251,354	-16,733	$88,273,011	−10.9%	0.90%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	1,858,720	-92,879	$88,028,979	−10.8%	0.90%
IUSB	iShares Core Universal USD Bond ETF	Added	1,779,222	+121,300	$78,445,897	+2.5%	0.80%
VPL	VANGUARD PACIFIC STOCK INDEX FUND	Reduced	619,209	-16,078	$71,710,594	−2.4%	0.73%
LLY	ELI LILLY & Co Healthcare	Reduced	61,753	-1,399	$71,453,161	−5.7%	0.73%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	1,971,802	-156,863	$70,846,845	−1.6%	0.72%
MUB	iShares National Muni Bond ETF	Added	687,661	+43,894	$69,522,527	+0.3%	0.71%
IJH	iShares Core S&P Mid-Cap ETF	Added	952,857	+7,373	$68,558,061	−6.0%	0.70%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	725,706	-25,020	$68,230,878	−5.8%	0.70%
BNDX	Vanguard Total International Bond ETF	Added	1,442,825	+19,143	$67,625,207	−1.9%	0.69%
GOOG	Alphabet Inc. Communication Services	Added	193,110	+1,029	$65,800,301	−3.0%	0.67%
AMD	Advanced Micro Devices Inc CALL + SHARES Technology	Reduced	98,155	-6,789	$59,872,138	−1.8%	0.61%
SCHP	Schwab U.S. TIPS ETF	Added	2,354,235	+30,894	$59,161,925	−3.9%	0.60%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	1,737,989	-92,993	$59,126,385	−12.4%	0.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	559,430	-3,138	$58,135,965	−8.8%	0.59%
META	Meta Platforms, Inc. Communication Services	Reduced	80,067	-3,897	$58,062,987	+27.3%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	111,727	-2,352	$55,634,459	−2.5%	0.57%
IAGG	iShares Core International Aggregate Bond ETF	Added	1,115,625	+26,872	$54,888,750	−0.4%	0.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	149,625	-1,504	$49,500,438	+0.1%	0.50%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	408,673	-27,919	$48,129,419	−11.6%	0.49%
MU	Micron Technology Inc CALL + SHARES Technology	Added	46,355	+2,146	$47,604,652	−6.7%	0.49%
VIG	Vanguard Specialized Funds	Added	198,049	+1,967	$46,206,812	−0.4%	0.47%
PYLD		Added	1,815,642	+83,058	$46,099,150	+0.3%	0.47%
JPIB	JPMorgan International Bond Opportunities ETF	Added	973,337	+48,591	$45,454,837	+1.7%	0.46%
USRT	iShares Core U.S. REIT ETF	Reduced	703,143	-70,086	$43,299,545	−15.7%	0.44%

Showing the top 50 of 1,072 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.