Prime Capital Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1731446 · latest 13F-HR filed 2026-08-05
Prime Capital Investment Advisors, LLC manages $10.31B in 13F-reported U.S. long-equity assets across 1,092 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (6.87%), VTI (3.82%), AGG (3.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 88 new positions, exited 45, added to 516, and trimmed 262.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Filer Information
Address
6201 COLLEGE BLVD.SUITE 150
OVERLAND PARK, KS 66211
Phone
(913) 491-6226
Filing Manager
Prime Capital Investment Advisors, LLC
OVERLAND PARK, KS
Signatory
Anthony Woodard
Chief Compliance Officer
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AUM
$10.31B
Long-equity book
Holdings
1,092
Distinct positions
Period
2026-06-30
Filed 2026-08-05
Q/Q Activity
+88 / −45 / ↑516 / ↓262
vs 2026-03-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR CORE S&P500 ETF$403.3M +132.2%
- ISHARES TR CORE MSCI EAFE$209.9M +363.5%
- BONDBLOXX ETF TRUST BLOOMBERG TEN YR$97.4M +106.9%
- ISHARES TR CORE UNIVRSL USD$74.7M +4171.7%
- ISHARES TR CORE S&P MCP ETF$62.4M +594.3%
Top Trims
- WISDOMTREE TR US QTLY DIV GRT-$71.6M -75.5%
- VANGUARD WORLD FD MEGA GRWTH IND-$64.8M -95.3%
- VANGUARD SCOTTSDALE FDS LONG TERM TREAS-$56.6M -98.7%
- VANGUARD BD INDEX FDS SHORT TRM BOND-$13.9M -24.4%
- EXXON MOBIL CORP COM-$13.1M -27.3%
New Positions
- AMERICAN CENTY ETF TR EMERGING$225.8M
- FIRST TR EXCHANGE-TRADED FD VEST LADDERED$12.7M
- SPACE EXPLORATION TECHN CORP CLASS A COM STK$9.6M
- ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF$9.1M
- SPDR SERIES TRUST ST LON TREAS ETF$3.6M
Exited Positions
- AMERICAN CENTY ETF TR US LARGE CAP VLU$93.8M
- SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME$6.1M
- HONEYWELL INTL INC COM$4.1M
- STATE STREET SPDR PORTFOLIO HIGH YIELD$2.0M
- COTERRA ENERGY INC COM$715.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR CORE S&P500 ETF | IVV | 464287200 | $708.4M | 6.87% | 945,895 | SH |
| 2 | VANGUARD INDEX FDS TOTAL STK MKT | VTI | 922908769 | $393.7M | 3.82% | 1,064,003 | SH |
| 3 | ISHARES TR CORE US AGGBD ET | AGG | 464287226 | $375.8M | 3.64% | 3,796,233 | SH |
| 4 | ISHARES TR CORE MSCI EAFE | IEFA | 46432F842 | $267.6M | 2.59% | 2,770,947 | SH |
| 5 | SCHWAB STRATEGIC TR US LRG CAP ETF | SCHX | 808524201 | $256.2M | 2.48% | 8,704,919 | SH |
| 6 | ISHARES TR CORE S&P TTL STK | ITOT | 464287150 | $249.2M | 2.42% | 1,517,244 | SH |
| 7 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $226.8M | 2.20% | 1,133,586 | SH |
| 8 | AMERICAN CENTY ETF TR EMERGING | AVUS | 025072885 | $225.8M | 2.19% | 1,763,123 | SH |
| 9 | APPLE INC COM | AAPL | 037833100 | $221.8M | 2.15% | 766,662 | SH |
| 10 | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | XTEN | 09789C812 | $188.5M | 1.83% | 4,136,120 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | VGK | 922042874 | $167.2M | 1.62% | 1,888,476 | SH |
| 12 | INVESCO QQQ TR UNIT SER 1 | QQQ | 46090E103 | $147.6M | 1.43% | 200,376 | SH |
| 13 | VANGUARD INDEX FDS VALUE ETF | VTV | 922908744 | $144.1M | 1.40% | 661,224 | SH |
| 14 | FIDELITY COVINGTON TRUST ENHANCED SML CAP | FESM | 31609A206 | $139.6M | 1.35% | 2,890,540 | SH |
| 15 | ISHARES TR CORE MSCI TOTAL | IXUS | 46432F834 | $134.0M | 1.30% | 1,404,457 | SH |
| 16 | VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $127.6M | 1.24% | 185,817 | SH |
| 17 | MICROSOFT CORP COM | MSFT | 594918104 | $123.2M | 1.19% | 330,356 | SH |
| 18 | SCHWAB STRATEGIC TR INTL EQTY ETF | SCHF | 808524805 | $119.8M | 1.16% | 4,325,445 | SH |
| 19 | AMAZON COM INC COM | AMZN | 023135106 | $119.2M | 1.16% | 500,000 | SH |
| 20 | STATE STR SPDR S&P 500 ETF T TR UNIT | SPY | 78462F103 | $113.3M | 1.10% | 151,678 | SH |
| 21 | VANGUARD BD INDEX FDS TOTAL BND MRKT | BND | 921937835 | $105.9M | 1.03% | 1,443,141 | SH |
| 22 | ISHARES TR SP SMCP600VL ETF | IJS | 464287879 | $103.4M | 1.00% | 756,315 | SH |
| 23 | BROADCOM INC COM | AVGO | 11135F101 | $99.0M | 0.96% | 262,087 | SH |
| 24 | VANGUARD MUN BD FDS TAX EXEMPT BD | VTEB | 922907746 | $98.7M | 0.96% | 1,951,599 | SH |
| 25 | ISHARES TR MSCI USA QLT FCT | QUAL | 46432F339 | $95.9M | 0.93% | 437,142 | SH |
| 26 | ALPHABET INC CAP STK CL A | GOOGL | 02079K305 | $91.9M | 0.89% | 257,159 | SH |
| 27 | ISHARES TR CORE UNIVRSL USD | IUSB | 46434V613 | $76.5M | 0.74% | 1,657,922 | SH |
| 28 | ELI LILLY & CO COM | LLY | 532457108 | $75.7M | 0.73% | 63,152 | SH |
| 29 | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | VPL | 922042866 | $73.5M | 0.71% | 635,287 | SH |
| 30 | ISHARES INC CORE MSCI EMKT | IEMG | 46434G103 | $73.1M | 0.71% | 882,776 | SH |
| 31 | ISHARES TR CORE S&P MCP ETF | IJH | 464287507 | $72.9M | 0.71% | 945,484 | SH |
| 32 | AMERICAN CENTY ETF TR AVANTIS EMGMKT | AVEM | 025072604 | $72.4M | 0.70% | 750,726 | SH |
| 33 | SCHWAB STRATEGIC TR US LCAP GR ETF | SCHG | 808524300 | $72.0M | 0.70% | 2,128,665 | SH |
| 34 | ISHARES TR NATIONAL MUN ETF | MUB | 464288414 | $69.3M | 0.67% | 643,767 | SH |
| 35 | VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | BNDX | 92203J407 | $68.9M | 0.67% | 1,423,682 | SH |
| 36 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $67.9M | 0.66% | 192,081 | SH |
| 37 | SCHWAB STRATEGIC TR US MID-CAP ETF | SCHM | 808524508 | $67.5M | 0.65% | 1,830,982 | SH |
| 38 | WALMART INC COM | WMT | 931142103 | $63.7M | 0.62% | 562,568 | SH |
| 39 | SCHWAB STRATEGIC TR US TIPS ETF | SCHP | 808524870 | $61.6M | 0.60% | 2,323,341 | SH |
| 40 | ISHARES TR MSCI EAFE ETF | EFA | 464287465 | $61.1M | 0.59% | 588,054 | SH |
| 41 | ADVANCED MICRO DEVICES INC COM | AMD | 007903107 | $61.0M | 0.59% | 104,944 | SH |
| 42 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $57.1M | 0.55% | 114,079 | SH |
| 43 | ISHARES TR CORE INTL AGGR | IAGG | 46435G672 | $55.1M | 0.53% | 1,088,753 | SH |
| 44 | AMERICAN CENTY ETF TR US SML CP VALU | AVUV | 025072877 | $54.5M | 0.53% | 436,592 | SH |
| 45 | GE VERNOVA INC COM | GEV | 36828A101 | $52.7M | 0.51% | 44,889 | SH |
| 46 | ISHARES TR CRE U S REIT ETF | USRT | 464288521 | $51.4M | 0.50% | 773,229 | SH |
| 47 | MICRON TECHNOLOGY INC COM | MU | 595112103 | $49.9M | 0.48% | 43,209 | SH |
| 48 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $49.5M | 0.48% | 151,129 | SH |
| 49 | PALMER SQUARE FUNDS TR CR OPPOR ETF | PSQO | 696930106 | $49.5M | 0.48% | 2,393,248 | SH |
| 50 | VANGUARD SPECIALIZED FUNDS DIV APP ETF | VIG | 921908844 | $46.4M | 0.45% | 196,082 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $10.31B | 1,092 | 0001214659-26-009642 |
| 2026-03-31 | 2026-05-08 | $8.65B | 1,056 | 0001214659-26-005807 |
| 2025-12-31 | 2026-01-21 | $8.21B | 1,044 | 0001214659-26-000718 |