Prime Capital Investment Advisors, LLC: 13F holdings

CIK 17314462026Q2

Positions1,068
Reported value$10.3bn
Filed2026-08-05

Change since last quarter

Positions1,068 (+43 vs prior quarter)
Reported value$10.3bn (+19.3%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR CORE S&P500 ETF945,895$708.4m6.9%
VTI VANGUARD INDEX FDS TOTAL STK MKT1,064,003$393.7m3.8%
AGG ISHARES TR CORE US AGGBD ET3,796,233$375.8m3.6%
IEFA ISHARES TR CORE MSCI EAFE2,770,947$267.6m2.6%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF8,704,919$256.2m2.5%
ITOT ISHARES TR CORE S&P TTL STK1,517,244$249.2m2.4%
NVDA NVIDIA CORPORATION COM1,133,586$226.8m2.2%
AVUS AMERICAN CENTY ETF TR EMERGING1,763,123$225.8m2.2%
AAPL APPLE INC COM766,662$221.8m2.2%
XTEN BONDBLOXX ETF TRUST BLOOMBERG TEN YR4,136,120$188.5m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1731446")

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