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Prime Capital Investment Advisors, LLC

Portfolio Manager
Prime Capital Investment Advisors, LLC
Performance
-3.79% (2026 Q1)
AUM (13F)
$8.65B
# of Holdings
1025
Performance Rank
Allocation (Top 20)
38.8%

Prime Capital Investment Advisors, LLC Holdings Map

Top 50 Prime Capital Investment Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AGG
ISHARES TR CORE US AGGBD ET
4.22%3.68M$365.3M
-24.99%(-1.23M)
2025-Q1: 2.10M shares2025-Q2: 3.20M shares2025-Q3: 3.41M shares2025-Q4: 4.91M shares2026-Q1: 3.68M shares
$99.83(-1.22%)
2026-03-31
VTI
VANGUARD INDEX FDS TOTAL STK MKT
4.02%1.08M$347.7M
-2.69%(-30.01K)
2025-Q1: 1.25M shares2025-Q2: 1.19M shares2025-Q3: 1.18M shares2025-Q4: 1.11M shares2026-Q1: 1.08M shares
$210.41(+75.26%)
2026-03-31
IVV
ISHARES TR CORE S&P500 ETF
3.53%467.0K$305.0M
+97.72%(+230.81K)
2025-Q1: 286.1K shares2025-Q2: 219.2K shares2025-Q3: 212.5K shares2025-Q4: 236.2K shares2026-Q1: 467.0K shares
$599.50(+24.84%)
2026-03-31
ITOT
ISHARES TR CORE S&P TTL STK
2.66%1.62M$230.2M
+4.44%(+68.71K)
2025-Q1: 2.01M shares2025-Q2: 1.57M shares2025-Q3: 1.56M shares2025-Q4: 1.55M shares2026-Q1: 1.62M shares
$100.10(+63.60%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
2.64%8.90M$228.2M
-11.05%(-1.11M)
2025-Q1: 15.94M shares2025-Q2: 11.09M shares2025-Q3: 10.18M shares2025-Q4: 10.01M shares2026-Q1: 8.90M shares
$18.09(+62.48%)
2026-03-31
AAPL
APPLE INC COM
2.29%780.0K$198.0M
-2.88%(-23.14K)
2025-Q1: 1.03M shares2025-Q2: 800.7K shares2025-Q3: 819.1K shares2025-Q4: 803.2K shares2026-Q1: 780.0K shares
$164.86(+87.21%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
2.28%1.13M$197.3M
+0.88%(+9.82K)
2025-Q1: 1.42M shares2025-Q2: 1.15M shares2025-Q3: 1.14M shares2025-Q4: 1.12M shares2026-Q1: 1.13M shares
$51.44(+278.77%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
1.84%1.93M$158.9M
-5.43%(-110.72K)
2025-Q1: 2.19M shares2025-Q2: 2.09M shares2025-Q3: 2.12M shares2025-Q4: 2.04M shares2026-Q1: 1.93M shares
$64.95(+37.58%)
2026-03-31
VTV
VANGUARD INDEX FDS VALUE ETF
1.54%676.7K$132.8M
-2.90%(-20.22K)
2025-Q1: 982.4K shares2025-Q2: 716.2K shares2025-Q3: 721.1K shares2025-Q4: 696.9K shares2026-Q1: 676.7K shares
$149.63(+46.48%)
2026-03-31
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
1.41%203.5K$121.6M
-1.07%(-2.20K)
2025-Q1: 277.4K shares2025-Q2: 218.1K shares2025-Q3: 215.5K shares2025-Q4: 205.7K shares2026-Q1: 203.5K shares
$431.12(+58.85%)
2026-03-31

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