StockDriftsStockDriftsTop 50 Prime Capital Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | 6.97% | 927.5K | $710.3M | -1.94%(-18.38K) | $646.29(+19.14%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS MRNGSTR TTL STK | 3.74% | 1.02M | $381.0M | -4.31%(-45.90K) | $210.41(+78.48%) | 2026-09-30 | |
| AGG | ISHARES TR CORE US AGGBD ET | 3.73% | 4.02M | $380.2M | +5.93%(+225.27K) | $99.63(-4.54%) | 2026-09-30 | |
| IEFA | ISHARES TR CORE MSCI EAFE | 2.72% | 2.86M | $277.0M | +3.20%(+88.73K) | $87.24(+9.99%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.48% | 1.11M | $252.8M | -2.36%(-26.70K) | $51.73(+319.65%) | 2026-09-30 | |
| ITOT | ISHARES TR CORE S&P TTL STK | 2.43% | 1.49M | $247.6M | -1.87%(-28.43K) | $100.10(+66.56%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 2.43% | 742.6K | $247.3M | -3.14%(-24.08K) | $164.86(+108.02%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | 2.42% | 8.22M | $246.5M | -5.59%(-486.78K) | $18.09(+66.57%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR EMERGING | 2.18% | 1.73M | $221.8M | -1.79%(-31.52K) | $118.10(+9.17%) | 2026-09-30 | |
| XTEN | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | 1.77% | 4.26M | $180.4M | +2.90%(+119.97K) | $45.89(-6.46%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.88% | +63.82% | +8.55% | +50.72% |
| Top 20 Holdings Unweighted | +18.40% | +65.99% | +9.09% | +54.48% |
Prime Capital Investment Advisors LLC reports $10.19B in US-listed equity holdings across 1,075 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.0%), VTI (3.7%) and AGG (3.7%). The top 20 holdings account for 43.99% of reported assets. Its disclosed equity book has returned +63.82% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prime Capital Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731446). View Prime Capital Investment Advisors LLC’s 13F filings on SEC