account_balance
Investment manager · 13F filer · SEC CIK 1731446
Prime Capital Investment Advisors, LLC
Reported value$10.2Bas of Sep 30, 2026
Positions1,075 82 new, 75 sold out
Top 10 weight30.9%IVV alone is 7%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr Core S&p500 ETF
7.0%
VTIVanguard Index FDS Mrngstr TTL STK
3.7%Trimmed −4%
AGGiShares Tr Core US Aggbd Et
3.7%Added +6%
IEFAiShares Tr Core MSCI EAFE
2.7%Added +3%
NVDANVIDIA Corp
2.5%Trimmed −2%
ITOTiShares Tr Core S&P TTL STK
2.4%
AAPLApple Inc.
2.4%Trimmed −3%
SCHXSchwab Strategic Tr US LRG Cap ETF
2.4%Trimmed −6%
AVUSAmerican Centy ETF Tr Emerging
2.2%
XTENBondbloxx ETF Trust Bloomberg Ten Yr
1.8%Added +3%
MSFTMicrosoft Corp
1.6%Trimmed −6%
AVDEAmerican Centy ETF Tr Intl Eqt ETF
1.5%Added +267%
IVViShares Tr Core S&p500 ETF
7.0%
VTIVanguard Index FDS Mrngstr TTL STK
3.7%−4%
AGGiShares Tr Core US Aggbd Et
3.7%+6%
IEFAiShares Tr Core MSCI EAFE
2.7%+3%
NVDANVIDIA Corp
2.5%−2%
ITOTiShares Tr Core S&P TTL STK
2.4%
AAPLApple Inc.
2.4%
SCHXSchwab Strategic Tr US LRG Cap ETF
2.4%
AVUSAmerican Centy ETF Tr Emerging
2.2%
XTEN1.8%
MSFT1.6%AVDE1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr Core S&p500 ETF 7.0% Held
VTI Vanguard Index FDS Mrngstr TTL STK 3.7% Trimmed −4%
AGG iShares Tr Core US Aggbd Et 3.7% Added +6%
IEFA iShares Tr Core MSCI EAFE 2.7% Added +3%
NVDA NVIDIA Corp 2.5% Trimmed −2%ITOT iShares Tr Core S&P TTL STK 2.4% Held
AAPL Apple Inc. 2.4% Trimmed −3%SCHX Schwab Strategic Tr US LRG Cap ETF 2.4% Trimmed −6%
AVUS American Centy ETF Tr Emerging 2.2% Held
XTEN Bondbloxx ETF Trust Bloomberg Ten Yr 1.8% Added +3%
MSFT Microsoft Corp 1.6% Trimmed −6%AVDE American Centy ETF Tr Intl Eqt ETF 1.5% Added +267%
What changed
Biggest moves since Jun 30, 2026
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