Holdings of Prime Capital Investment Advisors, LLC

Name: Holdings of Prime Capital Investment Advisors, LLC
Creator: Titelia

875 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.2 % of the equity sleeve

Sector breakdown

Funds 10.8 %
Technology 10.3 %
Financials 3.5 %
Industrials 3.4 %
Consumer discretionary 3.2 %
Communication 2.8 %
Health care 2.7 %
Consumer staples 2.3 %
Energy 1.2 %
Utilities 0.5 %
Materials 0.2 %
Real estate 0.2 %
Unattributed 59.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.3 %
TW 0.3 %
GB 0.1 %
NL 0.1 %
JP 0.0 %
DK 0.0 %
BR 0.0 %
DE 0.0 %
IN 0.0 %
ES 0.0 %
AU 0.0 %
BM 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	844	8.1B $	99.28 %
2	TW	2	27.4M $	0.34 %
3	GB	10	10.8M $	0.13 %
4	NL	3	8.9M $	0.11 %
5	JP	3	2.3M $	0.03 %
6	DK	1	2.1M $	0.03 %
7	BR	2	1.8M $	0.02 %
8	DE	1	1.6M $	0.02 %
9	IN	2	1.1M $	0.01 %
10	ES	2	719.6K $	0.01 %
11	AU	1	624.9K $	0.01 %
12	BM	1	298.9K $	0.00 %

Positions

Rank	Company	Shares	Value
1	iShares Core U.S. Aggregate Bond ETF	3,679,473	365.3M $
2	Vanguard Total Stock Market ETF	1,083,783	347.7M $
3	iShares Core S&P 500 ETF	466,993	305M $
4	iShares Core S&P Total U.S. Stock Market ETF	1,616,418	230.2M $
5	Schwab U.S. Large-Cap ETF	8,900,665	228.2M $
6	Apple Inc	780,041	198M $
7	NVIDIA Corp	1,131,043	197.3M $
8	Vanguard FTSE Europe ETF	1,927,470	158.9M $
9	Vanguard Value ETF	676,693	132.8M $
10	Vanguard S&P 500 ETF	203,535	121.6M $
11	Microsoft Corp	324,256	120M $
12	Fidelity Covington Trust	3,113,064	118.3M $
13	Invesco QQQ Trust Series 1	204,402	118M $
14	Schwab International Equity ETF	4,430,297	109.6M $
15	Amazon.com Inc	513,831	107M $
16	Vanguard Total Bond Market ETF	1,403,857	103.4M $
17	State Street SPDR S&P 500 ETF Trust	157,531	102.4M $
18	iShares Core MSCI Total International Stock ETF	1,163,580	100.8M $
19	WisdomTree Trust	1,079,247	94.8M $
20	Vanguard Tax-Exempt Bond Index ETF	1,896,133	94.6M $
21	Avantis US Large Cap Value ETF	1,163,667	93.8M $
22	iShares Trust	775,003	91.8M $
23	iShares Trust	459,443	88.1M $
24	Broadcom Inc	253,591	78.5M $
25	Alphabet Inc	261,441	75.2M $
26	Walmart Inc	561,402	69.8M $
27	iShares National Muni Bond ETF	645,815	68.6M $
28	Vanguard Mega Cap Growth ETF	185,052	68M $
29	Vanguard Charlotte Funds	1,374,142	66M $
30	Vanguard FTSE Pacific ETF	654,600	64M $
31	Schwab Strategic Trust	2,184,354	63.6M $
32	iShares Core MSCI Emerging Markets ETF	898,374	62.7M $
33	Berkshire Hathaway Inc	127,562	61.1M $
34	Avantis Emerging Markets Equity ETF	756,001	60.9M $
35	Schwab US TIPS ETF	2,265,508	60.3M $
36	Eli Lilly & Co	65,157	59.9M $
37	iShares Core MSCI EAFE ETF	637,728	57.7M $
38	Vanguard Scottsdale Funds	1,036,209	57.4M $
39	Vanguard Short-term Bond Etf	725,647	56.9M $
40	iShares MSCI EAFE ETF	571,745	55.5M $
41	Alphabet Inc	179,828	51.6M $
42	American Century ETF Trust	439,214	48.5M $
43	Exxon Mobil Corp	281,666	47.8M $
44	Meta Platforms Inc	83,090	47.5M $
45	iShares Core U.S. REIT ETF	774,046	45.8M $
46	Costco Wholesale Corp	45,729	45.6M $
47	PIMCO Multisector Bond Active	1,724,346	45.2M $
48	iShares Trust	896,069	44.8M $
49	JPMorgan Chase & Co	144,493	42.5M $
50	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	194,698	41.9M $
51	iShares Broad USD High Yield Corporate Bond ETF	1,082,373	39.9M $
52	Home Depot Inc/The	118,608	39M $
53	BlackRock ETF Trust II	743,242	38.6M $
54	GE Vernova Inc	44,110	38.5M $
55	Chevron Corp	172,421	35.7M $
56	RTX Corp	182,357	35.2M $
57	Palantir Technologies Inc	226,758	33.2M $
58	iShares Trust	1,416,524	32.5M $
59	Tesla Inc	86,495	32.2M $
60	iShares 0-5 Year TIPS Bond ETF	302,644	31.3M $
61	Avantis International Equity ETF	366,255	31.1M $
62	Netflix Inc	322,952	31.1M $
63	Vanguard Real Estate ETF	349,940	31M $
64	iShares Trust	569,198	29.9M $
65	iShares TIPS Bond ETF	270,514	29.9M $
66	WisdomTree Trust	675,916	29.4M $
67	Visa Inc	96,159	29.1M $
68	Dimensional ETF Trust	850,754	28.8M $
69	AbbVie Inc	131,500	28.6M $
70	J P Morgan Exchange Traded Fund Trust	500,267	28.4M $
71	Ishares Gold Trust	315,598	27.8M $
72	Taiwan Semiconductor Manufacturing Co Ltd	80,797	27.3M $
73	Avantis International Small Cap Value ETF	261,555	26.1M $
74	Advanced Micro Devices Inc	121,773	24.8M $
75	Procter & Gamble Co/The	164,770	23.8M $
76	SPDR Series Trust	235,300	23M $
77	Johnson & Johnson	92,822	22.7M $
78	iShares MSCI USA Momentum Factor ETF	94,000	22.6M $
79	FIDELITY COVINGTON TRUST	105,576	22M $
80	Caterpillar Inc	29,615	21M $
81	iShares Trust	183,538	20.8M $
82	iShares Russell 1000 Growth ETF	48,249	20.6M $
83	Schwab Strategic Trust	659,706	20.1M $
84	American Express Co	65,494	19.8M $
85	iShares Core MSCI Europe ETF	269,881	19M $
86	J P Morgan Exchange Traded Fund Trust	336,969	18.7M $
87	FT Vest Laddered Buffer ETF	547,760	18.5M $
88	Vanguard Growth ETF	41,377	18.1M $
89	Vanguard Bond Index Funds	233,220	18M $
90	Fidelity Total Bond ETF	392,277	17.9M $
91	Uber Technologies Inc	244,800	17.6M $
92	WisdomTree Trust	357,584	17.3M $
93	American Century Diversified Municipal Bond ETF	339,492	17M $
94	iShares Trust	176,531	16.8M $
95	Energy Transfer LP	871,669	16.8M $
96	iShares Core S&P Small-Cap ETF	134,524	16.7M $
97	Dimensional ETF Trust	420,219	16.3M $
98	Thermo Fisher Scientific Inc	32,995	16.2M $
99	Fidelity Covington Trust	290,253	16M $
100	First Trust Exchange-Traded Fund IV	621,989	15.9M $