Universe · entity
Prime Capital Investment Advisors, LLC
Institutional manager (13F) · CIK 1731446
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $5.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR CORE US AGGBD ET | $365M | 3,679,473 |
| 2 | VANGUARD INDEX FDS TOTAL STK MKT | $348M | 1,083,783 |
| 3 | ISHARES TR CORE S&P500 ETF | $305M | 466,993 |
| 4 | ISHARES TR CORE S&P TTL STK | $230M | 1,616,418 |
| 5 | SCHWAB STRATEGIC TR US LRG CAP ETF | $228M | 8,900,665 |
| 6 | APPLE INC COM | $198M | 780,041 |
| 7 | NVIDIA CORPORATION COM | $197M | 1,131,043 |
| 8 | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $159M | 1,927,470 |
| 9 | VANGUARD INDEX FDS VALUE ETF | $133M | 676,693 |
| 10 | VANGUARD INDEX FDS S&P 500 ETF SHS | $122M | 203,535 |
| 11 | MICROSOFT CORP COM | $120M | 324,256 |
| 12 | FIDELITY COVINGTON TRUST ENHANCED SMALL | $118M | 3,113,064 |
| 13 | INVESCO QQQ TR UNIT SER 1 | $118M | 204,402 |
| 14 | SCHWAB STRATEGIC TR INTL EQTY ETF | $110M | 4,430,297 |
| 15 | AMAZON COM INC COM | $107M | 513,831 |
| 16 | VANGUARD BD INDEX FDS TOTAL BND MRKT | $103M | 1,403,857 |
| 17 | STATE STR SPDR S&P 500 ETF T TR UNIT | $102M | 157,531 |
| 18 | ISHARES TR CORE MSCI TOTAL | $101M | 1,163,580 |
| 19 | WISDOMTREE TR US QTLY DIV GRT | $95M | 1,079,247 |
| 20 | VANGUARD MUN BD FDS TAX EXEMPT BD | $95M | 1,896,133 |
| 21 | AMERICAN CENTY ETF TR US LARGE CAP VLU | $94M | 1,163,667 |
| 22 | ISHARES TR SP SMCP600VL ETF | $92M | 775,003 |
| 23 | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $91M | 1,987,051 |
| 24 | ISHARES TR MSCI USA QLT FCT | $88M | 459,443 |
| 25 | BROADCOM INC COM | $78M | 253,591 |
| 26 | ALPHABET INC CAP STK CL A | $75M | 261,441 |
| 27 | WALMART INC COM | $70M | 561,402 |
| 28 | ISHARES TR NATIONAL MUN ETF | $69M | 645,815 |
| 29 | VANGUARD WORLD FD MEGA GRWTH IND | $68M | 185,052 |
| 30 | VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | $66M | 1,374,142 |
| 31 | VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | $64M | 654,600 |
| 32 | SCHWAB STRATEGIC TR US LCAP GR ETF | $64M | 2,184,354 |
| 33 | ISHARES INC CORE MSCI EMKT | $63M | 898,374 |
| 34 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $61M | 127,562 |
| 35 | AMERICAN CENTY ETF TR AVANTIS EMGMKT | $61M | 756,001 |
| 36 | SCHWAB STRATEGIC TR US TIPS ETF | $60M | 2,265,508 |
| 37 | ELI LILLY & CO COM | $60M | 65,157 |
| 38 | SCHWAB STRATEGIC TR US MID-CAP ETF | $58M | 1,874,193 |
| 39 | ISHARES TR CORE MSCI EAFE | $58M | 637,728 |
| 40 | VANGUARD SCOTTSDALE FDS LONG TERM TREAS | $57M | 1,036,209 |
| 41 | VANGUARD BD INDEX FDS SHORT TRM BOND | $57M | 725,647 |
| 42 | ISHARES TR MSCI EAFE ETF | $56M | 571,745 |
| 43 | ALPHABET INC CAP STK CL C | $52M | 179,828 |
| 44 | PALMER SQUARE FUNDS TR CR OPPORTUNITIES | $49M | 2,385,079 |
| 45 | AMERICAN CENTY ETF TR US SML CP VALU | $49M | 439,214 |
| 46 | EXXON MOBIL CORP COM | $48M | 281,666 |
| 47 | META PLATFORMS INC CL A | $48M | 83,090 |
| 48 | ISHARES TR CRE U S REIT ETF | $46M | 774,046 |
| 49 | COSTCO WHOLESALE CORPORATION COM | $46M | 45,729 |
| 50 | PIMCO ETF TR MULTISECTOR BD | $45M | 1,724,346 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.