Prime Capital Investment Advisors
Prime Capital Investment Advisors reported 1,075 stocks worth $10.2B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (7.0%), VTI (3.7%) and AGG (3.7%). Compared with Q2 2026, the fund opened new positions in XOM, added to AGG, IEFA and XTEN, trimmed IVV, VTI and NVDA and sold out of XOM, AGGY and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $710M | 7.0% | 928K | −18K (−2%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $381M | 3.7% | 1M | −46K (−4%) | 8 of 8 | |
| 3 |  AGG Ishares TR | $380M | 3.7% | 4M | +225K (+6%) | 8 of 8 | |
| 4 |  IEFA Ishares TR | $277M | 2.7% | 2.9M | +89K (+3%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $253M | 2.5% | 1.1M | −27K (−2%) | 8 of 8 | |
| 6 |  ITOT Ishares TR | $248M | 2.4% | 1.5M | −28K (−2%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $247M | 2.4% | 743K | −24K (−3%) | 8 of 8 | |
| 8 |  SCHX Schwab US Large Cap ETF | $247M | 2.4% | 8.2M | −487K (−6%) | 8 of 8 | |
| 9 |  AVUS Avantis U.s. Equity ETF | $222M | 2.2% | 1.7M | −32K (−2%) | 2 of 8 | |
| 10 |  XTEN Bondbloxx ETF Trust | $180M | 1.8% | 4.3M | +120K (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $34.7M | 254K |
 AGGY Wisdomtree TR | $33.9M | 779K |
 OKE Oneok Inc New | $4M | 46K |
SILA REALTY TRUST INC | $1.3M | 43K |
 CHKP Check Point Software Tech LT | $911K | 6,929 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 MU Micron Technology Inc | Call | $982K | 4,500 | +3,500 |
 SPCX Space Exploration Techn Corp Class A Com Stk | Call | $922K | 33K | +32,700 |
 CELC Celcuity Inc | Call | $197K | 18K | +18,000 |
 TSLA Tesla Inc | Call | $120K | 700 | +200 |
 COHR Coherent Corp | Put | $98K | 2,400 | 0 |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prime Capital Investment Advisors 13F FAQ
What does Prime Capital Investment Advisors own?
Prime Capital Investment Advisors reported 1,075 stocks worth $10.2B in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (7.0%), VTI (3.7%) and AGG (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Prime Capital Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 86 new positions, 347 added to, 575 trimmed and 78 sold out. New positions include XOM. It sold all of XOM, AGGY and OKE.
When will Prime Capital Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Prime Capital Investment Advisors's portfolio worth?
The Q3 2026 filing reports $10.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.