1y return+17.6%S&P 500 +20.9%
3y return+49.5%S&P 500 +68.5%
5y return+38.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $207 against $280 in the S&P 500.2
Prime Capital Investment Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr Core S&p500 Etf | $708.4M | 6.9% | +102.6% |
| VTIVanguard Index Fds Total Stk Mkt | $393.7M | 3.8% | −1.8% |
| AGGIshares Tr Core Us Aggbd Et | $375.8M | 3.6% | +3.2% |
| IEFAIshares Tr Core Msci Eafe | $267.6M | 2.6% | +334.5% |
| SCHXSchwab Strategic Tr Us Lrg Cap Etf | $256.2M | 2.5% | −2.2% |
| ITOTIshares Tr Core S&p Ttl Stk | $249.2M | 2.4% | −6.1% |
| NVDANvidia Corporation Com | $226.8M | 2.2% | |
| AVUSAmerican Centy Etf Tr Emerging | $225.8M | 2.2% | New |
| AAPLApple Inc Com | $221.8M | 2.2% | −1.7% |
| XTENBondbloxx Etf Trust Bloomberg Ten Yr | $188.5M | 1.8% | +108.2% |
| VGKVanguard Intl Equity Index F Ftse Europe Etf | $167.2M | 1.6% | −2.0% |
| QQQInvesco Qqq Tr Unit Ser 1 | $147.6M | 1.4% | −2.0% |
| VTVVanguard Index Fds Value Etf | $144.1M | 1.4% | −2.3% |
| FESMFidelity Covington Trust Enhanced Sml Cap | $139.6M | 1.4% | −7.1% |
| IXUSIshares Tr Core Msci Total | $134.0M | 1.3% | +20.7% |
| VOOVanguard Index Fds S&p 500 Etf Shs | $127.6M | 1.2% | −8.7% |
| MSFTMicrosoft Corp Com | $123.2M | 1.2% | +1.9% |
| SCHFSchwab Strategic Tr Intl Eqty Etf | $119.8M | 1.2% | −2.4% |
| AMZNAmazon Com Inc Com | $119.2M | 1.2% | −2.7% |
| SPYState Str Spdr S&p 500 Etf T Tr Unit | $113.3M | 1.1% | −3.7% |
| BNDVanguard Bd Index Fds Total Bnd Mrkt | $105.9M | 1.0% | +2.8% |
| IJSIshares Tr Sp Smcp600vl Etf | $103.4M | 1.0% | −2.4% |
| AVGOBroadcom Inc Com | $99.0M | 1.0% | +3.4% |
| VTEBVanguard Mun Bd Fds Tax Exempt Bd | $98.7M | 1.0% | +2.9% |
| QUALIshares Tr Msci Usa Qlt Fct | $95.9M | 0.9% | −4.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $226.8M |
| AVGOBroadcom Inc Com | June 30, 2020 | +1096.9% | $99.0M |
| LLYEli Lilly & Co Com | December 31, 2020 | +610.4% | $75.7M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $91.9M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $67.9M |
| AAPLApple Inc Com | June 30, 2020 | +217.3% | $221.8M |
| QQQInvesco Qqq Tr Unit Ser 1 | June 30, 2020 | +197.4% | $147.6M |
| WMTWalmart Inc Com | June 30, 2020 | +183.7% | $63.7M |
| SCHGSchwab Strategic Tr Us Lcap Gr Etf | June 30, 2020 | +166.6% | $72.0M |
| VOOVanguard Index Fds S&p 500 Etf Shs | June 30, 2020 | +142.3% | $127.6M |
Sold off last quarter
- AVLVAmerican Centy Etf Tr Us Large Cap Vlu was $93.8M
- SBARSimplify Exchange Traded Fun Barrier Income was $6.1M
- Honeywell Intl Inc ComCUSIP 438516106 was $4.1M
- SPHYState Street Spdr Portfolio High Yield was $2.0M
- CTRACoterra Energy Inc Com was $715K
- Lyondellbasell Industries Nv Shs - A -CUSIP N53745100 was $702K
- CPNGCoupang Inc Cl A was $673K
- FXIIshares Tr China Lg-cap Etf was $578K
- BPREBluerock Pvt Real Estate Fd Com was $498K
- SYMSymbotic Inc Class A Com was $444K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +6.0% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −17.7% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prime Capital Investment Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731446&type=13F-HR&dateb=&owner=include&count=40CIK 1731446
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1731446/000121465926009642/Filed August 5, 2026 · accession 0001214659-26-009642