Prime Capital Investment Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
1,037
Total value ($000)
$8,211,307
Net value change ($000)
+246,132 (3.1%)
New positions
74
Sold out positions
56
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 147,807 43.2%
EFA 56,500 7825.5%
LLY 23,374 44.4%
IVV 19,543 13.7%
GOOGL 19,093 29.1%
BGIG 13,539 474.6%
GOOGL 13,431 25.5%
DGRW 13,305 10.7%
ABT 10,603 248.4%
AKRE 8,331 NEW
Top Reduces (Value $000, Stocks/ETFs)
MGK -45,794 -37.8%
AVUV -30,926 -29.4%
AVLV -14,805 -13.3%
VTI -13,992 -3.6%
AMAT -10,004 -69.1%
SCHM -8,899 -15.3%
SCHWAB STRATEGIC TRUST -8,351 -5.6%
MSFT -8,001 -4.8%
GOVT -7,523 -17.1%
IEF -7,473 -28.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,479 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type