Prime Capital Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
1,087
Total value ($000)
$10,314,913
Net value change ($000)
+1,665,948 (19.3%)
New positions
88
Sold out positions
44
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 403,326 132.2%
AVUS 225,821 NEW
IEFA 209,884 363.5%
XTEN 97,398 106.9%
IUSB 74,722 4172.1%
IJH 62,405 594.3%
VTI 46,036 13.2%
MU 40,201 415.6%
AMD 36,191 146.1%
IXUS 33,228 33.0%
Top Reduces (Value $000, Stocks/ETFs)
AVLV -93,803 -100.0%
DGRW -71,622 -75.5%
MGK -64,782 -95.3%
VGLT -56,598 -98.7%
BSV -13,903 -24.4%
XOM -13,065 -27.3%
NFLX -11,237 -36.2%
UNP -9,770 -66.4%
CVX -9,199 -25.8%
PG -8,610 -36.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6,263 (0.1% 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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type