Prime Capital Investment Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,211,307
- Description
- Overland Park Kansas based planning integrated investment advisor with a manager led operating structure and a mandate specific and implementation minded investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through thesis validation discipline and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 1,037 | 8,211,307 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q3 2025 | 11/5/2025 | 1,033 | 7,965,175 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q2 2025 | 7/23/2025 | 961 | 7,530,430 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q1 2025 | 5/13/2025 | 1,069 | 8,567,213 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q4 2024 | 2/12/2025 | 932 | 6,884,112 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q3 2024 | 11/5/2024 | 924 | 7,019,982 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q2 2024 | 8/9/2024 | 925 | 6,749,326 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q1 2024 | 5/15/2024 | 1,012 | 7,163,675 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q4 2023 | 1/24/2024 | 960 | 6,627,571 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q3 2023 | 11/9/2023 | 758 | 4,884,443 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q2 2023 | 8/8/2023 | 768 | 5,074,366 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q1 2023 | 5/5/2023 | 556 | 2,432,617 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q4 2022 | 2/8/2023 | 523 | 2,634,513 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q3 2022 | 11/8/2022 | 404 | 1,739,958 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q2 2022 | 8/12/2022 | 397 | 1,674,577 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q1 2022 | 5/9/2022 | 343 | 1,798,146 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q4 2021 | 2/7/2022 | 343 | 1,872,271 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q3 2021 | 11/9/2021 | 298 | 1,601,755 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q2 2021 | 8/12/2021 | 376 | 1,723,374 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q1 2021 | 5/7/2021 | 462 | 1,384,605 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q4 2020 | 2/3/2021 | 452 | 1,293,767 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q3 2020 | 11/6/2020 | 450 | 1,189,496 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q2 2020 | 7/17/2020 | 464 | 1,067,822 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q1 2020 | 5/4/2020 | 487 | 843,705 | 13F-HR | Prime Capital Investment Advisors, LLC |
| Q4 2019 | 2/4/2020 | 584 | 875,512 | 13F-HR | Prime Capital Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.481 K
(0.0% of total reported value)
· QoQ Δ:
-37
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.307 M | 31.0% | 0 | 45.18 K | -45.18 K |
| ETFs | 5.148 M | 69.0% | 300.1 K | 0 | 300.1 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
8,211,307
Holdings
1037
QoQ value change ($000)
246,132
(3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.