PRIME CAPITAL INVESTMENT ADVISORS LLC
Q3 2026 Form 13-F
OVERLAND PARK, KANSAS
CIK 0001731446
· CRD 288712
· SEC-registered investment adviser
$10.2B Reported Value Total
PRIME CAPITAL INVESTMENT ADVISORS, LLC reports 55,376 total accounts under management (AUM). There are 32,014 discretionary accounts valued at $19,555,132,692, and 23,362 non-discretionary accounts valued at $19,584,475,179.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-22
Reported value
$10.2B
Quarter over quarter
-0.3%
Holdings
1,075
Top-10 concentration
30.9%
Filing Structure
Holdings reported by
- Wealthstreet Investment Advisors LLC (not a 13F filer in our records) · Q2 2020 – Q2 2021 · declared by one filing
Key People
Form ADV owners & control persons
James Campbell Burton
ELECTED MANAGER
Scott James Colangelo
CHAIRMAN
Brian Stephen Dillbeck
CHIEF FINANCIAL & OPERATIONS OFFICER
Filing Navigation
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 20, 2026 |
| Form | 13F-HR |
| Reported value | $10.2B |
| Positions | 1,075 |
| Change in reported value | -1.2% |
| New positions | 86 |
| Exited positions | 79 |
| Position turnover | 14.3% |
| Top-10 concentration | 30.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 20, 2026
|
1,075 | $10.2B |
|
Q2 2026 13F
Filed Aug 5, 2026
|
1,067 | $10.3B |
|
Q1 2026 13F
Filed May 8, 2026
|
1,024 | $8.6B |
|
Q4 2025 13F
Filed Jan 21, 2026
|
1,003 | $8.2B |
|
Q3 2025 13F
Filed Nov 5, 2025
|
985 | $8.0B |
|
Q2 2025 13F
Filed Jul 23, 2025
|
936 | $7.5B |
|
Q1 2025 13F
Filed May 13, 2025
|
1,044 | $8.6B |
|
Q4 2024 13F
Filed Feb 12, 2025
|
920 | $6.9B |
|
Q3 2024 13F
Filed Nov 5, 2024
|
909 | $7.0B |
|
Q2 2024 13F
Filed Aug 9, 2024
|
911 | $6.7B |
|
Q1 2024 13F
Filed May 15, 2024
|
992 | $7.2B |
|
Q4 2023 13F
Filed Jan 24, 2024
|
947 | $6.6B |
|
Q3 2023 13F
Filed Nov 9, 2023
|
752 | $4.9B |
|
Q2 2023 13F
Filed Aug 8, 2023
|
764 | $5.1B |
|
Q1 2023 13F
Filed May 5, 2023
|
547 | $2.4B |
|
Q4 2022 13F
Filed Feb 8, 2023
|
521 | $2.6B |
|
Q3 2022 13F
Filed Nov 8, 2022
|
399 | $1.7B |
|
Q2 2022 13F
Filed Aug 12, 2022
|
380 | $1.7B |
|
Q1 2022 13F
Filed May 9, 2022
|
340 | $1.8B |
|
Q4 2021 13F
Filed Feb 7, 2022
|
340 | $1.9B |
16 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR CORE S&P500 ETF | $710.3M | 6.97% |
| 2 | VTI VANGUARD INDEX FDS MRNGSTR TTL STK | $381.0M | 3.74% |
| 3 | AGG ISHARES TR CORE US AGGBD ET | $380.2M | 3.73% |
| 4 | IEFA ISHARES TR CORE MSCI EAFE | $277.0M | 2.72% |
| 5 | NVDA NVIDIA CORPORATION COM | $252.8M | 2.48% |
| 6 | ITOT ISHARES TR CORE S&P TTL STK | $247.6M | 2.43% |
| 7 | AAPL APPLE INC COM | $247.3M | 2.43% |
| 8 | SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | $246.5M | 2.42% |
| 9 | AVUS AMERICAN CENTY ETF TR EMERGING | $221.8M | 2.18% |
| 10 | XTEN BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $180.4M | 1.77% |
| 11 | MSFT MICROSOFT CORP COM | $159.9M | 1.57% |
| 12 | AVDE AMERICAN CENTY ETF TR INTL EQT ETF | $153.6M | 1.51% |
| 13 | QQQ INVESCO QQQ TR UNIT SER 1 | $149.5M | 1.47% |
| 14 | VTV VANGUARD INDEX FDS MRNGSTR VAL ETF | $138.2M | 1.36% |
| 15 | IXUS ISHARES TR CORE MSCI TOTAL | $132.1M | 1.3% |
| 16 | VOO VANGUARD INDEX FDS S&P 500 ETF SHS | $129.4M | 1.27% |
| 17 | AMZN AMAZON COM INC COM | $122.3M | 1.2% |
| 18 | FESM FIDELITY COVINGTON TRUST ENHANCED SML CAP | $120.6M | 1.18% |
| 19 | SPY STATE STR SPDR S&P 500 ETF T TR UNIT | $116.5M | 1.14% |
| 20 | SCHF SCHWAB STRATEGIC TR INTL EQTY ETF | $114.4M | 1.12% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.