PRIME CAPITAL INVESTMENT ADVISORS LLC
Q4 2021 Form 13-F
OVERLAND PARK, KANSAS
CIK 0001731446
· CRD 288712
· SEC-registered investment adviser
$1.9B Reported Value Total
PRIME CAPITAL INVESTMENT ADVISORS, LLC reports 9,409 total accounts under management (AUM). There are 9,274 discretionary accounts valued at $6,306,584,032, and 135 non-discretionary accounts valued at $6,176,587,668.
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
$1.9B
Quarter over quarter
+6.9%
Holdings
340
Top-10 concentration
48.5%
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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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | February 07, 2022 |
| Form | 13F-HR |
| Reported value | $1.9B |
| Positions | 340 |
| Change in reported value | +16.9% |
| New positions | 76 |
| Exited positions | 32 |
| Position turnover | 29.0% |
| Top-10 concentration | 48.5% |
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 · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | QQQ INVESCO QQQ TR UNIT SER 1 | $221.2M | 11.82% |
| 2 | SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | $190.2M | 10.16% |
| 3 | SCHM SCHWAB STRATEGIC TR US MID-CAP ETF | $135.5M | 7.24% |
| 4 | SCHF SCHWAB STRATEGIC TR INTL EQTY ETF | $73.9M | 3.95% |
| 5 | ITOT ISHARES TR CORE S&P TTL STK | $62.5M | 3.34% |
| 6 | SCHA SCHWAB STRATEGIC TR US SML CAP ETF | $58.7M | 3.13% |
| 7 | AGG ISHARES TR CORE US AGGBD ET | $57.3M | 3.06% |
| 8 | AAPL APPLE INC COM | $44.1M | 2.36% |
| 9 | IXUS ISHARES TR CORE MSCI TOTAL | $37.0M | 1.98% |
| 10 | MSFT MICROSOFT CORP COM | $27.0M | 1.44% |
| 11 | AMZN AMAZON COM INC COM | $22.6M | 1.21% |
| 12 | RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $20.7M | 1.1% |
| 13 | NVDA NVIDIA CORPORATION COM | $20.2M | 1.08% |
| 14 | DGRW WISDOMTREE TR US QTLY DIV GRT | $19.4M | 1.04% |
| 15 | XLF SELECT SECTOR SPDR TR FINANCIAL | $18.7M | 1.0% |
| 16 | DVY ISHARES TR SELECT DIVID ETF | $18.2M | 0.97% |
| 17 | SOXX ISHARES TR ISHARES SEMICDTR | $17.9M | 0.95% |
| 18 | IAGG ISHARES TR CORE INTL AGGR | $16.5M | 0.88% |
| 19 | IGSB ISHARES TR ISHS 1-5YR INVS | $16.4M | 0.88% |
| 20 | DIS DISNEY WALT CO COM | $14.5M | 0.78% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.