PRIME CAPITAL INVESTMENT ADVISORS LLC
Q4 2022 Form 13-F
OVERLAND PARK, KANSAS
CIK 0001731446
· CRD 288712
· SEC-registered investment adviser
$2.6B Reported Value Total
PRIME CAPITAL INVESTMENT ADVISORS, LLC reports 12,178 total accounts under management (AUM). There are 11,907 discretionary accounts valued at $8,623,260,730, and 271 non-discretionary accounts valued at $8,689,532,018.
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
$2.6B
Quarter over quarter
+7.5%
Holdings
521
Top-10 concentration
32.8%
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 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 08, 2023 |
| Form | 13F-HR |
| Reported value | $2.6B |
| Positions | 521 |
| Change in reported value | +51.4% |
| New positions | 146 |
| Exited positions | 24 |
| Position turnover | 31.2% |
| Top-10 concentration | 32.8% |
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 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | $153.9M | 5.84% |
| 2 | QQQ INVESCO QQQ TR UNIT SER 1 | $133.0M | 5.05% |
| 3 | SCHM SCHWAB STRATEGIC TR US MID-CAP ETF | $112.3M | 4.26% |
| 4 | DVY ISHARES TR SELECT DIVID ETF | $98.8M | 3.75% |
| 5 | SCHF SCHWAB STRATEGIC TR INTL EQTY ETF | $85.8M | 3.25% |
| 6 | AAPL APPLE INC COM | $79.4M | 3.01% |
| 7 | MSFT MICROSOFT CORP COM | $65.3M | 2.48% |
| 8 | ITOT ISHARES TR CORE S&P TTL STK | $52.5M | 1.99% |
| 9 | AGG ISHARES TR CORE US AGGBD ET | $45.3M | 1.72% |
| 10 | JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | $38.0M | 1.44% |
| 11 | DGRW WISDOMTREE TR US QTLY DIV GRT | $36.9M | 1.4% |
| 12 | SCHG SCHWAB STRATEGIC TR US LCAP GR ETF | $36.7M | 1.39% |
| 13 | XLV SELECT SECTOR SPDR TR SBI HEALTHCARE | $36.1M | 1.37% |
| 14 | JNJ JOHNSON & JOHNSON COM | $32.6M | 1.24% |
| 15 | XLP SELECT SECTOR SPDR TR SBI CONS STPLS | $32.4M | 1.23% |
| 16 | AMZN AMAZON COM INC COM | $32.0M | 1.21% |
| 17 | JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM | $31.8M | 1.21% |
| 18 | SCHA SCHWAB STRATEGIC TR US SML CAP ETF | $31.6M | 1.2% |
| 19 | IXUS ISHARES TR CORE MSCI TOTAL | $30.0M | 1.14% |
| 20 | ABBV ABBVIE INC COM | $28.5M | 1.08% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.