PRIME CAPITAL INVESTMENT ADVISORS LLC
Q1 2023 Form 13-F
OVERLAND PARK, KANSAS
CIK 0001731446
· CRD 288712
· SEC-registered investment adviser
$2.4B Reported Value Total
PRIME CAPITAL INVESTMENT ADVISORS, LLC reports 21,894 total accounts under management (AUM). There are 17,236 discretionary accounts valued at $7,880,967,915, and 4,658 non-discretionary accounts valued at $8,806,206,568.
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
$2.4B
Quarter over quarter
+6.0%
Holdings
547
Top-10 concentration
35.1%
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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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | May 05, 2023 |
| Form | 13F-HR |
| Reported value | $2.4B |
| Positions | 547 |
| Change in reported value | -7.7% |
| New positions | 143 |
| Exited positions | 117 |
| Position turnover | 39.2% |
| Top-10 concentration | 35.1% |
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 · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | $136.0M | 5.59% |
| 2 | QQQ INVESCO QQQ TR UNIT SER 1 | $136.0M | 5.59% |
| 3 | SCHM SCHWAB STRATEGIC TR US MID-CAP ETF | $110.6M | 4.55% |
| 4 | AAPL APPLE INC COM | $95.9M | 3.94% |
| 5 | SCHF SCHWAB STRATEGIC TR INTL EQTY ETF | $87.1M | 3.58% |
| 6 | DVY ISHARES TR SELECT DIVID ETF | $79.2M | 3.26% |
| 7 | MSFT MICROSOFT CORP COM | $59.4M | 2.44% |
| 8 | ITOT ISHARES TR CORE S&P TTL STK | $50.4M | 2.07% |
| 9 | VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS | $50.0M | 2.06% |
| 10 | AGG ISHARES TR CORE US AGGBD ET | $48.2M | 1.98% |
| 11 | SCHG SCHWAB STRATEGIC TR US LCAP GR ETF | $41.1M | 1.69% |
| 12 | DGRW WISDOMTREE TR US QTLY DIV GRT | $33.9M | 1.39% |
| 13 | XLV SELECT SECTOR SPDR TR SBI HEALTHCARE | $31.7M | 1.3% |
| 14 | SCHA SCHWAB STRATEGIC TR US SML CAP ETF | $31.2M | 1.28% |
| 15 | DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE | $30.3M | 1.25% |
| 16 | IXUS ISHARES TR CORE MSCI TOTAL | $30.1M | 1.24% |
| 17 | AMZN AMAZON COM INC COM | $29.7M | 1.22% |
| 18 | JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM | $24.4M | 1.01% |
| 19 | UNH UNITEDHEALTH GROUP INC COM | $24.3M | 1.0% |
| 20 | NVDA NVIDIA CORPORATION COM | $23.8M | 0.98% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.