PRIME CAPITAL INVESTMENT ADVISORS LLC
Q3 2024 Form 13-F
OVERLAND PARK, KANSAS
CIK 0001731446
· CRD 288712
· SEC-registered investment adviser
$7.0B Reported Value Total
PRIME CAPITAL INVESTMENT ADVISORS, LLC reports 30,635 total accounts under management (AUM). There are 28,936 discretionary accounts valued at $14,349,778,838, and 1,699 non-discretionary accounts valued at $10,013,087,714.
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
$7.0B
Quarter over quarter
+5.4%
Holdings
909
Top-10 concentration
27.5%
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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Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | November 05, 2024 |
| Form | 13F-HR |
| Reported value | $7.0B |
| Positions | 909 |
| Change in reported value | +4.0% |
| New positions | 45 |
| Exited positions | 47 |
| Position turnover | 9.6% |
| Top-10 concentration | 27.5% |
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 · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VTI VANGUARD INDEX FDS TOTAL STK MKT | $365.2M | 5.2% |
| 2 | SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | $260.5M | 3.71% |
| 3 | ITOT ISHARES TR CORE S&P TTL STK | $195.7M | 2.79% |
| 4 | AAPL APPLE INC COM | $188.4M | 2.68% |
| 5 | SPY SPDR S&P 500 ETF TR TR UNIT | $188.1M | 2.68% |
| 6 | GOVT ISHARES TR US TREAS BD ETF | $171.1M | 2.44% |
| 7 | AGG ISHARES TR CORE US AGGBD ET | $155.6M | 2.22% |
| 8 | MSFT MICROSOFT CORP COM | $143.0M | 2.04% |
| 9 | NVDA NVIDIA CORPORATION COM | $132.5M | 1.89% |
| 10 | VTV VANGUARD INDEX FDS VALUE ETF | $128.7M | 1.83% |
| 11 | VOO VANGUARD INDEX FDS S&P 500 ETF SHS | $127.8M | 1.82% |
| 12 | SCHF SCHWAB STRATEGIC TR INTL EQTY ETF | $117.3M | 1.67% |
| 13 | QQQ INVESCO QQQ TR UNIT SER 1 | $115.7M | 1.65% |
| 14 | MGK VANGUARD WORLD FD MEGA GRWTH IND | $108.6M | 1.55% |
| 15 | AVLV AMERICAN CENTY ETF TR EMERGING | $103.4M | 1.47% |
| 16 | IJS ISHARES TR SP SMCP600VL ETF | $98.1M | 1.4% |
| 17 | AMZN AMAZON COM INC COM | $98.0M | 1.4% |
| 18 | BND VANGUARD BD INDEX FDS TOTAL BND MRKT | $96.9M | 1.38% |
| 19 | VTEB VANGUARD MUN BD FDS TAX EXEMPT BD | $95.8M | 1.37% |
| 20 | AVUV AMERICAN CENTY ETF TR US SML CP VALU | $93.0M | 1.33% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.