PRIME CAPITAL INVESTMENT ADVISORS LLC
Q1 2025 Form 13-F
OVERLAND PARK, KANSAS
CIK 0001731446
· CRD 288712
· SEC-registered investment adviser
$8.6B Reported Value Total
PRIME CAPITAL INVESTMENT ADVISORS, LLC reports 44,399 total accounts under management (AUM). There are 32,075 discretionary accounts valued at $16,496,794,939, and 12,324 non-discretionary accounts valued at $13,614,271,631.
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
$8.6B
Quarter over quarter
-2.9%
Holdings
1,044
Top-10 concentration
26.0%
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 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 13, 2025 |
| Form | 13F-HR |
| Reported value | $8.6B |
| Positions | 1,044 |
| Change in reported value | +24.5% |
| New positions | 159 |
| Exited positions | 35 |
| Position turnover | 18.0% |
| Top-10 concentration | 26.0% |
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 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHX SCHWAB STRATEGIC TR US LRG CAP ETF | $351.8M | 4.11% |
| 2 | VTI VANGUARD INDEX FDS TOTAL STK MKT | $342.6M | 4.0% |
| 3 | ITOT ISHARES TR CORE S&P TTL STK | $244.9M | 2.86% |
| 4 | AAPL APPLE INC COM | $229.3M | 2.68% |
| 5 | AGG ISHARES TR CORE US AGGBD ET | $207.6M | 2.42% |
| 6 | SCHF SCHWAB STRATEGIC TR INTL EQTY ETF | $198.3M | 2.32% |
| 7 | VTV VANGUARD INDEX FDS VALUE ETF | $169.7M | 1.98% |
| 8 | XTEN BONDBLOXX ETF TRUST BLOOMBERG TEN YR | $161.1M | 1.88% |
| 9 | IVV ISHARES TR CORE S&P500 ETF | $160.8M | 1.88% |
| 10 | MSFT MICROSOFT CORP COM | $156.7M | 1.83% |
| 11 | VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $153.8M | 1.8% |
| 12 | NVDA NVIDIA CORPORATION COM | $153.7M | 1.79% |
| 13 | VOO VANGUARD INDEX FDS S&P 500 ETF SHS | $142.6M | 1.66% |
| 14 | GOVT ISHARES TR US TREAS BD ETF | $137.5M | 1.61% |
| 15 | QQQ INVESCO QQQ TR UNIT SER 1 | $131.3M | 1.53% |
| 16 | SPY SPDR S&P 500 ETF TR TR UNIT | $128.6M | 1.5% |
| 17 | AMZN AMAZON COM INC COM | $121.3M | 1.42% |
| 18 | QUAL ISHARES TR MSCI USA QLT FCT | $113.9M | 1.33% |
| 19 | MGK VANGUARD WORLD FD MEGA GRWTH IND | $110.1M | 1.29% |
| 20 | AVUV AMERICAN CENTY ETF TR US SML CP VALU | $107.5M | 1.26% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.