Prime Capital Investment Advisors, LLC
Annual return '25
+7.6%
SPY '25
+17.7%
Alpha
-10.1ptsvs SPY
Invested
$8.6B
Holdings
1,024
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR CORE US AGGBD ET
Q1 2026: Exited (was 4.91M shares)
4.2%
02
$VTI
VANGUARD INDEX FDS TOTAL STK MKT
Q1 2026: Exited (was 1.11M shares)
4.0%
03
$IVV
ISHARES TR CORE S&P500 ETF
Q1 2026: Exited (was 236.2k shares)
3.5%
04
$ITOT
ISHARES TR CORE S&P TTL STK
Q1 2026: Exited (was 1.55M shares)
2.7%
05
$SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
Q1 2026: Exited (was 10.01M shares)
2.6%
06
$AAPL
APPLE INC COM
Q1 2026: Increased +29900.0% (200 → 60.0k shares)
2.3%
07
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Increased +13965.0% (2.0k → 281.3k shares)
2.3%
08
$VGK
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
Q1 2026: Exited (was 2.04M shares)
1.8%
09
$VTV
VANGUARD INDEX FDS VALUE ETF
Q1 2026: Exited (was 696.9k shares)
1.5%
10
$VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
Q1 2026: Exited (was 205.7k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:06 UTC.