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Prime Capital Investment Advisors, LLC | Tormere

Prime Capital Investment Advisors, LLC

Est. AUM

$8.65B

13F long equity, this entity only

Positions

1,056

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR CORE US AGGBD ET	ETF	$365.3M	3679473	4.22%	SOLE
2	VANGUARD INDEX FDS TOTAL STK MKT	ETF	$347.7M	1083783	4.02%	SOLE
3	ISHARES TR CORE S&P500 ETF	ETF	$305.0M	466993	3.53%	SOLE
4	ISHARES TR CORE S&P TTL STK	ETF	$230.2M	1616418	2.66%	SOLE
5	SCHWAB STRATEGIC TR US LRG CAP ETF	ETF	$228.2M	8900665	2.64%	SOLE
6	APPLE INC COM	Option	$198.0M	780041	2.29%	SOLE
7	NVIDIA CORPORATION COM	Option	$197.3M	1131043	2.28%	SOLE
8	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF	ETF	$158.9M	1927470	1.84%	SOLE
9	VANGUARD INDEX FDS VALUE ETF	ETF	$132.8M	676693	1.54%	SOLE
10	VANGUARD INDEX FDS S&P 500 ETF SHS	ETF	$121.6M	203535	1.41%	SOLE
11	MICROSOFT CORP COM	Stock	$120.0M	324256	1.39%	SOLE
12	FIDELITY COVINGTON TRUST ENHANCED SMALL	ETF	$118.3M	3113064	1.37%	SOLE
13	INVESCO QQQ TR UNIT SER 1	Option	$118.0M	204402	1.36%	SOLE
14	SCHWAB STRATEGIC TR INTL EQTY ETF	ETF	$109.7M	4430297	1.27%	SOLE
15	AMAZON COM INC COM	Stock	$107.0M	513831	1.24%	SOLE
16	VANGUARD BD INDEX FDS TOTAL BND MRKT	ETF	$103.4M	1403857	1.20%	SOLE
17	STATE STR SPDR S&P 500 ETF T TR UNIT	ETF	$102.4M	157531	1.18%	SOLE
18	ISHARES TR CORE MSCI TOTAL	ETF	$100.8M	1163580	1.17%	SOLE
19	WISDOMTREE TR US QTLY DIV GRT	ETF	$94.8M	1079247	1.10%	SOLE
20	VANGUARD MUN BD FDS TAX EXEMPT BD	ETF	$94.6M	1896133	1.09%	SOLE
21	AMERICAN CENTY ETF TR US LARGE CAP VLU	ETF	$93.8M	1163667	1.08%	SOLE
22	ISHARES TR SP SMCP600VL ETF	ETF	$91.8M	775003	1.06%	SOLE
23	BONDBLOXX ETF TRUST BLOOMBERG TEN YR	ETF	$91.1M	1987051	1.05%	SOLE
24	ISHARES TR MSCI USA QLT FCT	ETF	$88.1M	459443	1.02%	SOLE
25	BROADCOM INC COM	Stock	$78.5M	253591	0.91%	SOLE
26	ALPHABET INC CAP STK CL A	Stock	$75.2M	261441	0.87%	SOLE
27	WALMART INC COM	Stock	$69.8M	561402	0.81%	SOLE
28	ISHARES TR NATIONAL MUN ETF	ETF	$68.6M	645815	0.79%	SOLE
29	VANGUARD WORLD FD MEGA GRWTH IND	ETF	$68.0M	185052	0.79%	SOLE
30	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF	ETF	$66.0M	1374142	0.76%	SOLE
31	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF	ETF	$64.0M	654600	0.74%	SOLE
32	SCHWAB STRATEGIC TR US LCAP GR ETF	ETF	$63.6M	2184354	0.74%	SOLE
33	ISHARES INC CORE MSCI EMKT	ETF	$62.7M	898374	0.72%	SOLE
34	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$61.1M	127562	0.71%	SOLE
35	AMERICAN CENTY ETF TR AVANTIS EMGMKT	ETF	$60.9M	756001	0.70%	SOLE
36	SCHWAB STRATEGIC TR US TIPS ETF	ETF	$60.3M	2265508	0.70%	SOLE
37	ELI LILLY & CO COM	Stock	$59.9M	65157	0.69%	SOLE
38	SCHWAB STRATEGIC TR US MID-CAP ETF	ETF	$58.0M	1874193	0.67%	SOLE
39	ISHARES TR CORE MSCI EAFE	ETF	$57.7M	637728	0.67%	SOLE
40	VANGUARD SCOTTSDALE FDS LONG TERM TREAS	ETF	$57.4M	1036209	0.66%	SOLE
41	VANGUARD BD INDEX FDS SHORT TRM BOND	ETF	$56.9M	725647	0.66%	SOLE
42	ISHARES TR MSCI EAFE ETF	ETF	$55.5M	571745	0.64%	SOLE
43	ALPHABET INC CAP STK CL C	Stock	$51.6M	179828	0.60%	SOLE
44	PALMER SQUARE FUNDS TR CR OPPORTUNITIES	ETF	$48.9M	2385079	0.57%	SOLE
45	AMERICAN CENTY ETF TR US SML CP VALU	ETF	$48.5M	439214	0.56%	SOLE
46	EXXON MOBIL CORP COM	Stock	$47.8M	281666	0.55%	SOLE
47	META PLATFORMS INC CL A	Stock	$47.5M	83090	0.55%	SOLE
48	ISHARES TR CRE U S REIT ETF	ETF	$45.8M	774046	0.53%	SOLE
49	COSTCO WHOLESALE CORPORATION COM	Stock	$45.6M	45729	0.53%	SOLE
50	PIMCO ETF TR MULTISECTOR BD	Stock	$45.2M	1724346	0.52%	SOLE

1–50 of 1,046

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.