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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001731446

Prime Capital Investment Advisors, LLC

OVERLAND PARK, KS · File #028-18542

Latest AUM
$8.21B
Positions
1,044
Top-10 Concentration
45.1%
Filings
12

Sector Allocation

Technology
11.4%$933.5M
Financials
6.1%$498.0M
Industrials
2.7%$224.9M
Healthcare
2.6%$213.0M
Energy
1.0%$83.3M
Real Estate
0.2%$19.5M
Utilities
0.2%$17.2M
Materials
0.1%$11.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR CORE US AGGBD ET4642872264,905,406$490.0M9.13%
2VANGUARD INDEX FDS TOTAL STK MKT9229087691,113,796$373.4M6.96%
3SCHWAB STRATEGIC TR US LRG CAP ETF80852420110,005,831$269.3M5.02%
4ISHARES TR CORE S&P TTL STK4642871501,547,706$230.1M4.29%
5APPLE INC COMAAPL803,181$218.4M4.07%
6NVIDIA CORPORATION COMNVDA1,121,227$209.1M3.90%
7VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF9220428742,038,194$170.4M3.17%
8ISHARES TR CORE S&P500 ETF464287200236,187$161.8M3.01%
9MICROSOFT CORP COMMSFT331,452$160.3M2.99%
10SCHWAB STRATEGIC TR INTL EQTY ETF8085248055,833,417$140.2M2.61%
11WISDOMTREE TR US QTLY DIV GRTWT1,535,309$137.3M2.56%
12VANGUARD INDEX FDS VALUE ETF922908744696,914$133.1M2.48%
13VANGUARD INDEX FDS S&P 500 ETF SHS922908363205,731$129.0M2.40%
14INVESCO QQQ TR UNIT SER 1IVZ202,044$124.1M2.31%
15AMAZON COM INC COMAMZN529,331$122.2M2.28%
16SPDR S&P 500 ETF TR TR UNITSPY146,138$99.7M1.86%
17VANGUARD BD INDEX FDS TOTAL BND MRKT9219378351,324,196$98.1M1.83%
18ISHARES TR CORE MSCI TOTAL46432F8341,155,197$97.8M1.82%
19AMERICAN CENTY ETF TR EMERGING0250723491,272,001$96.4M1.80%
20VANGUARD MUN BD FDS TAX EXEMPT BD9229077461,911,373$96.1M1.79%