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Primoris Wealth Advisors

Latest statistics and disclosures from Primoris Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are FTEC, VOO, AAPL, FBND, LRCX, and represent 20.21% of Primoris Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: PINK, GLD, GDX, DGX, TSLA, WRBY, BHP, CAT, PALL, LIT.
Started 13 new stock positions in CAT, TOKE, GWH, ETHA, FBTC, LIT, BHP, WRBY, WETH, HYG. PPLT, DGX, PALL.
Reduced shares in these 10 stocks: IWM, FTEC, KRE, DKNG, KWEB, HACK, ESPO, EWA, IWO, CRWD.
Sold out of its positions in Cohen & Steers Infrastructur, FENY, EWA, KWEB, MSTR, MSI, ESPO, MGV.
Primoris Wealth Advisors was a net buyer of stock by $1.7M.
Primoris Wealth Advisors has $167M in assets under management (AUM), dropping by 6.27%.
Central Index Key (CIK): 0001909619

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Positions held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Primoris Wealth Advisors

Primoris Wealth Advisors holds 111 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Msci Info Tech I (FTEC)	4.9	$8.2M	-31%	37k	224.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.9	$8.2M	+2%	13k	627.13	View chart
Apple (AAPL)	3.6	$5.9M		22k	271.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.5	$5.8M	+2%	126k	46.04	View chart
Lam Research Corp Com New (LRCX)	3.4	$5.7M		33k	171.18	View chart
Amazon (AMZN)	3.1	$5.1M		22k	230.82	View chart
Meta Platforms Cl A (META)	2.9	$4.9M	-4%	7.4k	660.09	View chart
Palantir Technologies Cl A (PLTR)	2.9	$4.8M	-2%	27k	177.75	View chart
NVIDIA Corporation (NVDA)	2.8	$4.7M	-3%	25k	186.50	View chart
Alphabet Cap Stk Cl C (GOOG)	2.8	$4.7M		15k	313.80	View chart
Advanced Micro Devices (AMD)	2.8	$4.6M		22k	214.16	View chart
Axogen (AXGN)	2.7	$4.6M	-2%	139k	32.73	View chart
Micron Technology (MU)	2.7	$4.5M		16k	285.41	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$4.4M	+8%	9.0k	487.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	2.3	$3.8M	-7%	8.1k	468.76	View chart
Ishares Silver Tr Ishares (SLV)	2.1	$3.5M	-3%	54k	64.42	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.0	$3.3M		46k	72.27	View chart
Microsoft Corporation (MSFT)	1.9	$3.3M		6.7k	483.62	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	1.9	$3.2M	+314%	86k	36.60	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$2.9M	+418%	7.3k	396.31	View chart
Philip Morris International (PM)	1.7	$2.8M		18k	160.40	View chart
Nextera Energy (NEE)	1.7	$2.8M		35k	80.28	View chart
Huntington Ingalls Inds (HII)	1.6	$2.7M	+2%	8.1k	340.07	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.4	$2.3M	+405%	27k	85.77	View chart
Johnson & Johnson (JNJ)	1.3	$2.2M		11k	206.95	View chart
Tesla Motors (TSLA)	1.2	$2.0M	+759%	4.5k	449.72	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.2	$2.0M	-2%	35k	56.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.2	$2.0M	-15%	6.1k	323.02	View chart
Quest Diagnostics Incorporated (DGX)	1.1	$1.9M	NEW	13k	149.24	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.1	$1.8M		24k	77.68	View chart
Warby Parker Cl A Com (WRBY)	1.1	$1.8M	NEW	82k	21.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$1.7M		2.5k	681.92	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.9	$1.6M		29k	55.22	View chart
Southern Company (SO)	0.9	$1.6M		18k	87.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.6M	+7%	5.0k	313.00	View chart
Ishares Tr Broad Usd High (USHY)	0.9	$1.5M		40k	37.40	View chart
Bhp Group Sponsored Ads (BHP)	0.8	$1.4M	NEW	23k	60.37	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.8	$1.4M		52k	26.48	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.8	$1.3M	+5%	80k	16.32	View chart
Caterpillar (CAT)	0.8	$1.3M	NEW	2.3k	572.87	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$1.1M		37k	30.96	View chart
Wal-Mart Stores (WMT)	0.7	$1.1M		10k	111.41	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$1.1M	+94%	25k	42.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.0M		43k	24.04	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.6	$1.0M	-38%	13k	80.37	View chart
BlackRock Inv. Quality Munic. Trust (BKN)	0.6	$998k		89k	11.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$993k		3.2k	314.80	View chart
Visa Com Cl A (V)	0.5	$904k		2.6k	350.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$819k		12k	66.00	View chart
Servicenow (NOW)	0.5	$773k	+400%	5.0k	153.19	View chart
Gold Fields Sponsored Adr (GFI)	0.5	$764k	-5%	18k	43.66	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.5	$764k		61k	12.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$738k	-86%	3.0k	247.81	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.4	$727k	NEW	5.0k	145.38	View chart
Boeing Company (BA)	0.4	$680k	-15%	3.1k	217.12	View chart
Global X Fds Lithium Btry Etf (LIT)	0.4	$675k	NEW	10k	64.86	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.4	$622k	+10%	15k	41.27	View chart
TJX Companies (TJX)	0.4	$614k		4.0k	153.61	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.4	$604k	-13%	7.8k	77.74	View chart
Tenet Healthcare Corp Com New (THC)	0.4	$597k		3.0k	198.72	View chart
General Mills (GIS)	0.3	$579k		12k	46.50	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.3	$550k		55k	10.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$545k	-9%	1.1k	502.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$529k	-2%	4.4k	120.18	View chart
Home Depot (HD)	0.3	$526k	-5%	1.5k	344.10	View chart
Blackrock Muniyield Quality Fund (MQY)	0.3	$521k	+2%	46k	11.30	View chart
Waste Management (WM)	0.3	$512k	-4%	2.3k	219.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$510k	+8%	830.00	614.32	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$496k	NEW	6.2k	80.63	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.3	$455k	+122%	10k	45.54	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$444k	+100%	3.1k	143.97	View chart
Honeywell International (HON)	0.3	$436k		2.2k	195.07	View chart
International Business Machines (IBM)	0.3	$428k		1.4k	296.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$427k		3.0k	141.14	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$419k		10k	41.86	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$416k	NEW	19k	22.43	View chart
Morgan Stanley Com New (MS)	0.2	$415k		2.3k	177.53	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$385k		6.2k	62.16	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.2	$382k	-39%	4.6k	82.48	View chart
Snowflake Com Shs (SNOW)	0.2	$381k		1.7k	219.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$374k	+34%	546.00	684.90	View chart
Spdr Series Trust State Street Spd (KRE)	0.2	$366k	-87%	5.7k	64.81	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.2	$345k	NEW	1.9k	186.43	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$342k	+9%	2.2k	154.74	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$338k	-8%	21k	16.49	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$337k	+12%	6.4k	52.72	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$335k	-4%	14k	24.11	View chart
Deere & Company (DE)	0.2	$315k	-2%	676.00	465.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$303k	-3%	2.5k	119.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$296k		5.5k	53.76	View chart
Capital One Financial (COF)	0.2	$292k		1.2k	242.36	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.2	$287k		11k	25.51	View chart
Eli Lilly & Co. (LLY)	0.2	$284k		264.00	1074.68	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$278k		6.5k	42.55	View chart
Draftkings Com Cl A (DKNG)	0.2	$258k	-83%	7.5k	34.46	View chart
Edison International (EIX)	0.2	$252k		4.2k	60.02	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.1	$241k	-36%	5.7k	42.13	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$240k		500.00	480.57	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$239k	NEW	3.1k	76.23	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.1	$237k		7.5k	31.61	View chart
JPMorgan Chase & Co. (JPM)	0.1	$220k		683.00	322.22	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$217k	+15%	4.4k	49.65	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$216k		4.5k	47.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$207k		2.1k	99.89	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$142k		16k	8.82	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.1	$140k		11k	12.78	View chart
Cambria Etf Tr Cannabis Etf (TOKE)	0.1	$108k	NEW	18k	6.16	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$81k	-4%	13k	6.28	View chart
Ammo (POWW)	0.0	$32k	-5%	19k	1.71	View chart
Wetouch Technology Com New (WETH)	0.0	$29k	NEW	22k	1.34	View chart
Ess Tech Com New (GWH)	0.0	$19k	NEW	10k	1.88	View chart

Past Filings by Primoris Wealth Advisors

SEC 13F filings are viewable for Primoris Wealth Advisors going back to 2021

Primoris Wealth Advisors 2025 Q4 filed Feb. 3, 2026
Primoris Wealth Advisors 2025 Q3 filed Oct. 27, 2025
Primoris Wealth Advisors 2025 Q2 filed July 29, 2025
Primoris Wealth Advisors 2025 Q1 filed April 24, 2025
Primoris Wealth Advisors 2024 Q4 filed Feb. 13, 2025
Primoris Wealth Advisors 2024 Q3 filed Nov. 1, 2024
Primoris Wealth Advisors 2024 Q2 filed Aug. 1, 2024
Primoris Wealth Advisors 2024 Q1 filed May 7, 2024
Primoris Wealth Advisors 2023 Q4 filed Feb. 15, 2024
Primoris Wealth Advisors 2023 Q3 filed Oct. 31, 2023
Primoris Wealth Advisors 2023 Q2 filed Aug. 3, 2023
Primoris Wealth Advisors 2023 Q1 filed April 25, 2023
Primoris Wealth Advisors 2022 Q4 filed Feb. 3, 2023
Primoris Wealth Advisors 2022 Q3 filed Oct. 20, 2022
Primoris Wealth Advisors 2022 Q2 filed July 29, 2022
Primoris Wealth Advisors 2022 Q1 filed April 29, 2022

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