Primoris Wealth Advisors
Latest statistics and disclosures from Primoris Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FTEC, LRCX, AMD, VOO, VUG, and represent 24.64% of Primoris Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$8.8M), MRVL, INTC, XLV, SHMD, LLY, CLOX, DBJP, XLRE, BRKR.
- Started 40 new stock positions in UNH, XLRE, STX, SG, SJM, HQY, TELA, XHB, BNDD, BUXX.
- Reduced shares in these 10 stocks: MU (-$7.8M), LRCX, , MOO, , WEAT, AMD, FUTY, MSFT, TSLA.
- Sold out of its positions in NORW, Honeywell International, LMT, PHAT, DGX, THC, CORN, CANE, WEAT, TPYP. MOO.
- Primoris Wealth Advisors was a net buyer of stock by $41M.
- Primoris Wealth Advisors has $219M in assets under management (AUM), dropping by 53.63%.
- Central Index Key (CIK): 0001909619
Tip: Access up to 7 years of quarterly data
Positions held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Primoris Wealth Advisors
Primoris Wealth Advisors holds 125 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 5.4 | $12M | +13% | 41k | 285.58 |
|
| Lam Research Corp Com New (LRCX) | 5.2 | $11M | -20% | 26k | 433.32 |
|
| Advanced Micro Devices (AMD) | 4.9 | $11M | -14% | 18k | 580.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.8 | $11M | +15% | 15k | 686.82 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $9.7M | +1019% | 113k | 86.14 |
|
| Micron Technology (MU) | 4.4 | $9.6M | -45% | 8.3k | 1154.29 |
|
| Axogen (AXGN) | 3.0 | $6.5M | 141k | 46.19 |
|
|
| Amazon (AMZN) | 2.9 | $6.4M | +18% | 27k | 238.34 |
|
| Apple (AAPL) | 2.9 | $6.3M | 22k | 289.36 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.6 | $5.7M | 126k | 45.49 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $5.5M | +3% | 16k | 353.33 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $4.5M | 23k | 200.09 |
|
|
| Marvell Technology (MRVL) | 2.0 | $4.4M | NEW | 15k | 297.89 |
|
| Intel Corporation (INTC) | 1.9 | $4.1M | NEW | 30k | 139.63 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 1.7 | $3.8M | -30% | 65k | 58.42 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.7 | $3.7M | +1006% | 23k | 158.66 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 1.7 | $3.6M | +2% | 47k | 77.93 |
|
| Philip Morris International (PM) | 1.6 | $3.5M | +8% | 19k | 180.91 |
|
| Nextera Energy (NEE) | 1.5 | $3.2M | +3% | 37k | 87.77 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $3.2M | +909% | 2.7k | 1199.43 |
|
| Schmid Group Euro Shs Cl A (SHMD) | 1.4 | $3.1M | NEW | 503k | 6.26 |
|
| Series Portfolios Tr Eldr Aaa Clo Etf (CLOX) | 1.3 | $2.9M | +820% | 115k | 25.61 |
|
| Johnson & Johnson (JNJ) | 1.2 | $2.7M | -2% | 11k | 253.97 |
|
| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 1.2 | $2.5M | NEW | 22k | 114.79 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 1.1 | $2.5M | NEW | 57k | 44.03 |
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $2.5M | -14% | 22k | 116.67 |
|
| Bruker Corporation (BRKR) | 1.1 | $2.5M | NEW | 42k | 60.18 |
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 1.1 | $2.4M | +79% | 93k | 26.42 |
|
| Spdr Series Trust St Str Sp Home (XHB) | 1.1 | $2.4M | NEW | 21k | 115.56 |
|
| Healthequity (HQY) | 1.1 | $2.3M | NEW | 26k | 90.32 |
|
| Ishares Tr Broad Usd High (USHY) | 1.0 | $2.3M | +68% | 62k | 37.02 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $2.2M | NEW | 26k | 86.42 |
|
| Vs Trust 2x Lo Vi Fu Et (UVIX) | 0.9 | $2.0M | NEW | 655k | 3.09 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.9 | $2.0M | -3% | 24k | 83.07 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.9 | $2.0M | -4% | 33k | 60.29 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $1.9M | 2.5k | 746.77 |
|
|
| Rh (RH) | 0.8 | $1.7M | NEW | 11k | 164.73 |
|
| Southern Company (SO) | 0.8 | $1.7M | 18k | 95.71 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $1.7M | NEW | 15k | 109.07 |
|
| Meta Platforms Cl A (META) | 0.8 | $1.7M | -3% | 2.9k | 563.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.6M | +7% | 4.5k | 357.37 |
|
| Blackrock Muniyield Quality Fund (MQY) | 0.7 | $1.6M | 134k | 11.60 |
|
|
| Kraneshares Trust Quadratic Deflai (BNDD) | 0.7 | $1.5M | NEW | 15k | 101.14 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $1.3M | 48k | 27.70 |
|
|
| Ea Series Trust Strive Enhanced (BUXX) | 0.6 | $1.3M | NEW | 63k | 20.24 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.6 | $1.2M | 77k | 16.17 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $1.1M | -2% | 37k | 30.49 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.1M | 9.9k | 113.26 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.5 | $1.1M | -6% | 24k | 45.34 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $1.1M | 3.2k | 343.91 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.1M | +27% | 3.5k | 300.45 |
|
| TJX Companies (TJX) | 0.4 | $982k | +62% | 6.5k | 151.50 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $949k | NEW | 10k | 94.57 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $948k | -10% | 1.2k | 763.14 |
|
| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.4 | $923k | +19% | 73k | 12.68 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $905k | -5% | 12k | 77.11 |
|
| Visa Com Cl A (V) | 0.4 | $884k | 2.6k | 343.09 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $873k | +18% | 1.7k | 500.39 |
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.3 | $744k | NEW | 19k | 39.15 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $707k | NEW | 12k | 58.92 |
|
| Warby Parker Cl A Com (WRBY) | 0.3 | $698k | NEW | 23k | 30.34 |
|
| Dell Technologies CL C (DELL) | 0.3 | $647k | NEW | 1.5k | 431.46 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $626k | +2% | 850.00 | 736.41 |
|
| Boeing Company (BA) | 0.3 | $616k | -3% | 2.8k | 216.47 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.3 | $610k | +50% | 15k | 40.65 |
|
| Microsoft Corporation (MSFT) | 0.3 | $600k | -67% | 1.6k | 373.02 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $589k | +6% | 786.00 | 748.87 |
|
| Gold Fields Sponsored Adr (GFI) | 0.3 | $588k | 18k | 33.59 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $587k | 3.1k | 190.52 |
|
|
| Servicenow (NOW) | 0.3 | $572k | NEW | 5.8k | 99.28 |
|
| Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.3 | $568k | 55k | 10.41 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $560k | -14% | 3.8k | 148.31 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.3 | $558k | 14k | 40.29 |
|
|
| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.3 | $551k | NEW | 11k | 50.13 |
|
| Home Depot (HD) | 0.2 | $538k | 1.5k | 352.68 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $537k | 2.6k | 209.04 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $525k | -65% | 1.4k | 368.39 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $520k | NEW | 539.00 | 965.00 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $492k | 6.2k | 79.97 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $473k | 3.0k | 156.30 |
|
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.2 | $471k | NEW | 3.4k | 140.56 |
|
| Waste Management (WM) | 0.2 | $469k | -4% | 2.1k | 222.88 |
|
| General Mills (GIS) | 0.2 | $433k | 12k | 34.80 |
|
|
| South Plains Financial (SPFI) | 0.2 | $415k | NEW | 9.6k | 43.09 |
|
| International Business Machines (IBM) | 0.2 | $413k | 1.5k | 281.21 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.2 | $411k | -4% | 4.1k | 99.61 |
|
| Astronics Corporation (ATRO) | 0.2 | $406k | NEW | 5.0k | 81.26 |
|
| Deere & Company (DE) | 0.2 | $400k | -3% | 631.00 | 634.35 |
|
| Tesla Motors (TSLA) | 0.2 | $395k | -75% | 939.00 | 420.60 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $390k | 2.4k | 161.54 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $388k | -28% | 3.7k | 104.93 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $384k | +32% | 2.3k | 163.45 |
|
| Ssga Active Tr Sst Bridgewater (ALLW) | 0.2 | $372k | NEW | 13k | 29.27 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.2 | $371k | 14k | 27.59 |
|
|
| Honeywell International (HON) | 0.2 | $362k | NEW | 1.6k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.2 | $358k | NEW | 1.6k | 221.08 |
|
| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.2 | $341k | +4% | 4.6k | 74.85 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $336k | +2% | 5.6k | 59.69 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.2 | $334k | +29% | 8.4k | 39.57 |
|
| Anthem (ELV) | 0.1 | $329k | NEW | 850.00 | 386.73 |
|
| Procure Etf Trust Ii Space Etf (UFO) | 0.1 | $324k | NEW | 6.4k | 50.67 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $321k | +22% | 614.00 | 522.39 |
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $321k | NEW | 5.0k | 64.10 |
|
| Edison International (EIX) | 0.1 | $313k | 4.2k | 74.45 |
|
|
| UnitedHealth (UNH) | 0.1 | $297k | NEW | 715.00 | 415.65 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $294k | -3% | 6.0k | 49.41 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $287k | 15k | 19.12 |
|
|
| Caterpillar (CAT) | 0.1 | $283k | NEW | 266.00 | 1064.90 |
|
| Applied Materials (AMAT) | 0.1 | $279k | NEW | 386.00 | 723.00 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.1 | $249k | NEW | 4.5k | 55.33 |
|
| Capital One Financial (COF) | 0.1 | $242k | 1.2k | 200.62 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $222k | NEW | 677.00 | 327.33 |
|
| Strategy Cl A New (MSTR) | 0.1 | $217k | 2.5k | 86.93 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $213k | 2.6k | 82.87 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $209k | 502.00 | 415.29 |
|
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $201k | NEW | 2.4k | 85.66 |
|
| Smucker J M Com New (SJM) | 0.1 | $201k | NEW | 1.8k | 112.50 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $133k | 16k | 8.27 |
|
|
| Sweetgreen Com Cl A (SG) | 0.0 | $88k | NEW | 10k | 8.81 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $72k | 12k | 5.81 |
|
|
| Ammo (POWW) | 0.0 | $33k | 14k | 2.28 |
|
|
| Wetouch Technology Com New (WETH) | 0.0 | $24k | -6% | 20k | 1.21 |
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $19k | 10k | 1.92 |
|
|
| Ess Tech Com New (GWH) | 0.0 | $16k | 17k | 0.95 |
|
|
| Tela Bio (TELA) | 0.0 | $15k | NEW | 20k | 0.75 |
|
Past Filings by Primoris Wealth Advisors
SEC 13F filings are viewable for Primoris Wealth Advisors going back to 2021
- Primoris Wealth Advisors 2026 Q2 filed July 29, 2026
- Primoris Wealth Advisors 2026 Q1 filed April 30, 2026
- 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