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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 VOO, FTEC, LRCX, FBND, FUTY, and represent 23.78% of Primoris Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FUTY, CORN, MOO, WEAT, MQY, VUG, NORW, MSTR, CANE, MGV.
Started 13 new stock positions in MGV, LMT, MSTR, TPYP, WEAT, NGG, NORW, PHAT, CANE, MSI. CORN, NAK, MOO.
Reduced shares in these 10 stocks: , PINK, HII, CRWD, META, GDX, IWO, WRBY, BHP, GLD.
Sold out of its positions in PPLT, PALL, BHP, BKN, TOKE, CAT, TNA, DKNG, FBTC, FNCL.
Primoris Wealth Advisors was a net seller of stock by $-22M.
Primoris Wealth Advisors has $143M in assets under management (AUM), dropping by -14.61%.
Central Index Key (CIK): 0001909619

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Portfolio Holdings for Primoris Wealth Advisors

Primoris Wealth Advisors holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.6	$8.0M	+2%	13k	597.56	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	5.3	$7.6M		37k	208.05	View chart
Lam Research Corp Com New (LRCX)	5.0	$7.1M		33k	213.66	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.0	$5.8M		126k	45.62	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	3.9	$5.6M	+228%	94k	59.07	View chart
Apple (AAPL)	3.8	$5.5M		22k	253.79	View chart
Micron Technology (MU)	3.6	$5.1M	-3%	15k	337.84	View chart
Amazon (AMZN)	3.3	$4.7M	+2%	23k	208.27	View chart
Axogen (AXGN)	3.2	$4.6M		139k	33.13	View chart
Vanguard Index Fds Growth Etf (VUG)	3.1	$4.4M	+11%	10k	436.78	View chart
Advanced Micro Devices (AMD)	3.1	$4.4M		22k	203.43	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$4.4M		15k	286.86	View chart
NVIDIA Corporation (NVDA)	2.8	$3.9M	-11%	23k	174.40	View chart
Palantir Technologies Cl A (PLTR)	2.6	$3.7M	-6%	25k	146.28	View chart
Nextera Energy (NEE)	2.3	$3.3M		35k	92.88	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	2.2	$3.2M		46k	69.40	View chart
Philip Morris International (PM)	2.1	$2.9M		18k	165.34	View chart
Johnson & Johnson (JNJ)	1.8	$2.6M		11k	244.44	View chart
Teucrium Commodity Tr Corn Fd Shs (CORN)	1.7	$2.4M	NEW	129k	18.40	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	1.6	$2.3M	NEW	28k	84.50	View chart
Quest Diagnostics Incorporated (DGX)	1.5	$2.1M	-14%	11k	195.98	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.4	$2.0M	+4%	25k	81.98	View chart
Teucrium Commodity Tr Wheat Fd (WEAT)	1.4	$1.9M	NEW	83k	23.57	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.3	$1.9M	-3%	34k	55.24	View chart
Microsoft Corporation (MSFT)	1.3	$1.8M	-27%	4.9k	370.17	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$1.8M	-43%	4.1k	430.29	View chart
Meta Platforms Cl A (META)	1.2	$1.7M	-58%	3.0k	572.13	View chart
Southern Company (SO)	1.2	$1.7M		18k	96.52	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$1.6M		2.5k	650.34	View chart
Blackrock Muniyield Quality Fund (MQY)	1.0	$1.5M	+190%	134k	10.98	View chart
Tesla Motors (TSLA)	1.0	$1.4M	-16%	3.8k	371.75	View chart
Ishares Tr Broad Usd High (USHY)	0.9	$1.4M	-8%	37k	36.84	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.9	$1.3M		52k	25.65	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.9	$1.2M	-3%	77k	16.17	View chart
Wal-Mart Stores (WMT)	0.9	$1.2M		9.9k	124.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.2M	-15%	4.2k	287.56	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.8	$1.2M	+2%	26k	45.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.2M	+10%	47k	24.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$1.2M	+2%	38k	30.32	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$942k		3.2k	298.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$843k		13k	67.53	View chart
Gold Fields Sponsored Adr (GFI)	0.6	$795k		18k	45.40	View chart
Visa Com Cl A (V)	0.5	$779k		2.6k	302.24	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.5	$740k		61k	12.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$707k	+36%	1.5k	479.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$687k	-6%	2.8k	248.00	View chart
TJX Companies (TJX)	0.4	$639k		4.0k	159.70	View chart
Boeing Company (BA)	0.4	$586k	-5%	2.9k	199.03	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.4	$561k		55k	10.29	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.4	$556k	-8%	14k	40.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$547k		4.4k	124.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$544k	-82%	1.4k	390.41	View chart
Waste Management (WM)	0.4	$507k	-5%	2.2k	229.79	View chart
Honeywell International (HON)	0.4	$505k		2.2k	226.01	View chart
Home Depot (HD)	0.4	$502k		1.5k	328.89	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$489k		6.2k	79.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$481k	+34%	736.00	653.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$480k		831.00	577.19	View chart
General Mills (GIS)	0.3	$463k		12k	37.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$458k		3.0k	151.41	View chart
Morgan Stanley Com New (MS)	0.3	$423k	+9%	2.6k	164.57	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$410k		3.1k	132.90	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$406k		10k	40.57	View chart
Global X Fds Msci Norway Etf (NORW)	0.3	$401k	NEW	11k	38.21	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$387k	-59%	5.1k	75.09	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.3	$374k	-6%	4.3k	86.52	View chart
Deere & Company (DE)	0.3	$367k	-3%	651.00	563.33	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$355k		14k	25.88	View chart
International Business Machines (IBM)	0.2	$350k		1.4k	242.39	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$330k		6.2k	53.35	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.2	$318k	+10%	13k	25.57	View chart
Strategy Cl A New (MSTR)	0.2	$311k	NEW	2.5k	124.80	View chart
Edison International (EIX)	0.2	$307k		4.2k	73.18	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$307k	-5%	2.1k	146.58	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$301k		6.5k	46.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$297k		5.5k	54.05	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$290k	-26%	15k	19.30	View chart
Spdr Series Trust State Street Spd (KRE)	0.2	$283k	-23%	4.4k	65.15	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$271k	-4%	2.4k	112.11	View chart
Teucrium Commodity Tr Sugar Fd (CANE)	0.2	$261k	NEW	25k	10.44	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$256k	NEW	1.8k	144.95	View chart
Tenet Healthcare Corp Com New (THC)	0.2	$246k	-56%	1.3k	188.71	View chart
Eli Lilly & Co. (LLY)	0.2	$243k		264.00	919.77	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.2	$233k	NEW	5.5k	42.36	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$232k		500.00	463.19	View chart
Lockheed Martin Corporation (LMT)	0.2	$221k	NEW	365.00	604.92	View chart
Capital One Financial (COF)	0.2	$220k		1.2k	182.43	View chart
Motorola Solutions Com New (MSI)	0.2	$218k	NEW	502.00	433.97	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$218k	NEW	2.6k	84.60	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$131k		16k	8.17	View chart
Phathom Pharmaceuticals (PHAT)	0.1	$127k	NEW	11k	11.11	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$69k	-3%	13k	5.55	View chart
Ammo (POWW)	0.0	$29k	-23%	14k	2.01	View chart
Wetouch Technology Com New (WETH)	0.0	$28k		22k	1.28	View chart
Ess Tech Com New (GWH)	0.0	$19k	+65%	17k	1.17	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$14k	NEW	10k	1.40	View chart

Past Filings by Primoris Wealth Advisors

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

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
Primoris Wealth Advisors 2022 Q2 filed July 29, 2022

View all past filings

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