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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, VUG, AMD, LRCX, and represent 23.96% of Primoris Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SNOW, DELL, CRWD, FNV, IGV, META, GLD, FRPT, MRVL, BA.
Started 24 new stock positions in CRAK, HGER, SNOW, QTUM, SMDV, URA, FBTC, PBF, IGV, LVHI. JEDI, PBR, MSOS, ETHA, SHOP, GTLB, XOM, IWO, FNV, RSP, BLOK, TWLO, FRPT, VCLT.
Reduced shares in these 10 stocks: MU, LLY, DBJP, XLRE, BRKR, , HQY, FUTY, UVIX, RH.
Sold out of its positions in BUXX, ELV, AMAT, ATRO, BRKR, DBJP, Ess Tech, FLTB, PAVE, GFI. HQY, IAK, USA, NGG, NAK, RH, XHB, XLRE, SJM, SG, UNH, UVIX, WRBY.
Primoris Wealth Advisors was a net seller of stock by $-815k.
Primoris Wealth Advisors has $215M in assets under management (AUM), dropping by -2.08%.
Central Index Key (CIK): 0001909619

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Portfolio Holdings for Primoris Wealth Advisors

Primoris Wealth Advisors holds 126 positions in its portfolio as reported in the September 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)	5.7	$12M		41k	300.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$11M		15k	700.87	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	4.8	$10M		115k	90.31	View chart
Advanced Micro Devices (AMD)	4.7	$10M	-10%	17k	611.76	View chart
Lam Research Corp Com New (LRCX)	3.7	$8.0M	-6%	24k	328.50	View chart
Apple (AAPL)	3.4	$7.2M		22k	333.02	View chart
Amazon (AMZN)	3.1	$6.6M		27k	249.15	View chart
Axogen (AXGN)	2.8	$5.9M		142k	41.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.6	$5.5M		127k	43.35	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$5.3M		16k	340.74	View chart
Marvell Technology (MRVL)	2.5	$5.3M	+36%	20k	264.21	View chart
Micron Technology (MU)	2.4	$5.2M	-40%	4.9k	1065.11	View chart
NVIDIA Corporation (NVDA)	2.3	$5.0M	-3%	22k	228.38	View chart
Dell Technologies CL C (DELL)	2.2	$4.7M	+482%	8.7k	537.95	View chart
Meta Platforms Cl A (META)	2.0	$4.4M	+105%	6.0k	725.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.9	$4.1M	+1152%	16k	264.75	View chart
Palantir Technologies Cl A (PLTR)	1.9	$4.0M		22k	187.05	View chart
Snowflake Com Shs (SNOW)	1.9	$4.0M	NEW	12k	332.52	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.8	$4.0M		24k	168.42	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	1.7	$3.7M	-2%	46k	80.76	View chart
Philip Morris International (PM)	1.7	$3.7M		19k	190.82	View chart
Intel Corporation (INTC)	1.6	$3.5M		29k	120.23	View chart
Franco-Nevada Corporation (FNV)	1.4	$3.1M	NEW	13k	238.17	View chart
Johnson & Johnson (JNJ)	1.3	$2.8M		11k	264.74	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$2.7M	+395%	7.1k	381.00	View chart
Nextera Energy (NEE)	1.2	$2.7M	-4%	35k	75.78	View chart
Ishares Tr Expanded Tech (IGV)	1.1	$2.3M	NEW	22k	106.48	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$2.3M	+15%	30k	77.78	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.9	$1.9M		32k	60.73	View chart
Kraneshares Trust Quadratic Deflai (BNDD)	0.9	$1.9M	+35%	20k	94.68	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.9	$1.9M		24k	80.94	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.9M		2.5k	762.63	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.9	$1.8M	-24%	70k	26.30	View chart
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX)	0.9	$1.8M	-37%	72k	25.61	View chart
Schmid Group Euro Shs Cl A (SHMD)	0.8	$1.8M	-25%	376k	4.86	View chart
Boeing Company (BA)	0.8	$1.7M	+219%	9.1k	186.05	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$1.6M		15k	102.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.5M		4.4k	344.08	View chart
Microsoft Corporation (MSFT)	0.7	$1.5M	+85%	3.0k	512.90	View chart
Southern Company (SO)	0.7	$1.5M		18k	82.89	View chart
Freshpet (FRPT)	0.7	$1.5M	NEW	26k	57.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.4M		49k	27.88	View chart
Ishares Tr Broad Usd High (USHY)	0.6	$1.3M	-41%	36k	35.72	View chart
Blackrock Muniyield Quality Fund (MQY)	0.6	$1.3M	-3%	129k	9.93	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.5	$1.1M	-66%	22k	51.05	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.5	$1.1M		3.2k	351.85	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$1.1M		37k	29.50	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.5	$1.0M	-7%	72k	14.40	View chart
Wal-Mart Stores (WMT)	0.5	$1.0M		9.9k	103.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$995k		3.6k	277.89	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$939k		24k	39.44	View chart
Visa Com Cl A (V)	0.4	$926k		2.6k	359.33	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$896k		10k	89.31	View chart
Global X Fds Global X Uranium (URA)	0.4	$895k	NEW	23k	39.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$870k	+4%	1.8k	476.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$843k		12k	71.95	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$766k	NEW	11k	72.64	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.4	$761k	NEW	37k	20.87	View chart
TJX Companies (TJX)	0.4	$752k	-12%	5.7k	132.31	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.3	$685k	-6%	18k	38.60	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.3	$680k	-13%	63k	10.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$658k	NEW	3.2k	208.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$610k	-2%	825.00	739.79	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.3	$584k	NEW	3.9k	151.62	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$574k	-4%	2.9k	195.75	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$560k	+7%	582.00	961.96	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.3	$559k		14k	40.39	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.3	$539k	+100%	10k	53.92	View chart
Advisorshares Tr Pure Us Cann Etf (MSOS)	0.2	$520k	NEW	94k	5.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$514k		3.8k	136.07	View chart
Proshares Tr S&p Smallcap 600 (SMDV)	0.2	$511k	NEW	7.1k	72.23	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.2	$483k		55k	8.84	View chart
Eli Lilly & Co. (LLY)	0.2	$481k	-84%	416.00	1157.08	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$480k	+153%	6.0k	80.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$478k	-20%	624.00	765.33	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$475k		6.2k	77.21	View chart
Morgan Stanley Com New (MS)	0.2	$473k	-2%	2.5k	188.08	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$464k	NEW	3.1k	148.30	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.2	$461k	+26%	3.0k	155.65	View chart
Gitlab Class A Com (GTLB)	0.2	$461k	NEW	9.8k	47.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$460k		3.0k	152.07	View chart
Servicenow (NOW)	0.2	$445k	-42%	3.3k	134.01	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$436k	-2%	3.6k	121.24	View chart
Home Depot (HD)	0.2	$434k		1.5k	284.49	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$433k	NEW	22k	20.12	View chart
Waste Management (WM)	0.2	$429k		2.1k	203.92	View chart
Deere & Company (DE)	0.2	$420k		626.00	671.56	View chart
South Plains Financial (SPFI)	0.2	$402k		9.6k	41.73	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$393k	-33%	10k	39.28	View chart
General Mills (GIS)	0.2	$389k	-2%	12k	32.16	View chart
Strategy Cl A New (MSTR)	0.2	$382k		2.5k	153.09	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$371k	+5%	8.9k	41.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$366k		2.4k	151.59	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.2	$363k		13k	28.57	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.2	$357k	-2%	4.0k	88.58	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$343k	NEW	5.0k	68.50	View chart
Honeywell International (HON)	0.2	$341k		1.6k	210.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$336k		5.7k	59.31	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$333k	+5%	650.00	512.46	View chart
International Business Machines (IBM)	0.2	$326k		1.5k	219.93	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.1	$309k	-2%	4.5k	69.44	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$305k		6.0k	51.15	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$300k	NEW	8.5k	35.26	View chart
Tesla Motors (TSLA)	0.1	$300k	-10%	844.00	354.81	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.1	$297k	NEW	4.9k	61.23	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$281k	-15%	11k	24.65	View chart
Etf Ser Solutions Defi Dron Mo Etf (JEDI)	0.1	$278k	NEW	11k	25.09	View chart
Vaneck Etf Trust Oil Refiners Etf (CRAK)	0.1	$266k	NEW	4.2k	63.34	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$258k	NEW	1.6k	162.75	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$257k	NEW	6.2k	41.71	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.1	$254k	-6%	6.0k	42.32	View chart
Honeywell Aerospace (HONA)	0.1	$251k		1.6k	154.97	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$247k		4.5k	54.89	View chart
Pbf Energy Cl A (PBF)	0.1	$237k	NEW	3.9k	61.47	View chart
Edison International (EIX)	0.1	$226k		4.2k	53.73	View chart
JPMorgan Chase & Co. (JPM)	0.1	$224k		677.00	330.83	View chart
Motorola Solutions Com New (MSI)	0.1	$224k		502.00	445.97	View chart
Capital One Financial (COF)	0.1	$223k	-4%	1.2k	193.07	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$218k	-26%	11k	19.77	View chart
Caterpillar (CAT)	0.1	$216k		266.00	810.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$213k	NEW	596.00	356.90	View chart
Twilio Cl A (TWLO)	0.1	$205k	NEW	700.00	292.46	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$123k	-6%	15k	8.17	View chart
Ammo (POWW)	0.0	$32k		14k	2.25	View chart
Tela Bio (TELA)	0.0	$23k		20k	1.15	View chart
Wetouch Technology Com New (WETH)	0.0	$20k		20k	0.99	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 Q3 filed Oct. 28, 2026
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

View all past filings

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