Primoris Wealth Advisors

Primoris Wealth Advisors as of June 30, 2026

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 41k 285.58
Lam Research Corp Com New (LRCX) 5.2 $11M 26k 433.32
Advanced Micro Devices (AMD) 4.9 $11M 18k 580.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $11M 15k 686.82
Vanguard Index Fds Growth Etf (VUG) 4.4 $9.7M 113k 86.14
Micron Technology (MU) 4.4 $9.6M 8.3k 1154.29
Axogen (AXGN) 3.0 $6.5M 141k 46.19
Amazon (AMZN) 2.9 $6.4M 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 16k 353.33
NVIDIA Corporation (NVDA) 2.1 $4.5M 23k 200.09
Marvell Technology (MRVL) 2.0 $4.4M 15k 297.89
Intel Corporation (INTC) 1.9 $4.1M 30k 139.63
Fidelity Covington Trust Msci Utils Index (FUTY) 1.7 $3.8M 65k 58.42
Select Sector Spdr Tr St Str Care Etf (XLV) 1.7 $3.7M 23k 158.66
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.7 $3.6M 47k 77.93
Philip Morris International (PM) 1.6 $3.5M 19k 180.91
Nextera Energy (NEE) 1.5 $3.2M 37k 87.77
Eli Lilly & Co. (LLY) 1.5 $3.2M 2.7k 1199.43
Schmid Group Euro Shs Cl A (SHMD) 1.4 $3.1M 503k 6.26
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX) 1.3 $2.9M 115k 25.61
Johnson & Johnson (JNJ) 1.2 $2.7M 11k 253.97
Dbx Etf Tr Xtrack Msci Japn (DBJP) 1.2 $2.5M 22k 114.79
Select Sector Spdr Tr St Str Real Etf (XLRE) 1.1 $2.5M 57k 44.03
Palantir Technologies Cl A (PLTR) 1.1 $2.5M 22k 116.67
Bruker Corporation (BRKR) 1.1 $2.5M 42k 60.18
Series Portfolios Tr Eldridge Bbb B (CLOZ) 1.1 $2.4M 93k 26.42
Spdr Series Trust St Str Sp Home (XHB) 1.1 $2.4M 21k 115.56
Healthequity (HQY) 1.1 $2.3M 26k 90.32
Ishares Tr Broad Usd High (USHY) 1.0 $2.3M 62k 37.02
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $2.2M 26k 86.42
Vs Trust 2x Lo Vi Fu Et (UVIX) 0.9 $2.0M 655k 3.09
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.9 $2.0M 24k 83.07
Fidelity Covington Trust High Divid Etf (FDVV) 0.9 $2.0M 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 11k 164.73
Southern Company (SO) 0.8 $1.7M 18k 95.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.7M 15k 109.07
Meta Platforms Cl A (META) 0.8 $1.7M 2.9k 563.29
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M 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 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 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 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 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 3.5k 300.45
TJX Companies (TJX) 0.4 $982k 6.5k 151.50
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $949k 10k 94.57
Crowdstrike Hldgs Cl A (CRWD) 0.4 $948k 1.2k 763.14
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.4 $923k 73k 12.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $905k 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 1.7k 500.39
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.3 $744k 19k 39.15
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $707k 12k 58.92
Warby Parker Cl A Com (WRBY) 0.3 $698k 23k 30.34
Dell Technologies CL C (DELL) 0.3 $647k 1.5k 431.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $626k 850.00 736.41
Boeing Company (BA) 0.3 $616k 2.8k 216.47
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.3 $610k 15k 40.65
Microsoft Corporation (MSFT) 0.3 $600k 1.6k 373.02
Ishares Tr Core S&p500 Etf (IVV) 0.3 $589k 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 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 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 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 1.4k 368.39
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $520k 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 3.4k 140.56
Waste Management (WM) 0.2 $469k 2.1k 222.88
General Mills (GIS) 0.2 $433k 12k 34.80
South Plains Financial (SPFI) 0.2 $415k 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 4.1k 99.61
Astronics Corporation (ATRO) 0.2 $406k 5.0k 81.26
Deere & Company (DE) 0.2 $400k 631.00 634.35
Tesla Motors (TSLA) 0.2 $395k 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 3.7k 104.93
Vanguard World Mega Cap Val Etf (MGV) 0.2 $384k 2.3k 163.45
Ssga Active Tr Sst Bridgewater (ALLW) 0.2 $372k 13k 29.27
Cohen & Steers infrastucture Fund (UTF) 0.2 $371k 14k 27.59
Honeywell International (HON) 0.2 $362k 1.6k 223.90
Honeywell Aerospace (HONA) 0.2 $358k 1.6k 221.08
Spdr Series Trust St Str Sp Regbnk (KRE) 0.2 $341k 4.6k 74.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $336k 5.6k 59.69
Goldman Sachs Physical Gold Unit (AAAU) 0.2 $334k 8.4k 39.57
Anthem (ELV) 0.1 $329k 850.00 386.73
Procure Etf Trust Ii Space Etf (UFO) 0.1 $324k 6.4k 50.67
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $321k 614.00 522.39
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.1 $321k 5.0k 64.10
Edison International (EIX) 0.1 $313k 4.2k 74.45
UnitedHealth (UNH) 0.1 $297k 715.00 415.65
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $294k 6.0k 49.41
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $287k 15k 19.12
Caterpillar (CAT) 0.1 $283k 266.00 1064.90
Applied Materials (AMAT) 0.1 $279k 386.00 723.00
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $249k 4.5k 55.33
Capital One Financial (COF) 0.1 $242k 1.2k 200.62
JPMorgan Chase & Co. (JPM) 0.1 $222k 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 2.4k 85.66
Smucker J M Com New (SJM) 0.1 $201k 1.8k 112.50
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $133k 16k 8.27
Sweetgreen Com Cl A (SG) 0.0 $88k 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 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 20k 0.75