Primoris Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Primoris Wealth Advisors, LLCInvestment ActivityPrimoris Wealth Advisors, LLC has $219.27 million in total holdings as of June 30, 2026.Primoris Wealth Advisors, LLC owns shares of 125 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 32.25% of the portfolio was purchased this quarter.About 13.62% of the portfolio was sold this quarter.This quarter, Primoris Wealth Advisors, LLC has purchased 96 new stocks and bought additional shares in 36 stocks.Primoris Wealth Advisors, LLC sold shares of 28 stocks and completely divested from 11 stocks this quarter.Largest Holdings Fidelity MSCI Information Technology Index ETF $11,780,615LAM RESEARCH CORP $11,330,096Advanced Micro Devices $10,687,600Vanguard S&P 500 ETF $10,528,908Vanguard Growth ETF $9,697,022 Largest New Holdings this Quarter 573874104 - Marvell Technology $4,353,073 Holding458140100 - Intel $4,134,311 HoldingN68722102 - SCHMID GROUP N.V. $3,146,026 Holding233051507 - Xtrackers MSCI Japan Hedged Equity ETF $2,525,381 Holding81369Y860 - Real Estate Select Sector SPDR Fund $2,518,520 Holding Largest Purchases this Quarter Vanguard Growth ETF 102,517 shares (about $8.83M)Marvell Technology 14,613 shares (about $4.35M)Intel 29,609 shares (about $4.13M)Health Care Select Sector SPDR Fund 21,073 shares (about $3.34M)SCHMID GROUP N.V. 502,560 shares (about $3.15M) Largest Sales this Quarter Micron Technology 6,795 shares (about $7.84M)LAM RESEARCH CORP 6,925 shares (about $3.00M)Advanced Micro Devices 3,180 shares (about $1.85M)Fidelity MSCI Utilities Index ETF 28,900 shares (about $1.69M)Microsoft 3,291 shares (about $1.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrimoris Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTECFidelity MSCI Information Technology Index ETF$11,780,615$1,369,660 ▲13.2%41,2515.4%ETFLAM RESEARCH CORP$11,330,096$3,000,762 ▼-20.9%26,1475.2%COM NEWAMDAdvanced Micro Devices$10,687,600$1,847,297 ▼-14.7%18,3984.9%TechnologyVOOVanguard S&P 500 ETF$10,528,908$1,381,189 ▲15.1%15,3304.8%ETFVUGVanguard Growth ETF$9,697,022$8,830,800 ▲1,019.5%112,5734.4%ETFMUMicron Technology$9,572,530$7,843,403 ▼-45.0%8,2934.4%TechnologyAXGNAxoGen$6,513,207$83,558 ▲1.3%141,0093.0%HealthcareAMZNAmazon.com$6,398,716$995,070 ▲18.4%26,8472.9%Consumer DiscretionaryAAPLApple$6,258,857$11,285 ▲0.2%21,6302.9%TechnologyFBNDFidelity Total Bond ETF$5,749,890$12,919 ▲0.2%126,3992.6%ETFGOOGAlphabet$5,526,792$167,832 ▲3.1%15,6422.5%Communication ServicesNVDANVIDIA$4,547,856$37,017 ▲0.8%22,7292.1%TechnologyMRVLMarvell Technology$4,353,073$4,353,073 ▲New Holding14,6132.0%TechnologyINTCIntel$4,134,311$4,134,311 ▲New Holding29,6091.9%TechnologyFUTYFidelity MSCI Utilities Index ETF$3,822,130$1,688,339 ▼-30.6%65,4251.7%ETFXLVHealth Care Select Sector SPDR Fund$3,675,506$3,343,432 ▲1,006.8%23,1661.7%ETFFVALFidelity Value Factor ETF$3,647,171$91,573 ▲2.6%46,7981.7%ETFPMPhilip Morris International$3,491,205$286,743 ▲8.9%19,2981.6%Consumer StaplesNEENextEra Energy$3,212,118$115,593 ▲3.7%36,5971.5%UtilitiesLLYEli Lilly and Company$3,197,682$2,881,032 ▲909.8%2,6661.5%HealthcareSCHMID GROUP N.V.$3,146,026$3,146,026 ▲New Holding502,5601.4%EURO SHS CL ASERIES PORTFOLIOS TR$2,936,761$2,617,854 ▲820.9%114,6501.3%ELDR AAA CLO ETFJNJJohnson & Johnson$2,657,546$76,191 ▼-2.8%10,4641.2%HealthcareDBJPXtrackers MSCI Japan Hedged Equity ETF$2,525,381$2,525,381 ▲New Holding22,0001.2%ETFXLREReal Estate Select Sector SPDR Fund$2,518,520$2,518,520 ▲New Holding57,2001.1%ETFPALANTIR TECHNOLOGIES INC$2,517,157$419,196 ▼-14.3%21,5751.1%CL ABRKRBruker$2,497,470$2,497,470 ▲New Holding41,5001.1%HealthcareCLOZEldridge BBB-B CLO ETF$2,442,529$1,083,220 ▲79.7%92,4501.1%ETFXHBSPDR S&P Homebuilders ETF$2,420,982$2,420,982 ▲New Holding20,9501.1%ETFHQYHealthEquity$2,303,160$2,303,160 ▲New Holding25,5001.1%HealthcareUSHYiShares Broad USD High Yield Corporate Bond ETF$2,284,134$925,500 ▲68.1%61,7001.0%ETFTLTiShares 20+ Year Treasury Bond ETF$2,231,192$2,231,192 ▲New Holding25,8181.0%ETFVS TRUST$2,023,950$2,023,950 ▲New Holding655,0000.9%2X LO VI FU ETXLPConsumer Staples Select Sector SPDR Fund$1,990,628$68,617 ▼-3.3%23,9630.9%ETFFDVVFidelity High Dividend ETF$1,959,637$93,089 ▼-4.5%32,5030.9%ETFSPYSPDR S&P 500 ETF Trust$1,866,9250.0%2,5000.9%ETFRHRH$1,729,666$1,729,666 ▲New Holding10,5000.8%Consumer DiscretionarySOSouthern$1,717,4210.0%17,9440.8%UtilitiesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,657,864$1,657,864 ▲New Holding15,2000.8%ETFMETAMeta Platforms$1,655,512$54,639 ▼-3.2%2,9390.8%Communication ServicesGOOGLAlphabet$1,616,754$117,218 ▲7.8%4,5240.7%Communication ServicesMQYBlackRock MuniYield Quality Fund$1,553,146$35 ▲0.0%133,8920.7%FinanceKRANESHARES TRUST$1,517,100$1,517,100 ▲New Holding15,0000.7%QUADRATIC DEFLAISCHFSchwab International Equity ETF$1,332,569$22,742 ▲1.7%48,1070.6%ETFEA SERIES TRUST$1,281,215$1,281,215 ▲New Holding63,3010.6%STRIVE ENHANCEDBBNBlackRock Taxable Municipal Bond Trust$1,248,927$49 ▲0.0%77,2370.6%FinancePFFiShares Preferred and Income Securities ETF$1,129,536$28,661 ▼-2.5%37,0460.5%ETFWALMART INC$1,119,472$4,530 ▼-0.4%9,8840.5%COMXLUUtilities Select Sector SPDR Fund$1,099,803$73,544 ▼-6.3%24,2560.5%ETFVVVanguard Large-Cap ETF$1,084,3480.0%3,1530.5%ETFIWMiShares Russell 2000 ETF$1,064,800$232,249 ▲27.9%3,5440.5%ETFTJXTJX Companies$982,176$376,175 ▲62.1%6,4830.4%Consumer DiscretionaryIEFiShares 7-10 Year Treasury Bond ETF$948,821$948,821 ▲New Holding10,0330.4%ETFCRWDCrowdStrike$947,822$115,998 ▼-10.9%1,2420.4%TechnologyNZFNuveen Municipal Credit Income Fund$922,533$152,160 ▲19.8%72,7550.4%FinanceIJHiShares Core S&P Mid-Cap ETF$904,947$57,292 ▼-6.0%11,7360.4%ETFVVisa$883,7990.0%2,5760.4%FinanceBRK.BBerkshire Hathaway$873,188$134,606 ▲18.2%1,7450.4%FinancePINKSimplify Health Care ETF$743,853$743,853 ▲New Holding19,0000.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$707,040$707,040 ▲New Holding12,0000.3%ETFWRBYWarby Parker$697,820$697,820 ▲New Holding23,0000.3%Consumer DiscretionaryDELLDell Technologies$647,190$647,190 ▲New Holding1,5000.3%TechnologyQQQInvesco QQQ$625,949$13,992 ▲2.3%8500.3%ETFBABoeing$615,640$21,647 ▼-3.4%2,8440.3%IndustrialsHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$609,750$203,250 ▲50.0%15,0000.3%ETFMSFTMicrosoft$599,817$1,227,611 ▼-67.2%1,6080.3%TechnologyIVViShares Core S&P 500 ETF$588,615$37,444 ▲6.8%7860.3%ETFGFIGold Fields$588,0630.0%17,5070.3%MaterialsXLKTechnology Select Sector SPDR Fund$587,1830.0%3,0820.3%ETFNOWServiceNow$571,852$571,852 ▲New Holding5,7600.3%TechnologyNUVEEN DYNAMIC MUN OPPORTUNI$568,198$427 ▲0.1%54,5820.3%COM SHSIJRiShares Core S&P Small-Cap ETF$560,035$92,845 ▼-14.2%3,7760.3%ETFSRLNSPDR Blackstone Senior Loan ETF$557,503$685 ▼-0.1%13,8370.3%ETFFLTBFidelity Limited Term Bond ETF$551,430$551,430 ▲New Holding11,0000.3%ETFHDHome Depot$538,1900.0%1,5260.2%Consumer DiscretionaryMSMorgan Stanley$536,6050.0%2,5670.2%FinanceGLDSPDR Gold Shares$524,950$992,800 ▼-65.4%1,4250.2%ETFSTXSeagate Technology$520,135$520,135 ▲New Holding5390.2%TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$491,8160.0%6,1500.2%ETFDVYiShares Select Dividend ETF$472,9640.0%3,0260.2%ETFIAKiShares U.S. Insurance ETF$470,876$470,876 ▲New Holding3,3500.2%ETFWMWaste Management$468,939$22,288 ▼-4.5%2,1040.2%IndustrialsGISGeneral Mills$432,9470.0%12,4410.2%Consumer StaplesSPFISouth Plains Financial$414,693$414,693 ▲New Holding9,6250.2%FinanceIBMInternational Business Machines$412,816$7,030 ▲1.7%1,4680.2%TechnologyFIDUFidelity MSCI Industrials Index ETF$410,896$19,922 ▼-4.6%4,1250.2%ETFATROAstronics$406,300$406,300 ▲New Holding5,0000.2%IndustrialsDEDeere & Company$400,274$12,687 ▼-3.1%6310.2%IndustrialsTSLATesla$394,943$1,187,353 ▼-75.0%9390.2%Consumer DiscretionarySPMOInvesco S&P 500 Momentum ETF$390,1310.0%2,4150.2%ETFAMPLIFY ETF TR$388,034$152,150 ▼-28.2%3,6980.2%AMPLIFY CYBERSECMGVVanguard Mega Cap Value ETF$383,458$95,129 ▲33.0%2,3460.2%ETFSSGA ACTIVE TR$371,730$371,730 ▲New Holding12,7000.2%SST BRIDGEWATERUTFCohen & Steers Infrastructure Fund$371,118$6,759 ▼-1.8%13,4520.2%FinanceHONEYWELL INTL INC$362,046$362,046 ▲New Holding1,6170.2%COMHONEYWELL AEROSPACE INC$357,486$357,486 ▲New Holding1,6170.2%COMKRESPDR S&P Regional Banking ETF$340,573$14,970 ▲4.6%4,5500.2%ETFVWOVanguard FTSE Emerging Markets ETF$335,875$7,461 ▲2.3%5,6270.2%ETFGOLDMAN SACHS PHYSICAL GOLD$333,575$75,381 ▲29.2%8,4300.2%UNITELVElevance Health$328,721$328,721 ▲New Holding8500.1%HealthcareShowing largest 100 holdings. 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