Primoris Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Primoris Wealth Advisors, LLC

Investment Activity

Primoris Wealth Advisors, LLC has $142.73 million in total holdings as of March 31, 2026.
Primoris Wealth Advisors, LLC owns shares of 96 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
Approximately 10.63% of the portfolio was purchased this quarter.
About 25.70% of the portfolio was sold this quarter.
This quarter, Primoris Wealth Advisors, LLC has purchased 111 new stocks and bought additional shares in 22 stocks.
Primoris Wealth Advisors, LLC sold shares of 38 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $7,958,853
Fidelity MSCI Information Technology Index ETF: $7,584,552
LAM RESEARCH CORP: $7,066,072
Fidelity Total Bond ETF: $5,753,379
Fidelity MSCI Utilities Index ETF: $5,571,791

Largest New Holdings this Quarter

88166A102 - Teucrium Corn Fund: $2,364,400 Holding
92189F700 - VanEck Agribusiness ETF: $2,323,750 Holding
88166A870 - TEUCRIUM COMMODITY TR: $1,944,525 Holding
37950E101 - Global X MSCI Norway ETF: $401,205 Holding
594972408 - Strategy: $311,002 Holding

Largest Purchases this Quarter

Fidelity MSCI Utilities Index ETF: 65,650 shares (about $3.88M)
Teucrium Corn Fund: 128,500 shares (about $2.36M)
VanEck Agribusiness ETF: 27,500 shares (about $2.32M)
TEUCRIUM COMMODITY TR: 82,500 shares (about $1.94M)
BlackRock MuniYield Quality Fund: 87,788 shares (about $963.92K)

Largest Sales this Quarter

CrowdStrike: 6,661 shares (about $2.60M)
Meta Platforms: 4,363 shares (about $2.50M)
SPDR Gold Shares: 3,202 shares (about $1.38M)
Microsoft: 1,828 shares (about $676.67K)
AMPLIFY ETF TR: 7,535 shares (about $565.81K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$7,958,853	$166,121 â–²	2.1%	13,319	5.6%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$7,584,552	$28,295 â–¼	-0.4%	36,455	5.3%	ETF
LAM RESEARCH CORP	$7,066,072		0.0%	33,072	5.0%	COM NEW
FBND Fidelity Total Bond ETF	$5,753,379	$21,624 â–²	0.4%	126,115	4.0%	ETF
FUTY Fidelity MSCI Utilities Index ETF	$5,571,791	$3,877,955 â–²	228.9%	94,325	3.9%	ETF
AAPL Apple	$5,479,583	$69,792 â–¼	-1.3%	21,591	3.8%	Computer and Technology
MU Micron Technology	$5,097,330	$190,880 â–¼	-3.6%	15,088	3.6%	Computer and Technology
AMZN Amazon.com	$4,721,906	$117,256 â–²	2.5%	22,672	3.3%	Retail/Wholesale
AXGN AxoGen	$4,611,697	$6,626 â–¼	-0.1%	139,200	3.2%	Medical
VUG Vanguard Growth ETF	$4,392,281	$446,391 â–²	11.3%	10,056	3.1%	ETF
AMD Advanced Micro Devices	$4,389,615	$20,140 â–¼	-0.5%	21,578	3.1%	Computer and Technology
GOOG Alphabet	$4,350,808	$35,858 â–²	0.8%	15,167	3.0%	Computer and Technology
NVDA NVIDIA	$3,931,674	$494,424 â–¼	-11.2%	22,544	2.8%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$3,681,575	$275,299 â–¼	-7.0%	25,168	2.6%	CL A
NEE NextEra Energy	$3,276,806	$6,873 â–²	0.2%	35,280	2.3%	Utilities
FVAL Fidelity Value Factor ETF	$3,166,234	$49,899 â–¼	-1.6%	45,623	2.2%	ETF
PM Philip Morris International	$2,928,667		0.0%	17,713	2.1%	Consumer Staples
JNJ Johnson & Johnson	$2,631,151	$25,422 â–¼	-1.0%	10,764	1.8%	Medical
CORN Teucrium Corn Fund	$2,364,400	$2,364,400 â–²	New Holding	128,500	1.7%	ETF
MOO VanEck Agribusiness ETF	$2,323,750	$2,323,750 â–²	New Holding	27,500	1.6%	ETF
DGX Quest Diagnostics	$2,106,785	$342,965 â–¼	-14.0%	10,750	1.5%	Medical
XLP Consumer Staples Select Sector SPDR Fund	$2,032,271	$85,098 â–²	4.4%	24,789	1.4%	ETF
TEUCRIUM COMMODITY TR	$1,944,525	$1,944,525 â–²	New Holding	82,500	1.4%	WHEAT FD
FDVV Fidelity High Dividend ETF	$1,880,753	$58,830 â–¼	-3.0%	34,047	1.3%	ETF
MSFT Microsoft	$1,813,464	$676,671 â–¼	-27.2%	4,899	1.3%	Computer and Technology
GLD SPDR Gold Shares	$1,772,796	$1,377,790 â–¼	-43.7%	4,120	1.2%	Finance
META Meta Platforms	$1,736,987	$2,496,204 â–¼	-59.0%	3,036	1.2%	Computer and Technology
SO Southern	$1,731,955		0.0%	17,944	1.2%	Utilities
SPY SPDR S&P 500 ETF Trust	$1,625,850		0.0%	2,500	1.1%	Finance
MQY BlackRock MuniYield Quality Fund	$1,470,106	$963,915 â–²	190.4%	133,889	1.0%	Finance
TSLA Tesla	$1,398,526	$284,389 â–¼	-16.9%	3,762	1.0%	Auto/Tires/Trucks
USHY iShares Broad USD High Yield Corporate Bond ETF	$1,352,028	$128,940 â–¼	-8.7%	36,700	0.9%	ETF
CLOZ Eldridge BBB-B CLO ETF	$1,319,694		0.0%	51,450	0.9%	ETF
BBN BlackRock Taxable Municipal Bond Trust	$1,248,881	$48,494 â–¼	-3.7%	77,234	0.9%	Financial Services
WALMART INC	$1,233,358	$10,812 â–¼	-0.9%	9,924	0.9%	COM
GOOGL Alphabet	$1,206,607	$225,448 â–¼	-15.7%	4,196	0.8%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$1,187,523	$33,866 â–²	2.9%	25,878	0.8%	ETF
SCHF Schwab International Equity ETF	$1,170,333	$109,445 â–²	10.3%	47,286	0.8%	ETF
PFF iShares Preferred and Income Securities ETF	$1,151,736	$28,501 â–²	2.5%	37,986	0.8%	ETF
VV Vanguard Large-Cap ETF	$942,274		0.0%	3,153	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$842,693	$4,389 â–²	0.5%	12,479	0.6%	ETF
GFI Gold Fields	$794,821		0.0%	17,507	0.6%	Basic Materials
V Visa	$778,571	$604 â–¼	-0.1%	2,576	0.5%	Business Services
NZF Nuveen Municipal Credit Income Fund	$739,996		0.0%	60,755	0.5%	Financial Services
BRK.B Berkshire Hathaway	$707,296	$187,846 â–²	36.2%	1,476	0.5%	Finance
IWM iShares Russell 2000 ETF	$687,208	$50,840 â–¼	-6.9%	2,771	0.5%	Finance
TJX TJX Companies	$638,800		0.0%	4,000	0.4%	Retail/Wholesale
BA Boeing	$585,950	$37,219 â–¼	-6.0%	2,944	0.4%	Aerospace
NUVEEN DYNAMIC MUN OPPORTUNI	$561,224	$10 â–²	0.0%	54,541	0.4%	COM SHS
SRLN SPDR Blackstone Senior Loan ETF	$556,118	$48,732 â–¼	-8.1%	13,854	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$547,271		0.0%	4,402	0.4%	ETF
CRWD CrowdStrike	$544,227	$2,600,499 â–¼	-82.7%	1,394	0.4%	Computer and Technology
WM Waste Management	$506,460	$28,724 â–¼	-5.4%	2,204	0.4%	Business Services
HON Honeywell International	$505,353		0.0%	2,236	0.4%	Multi-Sector Conglomerates
HD Home Depot	$501,886	$658 â–¼	-0.1%	1,526	0.4%	Retail/Wholesale
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$489,294		0.0%	6,150	0.3%	ETF
IVV iShares Core S&P 500 ETF	$480,745	$124,105 â–²	34.8%	736	0.3%	ETF
QQQ Invesco QQQ	$479,648	$577 â–²	0.1%	831	0.3%	Finance
GIS General Mills	$463,054		0.0%	12,441	0.3%	Consumer Staples
DVY iShares Select Dividend ETF	$458,167		0.0%	3,026	0.3%	ETF
MS Morgan Stanley	$422,451	$38,180 â–²	9.9%	2,567	0.3%	Finance
XLK Technology Select Sector SPDR Fund	$409,598		0.0%	3,082	0.3%	ETF
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$405,700		0.0%	10,000	0.3%	Manufacturing
NORW Global X MSCI Norway ETF	$401,205	$401,205 â–²	New Holding	10,500	0.3%	ETF
AMPLIFY ETF TR	$386,567	$565,809 â–¼	-59.4%	5,148	0.3%	AMPLIFY CYBERSEC
FIDU Fidelity MSCI Industrials Index ETF	$374,199	$25,956 â–¼	-6.5%	4,325	0.3%	ETF
DE Deere & Company	$366,725	$14,083 â–¼	-3.7%	651	0.3%	Industrials
UTF Cohen & Steers Infrastructure Fund	$354,487	$4,581 â–¼	-1.3%	13,697	0.2%	Financial Services
IBM International Business Machines	$349,769	$485 â–¼	-0.1%	1,443	0.2%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$330,072	$53 â–²	0.0%	6,187	0.2%	ETF
SERIES PORTFOLIOS TR	$318,348	$30,684 â–²	10.7%	12,450	0.2%	ELDRIDGE AAA CLO
MSTR Strategy	$311,002	$311,002 â–²	New Holding	2,492	0.2%	Computer and Technology
EIX Edison International	$307,429		0.0%	4,201	0.2%	Utilities
XLV Health Care Select Sector SPDR Fund	$306,785	$17,443 â–¼	-5.4%	2,093	0.2%	ETF
AAAU Goldman Sachs Physical Gold ETF	$301,390		0.0%	6,525	0.2%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$297,383		0.0%	5,502	0.2%	ETF
ET Energy Transfer	$289,500	$106,150 â–¼	-26.8%	15,000	0.2%	Energy
KRE SPDR S&P Regional Banking ETF	$283,407	$84,696 â–¼	-23.0%	4,350	0.2%	ETF
SPMO Invesco S&P 500 Momentum ETF	$270,752	$14,014 â–¼	-4.9%	2,415	0.2%	ETF
CANE Teucrium Sugar Fund	$261,000	$261,000 â–²	New Holding	25,000	0.2%	ETF
MGV Vanguard Mega Cap Value ETF	$255,694	$255,694 â–²	New Holding	1,764	0.2%	ETF
THC Tenet Healthcare	$245,704	$320,812 â–¼	-56.6%	1,302	0.2%	Medical
LLY Eli Lilly and Company	$242,819		0.0%	264	0.2%	Medical
TORTOISE CAPITAL SERIES TRUS	$232,980	$232,980 â–²	New Holding	5,500	0.2%	NORTH AMRCN PIPE
DIA SPDR Dow Jones Industrial Average ETF Trust	$231,595		0.0%	500	0.2%	Finance
LMT Lockheed Martin	$220,797	$220,797 â–²	New Holding	365	0.2%	Aerospace
COF Capital One Financial	$219,646		0.0%	1,204	0.2%	Finance
MSI Motorola Solutions	$217,853	$217,853 â–²	New Holding	502	0.2%	Computer and Technology
NGG National Grid Transco	$217,591	$217,591 â–²	New Holding	2,572	0.2%	Utilities
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund	$131,365	$33 â–²	0.0%	16,079	0.1%	Financial Services
PHAT Phathom Pharmaceuticals	$127,200	$127,200 â–²	New Holding	11,449	0.1%	Medical
USA Liberty All-Star Equity Fund	$69,382	$2,292 â–¼	-3.2%	12,501	0.0%	Finance
POWW Outdoor	$28,743	$9,045 â–¼	-23.9%	14,300	0.0%	Aerospace
WETOUCH TECHNOLOGY INC	$27,628		0.0%	21,500	0.0%	COM NEW
ESS TECH INC	$19,305	$7,605 â–²	65.0%	16,500	0.0%	COM NEW
NAK Northern Dynasty Minerals	$14,000	$14,000 â–²	New Holding	10,000	0.0%	Basic Materials
SLV iShares Silver Trust	$0	$3,483,834 â–¼	-100.0%	0	0.0%	ETF
PINK Simplify Health Care ETF	$0	$3,150,345 â–¼	-100.0%	0	0.0%	ETF
HII Huntington Ingalls Industries	$0	$2,737,565 â–¼	-100.0%	0	0.0%	Aerospace
GDX VanEck Gold Miners ETF	$0	$2,341,524 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Primoris Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Primoris Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Primoris Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Primoris Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrimoris Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools