Primoris Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Primoris Wealth Advisors, LLCInvestment ActivityPrimoris Wealth Advisors, LLC has $214.71 million in total holdings as of September 30, 2026.Primoris Wealth Advisors, LLC owns shares of 126 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 17.16% of the portfolio was purchased this quarter.About 17.54% of the portfolio was sold this quarter.This quarter, Primoris Wealth Advisors, LLC has purchased 125 new stocks and bought additional shares in 27 stocks.Primoris Wealth Advisors, LLC sold shares of 45 stocks and completely divested from 23 stocks this quarter.Largest Holdings Fidelity MSCI Information Technology Index ETF $12,251,698Vanguard S&P 500 ETF $10,739,446Vanguard Growth ETF $10,356,007Advanced Micro Devices $10,086,089LAM RESEARCH CORP $8,006,307 Largest New Holdings this Quarter 833445109 - Snowflake $4,009,185 Holding351858105 - Franco-Nevada $3,091,147 Holding464287515 - iShares Expanded Tech-Software Sector ETF $2,318,602 Holding358039105 - Freshpet $1,479,292 Holding37954Y871 - Global X Uranium ETF $894,633 Holding Largest Purchases this Quarter Snowflake 12,057 shares (about $4.01M)Dell Technologies 7,235 shares (about $3.89M)CrowdStrike 14,313 shares (about $3.79M)Franco-Nevada 12,979 shares (about $3.09M)iShares Expanded Tech-Software Sector ETF 21,775 shares (about $2.32M) Largest Sales this Quarter Micron Technology 3,390 shares (about $3.61M)Eli Lilly and Company 2,250 shares (about $2.60M)Fidelity MSCI Utilities Index ETF 43,525 shares (about $2.22M)Advanced Micro Devices 1,911 shares (about $1.17M)SERIES PORTFOLIOS TR 43,000 shares (about $1.10M) 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$12,251,698$127,844 ▼-1.0%40,8255.7%ETFVOOVanguard S&P 500 ETF$10,739,446$4,906 ▼0.0%15,3235.0%ETFVUGVanguard Growth ETF$10,356,007$189,028 ▲1.9%114,6664.8%ETFAMDAdvanced Micro Devices$10,086,089$1,169,074 ▼-10.4%16,4874.7%TechnologyLAM RESEARCH CORP$8,006,307$583,095 ▼-6.8%24,3723.7%COM NEWAAPLApple$7,201,559$1,665 ▼0.0%21,6253.4%TechnologyAMZNAmazon.com$6,630,640$58,301 ▼-0.9%26,6133.1%Consumer DiscretionaryAXGNAxoGen$5,942,537$20,997 ▲0.4%141,5092.8%HealthcareFBNDFidelity Total Bond ETF$5,497,004$17,470 ▲0.3%126,8022.6%ETFGOOGAlphabet$5,329,8590.0%15,6422.5%Communication ServicesMRVLMarvell Technology$5,267,829$1,406,921 ▲36.4%19,9382.5%TechnologyMUMicron Technology$5,222,237$3,610,725 ▼-40.9%4,9032.4%TechnologyNVDANVIDIA$5,021,854$169,001 ▼-3.3%21,9892.3%TechnologyDELLDell Technologies$4,698,998$3,892,072 ▲482.3%8,7352.2%TechnologyMETAMeta Platforms$4,370,661$2,239,356 ▲105.1%6,0272.0%Communication ServicesCRWDCrowdStrike$4,118,190$3,789,370 ▲1,152.4%15,5551.9%TechnologyPALANTIR TECHNOLOGIES INC$4,035,6050.0%21,5751.9%CL ASNOWSnowflake$4,009,185$4,009,185 ▲New Holding12,0571.9%TechnologyXLVHealth Care Select Sector SPDR Fund$3,962,962$61,305 ▲1.6%23,5301.8%ETFFVALFidelity Value Factor ETF$3,699,064$80,356 ▼-2.1%45,8031.7%ETFPMPhilip Morris International$3,696,755$14,311 ▲0.4%19,3731.7%Consumer StaplesINTCIntel$3,538,854$21,040 ▼-0.6%29,4341.6%TechnologyFNVFranco-Nevada$3,091,147$3,091,147 ▲New Holding12,9791.4%MaterialsJNJJohnson & Johnson$2,770,2390.0%10,4641.3%HealthcareGLDSPDR Gold Shares$2,689,874$2,146,946 ▲395.4%7,0601.3%ETFNEENextEra Energy$2,659,156$114,044 ▼-4.1%35,0921.2%UtilitiesIGViShares Expanded Tech-Software Sector ETF$2,318,602$2,318,602 ▲New Holding21,7751.1%ETFTLTiShares 20+ Year Treasury Bond ETF$2,310,066$301,942 ▲15.0%29,7001.1%ETFFDVVFidelity High Dividend ETF$1,945,866$28,057 ▼-1.4%32,0410.9%ETFKRANESHARES TRUST$1,917,358$497,093 ▲35.0%20,2500.9%QUADRATIC DEFLAIXLPConsumer Staples Select Sector SPDR Fund$1,907,918$31,730 ▼-1.6%23,5710.9%ETFSPYSPDR S&P 500 ETF Trust$1,906,5750.0%2,5000.9%ETFCLOZEldridge BBB-B CLO ETF$1,839,685$591,750 ▼-24.3%69,9500.9%ETFSERIES PORTFOLIOS TR$1,834,958$1,101,231 ▼-37.5%71,6500.9%ELDR AAA CLO ETFSCHMID GROUP N.V.$1,824,736$617,706 ▼-25.3%375,4600.8%EURO SHS CL ABABoeing$1,691,017$1,161,888 ▲219.6%9,0890.8%IndustrialsLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,553,1360.0%15,2000.7%ETFGOOGLAlphabet$1,530,822$25,806 ▼-1.7%4,4490.7%Communication ServicesMSFTMicrosoft$1,529,982$705,238 ▲85.5%2,9830.7%TechnologySOSouthern$1,487,3790.0%17,9440.7%UtilitiesFRPTFreshpet$1,479,292$1,479,292 ▲New Holding25,7000.7%Consumer StaplesSCHFSchwab International Equity ETF$1,357,924$16,590 ▲1.2%48,7020.6%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,293,064$910,860 ▼-41.3%36,2000.6%ETFMQYBlackRock MuniYield Quality Fund$1,280,558$48,985 ▼-3.7%128,9590.6%FinanceFUTYFidelity MSCI Utilities Index ETF$1,118,005$2,221,971 ▼-66.5%21,9000.5%ETFVVVanguard Large-Cap ETF$1,109,3830.0%3,1530.5%ETFPFFiShares Preferred and Income Securities ETF$1,088,550$4,307 ▼-0.4%36,9000.5%ETFBBNBlackRock Taxable Municipal Bond Trust$1,033,058$79,157 ▼-7.1%71,7400.5%FinanceWALMART INC$1,027,1550.0%9,8840.5%COMIWMiShares Russell 2000 ETF$995,130$10,282 ▲1.0%3,5810.5%ETFXLUUtilities Select Sector SPDR Fund$939,330$17,354 ▼-1.8%23,8160.4%ETFVVisa$925,6350.0%2,5760.4%FinanceIEFiShares 7-10 Year Treasury Bond ETF$896,0470.0%10,0330.4%ETFURAGlobal X Uranium ETF$894,633$894,633 ▲New Holding22,4500.4%ETFBRK.BBerkshire Hathaway$870,425$39,067 ▲4.7%1,8270.4%FinanceIJHiShares Core S&P Mid-Cap ETF$842,951$1,439 ▼-0.2%11,7160.4%ETFFIDELITY WISE ORIGIN BITCOIN$766,281$766,281 ▲New Holding10,5490.4%SHSPBRPetroleo Brasileiro S.A.- Petrobras$760,712$760,712 ▲New Holding36,4500.4%EnergyTJXTJX Companies$752,051$105,716 ▼-12.3%5,6840.4%Consumer DiscretionaryPINKSimplify Health Care ETF$685,150$48,250 ▼-6.6%17,7500.3%ETFNZFNuveen Municipal Credit Income Fund$679,637$108,300 ▼-13.7%62,7550.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$657,970$657,970 ▲New Holding3,1630.3%ETFQQQInvesco QQQ$610,326$18,495 ▼-2.9%8250.3%ETFETF SER SOLUTIONS$583,739$583,739 ▲New Holding3,8500.3%DEFIA QUANT ETFXLKTechnology Select Sector SPDR Fund$573,940$29,363 ▼-4.9%2,9320.3%ETFSTXSeagate Technology$559,860$41,364 ▲8.0%5820.3%TechnologySRLNSPDR Blackstone Senior Loan ETF$559,001$121 ▲0.0%13,8400.3%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$539,200$269,600 ▲100.0%10,0000.3%ETFMSOSAdvisorShares Pure US Cannabis ETF$519,800$519,800 ▲New Holding93,7500.2%ETFIJRiShares Core S&P Small-Cap ETF$513,8060.0%3,7760.2%ETFSMDVProShares Russell 2000 Dividend Growers ETF$511,077$511,077 ▲New Holding7,0760.2%ETFNUVEEN DYNAMIC MUN OPPORTUNI$482,517$9 ▲0.0%54,5830.2%COM SHSLLYEli Lilly and Company$481,345$2,603,428 ▼-84.4%4160.2%HealthcareROBOROBO Global Robotics & Automation ETF$479,543$290,461 ▲153.6%5,9600.2%ETFIVViShares Core S&P 500 ETF$477,567$123,984 ▼-20.6%6240.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$474,8420.0%6,1500.2%ETFMSMorgan Stanley$473,021$9,780 ▼-2.0%2,5150.2%FinanceSHOPIFY INC$464,179$464,179 ▲New Holding3,1300.2%CL A SUB VTG SHSMGVVanguard Mega Cap Value ETF$461,203$96,039 ▲26.3%2,9630.2%ETFGTLBGitLab$460,688$460,688 ▲New Holding9,7500.2%TechnologyDVYiShares Select Dividend ETF$460,1650.0%3,0260.2%ETFNOWServiceNow$444,646$327,253 ▼-42.4%3,3180.2%TechnologyAMPLIFY ETF TR$435,617$12,730 ▼-2.8%3,5930.2%AMPLIFY CYBERSECHDHome Depot$434,1310.0%1,5260.2%Consumer DiscretionaryISHARES ETHEREUM TR$432,580$432,580 ▲New Holding21,5000.2%SHSWMWaste Management$429,0470.0%2,1040.2%IndustrialsDEDeere & Company$420,398$3,358 ▼-0.8%6260.2%IndustrialsSPFISouth Plains Financial$401,6510.0%9,6250.2%FinanceHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$392,800$196,400 ▼-33.3%10,0000.2%ETFGISGeneral Mills$389,168$10,934 ▼-2.7%12,1010.2%Consumer StaplesMSTRStrategy$381,5000.0%2,4920.2%TechnologyGOLDMAN SACHS PHYSICAL GOLD$370,893$20,767 ▲5.9%8,9300.2%UNITSPMOInvesco S&P 500 Momentum ETF$366,0800.0%2,4150.2%ETFSSGA ACTIVE TR$362,8400.0%12,7000.2%SST BRIDGEWATERFIDUFidelity MSCI Industrials Index ETF$356,536$8,858 ▼-2.4%4,0250.2%ETFVCLTVanguard Long-Term Corporate Bond ETF$342,500$342,500 ▲New Holding5,0000.2%ETFHONEYWELL INTL INC$341,0910.0%1,6170.2%COMVWOVanguard FTSE Emerging Markets ETF$335,517$1,779 ▲0.5%5,6570.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$333,101$18,449 ▲5.9%6500.2%ETFIBMInternational Business Machines$326,156$3,299 ▲1.0%1,4830.2%TechnologyShowing largest 100 holdings. 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