Primoris Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Primoris Wealth Advisors, LLC reported 100 stock positions worth $146.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.7% of the portfolio, followed by Fidelity MSCI Info Tech Indx (FTEC, 4.6%) and Meta Platforms Class A (META, 4.1%). Compared with Q1 2025, it opened 14 new positions, sold out of 9, added to 27 and reduced 44. The biggest buy was a new position in Vaneck Agribusiness ETF (MOO) and the biggest sale Invesco S&P 500 Momentum ETF (SPMO, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- North Palm Beach, FL
- CIK
- 0001909619
- Portfolio Value
- $146.6M (Q2 2025)
- SEC Filing
- 0001667731-25-001001 ↗ filed Jul 29, 2025
Holdings Value
Holdings 100 stocks · $146.6M
| VOO Vanguard S&P 500 ETF | 4.67% | 12,042 | $6.8M | Add +6.4% |
| FTEC Fidelity MSCI Info Tech Indx | 4.60% | 34,168 | $6.7M | Add +12.7% |
| META Meta Platforms Inc. Class A | 4.11% | 8,168 | $6.0M | Reduce -1.0% |
| FBND Fidelity Total Bond ETF | 3.97% | 127,193 | $5.8M | Reduce -9.8% |
| AMZN Amazon.com Inc. | 3.42% | 22,857 | $5.0M | Reduce -3.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.33% | 9,584 | $4.9M | Reduce -18.9% |
| AAPL Apple Inc. | 3.13% | 22,323 | $4.6M | Add +0.9% |
| HACK Amplify Cybersecurity ETF | 3.00% | 50,978 | $4.4M | Reduce -1.9% |
| GLD SPDR Gold Shares | 2.93% | 14,067 | $4.3M | Add +635.7% |
| NVDA Nvidia Corp. | 2.76% | 25,576 | $4.0M | Add +7.6% |
| MOO Vaneck Agribusiness ETF | 2.67% | 53,175 | $3.9M | New |
| PM Philip Morris International | 2.59% | 20,813 | $3.8M | Add +41.9% |
| PLTR Palantir Technologies Inc. Class A | 2.59% | 27,800 | $3.8M | Reduce -14.5% |
| LRCX Lam Research Corp. | 2.35% | 35,322 | $3.4M | No change |
| MSFT Microsoft Corp. | 2.28% | 6,723 | $3.3M | Add +2.9% |
| AMD Advanced Micro Devices | 2.25% | 23,211 | $3.3M | Add +37.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.22% | 7,433 | $3.3M | Add +91.1% |
| VGK Vanguard Ftse Europe ETF | 2.15% | 40,603 | $3.1M | Reduce -24.8% |
| EUAD Select Stoxx Eur Aer DE ETF | 2.03% | 68,920 | $3.0M | Reduce -16.7% |
| FVAL Fidelity Value Factor ETF | 1.98% | 45,482 | $2.9M | Add +40.1% |
| GOOG Alphabet Inc. Class C | 1.79% | 14,830 | $2.6M | Reduce -11.7% |
| SLV iShares Silver Trust | 1.74% | 77,830 | $2.6M | Add +310.2% |
| NEE Nextera Energy Inc. | 1.69% | 35,573 | $2.5M | Add +1.4% |
| FUTY Fidelity MSCI US Utilities | 1.67% | 46,425 | $2.4M | Add +110.3% |
| GDX Vaneck Gold Miners ETF | 1.58% | 44,450 | $2.3M | New |
| XLP SS Consumer Staples Sel Sect | 1.38% | 25,017 | $2.0M | Reduce -6.2% |
| IWO iShares Russell 2000 Growth | 1.35% | 6,901 | $2.0M | Reduce -67.6% |
| FDVV Fidelity High Dividend ETF | 1.32% | 37,208 | $1.9M | Reduce -5.5% |
| JNJ Johnson & Johnson | 1.21% | 11,618 | $1.8M | No change |
| INDA iShares MSCI India ETF | 1.20% | 31,676 | $1.8M | New |
| SO The Southern Co. | 1.08% | 17,294 | $1.6M | Reduce -6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 2,520 | $1.6M | Add +0.8% |
| USHY iShares Broad Usd High Yield | 1.00% | 38,950 | $1.5M | No change |
| EWZS iShares MSCI Brazil Small-Ca | 0.96% | 105,700 | $1.4M | New |
| BBN BlackRock Taxable Muni BND | 0.86% | 78,233 | $1.3M | Reduce -19.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.83% | 14,881 | $1.2M | Reduce -7.0% |
| EWZ iShares MSCI Brazil ETF | 0.80% | 40,500 | $1.2M | New |
| PFF iShares Preferred & Income S | 0.79% | 37,821 | $1.2M | Reduce -4.8% |
| BA The Boeing Co. | 0.71% | 4,933 | $1.0M | Reduce -16.3% |
| NOW ServiceNow Inc. | 0.70% | 999 | $1.0M | Add +1.4% |
| WMT Walmart Inc. | 0.69% | 10,413 | $1.0M | Reduce -0.9% |
| XBKNX BlackRock Invest QLTY Muni | 0.66% | 88,500 | $966K | Reduce -16.1% |
| SCHF Schwab Intl Equity ETF | 0.64% | 42,343 | $936K | Add +2.8% |
| V Visa Inc. Class A | 0.62% | 2,543 | $903K | Add +0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.61% | 3,153 | $900K | No change |
| IJH iShares Core S&P Midcap ETF | 0.53% | 12,434 | $771K | Add +0.0% |
| NZF Nuveen Municipal Credit Inc. | 0.49% | 60,755 | $724K | Reduce -7.6% |
| GIS General Mills Inc. | 0.45% | 12,831 | $665K | No change |
| CLOZ Eldridge BBB-B Clo ETF | 0.43% | 23,500 | $628K | Add +128.2% |
| SRLN SS Blackstone Sr Loan ETF | 0.40% | 14,096 | $586K | Add +0.0% |
| HD Home Depot Inc. | 0.40% | 1,595 | $585K | Reduce -3.5% |
| FIDU Fidelity MSCI Indust Indx | 0.40% | 7,479 | $580K | Reduce -16.9% |
| NDMO Nuveen Dynamic Municipal Opp | 0.39% | 57,040 | $574K | Reduce -4.2% |
| WM Waste Management Inc. | 0.38% | 2,414 | $552K | Reduce -8.5% |
| THC Tenet Healthcare Corp. | 0.37% | 3,115 | $548K | Reduce -14.9% |
| GOOGL Alphabet Inc. Class A | 0.36% | 3,024 | $533K | Add +6.0% |
| AAAU Goldman Sachs Physical Gold | 0.36% | 16,025 | $524K | New |
| HON Honeywell International Inc. | 0.35% | 2,213 | $515K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,048 | $509K | Add +18.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 4,074 | $503K | Add +1.9% |
| MQY BlackRock Muniyield Quality | 0.34% | 45,100 | $501K | Reduce -9.8% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 4,501 | $492K | Add +0.0% |
| SNOW Snowflake Inc. | 0.30% | 1,983 | $444K | Reduce -80.0% |
| GFI Gold Fields Ltd.-Spons ADR | 0.30% | 18,507 | $438K | Reduce -10.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,437 | $424K | No change |
| IHI iShares U.S. Medical Devices | 0.29% | 6,686 | $419K | Reduce -4.3% |
| HYLS FT Tactical High Yield ETF | 0.29% | 10,000 | $418K | No change |
| ET Energy Transfer LP | 0.28% | 22,500 | $408K | No change |
| DVY iShares Select Dividend ETF | 0.28% | 3,051 | $405K | New |
| UTF Cohen & Steers Infrastructur | 0.28% | 15,019 | $405K | Reduce -7.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 708 | $391K | Add +2.3% |
| XLK SS Technology Select Sector | 0.27% | 1,541 | $390K | No change |
| MCD McDonald's Corp. | 0.26% | 1,329 | $388K | Reduce -17.7% |
| DE Deere & Co. | 0.24% | 706 | $359K | Reduce -7.2% |
| MS Morgan Stanley | 0.22% | 2,335 | $329K | No change |
| CLX Clorox Company | 0.22% | 2,680 | $322K | Reduce -38.9% |
| FNCL Fidelity MSCI Financial Indx | 0.21% | 4,225 | $313K | New |
| XLV SS Health Care Select Sector | 0.21% | 2,306 | $311K | Reduce -3.7% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.21% | 750 | $303K | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.20% | 2,615 | $294K | Reduce -95.3% |
| MP MP Materials Corp. | 0.19% | 8,500 | $283K | New |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 5,502 | $272K | Reduce -3.2% |
| COF Capital One Financial Corp. | 0.17% | 1,204 | $256K | New |
| IHF iShares U.S. Healthcare Prov | 0.17% | 5,250 | $255K | No change |
| FENY Fidelity MSCI Energy Index | 0.17% | 10,500 | $246K | New |
| IBIT iShares Bitcoin Trust ETF | 0.16% | 3,772 | $231K | Reduce -27.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 500 | $220K | Reduce -33.3% |
| EIX Edison International | 0.15% | 4,201 | $217K | No change |
| LMT Lockheed Martin Corp. | 0.14% | 456 | $211K | Reduce -3.6% |
| MSI Motorola Solutions Inc. | 0.14% | 502 | $211K | No change |
| UBER Uber Technologies Inc. | 0.14% | 2,226 | $208K | New |
| DKNG Draftkings Inc. Class A | 0.14% | 4,810 | $206K | Reduce -45.1% |
| AGG iShares Core U.S. Aggregate | 0.14% | 2,069 | $205K | Reduce -57.3% |
| LLY Eli Lilly & Co. | 0.14% | 261 | $203K | New |
| VZ Verizon Communications Inc. | 0.14% | 4,660 | $202K | New |
| AXGN Axogen Inc. | 0.12% | 15,700 | $170K | Add +9.0% |
| ETJ Eaton Vance RSK-MGD Divers | 0.10% | 16,067 | $145K | Add +0.0% |
| THW Abrdn World Healthcare Fund | 0.09% | 12,433 | $128K | Reduce -36.8% |
| USA Liberty All Star Equity Fund | 0.07% | 15,057 | $103K | Reduce -18.7% |
| POWW Outdoor Holding Co. | 0.04% | 48,950 | $63K | Reduce -60.0% |
Portfolio Sells Q1 2025 → Q2 2025
| SPMO Invesco S&P 500 Momentum ETF | Reduce -95.3% | 0.20% | −3.80 |
| IWO iShares Russell 2000 Growth | Reduce -67.6% | 1.35% | −2.87 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −2.14 |
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −1.41 |
| FBND Fidelity Total Bond ETF | Reduce -9.8% | 3.97% | −1.01 |
| SNOW Snowflake Inc. | Reduce -80.0% | 0.30% | −0.81 |
| VGK Vanguard Ftse Europe ETF | Reduce -24.8% | 2.15% | −0.79 |
| INSE Inspired Entertainment Inc. | Sold out | 0.00% | −0.54 |
| ARGT Global X MSCI Argentina ETF | Sold out | 0.00% | −0.45 |
| BBN BlackRock Taxable Muni BND | Reduce -19.9% | 0.86% | −0.40 |
| XLP SS Consumer Staples Sel Sect | Reduce -6.2% | 1.38% | −0.30 |
| CLX Clorox Company | Reduce -38.9% | 0.22% | −0.28 |
| XBKNX BlackRock Invest QLTY Muni | Reduce -16.1% | 0.66% | −0.28 |
| GOOG Alphabet Inc. Class C | Reduce -11.7% | 1.79% | −0.24 |
| SO The Southern Co. | Reduce -6.5% | 1.08% | −0.23 |
| AGG iShares Core U.S. Aggregate | Reduce -57.3% | 0.14% | −0.23 |
| CCD Calamos DYN Convert & Inc. | Sold out | 0.00% | −0.21 |
| FDVV Fidelity High Dividend ETF | Reduce -5.5% | 1.32% | −0.19 |
| EFNL iShares MSCI Finland ETF | Sold out | 0.00% | −0.19 |
| QTUM Defiance Quantum ETF | Sold out | 0.00% | −0.18 |
| DJT Trump Media & Technology Gro | Sold out | 0.00% | −0.17 |
| XBMEX BlackRock Health Sciences | Sold out | 0.00% | −0.17 |
| PFF iShares Preferred & Income S | Reduce -4.8% | 0.79% | −0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -7.0% | 0.83% | −0.15 |
| NZF Nuveen Municipal Credit Inc. | Reduce -7.6% | 0.49% | −0.13 |
| MCD McDonald's Corp. | Reduce -17.7% | 0.26% | −0.13 |
| EUAD Select Stoxx Eur Aer DE ETF | Reduce -16.7% | 2.03% | −0.12 |
| MQY BlackRock Muniyield Quality | Reduce -9.8% | 0.34% | −0.11 |
| WM Waste Management Inc. | Reduce -8.5% | 0.38% | −0.10 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -33.3% | 0.15% | −0.09 |
| THW Abrdn World Healthcare Fund | Reduce -36.8% | 0.09% | −0.09 |
| POWW Outdoor Holding Co. | Reduce -60.0% | 0.04% | −0.09 |
| DKNG Draftkings Inc. Class A | Reduce -45.1% | 0.14% | −0.08 |
| FIDU Fidelity MSCI Indust Indx | Reduce -16.9% | 0.40% | −0.08 |
| NDMO Nuveen Dynamic Municipal Opp | Reduce -4.2% | 0.39% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 3.42% | −0.08 |
| BA The Boeing Co. | Reduce -16.3% | 0.71% | −0.07 |
| HD Home Depot Inc. | Reduce -3.5% | 0.40% | −0.07 |
| XLV SS Health Care Select Sector | Reduce -3.7% | 0.21% | −0.06 |
| GFI Gold Fields Ltd.-Spons ADR | Reduce -10.2% | 0.30% | −0.05 |
| UTF Cohen & Steers Infrastructur | Reduce -7.1% | 0.28% | −0.04 |
| IHI iShares U.S. Medical Devices | Reduce -4.3% | 0.29% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Reduce -27.8% | 0.16% | −0.03 |
| DE Deere & Co. | Reduce -7.2% | 0.24% | −0.03 |
| USA Liberty All Star Equity Fund | Reduce -18.7% | 0.07% | −0.02 |
| WMT Walmart Inc. | Reduce -0.9% | 0.69% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -3.6% | 0.14% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.2% | 0.19% | −0.01 |
| THC Tenet Healthcare Corp. | Reduce -14.9% | 0.37% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -18.9% | 3.33% | +0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| MOO Vaneck Agribusiness ETF | New | 2.67% | +2.67 |
| GLD SPDR Gold Shares | Add +635.7% | 2.93% | +2.49 |
| GDX Vaneck Gold Miners ETF | New | 1.58% | +1.58 |
| SLV iShares Silver Trust | Add +310.2% | 1.74% | +1.30 |
| INDA iShares MSCI India ETF | New | 1.20% | +1.20 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +91.1% | 2.22% | +1.10 |
| EWZS iShares MSCI Brazil Small-Ca | New | 0.96% | +0.96 |
| AMD Advanced Micro Devices | Add +37.4% | 2.25% | +0.90 |
| FTEC Fidelity MSCI Info Tech Indx | Add +12.7% | 4.60% | +0.81 |
| EWZ iShares MSCI Brazil ETF | New | 0.80% | +0.80 |
| FUTY Fidelity MSCI US Utilities | Add +110.3% | 1.67% | +0.80 |
| PM Philip Morris International | Add +41.9% | 2.59% | +0.78 |
| NVDA Nvidia Corp. | Add +7.6% | 2.76% | +0.76 |
| FVAL Fidelity Value Factor ETF | Add +40.1% | 1.98% | +0.48 |
| MSFT Microsoft Corp. | Add +2.9% | 2.28% | +0.38 |
| AAAU Goldman Sachs Physical Gold | New | 0.36% | +0.36 |
| DVY iShares Select Dividend ETF | New | 0.28% | +0.28 |
| CLOZ Eldridge BBB-B Clo ETF | Add +128.2% | 0.43% | +0.22 |
| FNCL Fidelity MSCI Financial Indx | New | 0.21% | +0.21 |
| MP MP Materials Corp. | New | 0.19% | +0.19 |
| COF Capital One Financial Corp. | New | 0.17% | +0.17 |
| FENY Fidelity MSCI Energy Index | New | 0.17% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +6.4% | 4.67% | +0.16 |
| UBER Uber Technologies Inc. | New | 0.14% | +0.14 |
| LLY Eli Lilly & Co. | New | 0.14% | +0.14 |
| VZ Verizon Communications Inc. | New | 0.14% | +0.14 |
| NOW ServiceNow Inc. | Add +1.4% | 0.70% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 0.36% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 0.27% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +2.8% | 0.64% | +0.01 |
| ETJ Eaton Vance RSK-MGD Divers | Add +0.0% | 0.10% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 1.06% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 0.34% | −0.03 |
| TJX TJX Companies Inc. | Add +1.9% | 0.34% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.53% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +18.3% | 0.35% | −0.04 |
| SRLN SS Blackstone Sr Loan ETF | Add +0.0% | 0.40% | −0.05 |
| V Visa Inc. Class A | Add +0.5% | 0.62% | −0.07 |
| AXGN Axogen Inc. | Add +9.0% | 0.12% | −0.10 |
| NEE Nextera Energy Inc. | Add +1.4% | 1.69% | −0.24 |
| AAPL Apple Inc. | Add +0.9% | 3.13% | −0.68 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 125 | $219.3M | FTEC, LRCX, AMD, VOO, VUG |
| Q1 2026 | 96 | $142.7M | VOO, FTEC, LRCX, FBND, FUTY |
| Q4 2025 | 111 | $167.2M | FTEC, VOO, AAPL, FBND, LRCX |
| Q3 2025 | 105 | $157.3M | FTEC, VOO, META, FBND, AAPL |
| Q2 2025 | 100 | $146.6M | VOO, FTEC, META, FBND, AMZN |
| Q1 2025 | 95 | $129.2M | FBND, VOO, IWO, SPMO, AAPL |
| Q4 2024 | 91 | $131.2M | FTEC, FBND, IWO, AAPL, VOO |
| Q3 2024 | 100 | $137.5M | FBND, XLU, AAPL, LMT, FTEC |
| Q2 2024 | 95 | $125.0M | FBND, AMZN, FTEC, NVDA, AAPL |
| Q1 2024 | 94 | $124.3M | FBND, FTEC, META, AMZN, NVDA |