Primoris Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Primoris Wealth Advisors, LLC reported 105 stock positions worth $157.3 million. Its top holding was Fidelity MSCI Info Tech Indx (FTEC) at 7.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.0%) and Meta Platforms Class A (META, 3.6%). Compared with Q2 2025, it opened 16 new positions, sold out of 11, added to 29 and reduced 43. The biggest buy was a new position in iShares Russell 2000 ETF (IWM) and the biggest sale an exit from Vaneck Agribusiness ETF (MOO).
- Most Recent 13F
- Q2 2026
- Location
- North Palm Beach, FL
- CIK
- 0001909619
- Portfolio Value
- $157.3M (Q3 2025)
- SEC Filing
- 0002085853-25-000172 ↗ filed Oct 27, 2025
Holdings Value
Holdings 105 stocks · $157.3M
| FTEC Fidelity MSCI Info Tech Indx | 7.51% | 53,155 | $11.8M | Add +55.6% |
| VOO Vanguard S&P 500 ETF | 4.97% | 12,766 | $7.8M | Add +6.0% |
| META Meta Platforms Inc. Class A | 3.63% | 7,783 | $5.7M | Reduce -4.7% |
| FBND Fidelity Total Bond ETF | 3.60% | 122,431 | $5.7M | Reduce -3.7% |
| AAPL Apple Inc. | 3.56% | 21,986 | $5.6M | Reduce -1.5% |
| IWM iShares Russell 2000 ETF | 3.50% | 22,755 | $5.5M | New |
| PLTR Palantir Technologies Inc. Class A | 3.21% | 27,700 | $5.1M | Reduce -0.4% |
| NVDA Nvidia Corp. | 3.12% | 26,323 | $4.9M | Add +2.9% |
| AMZN Amazon.com Inc. | 3.05% | 21,872 | $4.8M | Reduce -4.3% |
| LRCX Lam Research Corp. | 2.82% | 33,072 | $4.4M | Reduce -6.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.72% | 8,728 | $4.3M | Reduce -8.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.55% | 8,361 | $4.0M | Add +12.5% |
| GOOG Alphabet Inc. Class C | 2.31% | 14,930 | $3.6M | Add +0.7% |
| AMD Advanced Micro Devices | 2.27% | 22,059 | $3.6M | Reduce -5.0% |
| MSFT Microsoft Corp. | 2.22% | 6,727 | $3.5M | Add +0.1% |
| FVAL Fidelity Value Factor ETF | 2.03% | 46,367 | $3.2M | Add +1.9% |
| PM Philip Morris International | 1.83% | 17,713 | $2.9M | Reduce -14.9% |
| KRE SS SPDR S&P Regional Bank | 1.79% | 44,500 | $2.8M | New |
| MU Micron Technology Inc. | 1.70% | 15,953 | $2.7M | New |
| NEE Nextera Energy Inc. | 1.69% | 35,206 | $2.7M | Reduce -1.0% |
| AXGN Axogen Inc. | 1.62% | 143,060 | $2.6M | Add +811.2% |
| SLV iShares Silver Trust | 1.52% | 56,330 | $2.4M | Reduce -27.6% |
| IWO iShares Russell 2000 Growth | 1.47% | 7,201 | $2.3M | Add +4.3% |
| HII Huntington Ingalls Industrie | 1.44% | 7,850 | $2.3M | New |
| JNJ Johnson & Johnson | 1.28% | 10,868 | $2.0M | Reduce -6.5% |
| FDVV Fidelity High Dividend ETF | 1.28% | 36,103 | $2.0M | Reduce -3.0% |
| XLP SS Consumer Staples Sel Sect | 1.19% | 23,794 | $1.9M | Reduce -4.9% |
| HACK Amplify Cybersecurity ETF | 1.13% | 20,467 | $1.8M | Reduce -59.9% |
| SO The Southern Co. | 1.08% | 17,944 | $1.7M | Add +3.8% |
| DKNG Draftkings Inc. Class A | 1.08% | 45,460 | $1.7M | Add +845.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 2,505 | $1.7M | Reduce -0.6% |
| FUTY Fidelity MSCI US Utilities | 1.03% | 28,675 | $1.6M | Reduce -38.2% |
| USHY iShares Broad Usd High Yield | 0.96% | 39,950 | $1.5M | Add +2.6% |
| CLOZ Eldridge BBB-B Clo ETF | 0.88% | 51,450 | $1.4M | Add +118.9% |
| KWEB Kranesh Csi China Internet | 0.81% | 30,290 | $1.3M | New |
| BBN BlackRock Taxable Muni BND | 0.80% | 76,233 | $1.3M | Reduce -2.6% |
| PFF iShares Preferred & Income S | 0.74% | 36,896 | $1.2M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.72% | 4,650 | $1.1M | Add +53.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.72% | 12,926 | $1.1M | Reduce -13.1% |
| WMT Walmart Inc. | 0.67% | 10,189 | $1.1M | Reduce -2.1% |
| XBKNX BlackRock Invest QLTY Muni | 0.64% | 88,500 | $1.0M | No change |
| SCHF Schwab Intl Equity ETF | 0.64% | 43,046 | $1.0M | Add +1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.62% | 3,153 | $971K | No change |
| NOW ServiceNow Inc. | 0.59% | 1,009 | $929K | Add +1.0% |
| V Visa Inc. Class A | 0.56% | 2,578 | $880K | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 12,424 | $811K | Reduce -0.1% |
| BA The Boeing Co. | 0.51% | 3,691 | $797K | Reduce -25.2% |
| GFI Gold Fields Ltd.-Spons ADR | 0.49% | 18,507 | $777K | No change |
| NZF Nuveen Municipal Credit Inc. | 0.49% | 60,755 | $763K | No change |
| FNCL Fidelity MSCI Financial Indx | 0.43% | 8,950 | $683K | Add +111.8% |
| PINK Simplify Health Care ETF | 0.42% | 20,775 | $659K | New |
| HD Home Depot Inc. | 0.41% | 1,610 | $652K | Add +0.9% |
| GIS General Mills Inc. | 0.40% | 12,571 | $634K | Reduce -2.0% |
| FIDU Fidelity MSCI Indust Indx | 0.40% | 7,629 | $625K | Add +2.0% |
| THC Tenet Healthcare Corp. | 0.39% | 3,027 | $615K | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,201 | $604K | Add +14.6% |
| TQQQ Proshares Ultrapro QQQ | 0.37% | 5,700 | $589K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 4,000 | $578K | Reduce -1.8% |
| NDMO Nuveen Dynamic Municipal Opp | 0.36% | 54,540 | $567K | Reduce -4.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.36% | 13,599 | $565K | Reduce -3.5% |
| ESPO Vaneck Videogaming Esports | 0.34% | 4,450 | $539K | New |
| WM Waste Management Inc. | 0.34% | 2,429 | $536K | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 4,501 | $535K | No change |
| EWA iShares MSCI Australia ETF | 0.33% | 19,500 | $527K | New |
| MQY BlackRock Muniyield Quality | 0.33% | 45,100 | $525K | No change |
| GLD SPDR Gold Shares | 0.32% | 1,412 | $502K | Reduce -90.0% |
| HON Honeywell International Inc. | 0.30% | 2,234 | $470K | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 764 | $459K | Add +7.9% |
| XLK SS Technology Select Sector | 0.28% | 1,541 | $434K | No change |
| DVY iShares Select Dividend ETF | 0.27% | 3,026 | $430K | Reduce -0.8% |
| EUAD Select Stoxx Eur Aer DE ETF | 0.27% | 8,985 | $422K | Reduce -87.0% |
| HYLS FT Tactical High Yield ETF | 0.27% | 10,000 | $421K | No change |
| GDX Vaneck Gold Miners ETF | 0.26% | 5,400 | $413K | Reduce -87.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,445 | $408K | Add +0.6% |
| SNOW Snowflake Inc. | 0.25% | 1,762 | $397K | Reduce -11.1% |
| ET Energy Transfer LP | 0.25% | 22,500 | $386K | No change |
| IHI iShares U.S. Medical Devices | 0.24% | 6,186 | $372K | Reduce -7.5% |
| MS Morgan Stanley | 0.24% | 2,335 | $371K | No change |
| UTF Cohen & Steers Infrastructur | 0.23% | 14,601 | $362K | Reduce -2.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.20% | 2,629 | $318K | Add +0.5% |
| DE Deere & Co. | 0.20% | 691 | $316K | Reduce -2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 5,502 | $298K | No change |
| CLOX Eldridge Aaa Clo ETF | 0.18% | 11,250 | $288K | New |
| XLV SS Health Care Select Sector | 0.18% | 2,020 | $281K | Reduce -12.4% |
| IVV iShares Core S&P 500 ETF | 0.17% | 405 | $271K | New |
| COF Capital One Financial Corp. | 0.16% | 1,204 | $256K | No change |
| AAAU Goldman Sachs Physical Gold | 0.16% | 6,525 | $249K | Reduce -59.3% |
| IBIT iShares Bitcoin Trust ETF | 0.16% | 3,772 | $245K | No change |
| MSTR Strategy Inc. | 0.15% | 750 | $242K | No change |
| IVES Dan Wedbush AI Rev ETF | 0.15% | 7,500 | $241K | New |
| TSLA Tesla Inc. | 0.15% | 527 | $234K | New |
| EIX Edison International | 0.15% | 4,201 | $232K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 500 | $232K | No change |
| MSI Motorola Solutions Inc. | 0.15% | 502 | $230K | No change |
| FENY Fidelity MSCI Energy Index | 0.15% | 9,250 | $229K | Reduce -11.9% |
| IHF iShares U.S. Healthcare Prov | 0.14% | 4,500 | $222K | Reduce -14.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.14% | 1,573 | $217K | New |
| JPM JPMorgan Chase & Co. | 0.14% | 683 | $215K | New |
| AGG iShares Core U.S. Aggregate | 0.13% | 2,070 | $208K | Add +0.1% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.13% | 4,500 | $204K | New |
| LLY Eli Lilly & Co. | 0.13% | 264 | $201K | Add +1.1% |
| ETJ Eaton Vance RSK-MGD Divers | 0.09% | 16,071 | $144K | Add +0.0% |
| THW Abrdn World Healthcare Fund | 0.09% | 10,958 | $138K | Reduce -11.9% |
| USA Liberty All Star Equity Fund | 0.05% | 13,497 | $86K | Reduce -10.4% |
| POWW Outdoor Holding Co. | 0.02% | 19,800 | $29K | Reduce -59.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 14,590 | $1K | Reduce -2.9% |
Total filed on the 13F, all lines: $157.3M.
Portfolio Sells Q2 2025 → Q3 2025
| MOO Vaneck Agribusiness ETF | Sold out | 0.00% | −2.67 |
| GLD SPDR Gold Shares | Reduce -90.0% | 0.32% | −2.61 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −2.15 |
| HACK Amplify Cybersecurity ETF | Reduce -59.9% | 1.13% | −1.87 |
| EUAD Select Stoxx Eur Aer DE ETF | Reduce -87.0% | 0.27% | −1.76 |
| GDX Vaneck Gold Miners ETF | Reduce -87.8% | 0.26% | −1.32 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −1.20 |
| EWZS iShares MSCI Brazil Small-Ca | Sold out | 0.00% | −0.96 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.80 |
| PM Philip Morris International | Reduce -14.9% | 1.83% | −0.76 |
| FUTY Fidelity MSCI US Utilities | Reduce -38.2% | 1.03% | −0.64 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -8.9% | 2.72% | −0.61 |
| META Meta Platforms Inc. Class A | Reduce -4.7% | 3.63% | −0.48 |
| FBND Fidelity Total Bond ETF | Reduce -3.7% | 3.60% | −0.37 |
| AMZN Amazon.com Inc. | Reduce -4.3% | 3.05% | −0.37 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.26 |
| SLV iShares Silver Trust | Reduce -27.6% | 1.52% | −0.23 |
| CLX Clorox Company | Sold out | 0.00% | −0.22 |
| AAAU Goldman Sachs Physical Gold | Reduce -59.3% | 0.16% | −0.20 |
| BA The Boeing Co. | Reduce -25.2% | 0.51% | −0.20 |
| XLP SS Consumer Staples Sel Sect | Reduce -4.9% | 1.19% | −0.20 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.19 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.14 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.14 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.14 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -13.1% | 0.72% | −0.11 |
| BBN BlackRock Taxable Muni BND | Reduce -2.6% | 0.80% | −0.06 |
| GIS General Mills Inc. | Reduce -2.0% | 0.40% | −0.05 |
| SNOW Snowflake Inc. | Reduce -11.1% | 0.25% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -2.5% | 0.74% | −0.05 |
| IHI iShares U.S. Medical Devices | Reduce -7.5% | 0.24% | −0.05 |
| UTF Cohen & Steers Infrastructur | Reduce -2.8% | 0.23% | −0.05 |
| DE Deere & Co. | Reduce -2.1% | 0.20% | −0.04 |
| FDVV Fidelity High Dividend ETF | Reduce -3.0% | 1.28% | −0.04 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -3.5% | 0.36% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -12.4% | 0.18% | −0.03 |
| IHF iShares U.S. Healthcare Prov | Reduce -14.3% | 0.14% | −0.03 |
| NDMO Nuveen Dynamic Municipal Opp | Reduce -4.4% | 0.36% | −0.03 |
| WMT Walmart Inc. | Reduce -2.1% | 0.67% | −0.03 |
| POWW Outdoor Holding Co. | Reduce -59.5% | 0.02% | −0.02 |
| FENY Fidelity MSCI Energy Index | Reduce -11.9% | 0.15% | −0.02 |
| USA Liberty All Star Equity Fund | Reduce -10.4% | 0.05% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.52% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -0.8% | 0.27% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 1.06% | −0.00 |
| THW Abrdn World Healthcare Fund | Reduce -11.9% | 0.09% | +0.00 |
| NEE Nextera Energy Inc. | Reduce -1.0% | 1.69% | +0.00 |
| THC Tenet Healthcare Corp. | Reduce -2.8% | 0.39% | +0.02 |
| AMD Advanced Micro Devices | Reduce -5.0% | 2.27% | +0.02 |
| TJX TJX Companies Inc. | Reduce -1.8% | 0.37% | +0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| IWM iShares Russell 2000 ETF | New | 3.50% | +3.50 |
| FTEC Fidelity MSCI Info Tech Indx | Add +55.6% | 7.51% | +2.91 |
| KRE SS SPDR S&P Regional Bank | New | 1.79% | +1.79 |
| MU Micron Technology Inc. | New | 1.70% | +1.70 |
| AXGN Axogen Inc. | Add +811.2% | 1.62% | +1.51 |
| HII Huntington Ingalls Industrie | New | 1.44% | +1.44 |
| DKNG Draftkings Inc. Class A | Add +845.1% | 1.08% | +0.94 |
| KWEB Kranesh Csi China Internet | New | 0.81% | +0.81 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 2.31% | +0.52 |
| CLOZ Eldridge BBB-B Clo ETF | Add +118.9% | 0.88% | +0.45 |
| PINK Simplify Health Care ETF | New | 0.42% | +0.42 |
| TQQQ Proshares Ultrapro QQQ | New | 0.37% | +0.37 |
| NVDA Nvidia Corp. | Add +2.9% | 3.12% | +0.37 |
| GOOGL Alphabet Inc. Class A | Add +53.8% | 0.72% | +0.35 |
| ESPO Vaneck Videogaming Esports | New | 0.34% | +0.34 |
| EWA iShares MSCI Australia ETF | New | 0.33% | +0.33 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.5% | 2.55% | +0.33 |
| VOO Vanguard S&P 500 ETF | Add +6.0% | 4.97% | +0.30 |
| FNCL Fidelity MSCI Financial Indx | Add +111.8% | 0.43% | +0.22 |
| CLOX Eldridge Aaa Clo ETF | New | 0.18% | +0.18 |
| IVV iShares Core S&P 500 ETF | New | 0.17% | +0.17 |
| IVES Dan Wedbush AI Rev ETF | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | New | 0.15% | +0.15 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.14% | +0.14 |
| JPM JPMorgan Chase & Co. | New | 0.14% | +0.14 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | New | 0.13% | +0.13 |
| IWO iShares Russell 2000 Growth | Add +4.3% | 1.47% | +0.12 |
| FVAL Fidelity Value Factor ETF | Add +1.9% | 2.03% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.6% | 0.38% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.9% | 0.29% | +0.03 |
| HD Home Depot Inc. | Add +0.9% | 0.41% | +0.02 |
| FIDU Fidelity MSCI Indust Indx | Add +2.0% | 0.40% | +0.00 |
| SPMO Invesco S&P 500 Momentum ETF | Add +0.5% | 0.20% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +1.7% | 0.64% | −0.00 |
| SO The Southern Co. | Add +3.8% | 1.08% | −0.00 |
| ETJ Eaton Vance RSK-MGD Divers | Add +0.0% | 0.09% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +0.1% | 0.13% | −0.01 |
| LLY Eli Lilly & Co. | Add +1.1% | 0.13% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.6% | 0.26% | −0.03 |
| WM Waste Management Inc. | Add +0.6% | 0.34% | −0.04 |
| USHY iShares Broad Usd High Yield | Add +2.6% | 0.96% | −0.04 |
| HON Honeywell International Inc. | Add +0.9% | 0.30% | −0.05 |
| V Visa Inc. Class A | Add +1.4% | 0.56% | −0.06 |
| MSFT Microsoft Corp. | Add +0.1% | 2.22% | −0.07 |
| NOW ServiceNow Inc. | Add +1.0% | 0.59% | −0.11 |
Notes & Other Activity Q2 2025 → Q3 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Reduce -2.9% | 14,590 | $1K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |