Primoris Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Primoris Wealth Advisors, LLC reported 96 stock positions worth $142.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.6% of the portfolio, followed by Fidelity MSCI Info Tech Indx (FTEC, 5.3%) and Lam Research (LRCX, 5.0%). Compared with Q4 2025, it opened 13 new positions, sold out of 28, added to 22 and reduced 38. The biggest buy was Fidelity MSCI US Utilities (FUTY, shares +229%) and the biggest sale an exit from iShares Silver Trust (SLV).
- Most Recent 13F
- Q2 2026
- Location
- North Palm Beach, FL
- CIK
- 0001909619
- Portfolio Value
- $142.7M (Q1 2026)
- SEC Filing
- 0002085853-26-000540 ↗ filed Apr 30, 2026
Holdings Value
Holdings 96 stocks · $142.7M
| VOO Vanguard S&P 500 ETF | 5.58% | 13,319 | $8.0M | Add +2.1% |
| FTEC Fidelity MSCI Info Tech Indx | 5.31% | 36,455 | $7.6M | Reduce -0.4% |
| LRCX Lam Research Corp. | 4.95% | 33,072 | $7.1M | No change |
| FBND Fidelity Total Bond ETF | 4.03% | 126,115 | $5.8M | Add +0.4% |
| FUTY Fidelity MSCI US Utilities | 3.90% | 94,325 | $5.6M | Add +228.9% |
| AAPL Apple Inc. | 3.84% | 21,591 | $5.5M | Reduce -1.3% |
| MU Micron Technology Inc. | 3.57% | 15,088 | $5.1M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 3.31% | 22,672 | $4.7M | Add +2.5% |
| AXGN Axogen Inc. | 3.23% | 139,200 | $4.6M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.08% | 10,056 | $4.4M | Add +11.3% |
| AMD Advanced Micro Devices | 3.08% | 21,578 | $4.4M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 3.05% | 15,167 | $4.4M | Add +0.8% |
| NVDA Nvidia Corp. | 2.75% | 22,544 | $3.9M | Reduce -11.2% |
| PLTR Palantir Technologies Inc. Class A | 2.58% | 25,168 | $3.7M | Reduce -7.0% |
| NEE Nextera Energy Inc. | 2.30% | 35,280 | $3.3M | Add +0.2% |
| FVAL Fidelity Value Factor ETF | 2.22% | 45,623 | $3.2M | Reduce -1.6% |
| PM Philip Morris International | 2.05% | 17,713 | $2.9M | No change |
| JNJ Johnson & Johnson | 1.84% | 10,764 | $2.6M | Reduce -1.0% |
| CORN Teucrium Corn Fund | 1.66% | 128,500 | $2.4M | New |
| MOO Vaneck Agribusiness ETF | 1.63% | 27,500 | $2.3M | New |
| DGX Quest Diagnostics Inc. | 1.48% | 10,750 | $2.1M | Reduce -14.0% |
| XLP SS Consumer Staples Sel Sect | 1.42% | 24,789 | $2.0M | Add +4.4% |
| WEAT Teucrium Wheat Fund | 1.36% | 82,500 | $1.9M | New |
| FDVV Fidelity High Dividend ETF | 1.32% | 34,047 | $1.9M | Reduce -3.0% |
| MSFT Microsoft Corp. | 1.27% | 4,899 | $1.8M | Reduce -27.2% |
| GLD SPDR Gold Shares | 1.24% | 4,120 | $1.8M | Reduce -43.7% |
| META Meta Platforms Inc. Class A | 1.22% | 3,036 | $1.7M | Reduce -59.0% |
| SO The Southern Co. | 1.21% | 17,944 | $1.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 2,500 | $1.6M | No change |
| MQY BlackRock Muniyield Quality | 1.03% | 133,889 | $1.5M | Add +190.4% |
| TSLA Tesla Inc. | 0.98% | 3,762 | $1.4M | Reduce -16.9% |
| USHY iShares Broad Usd High Yield | 0.95% | 36,700 | $1.4M | Reduce -8.7% |
| CLOZ Eldridge BBB-B Clo ETF | 0.92% | 51,450 | $1.3M | No change |
| BBN BlackRock Taxable Muni BND | 0.88% | 77,234 | $1.2M | Reduce -3.7% |
| WMT Walmart Inc. | 0.86% | 9,924 | $1.2M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.85% | 4,196 | $1.2M | Reduce -15.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.83% | 25,878 | $1.2M | Add +2.9% |
| SCHF Schwab Intl Equity ETF | 0.82% | 47,286 | $1.2M | Add +10.3% |
| PFF iShares Preferred & Income S | 0.81% | 37,986 | $1.2M | Add +2.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.66% | 3,153 | $942K | No change |
| IJH iShares Core S&P Midcap ETF | 0.59% | 12,479 | $843K | Add +0.5% |
| GFI Gold Fields Ltd.-Spons ADR | 0.56% | 17,507 | $795K | No change |
| V Visa Inc. Class A | 0.55% | 2,576 | $779K | Reduce -0.1% |
| NZF Nuveen Municipal Credit Inc. | 0.52% | 60,755 | $740K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 1,476 | $707K | Add +36.2% |
| IWM iShares Russell 2000 ETF | 0.48% | 2,771 | $687K | Reduce -6.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.45% | 4,000 | $639K | No change |
| BA The Boeing Co. | 0.41% | 2,944 | $586K | Reduce -6.0% |
| NDMO Nuveen Dynamic Municipal Opp | 0.39% | 54,541 | $561K | Add +0.0% |
| SRLN SS Blackstone Sr Loan ETF | 0.39% | 13,854 | $556K | Reduce -8.1% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 4,402 | $547K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.38% | 1,394 | $544K | Reduce -82.7% |
| WM Waste Management Inc. | 0.35% | 2,204 | $506K | Reduce -5.4% |
| HON Honeywell International Inc. | 0.35% | 2,236 | $505K | No change |
| HD Home Depot Inc. | 0.35% | 1,526 | $502K | Reduce -0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.34% | 6,150 | $489K | No change |
| IVV iShares Core S&P 500 ETF | 0.34% | 736 | $481K | Add +34.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 831 | $480K | Add +0.1% |
| GIS General Mills Inc. | 0.32% | 12,441 | $463K | No change |
| DVY iShares Select Dividend ETF | 0.32% | 3,026 | $458K | No change |
| MS Morgan Stanley | 0.30% | 2,567 | $422K | Add +9.9% |
| XLK SS Technology Select Sector | 0.29% | 3,082 | $410K | No change |
| HYLS FT Tactical High Yield ETF | 0.28% | 10,000 | $406K | No change |
| NORW Global X MSCI Norway ETF | 0.28% | 10,500 | $401K | New |
| HACK Amplify Cybersecurity ETF | 0.27% | 5,148 | $387K | Reduce -59.4% |
| FIDU Fidelity MSCI Indust Indx | 0.26% | 4,325 | $374K | Reduce -6.5% |
| DE Deere & Co. | 0.26% | 651 | $367K | Reduce -3.7% |
| UTF Cohen & Steers Infrastructur | 0.25% | 13,697 | $354K | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 1,443 | $350K | Reduce -0.1% |
| IHI iShares U.S. Medical Devices | 0.23% | 6,187 | $330K | Add +0.0% |
| CLOX Eldridge Aaa Clo ETF | 0.22% | 12,450 | $318K | Add +10.7% |
| MSTR Strategy Inc. | 0.22% | 2,492 | $311K | New |
| EIX Edison International | 0.22% | 4,201 | $307K | No change |
| XLV SS Health Care Select Sector | 0.21% | 2,093 | $307K | Reduce -5.4% |
| AAAU Goldman Sachs Physical Gold | 0.21% | 6,525 | $301K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 5,502 | $297K | No change |
| ET Energy Transfer LP | 0.20% | 15,000 | $290K | Reduce -26.8% |
| KRE SS SPDR S&P Regional Bank | 0.20% | 4,350 | $283K | Reduce -23.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.19% | 2,415 | $271K | Reduce -4.9% |
| CANE Teucrium Sugar Fund | 0.18% | 25,000 | $261K | New |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.18% | 1,764 | $256K | New |
| THC Tenet Healthcare Corp. | 0.17% | 1,302 | $246K | Reduce -56.6% |
| LLY Eli Lilly & Co. | 0.17% | 264 | $243K | No change |
| TPYP Tortoise North American Pipe | 0.16% | 5,500 | $233K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.16% | 500 | $232K | No change |
| LMT Lockheed Martin Corp. | 0.15% | 365 | $221K | New |
| COF Capital One Financial Corp. | 0.15% | 1,204 | $220K | No change |
| MSI Motorola Solutions Inc. | 0.15% | 502 | $218K | New |
| NGG National Grid PLC-SP ADR | 0.15% | 2,572 | $218K | New |
| ETJ Eaton Vance RSK-MGD Divers | 0.09% | 16,079 | $131K | Add +0.0% |
| PHAT Phathom Pharmaceuticals Inc. | 0.09% | 11,449 | $127K | New |
| USA Liberty All Star Equity Fund | 0.05% | 12,501 | $69K | Reduce -3.2% |
| POWW Outdoor Holding Co. | 0.02% | 14,300 | $29K | Reduce -23.9% |
| WETH Wetouch Technology Inc. | 0.02% | 21,500 | $28K | No change |
| GWH Ess Tech Inc. | 0.01% | 16,500 | $19K | Add +65.0% |
| NAK Northern Dynasty Minerals | 0.01% | 10,000 | $14K | New |
Portfolio Sells Q4 2025 → Q1 2026
| SLV iShares Silver Trust | Sold out | 0.00% | −2.08 |
| PINK Simplify Health Care ETF | Sold out | 0.00% | −1.88 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -82.7% | 0.38% | −1.88 |
| META Meta Platforms Inc. Class A | Reduce -59.0% | 1.22% | −1.70 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −1.64 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −1.40 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −1.17 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −1.07 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.83 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.78 |
| MSFT Microsoft Corp. | Reduce -27.2% | 1.27% | −0.68 |
| XBKNX BlackRock Invest QLTY Muni | Sold out | 0.00% | −0.60 |
| GLD SPDR Gold Shares | Reduce -43.7% | 1.24% | −0.49 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.46 |
| PALL Abrdn Physical Palladium SHS | Sold out | 0.00% | −0.43 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.40 |
| FNCL Fidelity MSCI Financial Indx | Sold out | 0.00% | −0.36 |
| HACK Amplify Cybersecurity ETF | Reduce -59.4% | 0.27% | −0.34 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.0% | 2.58% | −0.30 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.27 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.25 |
| TSLA Tesla Inc. | Reduce -16.9% | 0.98% | −0.24 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.23 |
| PPLT Abrdn Physical Platinum SHRS | Sold out | 0.00% | −0.21 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.20 |
| THC Tenet Healthcare Corp. | Reduce -56.6% | 0.17% | −0.18 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.15 |
| EUAD Select Stoxx Eur Aer DE ETF | Sold out | 0.00% | −0.14 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.14 |
| IVES Dan Wedbush AI Rev ETF | Sold out | 0.00% | −0.14 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.13 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.13 |
| IHF iShares U.S. Healthcare Prov | Sold out | 0.00% | −0.13 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -15.7% | 0.85% | −0.09 |
| THW Abrdn World Healthcare Fund | Sold out | 0.00% | −0.08 |
| NVDA Nvidia Corp. | Reduce -11.2% | 2.75% | −0.08 |
| TOKE Cambria Cannabis ETF | Sold out | 0.00% | −0.06 |
| KRE SS SPDR S&P Regional Bank | Reduce -23.0% | 0.20% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.25% | −0.01 |
| USA Liberty All Star Equity Fund | Reduce -3.2% | 0.05% | +0.00 |
| ET Energy Transfer LP | Reduce -26.8% | 0.20% | +0.00 |
| POWW Outdoor Holding Co. | Reduce -23.9% | 0.02% | +0.00 |
| BA The Boeing Co. | Reduce -6.0% | 0.41% | +0.00 |
| V Visa Inc. Class A | Reduce -0.1% | 0.55% | +0.00 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -4.9% | 0.19% | +0.01 |
| XLV SS Health Care Select Sector | Reduce -5.4% | 0.21% | +0.01 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -8.1% | 0.39% | +0.02 |
| FIDU Fidelity MSCI Indust Indx | Reduce -6.5% | 0.26% | +0.03 |
| HD Home Depot Inc. | Reduce -0.1% | 0.35% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| FUTY Fidelity MSCI US Utilities | Add +228.9% | 3.90% | +2.96 |
| CORN Teucrium Corn Fund | New | 1.66% | +1.66 |
| MOO Vaneck Agribusiness ETF | New | 1.63% | +1.63 |
| WEAT Teucrium Wheat Fund | New | 1.36% | +1.36 |
| MQY BlackRock Muniyield Quality | Add +190.4% | 1.03% | +0.72 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 5.58% | +0.68 |
| NEE Nextera Energy Inc. | Add +0.2% | 2.30% | +0.60 |
| FBND Fidelity Total Bond ETF | Add +0.4% | 4.03% | +0.57 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.3% | 3.08% | +0.44 |
| XLP SS Consumer Staples Sel Sect | Add +4.4% | 1.42% | +0.32 |
| NORW Global X MSCI Norway ETF | New | 0.28% | +0.28 |
| AMZN Amazon.com Inc. | Add +2.5% | 3.31% | +0.26 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 3.05% | +0.22 |
| MSTR Strategy Inc. | New | 0.22% | +0.22 |
| SCHF Schwab Intl Equity ETF | Add +10.3% | 0.82% | +0.20 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.9% | 0.83% | +0.19 |
| CANE Teucrium Sugar Fund | New | 0.18% | +0.18 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.18% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +36.2% | 0.50% | +0.17 |
| TPYP Tortoise North American Pipe | New | 0.16% | +0.16 |
| LMT Lockheed Martin Corp. | New | 0.15% | +0.15 |
| MSI Motorola Solutions Inc. | New | 0.15% | +0.15 |
| NGG National Grid PLC-SP ADR | New | 0.15% | +0.15 |
| PFF iShares Preferred & Income S | Add +2.5% | 0.81% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +34.8% | 0.34% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +0.5% | 0.59% | +0.10 |
| PHAT Phathom Pharmaceuticals Inc. | New | 0.09% | +0.09 |
| NDMO Nuveen Dynamic Municipal Opp | Add +0.0% | 0.39% | +0.06 |
| CLOX Eldridge Aaa Clo ETF | Add +10.7% | 0.22% | +0.05 |
| MS Morgan Stanley | Add +9.9% | 0.30% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.34% | +0.03 |
| NAK Northern Dynasty Minerals | New | 0.01% | +0.01 |
| ETJ Eaton Vance RSK-MGD Divers | Add +0.0% | 0.09% | +0.01 |
| GWH Ess Tech Inc. | Add +65.0% | 0.01% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +0.0% | 0.23% | +0.00 |
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 |