Primoris Wealth Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Primoris Wealth Advisors, LLC reported 125 stock positions worth $219.3 million. Its top holding was Fidelity MSCI Info Tech Indx (FTEC) at 5.4% of the portfolio, followed by Lam Research (LRCX, 5.2%) and Advanced Micro Devices (AMD, 4.9%). Compared with Q1 2026, it opened 38 new positions, sold out of 10, added to 38 and reduced 28. The biggest buy was a new position in Marvell Technology (MRVL) and the biggest sale Fidelity MSCI US Utilities (FUTY, shares −31%).

Most Recent 13F
Q2 2026
Location
North Palm Beach, FL
CIK
0001909619
Portfolio Value
$219.3M (Q2 2026)
SEC Filing
0002085853-26-000897 ↗ filed Jul 29, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $124.3M Q1 2024 Q2 2024: $125.0M Q2 2024 Q3 2024: $137.5M Q3 2024 Q4 2024: $131.2M Q4 2024 Q1 2025: $129.2M Q1 2025 Q2 2025: $146.6M Q2 2025 Q3 2025: $157.3M Q3 2025 Q4 2025: $167.2M Q4 2025 Q1 2026: $142.7M Q1 2026 Q2 2026: $219.3M $219.3M Q2 2026

Holdings 125 stocks · $219.3M
FTEC Fidelity MSCI Info Tech Indx 5.37% 41,251 $11.8M Add +13.2%
LRCX Lam Research Corp. 5.17% 26,147 $11.3M Reduce -20.9%
AMD Advanced Micro Devices 4.87% 18,398 $10.7M Reduce -14.7%
VOO Vanguard S&P 500 ETF 4.80% 15,330 $10.5M Add +15.1%
VUG Vanguard Mrngstar GR ETF-Sui 4.42% 112,573 $9.7M Add +86.6%
MU Micron Technology Inc. 4.37% 8,293 $9.6M Reduce -45.0%
AXGN Axogen Inc. 2.97% 141,009 $6.5M Add +1.3%
AMZN Amazon.com Inc. 2.92% 26,847 $6.4M Add +18.4%
AAPL Apple Inc. 2.85% 21,630 $6.3M Add +0.2%
FBND Fidelity Total Bond ETF 2.62% 126,399 $5.7M Add +0.2%
GOOG Alphabet Inc. Class C 2.52% 15,642 $5.5M Add +3.1%
NVDA Nvidia Corp. 2.07% 22,729 $4.5M Add +0.8%
MRVL Marvell Technology Inc. 1.99% 14,613 $4.4M New
INTC Intel Corp. 1.89% 29,609 $4.1M New
FUTY Fidelity MSCI US Utilities 1.74% 65,425 $3.8M Reduce -30.6%
XLV SS Health Care Select Sector 1.68% 23,166 $3.7M Add +1006.8%
FVAL Fidelity Value Factor ETF 1.66% 46,798 $3.6M Add +2.6%
PM Philip Morris International 1.59% 19,298 $3.5M Add +8.9%
NEE Nextera Energy Inc. 1.46% 36,597 $3.2M Add +3.7%
LLY Eli Lilly & Co. 1.46% 2,666 $3.2M Add +909.9%
SHMD Schmid Group NV 1.43% 502,560 $3.1M New
CLOX Eldridge Aaa Clo ETF 1.34% 114,650 $2.9M Add +820.9%
JNJ Johnson & Johnson 1.21% 10,464 $2.7M Reduce -2.8%
DBJP Xtrackers MSCI Japan Hedged 1.15% 22,000 $2.5M New
XLRE SS Real Estate Select Sector 1.15% 57,200 $2.5M New
PLTR Palantir Technologies Inc. Class A 1.15% 21,575 $2.5M Reduce -14.3%
BRKR Bruker Corp. 1.14% 41,500 $2.5M New
CLOZ Eldridge BBB-B Clo ETF 1.11% 92,450 $2.4M Add +79.7%
XHB SS SPDR S&P Homebldrs ETF 1.10% 20,950 $2.4M New
HQY Healthequity Inc. 1.05% 25,500 $2.3M New
USHY iShares Broad Usd High Yield 1.04% 61,700 $2.3M Add +68.1%
TLT iShares 20+ Year Treasury BD 1.02% 25,818 $2.2M New
VS TRUST 0.92% 655,000 $2.0M New
XLP SS Consumer Staples Sel Sect 0.91% 23,963 $2.0M Reduce -3.3%
FDVV Fidelity High Dividend ETF 0.89% 32,503 $2.0M Reduce -4.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.85% 2,500 $1.9M No change
RH RH 0.79% 10,500 $1.7M New
SO The Southern Co. 0.78% 17,944 $1.7M No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.76% 15,200 $1.7M New
META Meta Platforms Inc. Class A 0.76% 2,939 $1.7M Reduce -3.2%
GOOGL Alphabet Inc. Class A 0.74% 4,524 $1.6M Add +7.8%
MQY BlackRock Muniyield Quality 0.71% 133,892 $1.6M Add +0.0%
BNDD Quadratic Deflation ETF 0.69% 15,000 $1.5M New
SCHF Schwab Intl Equity ETF 0.61% 48,107 $1.3M Add +1.7%
BUXX Strive Enhanced Income Short 0.58% 63,301 $1.3M New
BBN BlackRock Taxable Muni BND 0.57% 77,237 $1.2M Add +0.0%
PFF iShares Preferred & Income S 0.52% 37,046 $1.1M Reduce -2.5%
WMT Walmart Inc. 0.51% 9,884 $1.1M Reduce -0.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.50% 24,256 $1.1M Reduce -6.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.49% 3,153 $1.1M No change
IWM iShares Russell 2000 ETF 0.49% 3,544 $1.1M Add +27.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.45% 6,483 $982K Add +62.1%
IEF iShares 7-10 Year Treasury B 0.43% 10,033 $949K New
CRWD CrowdStrike Holdings Inc. Class A 0.43% 1,242 $948K Reduce -10.9%
NZF Nuveen Municipal Credit Inc. 0.42% 72,755 $923K Add +19.8%
IJH iShares Core S&P Midcap ETF 0.41% 11,736 $905K Reduce -6.0%
V Visa Inc. Class A 0.40% 2,576 $884K No change
BRK.B Berkshire Hathaway Inc. Class B 0.40% 1,745 $873K Add +18.2%
PINK Simplify Health Care ETF 0.34% 19,000 $744K New
PAVE Global X US Infrastructure 0.32% 12,000 $707K New
WRBY Warby Parker Inc. Class A 0.32% 23,000 $698K New
DELL Dell Technologies -C 0.30% 1,500 $647K New
QQQ Invesco QQQ Trust Series 1 0.29% 850 $626K Add +2.3%
BA The Boeing Co. 0.28% 2,844 $616K Reduce -3.4%
HYLS FT Tactical High Yield ETF 0.28% 15,000 $610K Add +50.0%
MSFT Microsoft Corp. 0.27% 1,608 $600K Reduce -67.2%
IVV iShares Core S&P 500 ETF 0.27% 786 $589K Add +6.8%
GFI Gold Fields Ltd.-Spons ADR 0.27% 17,507 $588K No change
XLK SS Technology Select Sector 0.27% 3,082 $587K No change
NOW ServiceNow Inc. 0.26% 5,760 $572K New
NDMO Nuveen Dynamic Municipal Opp 0.26% 54,582 $568K Add +0.1%
IJR iShares Core S&P Small-Cap E 0.26% 3,776 $560K Reduce -14.2%
SRLN SS Blackstone Sr Loan ETF 0.25% 13,837 $558K Reduce -0.1%
FLTB Fidelity Ltd. TRM BND ETF 0.25% 11,000 $551K New
HD Home Depot Inc. 0.25% 1,526 $538K No change
MS Morgan Stanley 0.24% 2,567 $537K No change
GLD SPDR Gold Shares 0.24% 1,425 $525K Reduce -65.4%
STX Seagate Technology Holdings 0.24% 539 $520K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.22% 6,150 $492K No change
DVY iShares Select Dividend ETF 0.22% 3,026 $473K No change
IAK iShares U.S. Insurance ETF 0.21% 3,350 $471K New
WM Waste Management Inc. 0.21% 2,104 $469K Reduce -4.5%
GIS General Mills Inc. 0.20% 12,441 $433K No change
SPFI South Plains Financial Inc. 0.19% 9,625 $415K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 1,468 $413K Add +1.7%
FIDU Fidelity MSCI Indust Indx 0.19% 4,125 $411K Reduce -4.6%
ATRO Astronics Corp. 0.19% 5,000 $406K New
DE Deere & Co. 0.18% 631 $400K Reduce -3.1%
TSLA Tesla Inc. 0.18% 939 $395K Reduce -75.0%
SPMO Invesco S&P 500 Momentum ETF 0.18% 2,415 $390K No change
HACK Amplify Cybersecurity ETF 0.18% 3,698 $388K Reduce -28.2%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.17% 2,346 $383K Add +33.0%
ALLW State Street Brgwtr All WTHR 0.17% 12,700 $372K New
UTF Cohen & Steers Infrastructur 0.17% 13,452 $371K Reduce -1.8%
HON Honeywell International Inc. 0.17% 1,617 $362K Add +44.6%
HONA Honeywell Aerospace Inc. 0.16% 1,617 $357K Add +44.6%
KRE SS SPDR S&P Regional Bank 0.16% 4,550 $341K Add +4.6%
VWO Vanguard Ftse Emerging Marke 0.15% 5,627 $336K Add +2.3%
AAAU Goldman Sachs Physical Gold 0.15% 8,430 $334K Add +29.2%
ELV Elevance Health Inc. 0.15% 850 $329K New
UFO Procure Space ETF 0.15% 6,400 $324K New
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.15% 614 $321K Add +22.8%
ZROZ PIMCO 25+ YR Zero CPN US Tif 0.15% 5,000 $321K New
EIX Edison International 0.14% 4,201 $313K No change
UNH Unitedhealth Group Inc. 0.14% 715 $297K New
IHI iShares U.S. Medical Devices 0.13% 5,955 $294K Reduce -3.8%
ET Energy Transfer LP 0.13% 15,000 $287K No change
CAT Caterpillar Inc. 0.13% 266 $283K New
AMAT Applied Materials Inc. 0.13% 386 $279K New
IHF iShares U.S. Healthcare Prov 0.11% 4,500 $249K New
COF Capital One Financial Corp. 0.11% 1,204 $242K No change
JPM JPMorgan Chase & Co. 0.10% 677 $222K New
MSTR Strategy Inc. 0.10% 2,492 $217K No change
NGG National Grid PLC-SP ADR 0.10% 2,572 $213K No change
MSI Motorola Solutions Inc. 0.10% 502 $208K No change
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.09% 2,350 $201K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.09% 1,787 $201K New
ETJ Eaton Vance RSK-MGD Divers 0.06% 16,083 $133K Add +0.0%
SG Sweetgreen Inc. Class A 0.04% 10,000 $88K New
USA Liberty All Star Equity Fund 0.03% 12,376 $72K Reduce -1.0%
POWW Outdoor Holding Co. 0.01% 14,300 $33K No change
WETH Wetouch Technology Inc. 0.01% 20,000 $24K Reduce -7.0%
NAK Northern Dynasty Minerals 0.01% 10,000 $19K No change
GWH Ess Tech Inc. 0.01% 16,500 $16K No change
TELA Tela Bio Inc. 0.01% 20,300 $15K New

Portfolio Sells Q1 2026 → Q2 2026
FUTY Fidelity MSCI US Utilities Reduce -30.6% 1.74% −2.16
CORN Teucrium Corn Fund Sold out 0.00% −1.66
MOO Vaneck Agribusiness ETF Sold out 0.00% −1.63
DGX Quest Diagnostics Inc. Sold out 0.00% −1.48
PLTR Palantir Technologies Inc. Class A Reduce -14.3% 1.15% −1.43
WEAT Teucrium Wheat Fund Sold out 0.00% −1.36
GLD SPDR Gold Shares Reduce -65.4% 0.24% −1.00
MSFT Microsoft Corp. Reduce -67.2% 0.27% −1.00
TSLA Tesla Inc. Reduce -75.0% 0.18% −0.80
JNJ Johnson & Johnson Reduce -2.8% 1.21% −0.63
XLP SS Consumer Staples Sel Sect Reduce -3.3% 0.91% −0.52
META Meta Platforms Inc. Class A Reduce -3.2% 0.76% −0.46
FDVV Fidelity High Dividend ETF Reduce -4.5% 0.89% −0.42
WMT Walmart Inc. Reduce -0.4% 0.51% −0.35
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -6.3% 0.50% −0.33
PFF iShares Preferred & Income S Reduce -2.5% 0.52% −0.29
NORW Global X MSCI Norway ETF Sold out 0.00% −0.28
CANE Teucrium Sugar Fund Sold out 0.00% −0.18
IJH iShares Core S&P Midcap ETF Reduce -6.0% 0.41% −0.18
THC Tenet Healthcare Corp. Sold out 0.00% −0.17
TPYP Tortoise North American Pipe Sold out 0.00% −0.16
LMT Lockheed Martin Corp. Sold out 0.00% −0.15
WM Waste Management Inc. Reduce -4.5% 0.21% −0.14
SRLN SS Blackstone Sr Loan ETF Reduce -0.1% 0.25% −0.14
BA The Boeing Co. Reduce -3.4% 0.28% −0.13
IJR iShares Core S&P Small-Cap E Reduce -14.2% 0.26% −0.13
IHI iShares U.S. Medical Devices Reduce -3.8% 0.13% −0.10
HACK Amplify Cybersecurity ETF Reduce -28.2% 0.18% −0.09
PHAT Phathom Pharmaceuticals Inc. Sold out 0.00% −0.09
UTF Cohen & Steers Infrastructur Reduce -1.8% 0.17% −0.08
FIDU Fidelity MSCI Indust Indx Reduce -4.6% 0.19% −0.07
DE Deere & Co. Reduce -3.1% 0.18% −0.07
USA Liberty All Star Equity Fund Reduce -1.0% 0.03% −0.02
WETH Wetouch Technology Inc. Reduce -7.0% 0.01% −0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -10.9% 0.43% +0.05
LRCX Lam Research Corp. Reduce -20.9% 5.17% +0.22
MU Micron Technology Inc. Reduce -45.0% 4.37% +0.79
AMD Advanced Micro Devices Reduce -14.7% 4.87% +1.80

Portfolio Buys Q1 2026 → Q2 2026
MRVL Marvell Technology Inc. New 1.99% +1.99
INTC Intel Corp. New 1.89% +1.89
XLV SS Health Care Select Sector Add +1006.8% 1.68% +1.46
SHMD Schmid Group NV New 1.43% +1.43
VUG Vanguard Mrngstar GR ETF-Sui Add +86.6% 4.42% +1.34
LLY Eli Lilly & Co. Add +909.9% 1.46% +1.29
DBJP Xtrackers MSCI Japan Hedged New 1.15% +1.15
XLRE SS Real Estate Select Sector New 1.15% +1.15
BRKR Bruker Corp. New 1.14% +1.14
CLOX Eldridge Aaa Clo ETF Add +820.9% 1.34% +1.12
XHB SS SPDR S&P Homebldrs ETF New 1.10% +1.10
HQY Healthequity Inc. New 1.05% +1.05
TLT iShares 20+ Year Treasury BD New 1.02% +1.02
VS TRUST New 0.92% +0.92
RH RH New 0.79% +0.79
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.76% +0.76
BNDD Quadratic Deflation ETF New 0.69% +0.69
BUXX Strive Enhanced Income Short New 0.58% +0.58
IEF iShares 7-10 Year Treasury B New 0.43% +0.43
PINK Simplify Health Care ETF New 0.34% +0.34
PAVE Global X US Infrastructure New 0.32% +0.32
WRBY Warby Parker Inc. Class A New 0.32% +0.32
DELL Dell Technologies -C New 0.30% +0.30
NOW ServiceNow Inc. New 0.26% +0.26
FLTB Fidelity Ltd. TRM BND ETF New 0.25% +0.25
STX Seagate Technology Holdings New 0.24% +0.24
IAK iShares U.S. Insurance ETF New 0.21% +0.21
CLOZ Eldridge BBB-B Clo ETF Add +79.7% 1.11% +0.19
SPFI South Plains Financial Inc. New 0.19% +0.19
ATRO Astronics Corp. New 0.19% +0.19
ALLW State Street Brgwtr All WTHR New 0.17% +0.17
ELV Elevance Health Inc. New 0.15% +0.15
UFO Procure Space ETF New 0.15% +0.15
ZROZ PIMCO 25+ YR Zero CPN US Tif New 0.15% +0.15
UNH Unitedhealth Group Inc. New 0.14% +0.14
CAT Caterpillar Inc. New 0.13% +0.13
AMAT Applied Materials Inc. New 0.13% +0.13
IHF iShares U.S. Healthcare Prov New 0.11% +0.11
JPM JPMorgan Chase & Co. New 0.10% +0.10
USHY iShares Broad Usd High Yield Add +68.1% 1.04% +0.09
ROBO Robo Global Robotics and Aut New 0.09% +0.09
SJM The JM Smucker Co. New 0.09% +0.09
FTEC Fidelity MSCI Info Tech Indx Add +13.2% 5.37% +0.06
SG Sweetgreen Inc. Class A New 0.04% +0.04
TELA Tela Bio Inc. New 0.01% +0.01
IWM iShares Russell 2000 ETF Add +27.9% 0.49% +0.00
TJX TJX Companies Inc. Add +62.1% 0.45% +0.00
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +33.0% 0.17% −0.00
HYLS FT Tactical High Yield ETF Add +50.0% 0.28% −0.01
HONA Honeywell Aerospace Inc. Add +44.6% 0.16% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 125$219.3MFTEC, LRCX, AMD, VOO, VUG
Q1 2026 96$142.7MVOO, FTEC, LRCX, FBND, FUTY
Q4 2025 111$167.2MFTEC, VOO, AAPL, FBND, LRCX
Q3 2025 105$157.3MFTEC, VOO, META, FBND, AAPL
Q2 2025 100$146.6MVOO, FTEC, META, FBND, AMZN
Q1 2025 95$129.2MFBND, VOO, IWO, SPMO, AAPL
Q4 2024 91$131.2MFTEC, FBND, IWO, AAPL, VOO
Q3 2024 100$137.5MFBND, XLU, AAPL, LMT, FTEC
Q2 2024 95$125.0MFBND, AMZN, FTEC, NVDA, AAPL
Q1 2024 94$124.3MFBND, FTEC, META, AMZN, NVDA