What Primoris Wealth Advisors, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1909619 · Filed Jul 29, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
FIDELITY COVINGTON TRUSTMSCI INFO TECH I | 41.3K | +13.2% | $11.8M | 5.4% |
LRCXLAM Research Corp | 26.1K | −20.9% | $11.3M | 5.2% |
| 18.4K |
| −14.7% |
| $10.7M |
| 4.9% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 15.3K | +15.1% | $10.5M | 4.8% |
VANGUARD INDEX FDSGROWTH ETF | 112.6K | +1,019.5% | $9.7M | 4.4% |
MUMicron Technology Inc | 8.3K | −45.0% | $9.6M | 4.4% |
AXGNAxogen, Inc. | 141K | +1.3% | $6.5M | 3% |
AMZNAmazon Com Inc | 26.8K | +18.4% | $6.4M | 2.9% |
AAPLApple Inc. | 21.6K | +0.2% | $6.3M | 2.9% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 126.4K | +0.2% | $5.7M | 2.6% |
GOOGAlphabet Inc. | 15.6K | +3.1% | $5.5M | 2.5% |
NVDANVIDIA Corp | 22.7K | +0.8% | $4.5M | 2.1% |
MRVLMarvell Technology, Inc. | 14.6K | New | $4.4M | 2% |
INTCIntel Corp | 29.6K | New | $4.1M | 1.9% |
FIDELITY COVINGTON TRUSTMSCI UTILS INDEX | 65.4K | −30.6% | $3.8M | 1.7% |
SELECT SECTOR SPDR TRST STR CARE ETF | 23.2K | New | $3.7M | 1.7% |
FIDELITY COVINGTON TRUSTVLU FACTOR ETF | 46.8K | +2.6% | $3.6M | 1.7% |
PMPhilip Morris International Inc. | 19.3K | +8.9% | $3.5M | 1.6% |
NEENextEra Energy Inc | 36.6K | +3.7% | $3.2M | 1.5% |
LLYELI LILLY & Co | 2.7K | +909.8% | $3.2M | 1.5% |
SHMDSCHMID Group N.V. | 502.6K | New | $3.1M | 1.4% |
SERIES PORTFOLIOS TRELDR AAA CLO ETF | 114.7K | New | $2.9M | 1.3% |
JNJJohnson & Johnson | 10.5K | −2.8% | $2.7M | 1.2% |
DBX ETF TRXTRACK MSCI JAPN | 22K | New | $2.5M | 1.2% |
SELECT SECTOR SPDR TRST STR REAL ETF | 57.2K | New | $2.5M | 1.1% |
PLTRPalantir Technologies Inc. | 21.6K | −14.3% | $2.5M | 1.1% |
BRKRBruker Corp | 41.5K | New | $2.5M | 1.1% |
SERIES PORTFOLIOS TRELDRIDGE BBB B | 92.5K | +79.7% | $2.4M | 1.1% |
SPDR SERIES TRUSTST STR SP HOME | 21K | New | $2.4M | 1.1% |
HQYHealthequity, Inc. | 25.5K | New | $2.3M | 1.1% |
ISHARES TRBROAD USD HIGH | 61.7K | +68.1% | $2.3M | 1% |
ISHARES TR20 YR TR BD ETF | 25.8K | New | $2.2M | 1% |
UVIXVS Trust | 655K | New | $2M | 0.9% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 24K | New | $2M | 0.9% |
FIDELITY COVINGTON TRUSTHIGH DIVID ETF | 32.5K | −4.5% | $2M | 0.9% |
SPYSPDR S&P 500 ETF Trust | 2.5K | ±0% | $1.9M | 0.9% |
RHRH | 10.5K | New | $1.7M | 0.8% |
SOSouthern Co | 17.9K | ±0% | $1.7M | 0.8% |
ISHARES TRIBOXX INV CP ETF | 15.2K | New | $1.7M | 0.8% |
METAMeta Platforms, Inc. | 2.9K | −3.2% | $1.7M | 0.8% |
GOOGLAlphabet Inc. | 4.5K | +7.8% | $1.6M | 0.7% |
MQYBlackRock Muniyield Quality Fund, Inc. | 133.9K | +0.0% | $1.6M | 0.7% |
KRANESHARES TRUSTQUADRATIC DEFLAI | 15K | New | $1.5M | 0.7% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 48.1K | +1.7% | $1.3M | 0.6% |
EA SERIES TRUSTSTRIVE ENHANCED | 63.3K | New | $1.3M | 0.6% |
BBNBlackRock Taxable Municipal Bond Trust | 77.2K | +0.0% | $1.2M | 0.6% |
ISHARES TRPFD AND INCM SEC | 37K | −2.5% | $1.1M | 0.5% |
WMTWalmart Inc. | 9.9K | −0.4% | $1.1M | 0.5% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 24.3K | New | $1.1M | 0.5% |
VANGUARD INDEX FDSLARGE CAP ETF | 3.2K | ±0% | $1.1M | 0.5% |
ISHARES TRRUSSELL 2000 ETF | 3.5K | +27.9% | $1.1M | 0.5% |
TJXTJX Companies Inc | 6.5K | +62.1% | $982.2K | 0.4% |
ISHARES TR7-10 YR TRSY BD | 10K | New | $948.8K | 0.4% |
CRWDCrowdStrike Holdings, Inc. | 1.2K | −10.9% | $947.8K | 0.4% |
NZFNuveen Municipal Credit Income Fund | 72.8K | +19.8% | $922.5K | 0.4% |
ISHARES TRCORE S&P MCP ETF | 11.7K | −6.0% | $904.9K | 0.4% |
VVisa Inc. | 2.6K | ±0% | $883.8K | 0.4% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.7K | +18.2% | $873.2K | 0.4% |
SIMPLIFY EXCHANGE TRADED FUNHEALTH CARE ETF | 19K | New | $743.9K | 0.3% |
GLOBAL X FDSUS INFR DEV ETF | 12K | New | $707K | 0.3% |
WRBYWarby Parker Inc. | 23K | New | $697.8K | 0.3% |
DELLDell Technologies Inc. | 1.5K | New | $647.2K | 0.3% |
QQQInvesco QQQ Trust, Series 1 | 850 | +2.3% | $625.9K | 0.3% |
BABoeing Co | 2.8K | −3.4% | $615.6K | 0.3% |
FIRST TR EXCHANGE-TRADED FDFIRST TR TA HIYL | 15K | +50.0% | $609.8K | 0.3% |
MSFTMicrosoft Corp | 1.6K | −67.2% | $599.8K | 0.3% |
ISHARES TRCORE S&P500 ETF | 786 | +6.8% | $588.6K | 0.3% |
GFIGold Fields Ltd | 17.5K | ±0% | $588.1K | 0.3% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 3.1K | New | $587.2K | 0.3% |
NOWServiceNow, Inc. | 5.8K | New | $571.9K | 0.3% |
NDMONuveen Dynamic Municipal Opportunities Fund | 54.6K | +0.1% | $568.2K | 0.3% |
ISHARES TRCORE S&P SCP ETF | 3.8K | −14.2% | $560K | 0.3% |
SSGA ACTIVE ETF TRST STR BL LN ETF | 13.8K | New | $557.5K | 0.3% |
FIDELITY MERRIMACK STR TRLTD TRM BD ETF | 11K | New | $551.4K | 0.3% |
HDHome Depot, Inc. | 1.5K | ±0% | $538.2K | 0.2% |
MSMorgan Stanley | 2.6K | ±0% | $536.6K | 0.2% |
GLDSPDR Gold Trust | 1.4K | −65.4% | $525K | 0.2% |
STXSeagate Technology Holdings plc | 539 | New | $520.1K | 0.2% |
ISHARES TRIBOXX HI YD ETF | 6.2K | ±0% | $491.8K | 0.2% |
ISHARES TRSELECT DIVID ETF | 3K | ±0% | $473K | 0.2% |
ISHARES TRU.S. INSRNCE ETF | 3.4K | New | $470.9K | 0.2% |
WMWaste Management Inc | 2.1K | −4.5% | $468.9K | 0.2% |
GISGeneral Mills Inc | 12.4K | ±0% | $432.9K | 0.2% |
SPFISouth Plains Financial, Inc. | 9.6K | New | $414.7K | 0.2% |
IBMInternational Business Machines Corp | 1.5K | +1.7% | $412.8K | 0.2% |
FIDELITY COVINGTON TRUSTMSCI INDL INDX | 4.1K | −4.6% | $410.9K | 0.2% |
ATROAstronics Corp | 5K | New | $406.3K | 0.2% |
DEDeere & Co | 631 | −3.1% | $400.3K | 0.2% |
TSLATesla, Inc. | 939 | −75.0% | $394.9K | 0.2% |
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | 2.4K | ±0% | $390.1K | 0.2% |
AMPLIFY ETF TRAMPLIFY CYBERSEC | 3.7K | −28.2% | $388K | 0.2% |
VANGUARD WORLD FDMEGA CAP VAL ETF | 2.3K | +33.0% | $383.5K | 0.2% |
SSGA ACTIVE TRSST BRIDGEWATER | 12.7K | New | $371.7K | 0.2% |
UTFCohen & Steers Infrastructure Fund Inc | 13.5K | −1.8% | $371.1K | 0.2% |
HONHoneywell International Inc | 1.6K | New | $362K | 0.2% |
HONAHoneywell Aerospace Inc. | 1.6K | New | $357.5K | 0.2% |
SPDR SERIES TRUSTST STR SP REGBNK | 4.6K | New | $340.6K | 0.2% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 5.6K | +2.3% | $335.9K | 0.2% |
AAAUGoldman Sachs Physical Gold ETF | 8.4K | +29.2% | $333.6K | 0.2% |
ELVElevance Health, Inc. | 850 | New | $328.7K | 0.1% |
PROCURE ETF TRUST IISPACE ETF | 6.4K | New | $324.3K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 614 | +22.8% | $320.7K | 0.1% |
PIMCO ETF TR25YR+ ZERO U S | 5K | New | $320.5K | 0.1% |
EIXEdison International | 4.2K | ±0% | $312.8K | 0.1% |
UNHUnitedHealth Group Inc | 715 | New | $297.2K | 0.1% |
ISHARES TRU.S. MED DVC ETF | 6K | −3.7% | $294.2K | 0.1% |
ETEnergy Transfer LP | 15K | ±0% | $286.8K | 0.1% |
CATCaterpillar Inc | 266 | New | $283.3K | 0.1% |
AMATApplied Materials Inc | 386 | New | $279.1K | 0.1% |
ISHARES TRUS HLTHCR PR ETF | 4.5K | New | $249K | 0.1% |
COFCapital One Financial Corp | 1.2K | ±0% | $241.5K | 0.1% |
JPMJPMorgan Chase & Co | 677 | New | $221.6K | 0.1% |
MSTRStrategy Inc | 2.5K | ±0% | $216.6K | 0.1% |
NGGNational Grid PLC | 2.6K | ±0% | $213.1K | 0.1% |
MSIMotorola Solutions, Inc. | 502 | ±0% | $208.5K | 0.1% |
EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF | 2.4K | New | $201.3K | 0.1% |
SJMJ M SMUCKER Co | 1.8K | New | $201K | 0.1% |
ETJEaton Vance Risk-Managed Diversified Equity Income Fund | 16.1K | +0.0% | $133K | 0.1% |
SGSweetgreen, Inc. | 10K | New | $88.1K | 0.1% |
USALiberty ALL Star Equity Fund | 12.4K | −1.0% | $71.9K | 0.1% |
POWWOutdoor Holding Co | 14.3K | ±0% | $32.6K | 0.1% |
WETHWetouch Technology Inc. | 20K | −7.0% | $24.2K | 0.1% |
NAKNorthern Dynasty Minerals Ltd | 10K | ±0% | $19.2K | 0.1% |
GWHESS Tech, Inc. | 16.5K | ±0% | $15.7K | 0.1% |
TELATELA Bio, Inc. | 20.3K | New | $15.2K | 0.1% |
