Primoris Wealth Advisors, LLC

13F filer · CIK 0001909619

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$219MU.S. long equity reported on 13F

Positions7722 new · 7 closed

Net flow last quarter+$7.57MBuys minus sells

Top 10 positions weight31.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202677 positions
LRCXLam Research Corp	$11.3M	5.17%	0.00%	-20.9%	Q4 2021
AMDAdvanced Micro Devices Inc	$10.7M	4.87%	0.00%	-14.7%	Q4 2021
MUMicron Technology Inc	$9.57M	4.37%	0.00%	-45.0%	Q4 2021
AXGNAxogen, Inc.	$6.51M	2.97%	0.26%	+1.3%	Q3 2024
AMZNAmazon Com Inc	$6.4M	2.92%	0.00%	+18.4%	Q4 2021
AAPLApple Inc.	$6.26M	2.85%	0.00%	+0.2%	Q4 2021
GOOGAlphabet Inc.	$5.53M	2.52%	Not reported	+3.1%	Q4 2021
NVDANvidia Corp	$4.55M	2.07%	0.00%	+0.8%	Q4 2021
MRVLMarvell Technology, Inc.	$4.35M	1.99%	0.00%	New	Q2 2026
INTCIntel Corp	$4.13M	1.89%	0.00%	New	Q2 2026
PMPhilip Morris International Inc.	$3.49M	1.59%	0.00%	+9.0%	Q1 2024
NEENextera Energy Inc	$3.21M	1.46%	0.00%	+3.7%	Q4 2021
LLYELI LILLY & Co	$3.2M	1.46%	0.00%	+909.9%	Q2 2025
SHMDSCHMID Group N.V.	$3.15M	1.43%	1.17%	New	Q2 2026
JNJJohnson & Johnson	$2.66M	1.21%	0.00%	-2.8%	Q4 2021
PLTRPalantir Technologies Inc.	$2.52M	1.15%	0.00%	-14.3%	Q2 2024
BRKRBruker Corp	$2.5M	1.14%	0.03%	New	Q2 2026
HQYHealthequity, Inc.	$2.3M	1.05%	0.03%	New	Q2 2026
UVIXVS Trust	$2.02M	0.92%	0.64%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$1.87M	0.85%	Not reported	Not reported	Q4 2021
RHRH	$1.73M	0.79%	0.06%	New	Q2 2026
SOSouthern Co	$1.72M	0.78%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$1.66M	0.76%	Not reported	-3.2%	Q1 2022
GOOGLAlphabet Inc.	$1.62M	0.74%	0.00%	+7.8%	Q4 2021
MQYBlackRock Muniyield Quality Fund, Inc.	$1.55M	0.71%	Not reported	0.0%	Q4 2023
BBNBlackRock Taxable Municipal Bond Trust	$1.25M	0.57%	Not reported	0.0%	Q3 2024
WMTWalmart Inc.	$1.12M	0.51%	0.00%	-0.4%	Q4 2021
TJXTJX Companies Inc	$982K	0.45%	0.00%	+62.1%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$948K	0.43%	0.00%	-10.9%	Q4 2024
NZFNuveen Municipal Credit Income Fund	$923K	0.42%	Not reported	+19.8%	Q2 2022
VVisa Inc.	$884K	0.40%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$873K	0.40%	Not reported	+18.2%	Q2 2022
WRBYWarby Parker Inc.	$698K	0.32%	0.02%	Not reported	Q4 2025
DELLDell Technologies Inc.	$647K	0.30%	0.00%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$626K	0.29%	Not reported	+2.3%	Q4 2021
BABoeing Co	$616K	0.28%	0.00%	-3.4%	Q4 2021
MSFTMicrosoft Corp	$600K	0.27%	0.00%	-67.2%	Q4 2021
GFIGold Fields Ltd	$588K	0.27%	0.00%	Not reported	Q1 2024
NOWServiceNow, Inc.	$572K	0.26%	0.00%	Not reported	Q4 2021
NDMONuveen Dynamic Municipal Opportunities Fund	$568K	0.26%	Not reported	+0.1%	Q4 2021
FLTBFlatbush Federal Bancorp Inc	$551K	0.25%	0.40%	New	Q2 2026
HDHome Depot, Inc.	$538K	0.25%	0.00%	Not reported	Q4 2021
MSMorgan Stanley	$537K	0.24%	0.00%	Not reported	Q4 2021
GLDSPDR Gold Trust	$525K	0.24%	0.00%	-65.4%	Q2 2022
STXSeagate Technology Holdings plc	$520K	0.24%	0.00%	New	Q2 2026
WMWaste Management Inc	$469K	0.21%	0.00%	-4.5%	Q4 2021
GISGeneral Mills Inc	$433K	0.20%	0.00%	Not reported	Q4 2021
SPFISouth Plains Financial, Inc.	$415K	0.19%	0.05%	New	Q2 2026
IBMInternational Business Machines Corp	$413K	0.19%	0.00%	+1.7%	Q2 2022
ATROAstronics Corp	$406K	0.19%	0.01%	New	Q2 2026

Q1 2026Reported Apr 30, 202661 positions
LRCXLam Research Corp	$7.07M	4.95%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$5.48M	3.84%	0.00%	-1.3%	Q4 2021
MUMicron Technology Inc	$5.1M	3.57%	0.00%	-3.6%	Q4 2021
AMZNAmazon Com Inc	$4.72M	3.31%	0.00%	+2.6%	Q4 2021
AXGNAxogen, Inc.	$4.61M	3.23%	0.26%	-0.1%	Q3 2024
AMDAdvanced Micro Devices Inc	$4.39M	3.08%	0.00%	-0.5%	Q4 2021
GOOGAlphabet Inc.	$4.35M	3.05%	Not reported	+0.8%	Q4 2021
NVDANvidia Corp	$3.93M	2.75%	0.00%	-11.2%	Q4 2021
PLTRPalantir Technologies Inc.	$3.68M	2.58%	0.00%	-7.0%	Q2 2024
NEENextera Energy Inc	$3.28M	2.30%	0.00%	+0.2%	Q4 2021
PMPhilip Morris International Inc.	$2.93M	2.05%	0.00%	Not reported	Q1 2024
JNJJohnson & Johnson	$2.63M	1.84%	0.00%	-1.0%	Q4 2021
CORNTeucrium Commodity Trust	$2.36M	1.66%	Not reported	New	Q1 2026
DGXQuest Diagnostics Inc	$2.11M	1.48%	0.01%	-14.0%	Q4 2025
WEATTeucrium Commodity Trust	$1.94M	1.36%	Not reported	Not reported	Q2 2022
MSFTMicrosoft Corp	$1.81M	1.27%	0.00%	-27.2%	Q4 2021
GLDSPDR Gold Trust	$1.77M	1.24%	0.00%	-43.7%	Q2 2022
METAMeta Platforms, Inc.	$1.74M	1.22%	Not reported	-59.0%	Q1 2022
SOSouthern Co	$1.73M	1.21%	0.00%	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$1.63M	1.14%	Not reported	Not reported	Q4 2021
MQYBlackRock Muniyield Quality Fund, Inc.	$1.47M	1.03%	Not reported	+190.4%	Q4 2023
TSLATesla, Inc.	$1.4M	0.98%	0.00%	-16.9%	Q3 2025
BBNBlackRock Taxable Municipal Bond Trust	$1.25M	0.88%	Not reported	-3.7%	Q3 2024
WMTWalmart Inc.	$1.23M	0.86%	0.00%	-0.9%	Q4 2021
GOOGLAlphabet Inc.	$1.21M	0.85%	0.00%	-15.7%	Q4 2021
GFIGold Fields Ltd	$795K	0.56%	0.00%	Not reported	Q1 2024
VVisa Inc.	$779K	0.55%	0.00%	-0.1%	Q4 2021
NZFNuveen Municipal Credit Income Fund	$740K	0.52%	Not reported	Not reported	Q2 2022
BRK.BBerkshire Hathaway Inc	$707K	0.50%	Not reported	+36.2%	Q2 2022
TJXTJX Companies Inc	$639K	0.45%	0.00%	Not reported	Q4 2021
BABoeing Co	$586K	0.41%	0.00%	-6.0%	Q4 2021
NDMONuveen Dynamic Municipal Opportunities Fund	$561K	0.39%	Not reported	0.0%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$544K	0.38%	0.00%	-82.7%	Q4 2024
WMWaste Management Inc	$506K	0.35%	0.00%	-5.4%	Q4 2021
HONHoneywell International Inc	$505K	0.35%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$502K	0.35%	0.00%	-0.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$480K	0.34%	Not reported	+0.1%	Q4 2021
GISGeneral Mills Inc	$463K	0.32%	0.00%	Not reported	Q4 2021
MSMorgan Stanley	$422K	0.30%	0.00%	+9.9%	Q4 2021
DEDeere & Co	$367K	0.26%	0.00%	-3.7%	Q1 2023
UTFCohen & Steers Infrastructure Fund Inc	$354K	0.25%	Not reported	-1.3%	Q4 2021
IBMInternational Business Machines Corp	$350K	0.25%	0.00%	-0.1%	Q2 2022
MSTRStrategy Inc	$311K	0.22%	Not reported	Not reported	Q4 2024
EIXEdison International	$307K	0.22%	0.00%	Not reported	Q4 2021
AAAUGoldman Sachs Physical Gold ETF	$301K	0.21%	0.01%	Not reported	Q2 2025
ETEnergy Transfer LP	$290K	0.20%	0.00%	-26.8%	Q4 2023
CANETeucrium Commodity Trust	$261K	0.18%	0.32%	New	Q1 2026
THCTenet Healthcare Corp	$246K	0.17%	0.00%	-56.6%	Q3 2023
LLYELI LILLY & Co	$243K	0.17%	0.00%	Not reported	Q2 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$232K	0.16%	Not reported	Not reported	Q2 2024

Q4 2025Reported Feb 3, 202667 positions
AAPLApple Inc.	$5.94M	3.56%	0.00%	-0.6%	Q4 2021
LRCXLam Research Corp	$5.66M	3.39%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$5.1M	3.05%	0.00%	+1.1%	Q4 2021
METAMeta Platforms, Inc.	$4.88M	2.92%	Not reported	-4.9%	Q1 2022
PLTRPalantir Technologies Inc.	$4.81M	2.88%	0.00%	-2.4%	Q2 2024
NVDANvidia Corp	$4.73M	2.83%	0.00%	-3.6%	Q4 2021
GOOGAlphabet Inc.	$4.72M	2.82%	Not reported	+0.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$4.64M	2.78%	0.00%	-1.7%	Q4 2021
AXGNAxogen, Inc.	$4.56M	2.73%	0.30%	-2.6%	Q3 2024
MUMicron Technology Inc	$4.47M	2.67%	0.00%	-1.9%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$3.78M	2.26%	0.00%	-7.7%	Q4 2024
SLViShares Silver Trust	$3.48M	2.08%	0.01%	-4.0%	Q1 2022
MSFTMicrosoft Corp	$3.25M	1.95%	0.00%	Not reported	Q4 2021
GLDSPDR Gold Trust	$2.9M	1.74%	0.00%	+418.6%	Q2 2022
PMPhilip Morris International Inc.	$2.84M	1.70%	0.00%	Not reported	Q1 2024
NEENextera Energy Inc	$2.83M	1.69%	0.00%	Not reported	Q4 2021
HIIHuntington Ingalls Industries, Inc.	$2.74M	1.64%	0.02%	+2.6%	Q3 2025
JNJJohnson & Johnson	$2.25M	1.35%	0.00%	Not reported	Q4 2021
TSLATesla, Inc.	$2.04M	1.22%	0.00%	+759.0%	Q3 2025
DGXQuest Diagnostics Inc	$1.87M	1.12%	0.01%	New	Q4 2025
WRBYWarby Parker Inc.	$1.78M	1.07%	0.07%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.7M	1.02%	Not reported	-0.2%	Q4 2021
SOSouthern Co	$1.56M	0.94%	0.00%	Not reported	Q2 2024
GOOGLAlphabet Inc.	$1.56M	0.93%	0.00%	+7.1%	Q4 2021
BHPBHP Group Ltd	$1.39M	0.83%	0.00%	New	Q4 2025
BBNBlackRock Taxable Municipal Bond Trust	$1.31M	0.78%	Not reported	+5.3%	Q3 2024
CATCaterpillar Inc	$1.3M	0.78%	0.00%	New	Q4 2025
WMTWalmart Inc.	$1.12M	0.67%	0.00%	-1.8%	Q4 2021
VVisa Inc.	$904K	0.54%	0.00%	Not reported	Q4 2021
NOWServiceNow, Inc.	$773K	0.46%	0.00%	Not reported	Q4 2021
GFIGold Fields Ltd	$764K	0.46%	0.00%	-5.4%	Q1 2024
NZFNuveen Municipal Credit Income Fund	$764K	0.46%	Not reported	Not reported	Q2 2022
PALLabrdn Palladium ETF Trust	$727K	0.43%	0.01%	New	Q4 2025
BABoeing Co	$680K	0.41%	0.00%	-15.2%	Q4 2021
TJXTJX Companies Inc	$614K	0.37%	0.00%	Not reported	Q4 2021
THCTenet Healthcare Corp	$597K	0.36%	0.00%	-0.8%	Q3 2023
GISGeneral Mills Inc	$579K	0.35%	0.00%	-1.0%	Q4 2021
NDMONuveen Dynamic Municipal Opportunities Fund	$550K	0.33%	Not reported	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$545K	0.33%	Not reported	-9.7%	Q2 2022
HDHome Depot, Inc.	$526K	0.31%	0.00%	-5.1%	Q4 2021
MQYBlackRock Muniyield Quality Fund, Inc.	$521K	0.31%	Not reported	+2.2%	Q4 2023
WMWaste Management Inc	$512K	0.31%	0.00%	-4.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$510K	0.31%	Not reported	+8.6%	Q4 2021
HONHoneywell International Inc	$436K	0.26%	0.00%	+0.1%	Q4 2021
IBMInternational Business Machines Corp	$428K	0.26%	0.00%	Not reported	Q2 2022
ETHAiShares Ethereum Trust ETF	$416K	0.25%	0.00%	New	Q4 2025
MSMorgan Stanley	$415K	0.25%	0.00%	Not reported	Q4 2021
SNOWSnowflake Inc.	$381K	0.23%	0.00%	-1.4%	Q1 2025
PPLTabrdn Platinum ETF Trust	$345K	0.21%	0.00%	New	Q4 2025
ETEnergy Transfer LP	$338K	0.20%	0.00%	-8.9%	Q4 2023

Q3 2025Reported Oct 27, 202559 positions
METAMeta Platforms, Inc.	$5.72M	3.63%	Not reported	-4.7%	Q1 2022
AAPLApple Inc.	$5.6M	3.56%	0.00%	-1.5%	Q4 2021
PLTRPalantir Technologies Inc.	$5.05M	3.21%	0.00%	-0.4%	Q2 2024
NVDANvidia Corp	$4.91M	3.12%	0.00%	+2.9%	Q4 2021
AMZNAmazon Com Inc	$4.8M	3.05%	0.00%	-4.3%	Q4 2021
LRCXLam Research Corp	$4.43M	2.82%	0.00%	-6.4%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$4.28M	2.72%	0.00%	-8.9%	Q4 2024
GOOGAlphabet Inc.	$3.64M	2.31%	Not reported	+0.7%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.57M	2.27%	0.00%	-5.0%	Q4 2021
MSFTMicrosoft Corp	$3.48M	2.22%	0.00%	+0.1%	Q4 2021
PMPhilip Morris International Inc.	$2.87M	1.83%	0.00%	-14.9%	Q1 2024
MUMicron Technology Inc	$2.67M	1.70%	0.00%	Not reported	Q4 2021
NEENextera Energy Inc	$2.66M	1.69%	0.00%	-1.0%	Q4 2021
AXGNAxogen, Inc.	$2.55M	1.62%	0.31%	+811.2%	Q3 2024
SLViShares Silver Trust	$2.39M	1.52%	0.01%	-27.6%	Q1 2022
HIIHuntington Ingalls Industries, Inc.	$2.26M	1.44%	0.02%	New	Q3 2025
JNJJohnson & Johnson	$2.02M	1.28%	0.00%	-6.5%	Q4 2021
SOSouthern Co	$1.7M	1.08%	0.00%	+3.8%	Q2 2024
DKNGDraftKings Inc.	$1.7M	1.08%	Not reported	+845.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.67M	1.06%	Not reported	-0.6%	Q4 2021
BBNBlackRock Taxable Municipal Bond Trust	$1.27M	0.80%	Not reported	-2.6%	Q3 2024
GOOGLAlphabet Inc.	$1.13M	0.72%	0.00%	+53.8%	Q4 2021
WMTWalmart Inc.	$1.05M	0.67%	0.00%	-2.2%	Q4 2021
NOWServiceNow, Inc.	$929K	0.59%	0.00%	+1.0%	Q4 2021
VVisa Inc.	$880K	0.56%	0.00%	+1.4%	Q4 2021
BABoeing Co	$797K	0.51%	0.00%	-25.2%	Q4 2021
GFIGold Fields Ltd	$777K	0.49%	0.00%	Not reported	Q1 2024
NZFNuveen Municipal Credit Income Fund	$763K	0.49%	Not reported	Not reported	Q2 2022
HDHome Depot, Inc.	$652K	0.41%	0.00%	+0.9%	Q4 2021
GISGeneral Mills Inc	$634K	0.40%	0.00%	-2.0%	Q4 2021
THCTenet Healthcare Corp	$615K	0.39%	0.00%	-2.8%	Q3 2023
BRK.BBerkshire Hathaway Inc	$604K	0.38%	Not reported	+14.6%	Q2 2022
TJXTJX Companies Inc	$578K	0.37%	0.00%	-1.8%	Q4 2021
NDMONuveen Dynamic Municipal Opportunities Fund	$567K	0.36%	Not reported	-4.4%	Q4 2021
WMWaste Management Inc	$536K	0.34%	0.00%	+0.6%	Q4 2021
MQYBlackRock Muniyield Quality Fund, Inc.	$525K	0.33%	Not reported	Not reported	Q4 2023
GLDSPDR Gold Trust	$502K	0.32%	0.00%	-90.0%	Q2 2022
HONHoneywell International Inc	$470K	0.30%	0.00%	+1.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$459K	0.29%	Not reported	+7.9%	Q4 2021
IBMInternational Business Machines Corp	$408K	0.26%	0.00%	+0.6%	Q2 2022
SNOWSnowflake Inc.	$397K	0.25%	0.00%	-11.1%	Q1 2025
ETEnergy Transfer LP	$386K	0.25%	0.00%	Not reported	Q4 2023
MSMorgan Stanley	$371K	0.24%	0.00%	Not reported	Q4 2021
UTFCohen & Steers Infrastructure Fund Inc	$362K	0.23%	Not reported	-2.8%	Q4 2021
DEDeere & Co	$316K	0.20%	0.00%	-2.1%	Q1 2023
COFCapital One Financial Corp	$256K	0.16%	0.00%	Not reported	Q2 2025
AAAUGoldman Sachs Physical Gold ETF	$249K	0.16%	0.01%	-59.3%	Q2 2025
IBITiShares Bitcoin Trust ETF	$245K	0.16%	0.00%	Not reported	Q1 2024
MSTRStrategy Inc	$242K	0.15%	Not reported	Not reported	Q4 2024
TSLATesla, Inc.	$234K	0.15%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed