PRIMORIS WEALTH ADVISORS, LLC

CIK 0001909619 · NORTH PALM BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

PRIMORIS WEALTH ADVISORS, LLC reported 125 positions worth $219.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: FTEC (5.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$219.3M
2026 Q2
Positions
125
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.4%
Est. Net Flow (Q)
2026 Q2
10 / 125 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FTECFIDELITY COVINGTON TRUSTSH$11.8M5.37%41,251
2LRCXLAM RESEARCH CORPSH$11.3M5.17%26,147
3AMDADVANCED MICRO DEVICES INCSH$10.7M4.87%18,398
4VOOVANGUARD INDEX FDSSH$10.5M4.80%15,330
5VUGVANGUARD INDEX FDSSH$9.7M4.42%112,573
6MUMICRON TECHNOLOGY INCSH$9.6M4.37%8,293
7AXGNAXOGEN INCSH$6.5M2.97%141,009
8AMZNAMAZON COM INCSH$6.4M2.92%26,847
9AAPLAPPLE INCSH$6.3M2.85%21,630
10FBNDFIDELITY MERRIMACK STR TRSH$5.7M2.62%126,399

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PRIMORIS WEALTH ADVISORS, LLC hold as of Q2 2026?

PRIMORIS WEALTH ADVISORS, LLC reported 125 positions worth $219.3M in its Q2 2026 13F filing. Largest positions: FTEC (5.4%), LRCX (5.2%), AMD (4.9%), VOO (4.8%) and VUG (4.4%).

What did PRIMORIS WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PRIMORIS WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.