Institutions / Primoris Wealth Advisors, LLC
Primoris Wealth Advisors, LLC
CIK 1909619 · Institution · as of Dec 31, 2025
Portfolio value
$167.16M
Positions
111
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 111 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $8.22M | 4.9% |
| Vanguard Index Fds | $8.18M | 4.9% |
| Apple Inc. | $5.94M | 3.6% |
| Fidelity Merrimack Str Tr | $5.78M | 3.5% |
| Lam Research Corp | $5.66M | 3.4% |
| Amazon.com Inc | $5.10M | 3.1% |
| Meta Platforms Inc | $4.88M | 2.9% |
| Palantir Technologies Inc | $4.81M | 2.9% |
| NVIDIA Corp | $4.73M | 2.8% |
| Alphabet Inc. | $4.72M | 2.8% |
| Advanced Micro Devices Inc | $4.64M | 2.8% |
| Axogen, Inc. | $4.56M | 2.7% |
| Micron Technology Inc | $4.47M | 2.7% |
| Vanguard Index Fds | $4.41M | 2.6% |
| CrowdStrike Holdings, Inc. | $3.78M | 2.3% |
| iShares Silver Tr | $3.48M | 2.1% |
| Fidelity Covington Trust | $3.35M | 2.0% |
| Microsoft Corp | $3.25M | 1.9% |
| Simplify Exchange Traded Fun | $3.15M | 1.9% |
| SPDR Gold Tr | $2.90M | 1.7% |
| Philip Morris International Inc. | $2.84M | 1.7% |
| Nextera Energy Inc | $2.83M | 1.7% |
| Huntington Ingalls Industries, Inc. | $2.74M | 1.6% |
| VanEck ETF Trust | $2.34M | 1.4% |
| Johnson & Johnson | $2.25M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.