13F Insight
DOSSIER · 13F-HR · Q2 2026

PRIMORIS WEALTH ADVISORS, LLC

$219M in tracked AUM across 125 positions as of Q2 2026.

PW
CIK 0001909619 · last filed Jun 30, 2026
Total AUM
$219M
as of Q2 2026
Holdings
125
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PRIMORIS WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FTEC
FIDELITY COVINGTON TRUST
$12M41K5.4%02
LRCX
LAM RESEARCH CORP
$11M26K5.2%03
AMD
ADVANCED MICRO DEVICES INC
$11M18K4.9%04
VOO
VANGUARD INDEX FDS
$11M15K4.8%05
VUG
VANGUARD INDEX FDS
$10M113K4.4%06
MU
MICRON TECHNOLOGY INC
$10M8K4.4%07
AXGN
AXOGEN INC
$7M141K3.0%08
AMZN
AMAZON COM INC
$6M27K2.9%09
AAPL
APPLE INC
$6M22K2.9%10
FBND
FIDELITY MERRIMACK STR TR
$6M126K2.6%

Filing history

2026Q2Jun 30
$219M▲ 53.6%
125 positionsView →2026Q1Mar 31
$143M▼ 14.6%
96 positionsView →2025Q4Dec 31
$167M▲ 6.3%
111 positionsView →2025Q3Sep 30
$157M▲ 7.3%
106 positionsView →2025Q2Jun 30
$147M▲ 13.5%
100 positionsLocked2025Q1Mar 31
$129M▼ 1.7%
95 positionsLocked2024Q4Dec 31
$131M▼ 4.5%
92 positionsLocked2024Q3Sep 30
$138M▲ 10.0%
101 positionsLocked2024Q2Jun 30
$125M▲ 0.1%
96 positionsLocked2024Q1Mar 31
$125M▲ 18.0%
97 positionsLocked2023Q4Dec 31
$106M▲ 28.1%
85 positionsLocked2023Q3Sep 30
$83M▼ 9.3%
70 positionsLocked
Showing 12 of 19