DOSSIER · 13F-HR · Q1 2026

PRIMORIS WEALTH ADVISORS, LLC

PRIMORIS WEALTH's family office based in London, UK $143M in tracked AUM across 96 positions as of Q1 2026.

PW
PRIMORIS WEALTH·London, UK·Family Office
CIK 0001909619 · last filed Mar 31, 2026
Total AUM
$143M
3.0%
vs prior
Holdings
96
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
Top sector
Health Care
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PRIMORIS WEALTH ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$8M13K5.6%
02
FTEC
FIDELITY COVINGTON TRUST
$8M36K5.3%
03
LRCX
LAM RESEARCH CORP
$7M33K5.0%
04
FBND
FIDELITY MERRIMACK STR TR
$6M126K4.0%
05
FUTY
FIDELITY COVINGTON TRUST
$6M94K3.9%
06
AAPL
APPLE INC
$5M22K3.8%
07
MU
MICRON TECHNOLOGY INC
$5M15K3.6%
08
AMZN
AMAZON COM INC
$5M23K3.3%
09
AXGN
AXOGEN INC
$5M139K3.2%
10
VUG
VANGUARD INDEX FDS
$4M10K3.1%

Filing history

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