Primoris Wealth Advisors, LLC Portfolio Holdings

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025

Primoris Wealth Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Msci Inf with a value of $11.8M, Vanguard Index Fds S&P 500 ETF with a value of $7.82M, Meta Platforms, Inc. with a value of $5.72M, Fidelity Merrimack Str Tr Tota with a value of $5.66M, and Apple Inc. with a value of $5.6M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $135M to 148M.

Below you can find more details about Primoris Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $71.5 Million
Technology: $31.8 Million
Communication Services: $10.5 Million
Consumer Cyclical: $7.97 Million
Financial Services: $6.61 Million
Healthcare: $5.38 Million
Utilities: $4.59 Million
Consumer Defensive: $4.56 Million
Other: $5.57 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.8 Million 7.96% of portfolio
53,155
Q3 2025 Added 55.57%
$0
$7.82 Million 5.27% of portfolio
12,766
Q3 2025 Added 6.01%
$1.46T
$5.72 Million 3.85% of portfolio
7,783
Q3 2025 Reduced 4.71%
$0
$5.66 Million 3.81% of portfolio
122,431
Q3 2025 Reduced 3.74%
$4.35T
$5.6 Million 3.77% of portfolio
21,986
Q3 2025 Reduced 1.51%
$0
$5.51 Million 3.71% of portfolio
22,755
Q3 2025 New
$394B
$5.05 Million 3.4% of portfolio
27,700
Q3 2025 Reduced 0.36%
$505B
$4.91 Million 3.31% of portfolio
26,323
Q3 2025 Added 2.92%
$2.49T
$4.8 Million 3.24% of portfolio
21,872
Q3 2025 Reduced 4.31%
$117B
$4.28 Million 2.88% of portfolio
8,728
Q3 2025 Reduced 8.93%
$0
$4.01 Million 2.7% of portfolio
8,361
Q3 2025 Added 12.48%
$1.72T
$3.64 Million 2.45% of portfolio
14,930
Q3 2025 Added 0.67%
$413B
$3.57 Million 2.4% of portfolio
22,059
Q3 2025 Reduced 4.96%
$3.86T
$3.48 Million 2.35% of portfolio
6,727
Q3 2025 Added 0.06%
$0
$3.19 Million 2.15% of portfolio
46,367
Q3 2025 Added 1.95%
$224B
$2.87 Million 1.94% of portfolio
17,713
Q3 2025 Reduced 14.89%
$243B
$2.67 Million 1.8% of portfolio
15,953
Q3 2025 New
$160B
$2.66 Million 1.79% of portfolio
35,206
Q3 2025 Reduced 1.03%
$946M
$2.55 Million 1.72% of portfolio
143,060
Q3 2025 Added 811.21%
$23.1B
$2.39 Million 1.61% of portfolio
56,330
Q3 2025 Reduced 27.62%
$0
$2.3 Million 1.55% of portfolio
7,201
Q3 2025 Added 4.35%
$12.9B
$2.26 Million 1.52% of portfolio
7,850
Q3 2025 New
$494B
$2.02 Million 1.36% of portfolio
10,868
Q3 2025 Reduced 6.46%
$0
$2.01 Million 1.36% of portfolio
36,103
Q3 2025 Reduced 2.97%
$0
$1.81 Million 1.22% of portfolio
23,794
Q3 2025 Reduced 4.89%
$102B
$1.7 Million 1.15% of portfolio
17,944
Q3 2025 Added 3.76%
$13.7B
$1.7 Million 1.15% of portfolio
45,460
Q3 2025 Added 845.11%
$0
$1.67 Million 1.12% of portfolio
2,505
Q3 2025 Reduced 0.6%
$0
$1.62 Million 1.09% of portfolio
28,675
Q3 2025 Reduced 38.23%
$0
$1.51 Million 1.02% of portfolio
39,950
Q3 2025 Added 2.57%
$0
$1.27 Million 0.86% of portfolio
30,290
Q3 2025 New
$0
$1.27 Million 0.85% of portfolio
76,233
Q3 2025 Reduced 2.56%
$0
$1.17 Million 0.79% of portfolio
36,896
Q3 2025 Reduced 2.45%
$0
$1.13 Million 0.76% of portfolio
12,926
Q3 2025 Reduced 13.14%
$1.68T
$1.13 Million 0.76% of portfolio
4,650
Q3 2025 Added 53.77%
$275B
$1.05 Million 0.71% of portfolio
10,189
Q3 2025 Reduced 2.15%
$0
$1 Million 0.68% of portfolio
43,046
Q3 2025 Added 1.66%
$0
$1 Million 0.67% of portfolio
88,500
Q2 2025 Reduced 16.11%
$0
$970,000 0.65% of portfolio
3,153
Q4 2023 New
$186B
$928,000 0.63% of portfolio
1,009
Q3 2025 Added 1.0%
$557B
$880,000 0.59% of portfolio
2,578
Q3 2025 Added 1.38%
$0
$810,000 0.55% of portfolio
12,424
Q3 2025 Reduced 0.08%
$120B
$796,000 0.54% of portfolio
3,691
Q3 2025 Reduced 25.18%
$34.2B
$776,000 0.52% of portfolio
18,507
Q2 2025 Reduced 10.16%
$0
$763,000 0.51% of portfolio
60,755
Q2 2025 Reduced 7.6%
$0
$683,000 0.46% of portfolio
8,950
Q3 2025 Added 111.83%
$0
$658,000 0.44% of portfolio
20,775
Q3 2025 New
$389B
$652,000 0.44% of portfolio
1,610
Q3 2025 Added 0.94%
$27.7B
$633,000 0.43% of portfolio
12,571
Q3 2025 Reduced 2.03%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $148 Million
  • Prior Value $135 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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