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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.37T
$5.72 Million 3.85% of portfolio
7,783
Q3 2025 Reduced 4.71%
$4.3T
$5.6 Million 3.77% of portfolio
21,986
Q3 2025 Reduced 1.51%
$342B
$5.05 Million 3.4% of portfolio
27,700
Q3 2025 Reduced 0.36%
$465B
$4.91 Million 3.31% of portfolio
26,323
Q3 2025 Added 2.92%
$2.39T
$4.8 Million 3.24% of portfolio
21,872
Q3 2025 Reduced 4.31%
$115B
$4.28 Million 2.88% of portfolio
8,728
Q3 2025 Reduced 8.93%
$1.74T
$3.64 Million 2.45% of portfolio
14,930
Q3 2025 Added 0.67%
$388B
$3.57 Million 2.4% of portfolio
22,059
Q3 2025 Reduced 4.96%
$3.78T
$3.48 Million 2.35% of portfolio
6,727
Q3 2025 Added 0.06%
$237B
$2.87 Million 1.94% of portfolio
17,713
Q3 2025 Reduced 14.89%
$268B
$2.67 Million 1.8% of portfolio
15,953
Q3 2025 New
$168B
$2.66 Million 1.79% of portfolio
35,206
Q3 2025 Reduced 1.03%
$1B
$2.55 Million 1.72% of portfolio
143,060
Q3 2025 Added 811.21%
$12.5B
$2.26 Million 1.52% of portfolio
7,850
Q3 2025 New
$522B
$2.02 Million 1.36% of portfolio
10,868
Q3 2025 Reduced 6.46%
$98.6B
$1.7 Million 1.15% of portfolio
17,944
Q3 2025 Added 3.76%
$0
$1.27 Million 0.85% of portfolio
76,233
Q3 2025 Reduced 2.56%
$1.65T
$1.13 Million 0.76% of portfolio
4,650
Q3 2025 Added 53.77%
$279B
$1.05 Million 0.71% of portfolio
10,189
Q3 2025 Reduced 2.15%
$0
$1 Million 0.67% of portfolio
88,500
Q2 2025 Reduced 16.11%
$169B
$928,000 0.63% of portfolio
1,009
Q3 2025 Added 1.0%
$533B
$880,000 0.59% of portfolio
2,578
Q3 2025 Added 1.38%
$114B
$796,000 0.54% of portfolio
3,691
Q3 2025 Reduced 25.18%
$36.4B
$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%
$367B
$652,000 0.44% of portfolio
1,610
Q3 2025 Added 0.94%
$28.1B
$633,000 0.43% of portfolio
12,571
Q3 2025 Reduced 2.03%
$20.8B
$614,000 0.41% of portfolio
3,027
Q3 2025 Reduced 2.83%
$662B
$603,000 0.41% of portfolio
1,201
Q3 2025 Added 14.6%
$170B
$578,000 0.39% of portfolio
4,000
Q3 2025 Reduced 1.82%
$0
$566,000 0.38% of portfolio
54,540
Q3 2025 Reduced 4.38%
$85.9B
$536,000 0.36% of portfolio
2,429
Q3 2025 Added 0.62%
$0
$525,000 0.35% of portfolio
45,100
Q2 2025 Reduced 9.8%
$132B
$470,000 0.32% of portfolio
2,234
Q3 2025 Added 0.95%
$82.2B
$397,000 0.27% of portfolio
1,762
Q3 2025 Reduced 11.14%
$266B
$407,000 0.27% of portfolio
1,445
Q3 2025 Added 0.56%
$52.5B
$386,000 0.26% of portfolio
22,500
Q4 2023 New
$270B
$371,000 0.25% of portfolio
2,335
Q1 2025 Added 1.3%
$0
$362,000 0.24% of portfolio
14,601
Q3 2025 Reduced 2.78%
$144B
$315,000 0.21% of portfolio
691
Q3 2025 Reduced 2.12%
$77.2B
$255,000 0.17% of portfolio
1,204
Q2 2025 New
$1.29T
$234,000 0.16% of portfolio
527
Q3 2025 New
$1.87B
$241,000 0.16% of portfolio
750
Q4 2024 New
$22.4B
$232,000 0.16% of portfolio
4,201
Q3 2022 Reduced 0.12%
$63.4B
$229,000 0.15% of portfolio
502
Q3 2024 New
$971B
$201,000 0.14% of portfolio
264
Q3 2025 Added 1.15%
$881B
$215,000 0.14% of portfolio
683
Q3 2025 New
$0
$144,000 0.1% of portfolio
16,071
Q3 2025 Added 0.02%
$0
$138,000 0.09% of portfolio
10,958
Q3 2025 Reduced 11.86%

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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