PRIMORIS WEALTH ADVISORS, LLC

Est. AUM

$142.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.0M	13319	5.58%	SOLE
2	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$7.6M	36455	5.31%	SOLE
3	LAM RESEARCH CORP	COM NEW	$7.1M	33072	4.95%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.8M	126115	4.03%	SOLE
5	FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$5.6M	94325	3.90%	SOLE
6	APPLE INC	COM	$5.5M	21591	3.84%	SOLE
7	MICRON TECHNOLOGY INC	COM	$5.1M	15088	3.57%	SOLE
8	AMAZON COM INC	COM	$4.7M	22672	3.31%	SOLE
9	AXOGEN INC	COM	$4.6M	139200	3.23%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$4.4M	10056	3.08%	SOLE
11	ADVANCED MICRO DEVICES INC	COM	$4.4M	21578	3.08%	SOLE
12	ALPHABET INC	CAP STK CL C	$4.4M	15167	3.05%	SOLE
13	NVIDIA CORPORATION	COM	$3.9M	22544	2.75%	SOLE
14	PALANTIR TECHNOLOGIES INC	CL A	$3.7M	25168	2.58%	SOLE
15	NEXTERA ENERGY INC	COM	$3.3M	35280	2.30%	SOLE
16	FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$3.2M	45623	2.22%	SOLE
17	PHILIP MORRIS INTL INC	COM	$2.9M	17713	2.05%	SOLE
18	JOHNSON & JOHNSON	COM	$2.6M	10764	1.84%	SOLE
19	TEUCRIUM COMMODITY TR	CORN FD SHS	$2.4M	128500	1.66%	SOLE
20	VANECK ETF TRUST	AGRIBUSINESS ETF	$2.3M	27500	1.63%	SOLE
21	QUEST DIAGNOSTICS INC	COM	$2.1M	10750	1.48%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET CON	$2.0M	24789	1.42%	SOLE
23	TEUCRIUM COMMODITY TR	WHEAT FD	$1.9M	82500	1.36%	SOLE
24	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.9M	34047	1.32%	SOLE
25	MICROSOFT CORP	COM	$1.8M	4899	1.27%	SOLE
26	SPDR GOLD TR	GOLD SHS	$1.8M	4120	1.24%	SOLE
27	META PLATFORMS INC	CL A	$1.7M	3036	1.22%	SOLE
28	SOUTHERN CO	COM	$1.7M	17944	1.21%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	2500	1.14%	SOLE
30	BLACKROCK MUNIYILD QULT FD I	COM	$1.5M	133889	1.03%	SOLE
31	TESLA INC	COM	$1.4M	3762	0.98%	SOLE
32	ISHARES TR	BROAD USD HIGH	$1.4M	36700	0.95%	SOLE
33	SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$1.3M	51450	0.92%	SOLE
34	BLACKROCK TAX MUNICPAL BD TR	SHS	$1.2M	77234	0.88%	SOLE
35	WALMART INC	COM	$1.2M	9924	0.86%	SOLE
36	ALPHABET INC	CAP STK CL A	$1.2M	4196	0.85%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.2M	25878	0.83%	SOLE
38	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	47286	0.82%	SOLE
39	ISHARES TR	PFD AND INCM SEC	$1.2M	37986	0.81%	SOLE
40	VANGUARD INDEX FDS	LARGE CAP ETF	$942K	3153	0.66%	SOLE
41	ISHARES TR	CORE S&P MCP ETF	$843K	12479	0.59%	SOLE
42	GOLD FIELDS LTD	SPONSORED ADR	$795K	17507	0.56%	SOLE
43	VISA INC	COM CL A	$779K	2576	0.55%	SOLE
44	NUVEEN MUN CR INCOME FD	COM SH BEN INT	$740K	60755	0.52%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$707K	1476	0.50%	SOLE
46	ISHARES TR	RUSSELL 2000 ETF	$687K	2771	0.48%	SOLE
47	TJX COS INC NEW	COM	$639K	4000	0.45%	SOLE
48	BOEING CO	COM	$586K	2944	0.41%	SOLE
49	NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$561K	54541	0.39%	SOLE
50	SSGA ACTIVE ETF TR	STATE STREET BLA	$556K	13854	0.39%	SOLE

1–50 of 96

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.