StockDriftsStockDriftsTop 50 Primoris Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTEC | FIDELITY COVINGTON TRUST | 5.37% | 41.3K | $11.8M | +13.16%(+4.80K) | $183.86(+59.09%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 5.17% | 26.1K | $11.3M | -20.94%(-6.92K) | $64.36(+424.25%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.87% | 18.4K | $10.7M | -14.74%(-3.18K) | $136.37(+275.65%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.8% | 15.3K | $10.5M | +15.10%(+2.01K) | $487.16(+46.29%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.42% | 112.6K | $9.7M | +86.58%(+52.24K) | $72.37(+23.23%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.37% | 8.3K | $9.6M | -45.04%(-6.79K) | $140.60(+621.76%) | 2026-06-30 | |
| AXGN | AXOGEN INC | 2.97% | 141.0K | $6.5M | +1.30%(+1.81K) | $14.29(+240.98%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.92% | 26.8K | $6.4M | +18.41%(+4.17K) | $164.81(+59.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.85% | 21.6K | $6.3M | +0.18%(+39) | $160.84(+89.87%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.62% | 126.4K | $5.7M | +0.23%(+284) | $44.99(-0.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.94% | +114.37% | — | — | +56.30% |
| Top 20 Holdings Unweighted | +29.42% | +116.76% | — | — | +69.51% |
Primoris Wealth Advisors LLC reports $219.27M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are FTEC (5.4%), LRCX (5.2%) and AMD (4.9%). The top 20 holdings account for 58.42% of reported assets. Its disclosed equity book has returned +114.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Primoris Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Primoris Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909619). View Primoris Wealth Advisors LLC’s 13F filings on SEC