§ 13F · FUND PROFILE
PRIMORIS WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157M (13F)Positions · 106Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 13K | $8M | 5.6% | +2% |
| 2 | FTEC | FIDELITY COVINGTON TRUST | 36K | $8M | 5.3% | ±0% |
| 3 | LRCX | LAM RESEARCH CORP | 33K | $7M | 5.0% | ±0% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 126K | $6M | 4.0% | ±0% |
| 5 | FUTY | FIDELITY COVINGTON TRUST | 94K | $6M | 3.9% | +229% |
| 6 | AAPL | APPLE INC | 22K | $5M | 3.8% | −1% |
| 7 | MU | MICRON TECHNOLOGY INC | 15K | $5M | 3.6% | −4% |
| 8 | AMZN | AMAZON COM INC | 23K | $5M | 3.3% | +3% |
| 9 | AXGN | AXOGEN INC | 139K | $5M | 3.2% | ±0% |
| 10 | VUG | VANGUARD INDEX FDS | 10K | $4M | 3.1% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRIMORIS SIGNAL
AC read
PRIMORIS WEALTH ADVISORS, LLC is a Other fund managing $157 million in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed