§ 13F · FUND PROFILE
PRIMORIS WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146.6T (13F)Positions · 100Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FTEC | FIDELITY COVINGTON TRUST | 37K | $8.2T | 4.9% | −31% |
| 2 | VOO | VANGUARD INDEX FDS | 13K | $8.2T | 4.9% | +2% |
| 3 | AAPL | APPLE INC | 22K | $5.9T | 3.6% | −1% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 126K | $5.8T | 3.5% | +3% |
| 5 | LRCX | LAM RESEARCH CORP | 33K | $5.7T | 3.4% | ±0% |
| 6 | AMZN | AMAZON COM INC | 22K | $5.1T | 3.1% | +1% |
| 7 | META | META PLATFORMS INC | 7K | $4.9T | 2.9% | −5% |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 27K | $4.8T | 2.9% | −2% |
| 9 | NVDA | NVIDIA CORPORATION | 25K | $4.7T | 2.8% | −4% |
| 10 | GOOG | ALPHABET INC | 15K | $4.7T | 2.8% | +1% |
§ 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 $146554.8 trillion in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed