PRIMORIS WEALTH ADVISORS, LLC

CIK 0001909619 • 6 13F filings • Apr 24, 2025 – Jul 29, 2026

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Filer information

Filed by: PRIMORIS WEALTH ADVISORS, LLC, CCO
Address: 9250 Alternate A1a, Suite A, North Palm Beach, FL, 33403
Phone: 561-296-0796
AUM: $167.2M

AUM over time

$219.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $219.3M125 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$10.7M	4.9%Prev: 2.2%	18,398 SH	Increased-4,813 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.7%Prev: 0.4%	4,524 SH	Increased+1,500 SH
ALPHABET INC	CAP STK CL C	$5.5M	2.5%Prev: 1.8%	15,642 SH	Increased+812 SH
AMAZON COM INC	COM	$6.4M	2.9%Prev: 3.4%	26,847 SH	Increased+3,990 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$388K	0.2%Prev: 3.0%	3,698 SH	Decreased-47,280 SH
APPLE INC	COM	$6.3M	2.9%Prev: 3.1%	21,630 SH	Increased-693 SH
APPLIED MATLS INC	COM	$279K	0.1%	386 SH	New
ASTRONICS CORP	COM	$406K	0.2%	5,000 SH	New
AXOGEN INC	COM	$6.5M	3.0%Prev: 0.1%	141,009 SH	Increased+125,309 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$873K	0.4%Prev: 0.3%	1,745 SH	Increased+697 SH
BLACKROCK MUNIYILD QULT FD I	COM	$1.6M	0.7%Prev: 0.3%	133,892 SH	Increased+88,792 SH
BLACKROCK TAX MUNICPAL BD TR	SHS	$1.2M	0.6%Prev: 0.9%	77,237 SH	Decreased-996 SH
BOEING CO	COM	$616K	0.3%Prev: 0.7%	2,844 SH	Decreased-2,089 SH
BRUKER CORP	COM	$2.5M	1.1%	41,500 SH	New
CAPITAL ONE FINL CORP	COM	$242K	0.1%Prev: 0.2%	1,204 SH	Decreased
CATERPILLAR INC	COM	$283K	0.1%	266 SH	New
COHEN & STEERS INFRASTRUCTUR	COM	$371K	0.2%Prev: 0.3%	13,452 SH	Decreased-1,567 SH
CROWDSTRIKE HLDGS INC	CL A	$948K	0.4%Prev: 3.3%	1,242 SH	Decreased-8,342 SH
DBX ETF TR	XTRACK MSCI JAPN	$2.5M	1.2%	22,000 SH	New
DEERE & CO	COM	$400K	0.2%Prev: 0.2%	631 SH	Increased-75 SH
DELL TECHNOLOGIES INC	CL C	$647K	0.3%	1,500 SH	New
EA SERIES TRUST	STRIVE ENHANCED	$1.3M	0.6%	63,301 SH	New
EATON VANCE RISK-MANAGED DIV	COM	$133K	0.1%Prev: 0.1%	16,083 SH	Decreased+16 SH
EDISON INTL	COM	$313K	0.1%Prev: 0.1%	4,201 SH	Increased
ELEVANCE HEALTH INC FORMERLY	COM	$329K	0.1%	850 SH	New
ELI LILLY & CO	COM	$3.2M	1.5%Prev: 0.1%	2,666 SH	Increased+2,405 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$287K	0.1%Prev: 0.3%	15,000 SH	Decreased-7,500 SH
ESS TECH INC	COM NEW	$16K	0.0%	16,500 SH	New
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$201K	0.1%	2,350 SH	New
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$2.0M	0.9%Prev: 1.3%	32,503 SH	Increased-4,705 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$411K	0.2%Prev: 0.4%	4,125 SH	Decreased-3,354 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$11.8M	5.4%Prev: 4.6%	41,251 SH	Increased+7,083 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$3.8M	1.7%Prev: 1.7%	65,425 SH	Increased+19,000 SH
FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$3.6M	1.7%Prev: 2.0%	46,798 SH	Increased+1,316 SH
FIDELITY MERRIMACK STR TR	LTD TRM BD ETF	$551K	0.3%	11,000 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.7M	2.6%Prev: 4.0%	126,399 SH	Decreased-794 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$610K	0.3%Prev: 0.3%	15,000 SH	Increased+5,000 SH
GENERAL MILLS INC	COM	$433K	0.2%	12,441 SH	New
GLOBAL X FDS	US INFR DEV ETF	$707K	0.3%	12,000 SH	New
GOLD FIELDS LTD	SPONSORED ADR	$588K	0.3%Prev: 0.3%	17,507 SH	Increased-1,000 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$334K	0.2%Prev: 0.4%	8,430 SH	Decreased-7,595 SH
HEALTHEQUITY INC	COM	$2.3M	1.1%	25,500 SH	New
HOME DEPOT INC	COM	$538K	0.2%Prev: 0.4%	1,526 SH	Decreased-69 SH
HONEYWELL AEROSPACE INC	COM	$357K	0.2%	1,617 SH	New
HONEYWELL INTL INC	COM	$362K	0.2%Prev: 0.4%	1,617 SH	Decreased-596 SH
INTEL CORP	COM	$4.1M	1.9%	29,609 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$413K	0.2%Prev: 0.3%	1,468 SH	Decreased+31 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$390K	0.2%Prev: 0.2%	2,415 SH	Increased-200 SH
INVESCO QQQ TR	UNIT SER 1	$626K	0.3%Prev: 0.3%	850 SH	Increased+142 SH
ISHARES TR	20 YR TR BD ETF	$2.2M	1.0%	25,818 SH	New
ISHARES TR	7-10 YR TRSY BD	$949K	0.4%	10,033 SH	New
ISHARES TR	BROAD USD HIGH	$2.3M	1.0%Prev: 1.0%	61,700 SH	Increased+22,750 SH
ISHARES TR	CORE S&P MCP ETF	$905K	0.4%Prev: 0.5%	11,736 SH	Increased-698 SH
ISHARES TR	CORE S&P SCP ETF	$560K	0.3%Prev: 0.3%	3,776 SH	Increased-725 SH
ISHARES TR	CORE S&P500 ETF	$589K	0.3%	786 SH	New
ISHARES TR	IBOXX HI YD ETF	$492K	0.2%	6,150 SH	New
ISHARES TR	IBOXX INV CP ETF	$1.7M	0.8%	15,200 SH	New
ISHARES TR	PFD AND INCM SEC	$1.1M	0.5%Prev: 0.8%	37,046 SH	Decreased-775 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.5%	3,544 SH	New
ISHARES TR	SELECT DIVID ETF	$473K	0.2%Prev: 0.3%	3,026 SH	Increased-25 SH
ISHARES TR	U.S. INSRNCE ETF	$471K	0.2%	3,350 SH	New
ISHARES TR	U.S. MED DVC ETF	$294K	0.1%Prev: 0.3%	5,955 SH	Decreased-731 SH
ISHARES TR	US HLTHCR PR ETF	$249K	0.1%Prev: 0.2%	4,500 SH	Decreased-750 SH
JOHNSON & JOHNSON	COM	$2.7M	1.2%Prev: 1.2%	10,464 SH	Increased-1,154 SH
JPMORGAN CHASE & CO	COM	$222K	0.1%	677 SH	New
KRANESHARES TRUST	QUADRATIC DEFLAI	$1.5M	0.7%	15,000 SH	New
LAM RESEARCH CORP	COM NEW	$11.3M	5.2%Prev: 2.3%	26,147 SH	Increased-9,175 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$72K	0.0%Prev: 0.1%	12,376 SH	Decreased-2,681 SH
MARVELL TECHNOLOGY INC	COM	$4.4M	2.0%	14,613 SH	New
META PLATFORMS INC	CL A	$1.7M	0.8%Prev: 4.1%	2,939 SH	Decreased-5,229 SH
MICRON TECHNOLOGY INC	COM	$9.6M	4.4%	8,293 SH	New
MICROSOFT CORP	COM	$600K	0.3%Prev: 2.3%	1,608 SH	Decreased-5,115 SH
MORGAN STANLEY	COM NEW	$537K	0.2%Prev: 0.2%	2,567 SH	Increased+232 SH
MOTOROLA SOLUTIONS INC	COM NEW	$208K	0.1%Prev: 0.1%	502 SH	Decreased
NATIONAL GRID PLC	SPONSORED ADR NE	$213K	0.1%	2,572 SH	New
NEXTERA ENERGY INC	COM	$3.2M	1.5%Prev: 1.7%	36,597 SH	Increased+1,024 SH
NORTHERN DYNASTY MINERALS LT	COM NEW	$19K	0.0%	10,000 SH	New
NUVEEN DYNAMIC MUN OPPORTUNI	COM SHS	$568K	0.3%Prev: 0.4%	54,582 SH	Decreased-2,458 SH
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$923K	0.4%	72,755 SH	New
NVIDIA CORPORATION	COM	$4.5M	2.1%Prev: 2.8%	22,729 SH	Increased-2,847 SH
OUTDOOR HOLDING CO	COM	$33K	0.0%Prev: 0.0%	14,300 SH	Decreased-34,650 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.5M	1.1%Prev: 2.6%	21,575 SH	Decreased-6,225 SH
PHILIP MORRIS INTL INC	COM	$3.5M	1.6%Prev: 2.6%	19,298 SH	Decreased-1,515 SH
PIMCO ETF TR	25YR+ ZERO U S	$321K	0.1%	5,000 SH	New
PROCURE ETF TRUST II	SPACE ETF	$324K	0.1%	6,400 SH	New
RH	COM	$1.7M	0.8%	10,500 SH	New
SCHMID GROUP N.V.	EURO SHS CL A	$3.1M	1.4%	502,560 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.3M	0.6%Prev: 0.6%	48,107 SH	Increased+5,764 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$520K	0.2%	539 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$3.7M	1.7%	23,166 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$2.5M	1.1%	57,200 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$2.0M	0.9%	23,963 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$587K	0.3%	3,082 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.1M	0.5%	24,256 SH	New
SERIES PORTFOLIOS TR	ELDR AAA CLO ETF	$2.9M	1.3%	114,650 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$2.4M	1.1%Prev: 0.4%	92,450 SH	Increased+68,950 SH
SERVICENOW INC	COM	$572K	0.3%Prev: 0.7%	5,760 SH	Decreased+4,761 SH
SIMPLIFY EXCHANGE TRADED FUN	HEALTH CARE ETF	$744K	0.3%	19,000 SH	New
SMUCKER J M CO	COM NEW	$201K	0.1%	1,787 SH	New
SOUTH PLAINS FINANCIAL INC	COM	$415K	0.2%	9,625 SH	New
SOUTHERN CO	COM	$1.7M	0.8%Prev: 1.1%	17,944 SH	Increased+650 SH
SPDR GOLD TR	GOLD SHS	$525K	0.2%Prev: 2.9%	1,425 SH	Decreased-12,642 SH
SPDR SERIES TRUST	ST STR SP HOME	$2.4M	1.1%	20,950 SH	New
SPDR SERIES TRUST	ST STR SP REGBNK	$341K	0.2%	4,550 SH	New
SSGA ACTIVE ETF TR	ST STR BL LN ETF	$558K	0.3%	13,837 SH	New
SSGA ACTIVE TR	SST BRIDGEWATER	$372K	0.2%	12,700 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$321K	0.1%	614 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	0.9%	2,500 SH	New
STRATEGY INC	CL A NEW	$217K	0.1%	2,492 SH	New
SWEETGREEN INC	COM CL A	$88K	0.0%	10,000 SH	New
TELA BIO INC	COM	$15K	0.0%	20,300 SH	New
TESLA INC	COM	$395K	0.2%	939 SH	New
TJX COS INC NEW	COM	$982K	0.4%Prev: 0.3%	6,483 SH	Increased+2,409 SH
UNITEDHEALTH GROUP INC	COM	$297K	0.1%	715 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$9.7M	4.4%Prev: 2.2%	112,573 SH	Increased+105,140 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	0.5%Prev: 0.6%	3,153 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.5M	4.8%Prev: 4.7%	15,330 SH	Increased+3,288 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$336K	0.2%Prev: 0.2%	5,627 SH	Increased+125 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$383K	0.2%	2,346 SH	New
VISA INC	COM CL A	$884K	0.4%Prev: 0.6%	2,576 SH	Decreased+33 SH
VS TRUST	2X LO VI FU ET	$2.0M	0.9%	655,000 SH	New
WALMART INC	COM	$1.1M	0.5%Prev: 0.7%	9,884 SH	Increased-529 SH
WARBY PARKER INC	CL A COM	$698K	0.3%	23,000 SH	New
WASTE MGMT INC DEL	COM	$469K	0.2%Prev: 0.4%	2,104 SH	Decreased-310 SH
WETOUCH TECHNOLOGY INC	COM NEW	$24K	0.0%	20,000 SH	New

Sold (vs prior filing)

ABRDN WORLD HEALTHCARE FUND — $128K
BLACKROCK INVT QUALITY MUN T — $966K
CLOROX CO DEL — $322K
DRAFTKINGS INC NEW — $206K
FIDELITY COVINGTON TRUST — $246K
FIDELITY COVINGTON TRUST — $313K
GENERAL MLS INC — $665K
ISHARES BITCOIN TRUST ETF — $231K
ISHARES INC — $1.2M
ISHARES SILVER TR — $2.6M
ISHARES TR — $1.4M
ISHARES TR — $205K
ISHARES TR — $1.8M
ISHARES TR — $2.0M
LOCKHEED MARTIN CORP — $211K
MCDONALDS CORP — $388K
MICROSTRATEGY INC — $303K
MP MATERIALS CORP — $283K
NUVEEN MUNICIPAL CREDIT INC — $724K
SELECT SECTOR SPDR TR — $2.0M
… and 14 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0002085853-26-000179	$167.2M	View
Oct 27, 2025	Q3 2025	13F-HR	0002085853-25-000172	$157.3M	View
Jul 29, 2026	Q2 2026