Primoris Wealth Advisors
Primoris Wealth Advisors reported 126 stocks worth $215M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are FTEC (5.7%), VOO (5.0%) and VUG (4.8%). Compared with Q2 2026, the fund opened new positions in SNOW, FNV and IGV, added to VUG, AXGN and FBND, trimmed FTEC, AMD and LRCX and sold out of DBJP, XLRE and BRKR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FTEC Fidelity Covington Trust | $12.3M | 5.7% | 41K | −426 (−1%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $10.7M | 5.0% | 15K | No change | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $10.4M | 4.8% | 115K | +2,093 (+2%) | 8 of 8 | |
| 4 |  AMD Advanced Micro Devices Inc | $10.1M | 4.7% | 16K | −1,911 (−10%) | 8 of 8 | |
| 5 |  LRCX Lam Research Corp | $8M | 3.7% | 24K | −1,775 (−7%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $7.2M | 3.4% | 22K | No change | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $6.6M | 3.1% | 27K | −234 (−1%) | 8 of 8 | |
| 8 |  AXGN Axogen Inc | $5.9M | 2.8% | 142K | +500 (+0%) | 8 of 8 | |
| 9 |  FBND Fidelity Total Bond ETF | $5.5M | 2.6% | 127K | +403 (+0%) | 8 of 8 | |
| 10 |  GOOG Alphabet Inc | $5.3M | 2.5% | 16K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DBJP Dbx ETF TR | $2.5M | 22K |
 XLRE Select Sector Spdr TR | $2.5M | 57K |
 BRKR Bruker Corp | $2.5M | 42K |
 XHB Spdr Series Trust | $2.4M | 21K |
 HQY Healthequity Inc | $2.3M | 26K |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Primoris Wealth Advisors 13F FAQ
What does Primoris Wealth Advisors own?
Primoris Wealth Advisors reported 126 stocks worth $215M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are FTEC (5.7%), VOO (5.0%) and VUG (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Primoris Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 24 new positions, 25 added to, 43 trimmed and 23 sold out. New positions include SNOW, FNV and IGV. It sold all of DBJP, XLRE and BRKR.
When will Primoris Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Primoris Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $215M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.