PRIMORIS WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
North Palm Beach, FL
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$142,727
Net value change ($000)
-24,428 (-14.6%)
New positions
13
Sold out positions
28
Turnover %
24.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FUTY 3,989 252.0%
CANE 2,364 NEW
MOO 2,324 NEW
CANE 1,945 NEW
LRCX 1,405 24.8%
MQY 949 182.1%
MU 629 14.1%
NEE 451 16.0%
NORW 401 NEW
JNJ 382 17.0%
Top Reduces (Value $000, Stocks/ETFs)
SLV -3,484 -100.0%
CRWD -3,232 -85.6%
PINK -3,150 -100.0%
META -3,147 -64.4%
HII -2,738 -100.0%
GDX -2,342 -100.0%
IWO -1,955 -100.0%
WRBY -1,781 -100.0%
MSFT -1,440 -44.3%
BHP -1,389 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type