PRIMORIS WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
North Palm Beach, FL
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$219,270
Net value change ($000)
+76,543 (53.6%)
New positions
40
Sold out positions
11
Turnover %
25.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 6,298 143.5%
VUG 5,305 120.8%
MU 4,476 87.8%
MRVL 4,353 NEW
LRCX 4,264 60.3%
FTEC 4,196 55.3%
INTC 4,134 NEW
XLV 3,369 1097.4%
SHMD 3,146 NEW
LLY 2,955 1216.0%
Top Reduces (Value $000, Stocks/ETFs)
CANE -2,364 -100.0%
MOO -2,324 -100.0%
DGX -2,107 -100.0%
CANE -1,945 -100.0%
FUTY -1,750 -31.4%
GLD -1,248 -70.4%
MSFT -1,213 -66.9%
PLTR -1,165 -31.6%
TSLA -1,004 -71.8%
HON -505 -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