PRIMORIS WEALTH ADVISORS, LLC
All 13F Filings
- Location
- North Palm Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 219,270
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 125 | 219,270 | 13F-HR | PRIMORIS WEALTH ADVISORS, LLC |
| Q1 2026 | 4/30/2026 | 96 | 142,727 | 13F-HR | PRIMORIS WEALTH ADVISORS, LLC |
| Q4 2025 | 2/3/2026 | 111 | 167,155 | 13F-HR | PRIMORIS WEALTH ADVISORS, LLC |
| Q3 2025 | 10/27/2025 | 106 | 157,294 | 13F-HR | PRIMORIS WEALTH ADVISORS, LLC |
| Q2 2025 | 7/29/2025 | 100 | 146,555 | 13F-HR | PRIMORIS WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 145.6 K | 66.4% | 47.28 K | 0 | 47.28 K |
| ETFs | 73.69 K | 33.6% | 29.26 K | 0 | 29.26 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
219,270
Holdings
125
QoQ value change ($000)
76,543
(53.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.