PRIMORIS WEALTH ADVISORS, LLC
All 13F Filings
- Location
- North Palm Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 167,155
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 123.9 K | 74.1% | 7.76 K | 0 | 7.76 K |
| ETFs | 41.73 K | 25.0% | 2.107 K | 0 | 2.107 K |
| Other | 1.503 K | 0.9% | 0 | 6 | -6 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
167,155
Holdings
111
QoQ value change ($000)
9,861
(6.3%)
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.