Primoris Wealth Advisors, LLC
Primoris Wealth Advisors, LLC reported 125 holdings worth US$219M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Primoris Wealth Advisors, LLC reported 125 holdings worth US$219M as of Jun 30, 2026. Largest: Lam Research Corporation, Advanced Micro Devices Inc and Micron Technology, Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 125
- Value as reported
- US$219M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lam Research Corporation | 26,147 | US$11.3M | 5.2% |
| Advanced Micro Devices Inc | 18,398 | US$10.7M | 4.9% |
| Micron Technology, Inc. | 8,293 | US$9.57M | 4.4% |
| Alphabet Inc (google) Class C | 19,989 | US$7.14M | 3.3% |
| Axogen, Inc. | 141K | US$6.51M | 3.0% |
| Amazon.com, Inc. | 26,847 | US$6.4M | 2.9% |
| Apple Inc | 21,630 | US$6.26M | 2.9% |
| Nvidia Corporation | 22,729 | US$4.55M | 2.1% |
| Marvell Technology, Inc. | 14,613 | US$4.35M | 2.0% |
| Intel Corporation | 29,609 | US$4.13M | 1.9% |
| Philip Morris International Inc | 19,298 | US$3.49M | 1.6% |
| Nextera Energy, Inc. | 36,597 | US$3.21M | 1.5% |
| Eli Lilly And Company | 2,666 | US$3.2M | 1.5% |
| Johnson & Johnson | 10,464 | US$2.66M | 1.2% |
| Palantir Technologies Inc. | 21,575 | US$2.52M | 1.1% |
| Bruker Corporation | 41,500 | US$2.5M | 1.1% |
| Healthequity, Inc. | 25,500 | US$2.3M | 1.1% |
| Rh | 10,500 | US$1.73M | 0.79% |
| Southern Company (the) | 17,944 | US$1.72M | 0.78% |
| Meta Platforms, Inc. | 2,939 | US$1.66M | 0.76% |
| Walmart Inc. | 9,884 | US$1.12M | 0.51% |
| Tjx Companies, Inc. (the) | 6,483 | US$982K | 0.45% |
| Crowdstrike Holdings, Inc. | 1,242 | US$948K | 0.43% |
| Visa Inc. | 2,576 | US$884K | 0.40% |
| Berkshire Hathaway Inc. | 1,745 | US$873K | 0.40% |
| Warby Parker Inc. | 23,000 | US$698K | 0.32% |
| Dell Technologies Inc. | 1,500 | US$647K | 0.30% |
| Boeing Company (the) | 2,844 | US$616K | 0.28% |
| Microsoft Corp. | 1,608 | US$600K | 0.27% |
| Gold Fields Limited | 17,507 | US$588K | 0.27% |
| Servicenow, Inc. | 5,760 | US$572K | 0.26% |
| Home Depot, Inc. (the) | 1,526 | US$538K | 0.25% |
| Morgan Stanley | 2,567 | US$537K | 0.24% |
| Waste Management, Inc. | 2,104 | US$469K | 0.21% |
| General Mills, Inc. | 12,441 | US$433K | 0.20% |
| South Plains Financial, Inc. | 9,625 | US$415K | 0.19% |
| International Business Machines Corporation | 1,468 | US$413K | 0.19% |
| Astronics Corporation | 5,000 | US$406K | 0.19% |
| Deere & Company | 631 | US$400K | 0.18% |
| Tesla, Inc. | 939 | US$395K | 0.18% |
| Elevance Health, Inc. | 850 | US$329K | 0.15% |
| Edison International | 4,201 | US$313K | 0.14% |
| Unitedhealth Group Incorporated | 715 | US$297K | 0.14% |
| Energy Transfer Lp | 15,000 | US$287K | 0.13% |
| Caterpillar, Inc. | 266 | US$283K | 0.13% |
| Applied Materials, Inc. | 386 | US$279K | 0.13% |
| Capital One Financial Corporation | 1,204 | US$242K | 0.11% |
| Jp Morgan Chase & Co. | 677 | US$222K | 0.10% |
| Strategy Inc | 2,492 | US$217K | 0.10% |
| National Grid Plc | 2,572 | US$213K | 0.10% |
| Motorola Solutions, Inc. | 502 | US$208K | 0.10% |
| The J.m. Smucker Company | 1,787 | US$201K | 0.09% |
| Sweetgreen, Inc. | 10,000 | US$88,100 | 0.04% |
| Outdoor Holding Company | 14,300 | US$32,604 | 0.01% |
| Wetouch Technology Inc. | 20,000 | US$24,200 | 0.01% |
| Northern Dynasty Minerals Ltd. | 10,000 | US$19,200 | <0.01% |
| Ess Tech, Inc. | 16,500 | US$15,675 | <0.01% |
| Tela Bio, Inc. | 20,300 | US$15,225 | <0.01% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Phathom Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Quest Diagnostics Incorporated | 0 | US$0 | 0.00% |
| Tenet Healthcare Corporation | 0 | US$0 | 0.00% |
Source
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