account_balance
Investment manager · 13F filer · SEC CIK 1909619
Primoris Wealth Advisors, LLC
Reported value$215Mas of Sep 30, 2026
Positions126 24 new, 23 sold out
Top 10 weight38.2%FTEC alone is 6%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FTECFidelity Covington Trust
5.7%
VOOVanguard Index FDS
5.0%
VUGVanguard Index FDS
4.8%
AMDAdvanced Micro Devices Inc
4.7%Trimmed −10%
LRCXLam Research Corp
3.7%Trimmed −7%
AAPLApple Inc
3.4%
AMZNAmazon Com Inc
3.1%
AXGNAxogen Inc
2.8%
FBNDFidelity Merrimack STR Tr
2.6%
GOOGAlphabet Inc
2.5%
MRVLMarvell Technology Inc
2.5%Added +36%
MUMicron Technology Inc
2.4%Trimmed −41%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FTEC Fidelity Covington Trust 5.7% Held
VOO Vanguard Index FDS 5.0% Held
VUG Vanguard Index FDS 4.8% Held
AMD Advanced Micro Devices Inc 4.7% Trimmed −10%LRCX Lam Research Corp 3.7% Trimmed −7%AAPL Apple Inc 3.4% HeldAMZN Amazon Com Inc 3.1% HeldAXGN Axogen Inc 2.8% HeldFBND Fidelity Merrimack STR Tr 2.6% Held
GOOG Alphabet Inc 2.5% HeldMRVL Marvell Technology Inc 2.5% Added +36%MU Micron Technology Inc 2.4% Trimmed −41%What changed