Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PRIMORIS WEALTH ADVISORS, LLC (CIK 1909619) reported $142.7M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($8.0M, 5.58%), FTEC ($7.6M, 5.31%), LRCX ($7.1M, 4.95%), FBND ($5.8M, 4.03%), FUTY ($5.6M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $8.0M | 5.58% | 13,319 | Added |
| 2 | FTEC | FIDELITY COVINGTON TRUST | $7.6M | 5.31% | 36,455 | Trimmed |
| 3 | LRCX | LAM RESEARCH CORP | $7.1M | 4.95% | 33,072 | Hold |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $5.8M | 4.03% | 126,115 | Added |
| 5 | FUTY | FIDELITY COVINGTON TRUST | $5.6M | 3.90% | 94,325 | Added |
| 6 | AAPL | APPLE INC | $5.5M | 3.84% | 21,591 | Trimmed |
| 7 | MU | MICRON TECHNOLOGY INC | $5.1M | 3.57% | 15,088 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $4.7M | 3.31% | 22,672 | Added |
| 9 | AXGN | AXOGEN INC | $4.6M | 3.23% | 139,200 | Trimmed |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $4.4M | 3.08% | 21,578 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $4.4M | 3.08% | 10,056 | Added |
| 12 | GOOG | ALPHABET INC | $4.4M | 3.05% | 15,167 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $3.9M | 2.75% | 22,544 | Trimmed |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $3.7M | 2.58% | 25,168 | Trimmed |
| 15 | NEE | NEXTERA ENERGY INC | $3.3M | 2.30% | 35,280 | Added |
| 16 | FVAL | FIDELITY COVINGTON TRUST | $3.2M | 2.22% | 45,623 | Trimmed |
| 17 | PM | PHILIP MORRIS INTL INC | $2.9M | 2.05% | 17,713 | Hold |
| 18 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.84% | 10,764 | Trimmed |
| 19 | CORN | TEUCRIUM COMMODITY TR | $2.4M | 1.66% | 128,500 | New |
| 20 | MOO | VANECK ETF TRUST | $2.3M | 1.63% | 27,500 | New |
| 21 | DGX | QUEST DIAGNOSTICS INC | $2.1M | 1.48% | 10,750 | Trimmed |
| 22 | XLP | SELECT SECTOR SPDR TR | $2.0M | 1.42% | 24,789 | Added |
| 23 | CORN | TEUCRIUM COMMODITY TR | $1.9M | 1.36% | 82,500 | New |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $1.9M | 1.32% | 34,047 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.8M | 1.27% | 4,899 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31