Primoris Wealth Advisors, LLC holds a diversified book of 125 stocks worth $219.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Lam Research Corp. Their largest long position is Fidelity Msci Info Tech Indx at 5% of the equity book. Cloning the disclosed picks since 2025 would be +18% (+24.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1909619/holdings"
Use Arkolith to show PRIMORIS WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +24.5%, a 6.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Primoris Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
54% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Primoris Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $511.7B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $16.8B |
| UBS Group AG | 78 / 80 | $136.5B |
| ROYAL BANK OF CANADA | 77 / 80 | $145.7B |
| LPL Financial LLC | 77 / 80 | $78.8B |
| Farther Finance Advisors, LLC | 76 / 80 | $2.8B |
| WELLS FARGO & COMPANY/MN | 75 / 80 | $142.1B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 80 | $80.0B |
Ranked by how many of Primoris Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust MSCI INFO TECH I | $11.8M | 41.3K | 5.4% | ▲+13% Added · +5K sh | |
| 2 | Lam Research Corp COM NEW | $11.3M | 26.1K | 5.2% | ▼−21% Reduced · −7K sh | |
| 3 | Advanced Micro Devices Inc COM | $10.7M | 18.4K | 4.9% | ▼−15% Reduced · −3K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $10.5M | 15.3K | 4.8% | ▲+15% Added · +2K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $9.7M | 112.6K | 4.4% | ▲11× Added · +103K sh | |
| 6 | Micron Technology Inc COM | $9.6M | 8.3K | 4.4% | ▼−45% Reduced · −7K sh | |
| 7 | Axogen Inc COM | $6.5M | 141.0K | 3.0% | ▲+1.3% Added · +2K sh | |
| 8 | Amazon Com Inc COM | $6.4M | 26.8K | 2.9% | ▲+18% Added · +4K sh | |
| 9 | Apple Inc COM | $6.3M | 21.6K | 2.9% | ▲+0.2% Added · +39 sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $5.7M | 126.4K | 2.6% | ▲+0.2% Added · +284 sh | |
| 11 | Alphabet Inc CAP STK CL C | $5.5M | 15.6K | 2.5% | ▲+3.1% Added · +475 sh | |
| 12 | Nvidia Corporation COM | $4.5M | 22.7K | 2.1% | ▲+0.8% Added · +185 sh | |
| 13 | Marvell Technology Inc COM | $4.4M | 14.6K | 2.0% | ▲New New position | |
| 14 | Intel Corp COM | $4.1M | 29.6K | 1.9% | ▲New New position | |
| 15 | Fidelity Covington Trust MSCI UTILS INDEX | $3.8M | 65.4K | 1.7% | ▼−31% Reduced · −29K sh | |
| 16 | Select Sector SPDR TR ST STR CARE ETF | $3.7M | 23.2K | 1.7% | ▲11× Added · +21K sh | |
| 17 | Fidelity Covington Trust VLU FACTOR ETF | $3.6M | 46.8K | 1.7% | ▲+2.6% Added · +1K sh | |
| 18 | Philip Morris Intl Inc COM | $3.5M | 19.3K | 1.6% | ▲+8.9% Added · +2K sh | |
| 19 | NextEra Energy Inc COM | $3.2M | 36.6K | 1.5% | ▲+3.7% Added · +1K sh | |
| 20 | Eli Lilly & Co COM | $3.2M | 2.7K | 1.5% | ▲10× Added · +2K sh | |
| 21 | Schmid Group N.V. EURO SHS CL A | $3.1M | 502.6K | 1.4% | ▲New New position | |
| 22 | Series Portfolios TR ELDR AAA CLO ETF | $2.9M | 114.7K | 1.3% | ▲+821% Added · +102K sh | |
| 23 | Johnson & Johnson COM | $2.7M | 10.5K | 1.2% | ▼−2.8% Reduced · −300 sh | |
| 24 | DBX ETF TR XTRACK MSCI JAPN | $2.5M | 22.0K | 1.2% | ▲New New position | |
| 25 | Select Sector SPDR TR ST STR REAL ETF | $2.5M | 57.2K | 1.1% | ▲New New position | |
| 26 | Palantir Technologies Inc CL A | $2.5M | 21.6K | 1.1% | ▼−14% Reduced · −4K sh | |
| 27 | Bruker Corp COM | $2.5M | 41.5K | 1.1% | ▲New New position | |
| 28 | Series Portfolios TR ELDRIDGE BBB B | $2.4M | 92.5K | 1.1% | ▲+80% Added · +41K sh | |
| 29 | SPDR Series Trust ST STR SP HOME | $2.4M | 20.9K | 1.1% | ▲New New position | |
| 30 | Healthequity Inc COM | $2.3M | 25.5K | 1.1% | ▲New New position | |
| 31 | Ishares TR BROAD USD HIGH | $2.3M | 61.7K | 1.0% | ▲+68% Added · +25K sh | |
| 32 | Ishares TR 20 YR TR BD ETF | $2.2M | 25.8K | 1.0% | ▲New New position | |
| 33 | VS Trust 2X LO VI FU ET | $2.0M | 655.0K | 0.9% | ▲New New position | |
| 34 | Select Sector SPDR TR ST STR STAPL ETF | $2.0M | 24.0K | 0.9% | ▼−3.3% Reduced · −826 sh | |
| 35 | Fidelity Covington Trust HIGH DIVID ETF | $2.0M | 32.5K | 0.9% | ▼−4.5% Reduced · −2K sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.5K | 0.9% | —Held | |
| 37 | RH COM | $1.7M | 10.5K | 0.8% | ▲New New position | |
| 38 | Southern Co COM | $1.7M | 17.9K | 0.8% | —Held | |
| 39 | Ishares TR IBOXX INV CP ETF | $1.7M | 15.2K | 0.8% | ▲New New position | |
| 40 | Meta Platforms Inc CL A | $1.7M | 2.9K | 0.8% | ▼−3.2% Reduced · −97 sh | |
| 41 | Alphabet Inc CAP STK CL A | $1.6M | 4.5K | 0.7% | ▲+7.8% Added · +328 sh | |
| 42 | BlackRock Muniyild Qult FD I COM | $1.6M | 133.9K | 0.7% | ▲~0% Added · +3 sh | |
| 43 | Kraneshares Trust QUADRATIC DEFLAI | $1.5M | 15.0K | 0.7% | ▲New New position | |
| 44 | Schwab Strategic TR INTL EQTY ETF | $1.3M | 48.1K | 0.6% | ▲+1.7% Added · +821 sh | |
| 45 | Ea Series Trust STRIVE ENHANCED | $1.3M | 63.3K | 0.6% | ▲New New position | |
| 46 | BlackRock Tax Municpal BD TR SHS | $1.2M | 77.2K | 0.6% | ▲~0% Added · +3 sh | |
| 47 | Ishares TR PFD AND INCM SEC | $1.1M | 37.0K | 0.5% | ▼−2.5% Reduced · −940 sh | |
| 48 | Walmart Inc COM | $1.1M | 9.9K | 0.5% | ▼−0.4% Reduced · −40 sh | |
| 49 | Select Sector SPDR TR ST STR UTIL ETF | $1.1M | 24.3K | 0.5% | ▼−6.3% Reduced · −2K sh | |
| 50 | Vanguard Index FDS LARGE CAP ETF | $1.1M | 3.2K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.