1y return+35.6%S&P 500 +20.9%
3y return+74.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $136 against $157 in the S&P 500.2
Primoris Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FTECFidelity Covington Trust | $11.8M | 5.4% | +13.2% |
| LRCXLam Research Corp | $11.3M | 5.2% | −20.9% |
| AMDAdvanced Micro Devices Inc | $10.7M | 4.9% | −14.7% |
| VOOVanguard Index Fds | $10.5M | 4.8% | +15.1% |
| VUGVanguard Index Fds | $9.7M | 4.4% | +86.6% |
| MUMicron Technology Inc | $9.6M | 4.4% | −45.0% |
| AXGNAxogen Inc | $6.5M | 3.0% | +1.3% |
| AMZNAmazon Com Inc | $6.4M | 2.9% | +18.4% |
| AAPLApple Inc | $6.3M | 2.9% | |
| FBNDFidelity Merrimack Str Tr | $5.7M | 2.6% | |
| GOOGAlphabet Inc | $5.5M | 2.5% | +3.1% |
| NVDANvidia Corporation | $4.5M | 2.1% | |
| MRVLMarvell Technology Inc | $4.4M | 2.0% | New |
| INTCIntel Corp | $4.1M | 1.9% | New |
| FUTYFidelity Covington Trust | $3.8M | 1.7% | −30.6% |
| XLVSelect Sector Spdr Tr | $3.7M | 1.7% | +1006.8% |
| FVALFidelity Covington Trust | $3.6M | 1.7% | +2.6% |
| PMPhilip Morris Intl Inc | $3.5M | 1.6% | +8.9% |
| NEENextera Energy Inc | $3.2M | 1.5% | +3.7% |
| LLYEli Lilly & Co | $3.2M | 1.5% | +909.8% |
| Schmid Group N.v.CUSIP N68722102 | $3.1M | 1.4% | New |
| CLOXSeries Portfolios Tr | $2.9M | 1.3% | +820.9% |
| JNJJohnson & Johnson | $2.7M | 1.2% | −2.8% |
| DBJPDbx Etf Tr | $2.5M | 1.2% | New |
| XLRESelect Sector Spdr Tr | $2.5M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $4.5M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $11.3M |
| PLTRPalantir Technologies Inc | June 30, 2024 | +360.6% | $2.5M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $10.7M |
| AXGNAxogen Inc | September 30, 2024 | +229.5% | $6.5M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $5.5M |
| FTECFidelity Covington Trust | December 31, 2021 | +110.9% | $11.8M |
| PMPhilip Morris Intl Inc | March 31, 2024 | +97.5% | $3.5M |
| METAMeta Platforms Inc | September 30, 2023 | +87.6% | $1.7M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $6.3M |
Sold off last quarter
- CORNTeucrium Commodity Tr was $2.4M
- MOOVaneck Etf Trust was $2.3M
- DGXQuest Diagnostics Inc was $2.1M
- WEATTeucrium Commodity Tr was $1.9M
- Honeywell Intl IncCUSIP 438516106 was $505K
- NORWGlobal X Fds was $401K
- CANETeucrium Commodity Tr was $261K
- THCTenet Healthcare Corp was $246K
- TPYPTortoise Capital Series Trus was $233K
- LMTLockheed Martin Corp was $221K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.6% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +5.9% | +2.4% |
| September 30, 2025 | +9.1% | +7.8% |
| June 30, 2025 | +14.0% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +7.6% | +11.2% |
| September 30, 2023 | −6.7% | −3.6% |
| June 30, 2023 | +1.0% | +8.3% |
| March 31, 2023 | +6.9% | +7.0% |
| December 31, 2022 | +3.6% | +7.1% |
| September 30, 2022 | −7.5% | −5.3% |
| June 30, 2022 | −20.4% | −16.5% |
| March 31, 2022 | −5.8% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Primoris Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1909619&type=13F-HR&dateb=&owner=include&count=40CIK 1909619
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1909619/000208585326000897/Filed July 29, 2026 · accession 0002085853-26-000897