Primoris Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 126 different equities and exchange-traded funds.
The portfolio is diversified across various sectors, with significant allocations to technology and ETFs. The firm holds 21,625 shares of Apple Inc., 15,642 shares of Alphabet Inc. Class C, and 26,613 shares of Amazon.com Inc. In the technology hardware space, Primoris holds 29,434 shares of Intel Corporation and 21,575 shares of Palantir Technologies Inc. Class A.
A substantial portion of the portfolio is invested in exchange-traded funds. The firm holds 40,825 shares of the Fidelity Covington Trust MSCI Information Technology Index, 126,802 shares of the Fidelity Merrimack Strategic Trust Total Bond ETF, and 114,666 shares of the Vanguard Index Funds Morningstar Large Cap Growth ETF.
Other notable individual stock holdings include 8,704 shares of Berkshire Hathaway Inc. Class B, 15,555 shares of CrowdStrike Holdings Inc. Class A, and 10,449 shares of Johnson & Johnson.
