PRIMORIS WEALTH ADVISORS, LLC - Portfolio overview

PRIMORIS WEALTH ADVISORS, LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 4.96%
2. FTEC - FIDELITY COVINGTON TRUST, 4.73%
3. LRCX - LAM RESEARCH CORP, 4.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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