PRIMORIS WEALTH ADVISORS, LLC
•CIK: 1909619•Filing: Q4 2025
**PRIMORIS WEALTH ADVISORS, LLC** manages $167M across a diversified portfolio of 111 positions. The firm maintains significant exposure to mega-cap technology and growth names, evidenced by top holdings including FTEC and VOO, each representing $8.2M. Further concentration is visible in key names such as AAPL ($5.9M), AMZN ($5.1M), and META ($4.9M). This positioning suggests a strategic allocation favoring established tech leaders and broad market indices.
Total AUM
$167.2M
QoQ Performance
+6.3%
Positions
88
Top 10 Concentration
34.7%
Latest Filing
Q4 2025
Top Holdings Allocation
FTEC4.9%
VOO4.9%
AAPL3.6%
FBND3.5%
LRCX3.4%
AMZN3.1%
META2.9%
PLTR2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.2%
Technology21.4%
ETF6.1%
Consumer5.3%
Utilities2.6%
Industrial1.6%
Healthcare1.5%
Financial1.2%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW13 new positions
↑29 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023