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Portfolio (Quarterly) Guide ↗

PRIMORIS WEALTH ADVISORS, LLC

· CIK 0001909619
13F Portfolio $219M AUM 125 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 125 New
Page 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 4,524.0 $1.6M 0.74% NEW $357.37 -6.3%
42 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 133,892.0 $1.6M 0.71% NEW $11.60 -5.5%
43 BNDD KRANESHARES TRUST 15,000.0 $1.5M 0.69% NEW $101.14 -5.0%
44 SCHF SCHWAB STRATEGIC TR 48,107.0 $1.3M 0.61% NEW $27.70 +0.9%
45 BUXX EA SERIES TRUST 63,301.0 $1.3M 0.58% NEW $20.24 -0.3%
46 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 77,237.0 $1.2M 0.57% NEW $16.17 -3.2%
47 PFF ISHARES TR 37,046.0 $1.1M 0.52% NEW $30.49 -1.3%
48 WMT WALMART INC Consumer Defensive 9,884.0 $1.1M 0.51% NEW $113.26 -6.5%
49 XLU SELECT SECTOR SPDR TR 24,256.0 $1.1M 0.50% NEW $45.34 -6.1%
50 VV VANGUARD INDEX FDS 3,153.0 $1.1M 0.49% NEW $343.91 +2.0%
51 IWM ISHARES TR 3,544.0 $1.1M 0.49% NEW $300.45 -3.3%
52 TJX TJX COS INC NEW Consumer Cyclical 6,483.0 $982K 0.45% NEW $151.50 -12.0%
53 IEF ISHARES TR 10,033.0 $949K 0.43% NEW $94.57 -2.6%
54 CRWD CROWDSTRIKE HLDGS INC Technology 1,242.0 $948K 0.43% NEW $190.79 +12.7%
55 NZF NUVEEN MUN CR INCOME FD Financial Services 72,755.0 $923K 0.42% NEW $12.68 -5.2%
56 IJH ISHARES TR 11,736.0 $905K 0.41% NEW $77.11 -3.3%
57 V VISA INC Financial Services 2,576.0 $884K 0.40% NEW $343.09 +8.6%
58 BERKSHIRE HATHAWAY INC DEL 1,745.0 $873K 0.40% NEW $500.39
59 PINK SIMPLIFY EXCHANGE TRADED FUN 19,000.0 $744K 0.34% NEW $39.15 +0.4%
60 PAVE GLOBAL X FDS 12,000.0 $707K 0.32% NEW $58.92 -8.5%
Page 3 of 7  ·  125 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.7%
Healthcare 15.9%
Financial Services 11.1%
Consumer Cyclical 8.7%
Utilities 4.7%
Consumer Defensive 4.5%
Communication Services 2.8%
Industrials 1.9%
Basic Materials 0.5%
Energy 0.2%