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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 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WRBY WARBY PARKER INC Healthcare 23,000.0 $698K 0.32% NEW $30.34 -20.9%
62 DELL DELL TECHNOLOGIES INC Technology 1,500.0 $647K 0.29% NEW $431.46 +10.7%
63 QQQ INVESCO QQQ TR Financial Services 850.0 $626K 0.28% NEW $736.41 -4.0%
64 BA BOEING CO Industrials 2,844.0 $616K 0.28% NEW $216.47 -3.2%
65 HYLS FIRST TR EXCHANGE-TRADED FD 15,000.0 $610K 0.28% NEW $40.65 -0.4%
66 MSFT MICROSOFT CORP Technology 1,608.0 $600K 0.27% NEW $373.02 +33.2%
67 IVV ISHARES TR 786.0 $589K 0.27% NEW $748.87 +2.4%
68 GFI GOLD FIELDS LTD Basic Materials 17,507.0 $588K 0.27% NEW $33.59 +36.8%
69 XLK SELECT SECTOR SPDR TR 3,082.0 $587K 0.27% NEW $190.52 -3.8%
70 NOW SERVICENOW INC Technology 5,760.0 $572K 0.26% NEW $99.28 +41.0%
71 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 54,582.0 $568K 0.26% NEW $10.41 -5.6%
72 IJR ISHARES TR 3,776.0 $560K 0.26% NEW $148.31 -3.2%
73 SRLN SSGA ACTIVE ETF TR 13,837.0 $558K 0.25% NEW $40.29 +0.5%
74 FLTB FIDELITY MERRIMACK STR TR 11,000.0 $551K 0.25% NEW $50.13 -0.7%
75 HD HOME DEPOT INC Consumer Cyclical 1,526.0 $538K 0.24% NEW $352.68 -9.3%
76 MS MORGAN STANLEY Financial Services 2,567.0 $537K 0.24% NEW $209.04 +1.6%
77 GLD SPDR GOLD TR Financial Services 1,425.0 $525K 0.24% NEW $368.39 +9.0%
78 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 539.0 $520K 0.24% NEW $965.00 -13.9%
79 HYG ISHARES TR 6,150.0 $492K 0.22% NEW $79.97 -1.0%
80 DVY ISHARES TR 3,026.0 $473K 0.22% NEW $156.30 +4.3%
Page 4 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%