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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 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 POWW OUTDOOR HOLDING CO Industrials 14,300.0 $33K 0.01% NEW $2.28 -4.4%
122 WETOUCH TECHNOLOGY INC 20,000.0 $24K 0.01% NEW $1.21
123 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 10,000.0 $19K 0.01% NEW $1.92 -18.8%
124 GWH ESS TECH INC Industrials 16,500.0 $16K 0.01% NEW $0.95 -64.2%
125 TELA TELA BIO INC Healthcare 20,300.0 $15K 0.01% NEW $0.75 +5.5%
Page 7 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%