Primoris Wealth Advisors, LLC ETF holdings
North Palm Beach, FL
Reported $96.3M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$96.3M
ETFs held
54
Change from prior quarter
+47.9%
With price moves
ETFs as a share of its 13F
43.9%
of $219.3M
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FTEC | Fidelity MSCI Information Technology Index ETF | $11.8M | 41,251 | +4,796 shares |
| VOO | Vanguard S&P 500 ETF | $10.5M | 15,330 | +2,011 shares |
| VUG | Vanguard Morningstar Growth ETF | $9.7M | 112,573 | +102,517 shares |
| FBND | Fidelity Total Bond ETF | $5.7M | 126,399 | +284 shares |
| FUTY | Fidelity MSCI Utilities Index ETF | $3.8M | 65,425 | −28,900 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $3.7M | 23,166 | +21,073 shares |
| FVAL | Fidelity Value Factor ETF | $3.6M | 46,798 | +1,175 shares |
| CLOX | Eldridge AAA CLO ETF | $2.9M | 114,650 | +102,200 shares |
| DBJP | Xtrackers MSCI Japan Hedged Equity ETF | $2.5M | 22,000 | New position |
| XLRE | State Street Real Estate Select Sector SPDR ETF | $2.5M | 57,200 | New position |
44 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001909619. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Primoris Wealth Advisors, LLC own?
Primoris Wealth Advisors, LLC reported 54 ETF positions worth $96.3M in its Form 13F for June 30, 2026. The largest was FTEC, at $11.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.