PRIMORIS WEALTH ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001909619
13F-HR · 51 reported holdings · 2026-03-31
Reported long-US-equity value
$0.09B
Top-10 concentration
57.0%
PRIMORIS WEALTH ADVISORS, LLC — $87.7M AUM allocation strategy
PRIMORIS WEALTH ADVISORS, LLC files SEC Form 13F and reports $87.7M of long US equity value across 51 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 35.8%, followed by Communication Services 7.0% and Utilities 5.7%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PRIMORIS WEALTH ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$87.7M
total across 51 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +4.42K sh · +$140K+$XLP +1.04K sh · +$187K+$XLU +738 sh · +$114K
Biggest trims (shares)
−$BLK −92.1K sh · −$1.07M−$CRWD −6.66K sh · −$3.23M−$IWM −6.26K sh · −$2.01M
Exited to nil (held last quarter, gone now)
$HII ($2.74M last qtr)$CAT ($1.3M last qtr)$NOW ($773K last qtr)$JPM ($220K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors15.3%—
- Semiconductor Materials & Equipment8.1%—
- Interactive Media & Services7.0%—
- Technology Hardware, Storage & Peripherals6.2%—
- Broadline Retail5.4%—
- Application Software4.2%—
- Multi-Utilities3.8%—
- Tobacco3.4%—
- Other holdings46.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LRCX | Lam Research Corporation | 33.1K | $7.07M | +0 | 8.1% |
| $AAPL | Apple Inc | 21.6K | $5.48M | -275 | 6.2% |
| $MU | Micron Technology Inc | 15.1K | $5.1M | -565 | 5.8% |
| $AMZN | Amazon.com Inc | 22.7K | $4.72M | +563 | 5.4% |
| $AMD | Advanced Micro Devices Inc | 21.6K | $4.39M | -99 | 5.0% |
| $GOOGL | Alphabet Inc | 15.2K | $4.35M | +125 | 5.0% |
| $NVDA | NVIDIA Corporation | 22.5K | $3.93M | -2.83K | 4.5% |
| $PLTR | Palantir Technologies Inc | 25.2K | $3.68M | -1.88K | 4.2% |
| $NEE | NextEra Energy Inc | 35.3K | $3.28M | +74 | 3.7% |
…and 42 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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