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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Primoris Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
2,500
Value
$1.87M
% of portfolio
0.9%
Quarters held
19
Since Q4 2021
Holdings of SPY by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,500$1.87M0.9%00.0%UnchangedHolders
Q1 20262,500$1.63M1.1%00.0%UnchangedHolders
Q4 20252,500$1.70M1.0%−5−0.2%ReducedHolders
Q3 20252,505$1.67M1.1%−15−0.6%ReducedHolders
Q2 20252,520$1.56M1.1%+20+0.8%AddedHolders
Q1 20252,500$1.40M1.1%00.0%UnchangedHolders
Q4 20242,500$1.47M1.1%00.0%UnchangedHolders
Q3 20242,500$1.43M1.0%00.0%UnchangedHolders
Q2 20242,500$1.36M1.1%00.0%UnchangedHolders
Q1 20242,500$1.31M1.1%00.0%UnchangedHolders
Q4 20232,500$1.19M1.1%+500+25.0%AddedHolders
Q3 20232,000$855.0K1.0%−44−2.2%ReducedHolders
Q2 20232,044$906.1K1.0%−13−0.6%ReducedHolders
Q1 20232,057$842.1K1.0%00.0%UnchangedHolders
Q4 20222,057$786.7K1.2%00.0%UnchangedHolders
Q3 20222,057$735.0K1.3%−649−24.0%ReducedHolders
Q2 20222,706$1.02M1.5%+662+32.4%AddedHolders
Q1 20222,044$923.0K0.9%00.0%UnchangedHolders
Q4 20212,044$971.0K0.8%–No prior filingHolders