Primoris Wealth Advisors, LLC

SEC CIK: 0001909619
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp 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.

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2021

Holdings of TFC by Primoris Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−4,419−100.0%	Sold out	Holders
Q2 2022	4,419	$210.0K	0.3%	00.0%	Unchanged	Holders
Q1 2022	4,419	$251.0K	0.2%	00.0%	Unchanged	Holders
Q4 2021	4,419	$259.0K	0.2%	–	No prior filing	Holders