PWA
ALLW

Primoris Wealth Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Primoris Wealth Advisors’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372K Buy
+12,700
New +$377K 0.17% 93

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Primoris Wealth Advisors's ALLW Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in State Street Bridgewater All Weather ETF (ALLW) in Q2 2026: 12,700 shares worth $372K. The stake represents 0.17% of the portfolio and ranks #93 among its holdings.

161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Primoris Wealth Advisors held 12,700 shares of State Street Bridgewater All Weather ETF worth $372K as of Q2 2026.
  • State Street Bridgewater All Weather ETF was a new Primoris Wealth Advisors position in Q2 2026.
  • State Street Bridgewater All Weather ETF made up 0.17% of Primoris Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.