Total Wealth Planning & Management, Inc.

Position in PRIM — Primoris Services Corp

CIK 2058383 Ponte Vedra Beach, FL

Position in PRIM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$692,848

-$312,294 QoQ

Shares Held

6,990

-0.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#232

of 446 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Total Wealth Planning & Management, Inc. holds $4,092,913 across 4 Engineering & Construction names. PRIM ranks #4 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DY	Dycom Industries Inc	2,878	$1,455,088
2	ROAD	Construction Partners, Inc.	8,830	$1,048,739
3	J	Jacobs Solutions Inc.	7,113	$896,238
4	PRIM	Primoris Services Corp This page	6,990	$692,848

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$692,848	6,990	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$1,005,142	7,027	-21.8%	Shares	Sole	2026-05-05
2025-12-31	$1,115,522	8,986	-12.1%	Shares	Sole	2026-02-11
2025-06-30	$796,624	10,221	+9.5%	Shares	Sole	2025-07-24
2025-03-31	$535,864	9,334	+5.4%	Shares	Sole	2025-04-24
2024-12-31	$676,827	8,859	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.