Prism Advisors, Inc.

Name: Prism Advisors, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001717027 · STUDIO CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗

Prism Advisors, Inc. reported 77 positions worth $411.6M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: USEW (10.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$411.6M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

52.2%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 77 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	USEW	CAMBRIA US EW ETF	SH	$42.3M	10.28%	757,627	—	—
▸ 2	XCEM	COLUMBIA EM CORE EX-CHINA ETF	SH	$21.1M	5.13%	398,999	—	—
▸ 3	VTV	VANGUARD VALUE ETF	SH	$20.6M	5.01%	94,669	—	—
▸ 4	DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	SH	$20.5M	4.99%	293,957	—	—
▸ 5	WCMI	FIRST TRUST WCM INTERNATIONAL EQUITY ETF	SH	$20.3M	4.94%	1,038,292	—	—
▸ 6	DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	SH	$20.2M	4.91%	374,012	—	—
▸ 7	JAVA	JPMORGAN ACTIVE VALUE ETF	SH	$19.3M	4.69%	242,984	—	—
▸ 8	WTV	WISDOMTREE US VALUE FUND OF BENEF INTEREST	SH	$18.8M	4.57%	184,919	—	—
▸ 9	EVSD	EATON VANCE SHORT DURATION INCOME ETF	SH	$15.9M	3.85%	311,981	—	—
▸ 10	LMBS	FIRST TRUST LOW DURATION OPPORTUNITIES ETF	SH	$15.8M	3.83%	316,571	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Prism Advisors, Inc. hold as of Q2 2026?

Prism Advisors, Inc. reported 77 positions worth $411.6M in its Q2 2026 13F filing. Largest positions: USEW (10.3%), XCEM (5.1%), VTV (5.0%), DFAT (5.0%) and WCMI (4.9%).

What did Prism Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Prism Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.