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CIK: 0001717027
Total reported value
$411.6M
$411.6M
76 檔
28.7%
As reported in its official Q4 2025 Form 13F filing, Prism Advisors, Inc.'s tracked investment portfolio stood at $411.6M with 76 total positions.
In Q4 2025, Prism Advisors, Inc. adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including USEW, DFIV, VTV) accounted for 28.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USEW | Cambria US Ew ETF | ETF-Other | 10.25% | +0.39% | — | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 5.74% | -0.97% | -0.88% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.17% | -0.04% | -10.16% | |
| 4 | WCMI | Ft Wcm International ETF | ETF-Other | 5.16% | -0.18% | -1.63% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.15% | -0.06% | +9.03% | |
| 6 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 5.15% | -0.10% | -4.76% | |
| 7 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 4.88% | -0.10% | -5.70% | |
| 8 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.87% | — | +5.10% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.14% | -0.11% | EXIT | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.07% | -0.31% | +10.45% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.16% | +0.09% | -22.66% | |
| 12 | PHO | Invesco Water Resources ETF | ETF-Other | 3.13% | -0.32% | -0.25% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.91% | +0.23% | -2.07% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.74% | +0.06% | +14.02% | |
| 15 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 2.44% | -0.41% | -0.76% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.39% | -0.13% | -1.07% | |
| 17 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 2.32% | +0.29% | -3.10% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.78% | -0.06% | -23.55% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.56% | +0.08% | -7.32% | |
| 20 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.36% | -0.03% | -15.58% | |
| 21 | FIW | First Trust Water ETF | ETF-Other | 1.32% | -0.08% | -27.61% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.29% | -0.05% | -0.25% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.28% | — | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.03% | -59.39% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | +0.15% | -57.74% | |
| 26 | JIG | Jpmorgan International Growt | ETF-Other | 1.11% | -0.03% | -9.23% | |
| 27 | IHDG | Wisdomtree International Hed | ETF-Other | 0.97% | -0.02% | -13.74% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.94% | -0.08% | -30.80% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.15% | -0.28% | |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.82% | -0.02% | -14.32% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.69% | -0.09% | -0.94% | |
| 32 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.64% | +0.01% | -59.29% | |
| 33 | CNYA | Ishares Msci China A ETF | ETF-Emerging Markets | 0.61% | — | -12.45% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.52% | — | -46.15% | |
| 35 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.08% | -39.43% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-Other | 0.48% | -0.04% | -49.57% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.47% | — | -67.13% | |
| 38 | RDVY | First Trust Rising Dividend | ETF-Other | 0.46% | +0.04% | +0.93% | |
| 39 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.46% | -0.02% | +6.05% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.40% | -0.03% | +6.24% | |
| 41 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.39% | +0.05% | -7.91% | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.39% | -0.01% | — | |
| 43 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.35% | -0.02% | -68.45% | |
| 44 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.30% | -0.02% | — | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.30% | — | -26.77% | |
| 46 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.29% | -0.01% | +1.74% | |
| 47 | GEW | Cambria Global Ew ETF | ETF-Other | 0.28% | -0.01% | — | |
| 48 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 0.25% | +0.01% | -41.74% | |
| 49 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.24% | -0.02% | — | |
| 50 | CVSB | Calvert Ult-shrt Inv Grd ETF | ETF-Other | 0.23% | -0.01% | +7.48% |
According to official SEC Form 13F filings, Prism Advisors, Inc. reported a total U.S. public equity portfolio value of $411.6M across 76 disclosed positions in Q4 2025.
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Top New Position Initiated
USEW
市值: $38.5M
Top Position Liquidated / Trimmed
IUSV
前期市值: $1.3M
During Q4 2025, Prism Advisors, Inc.'s top holdings by market value included USEW (10.3%)、DFIV (5.7%)、VTV (5.2%). The largest single position, USEW, represented 10.3% of total portfolio value.
In Q4 2025, Prism Advisors, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 37 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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