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CIK: 0001717027
Total reported value
$411.6M
$411.6M
75 檔
28.4%
According to the latest 13F quarterly dataset, Prism Advisors, Inc. managed an equity portfolio of $411.6M at the end of Q1 2026, spanning 75 distinct U.S. exchange-listed positions.
Prism Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 8 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USEW | Cambria US Ew ETF | ETF-Other | 9.89% | +0.39% | — | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 5.88% | -0.97% | -3.22% | |
| 3 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 5.23% | -0.10% | -4.56% | |
| 4 | WCMI | Ft Wcm International ETF | ETF-Other | 5.12% | -0.18% | +0.51% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.05% | -0.04% | -5.05% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 5.05% | -0.06% | -6.56% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.69% | — | -3.92% | |
| 8 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 4.67% | -0.10% | -5.92% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.14% | -0.31% | +1.99% | |
| 10 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 4.07% | -0.22% | — | |
| 11 | PHO | Invesco Water Resources ETF | ETF-Other | 3.33% | -0.32% | +11.96% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.17% | +0.09% | -1.31% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.07% | +0.23% | +8.39% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.04% | +0.06% | +10.58% | |
| 15 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 2.47% | +0.29% | -0.77% | |
| 16 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 2.45% | -0.41% | +4.25% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.38% | -0.13% | -1.77% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.81% | -0.06% | — | |
| 19 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.57% | -0.03% | +16.34% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.54% | +0.08% | +5.45% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.34% | — | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.31% | -0.05% | +0.00% | |
| 23 | FIW | First Trust Water ETF | ETF-Other | 1.26% | -0.08% | +0.41% | |
| 24 | JIG | Jpmorgan International Growt | ETF-Other | 1.13% | -0.03% | +0.33% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.03% | -0.08% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.15% | -0.06% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.98% | -0.08% | -0.10% | |
| 28 | IHDG | Wisdomtree International Hed | ETF-Other | 0.94% | -0.02% | -1.76% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.15% | — | |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.80% | -0.02% | -1.03% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.74% | -0.09% | — | |
| 32 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.62% | +0.01% | — | |
| 33 | CNYA | Ishares Msci China A ETF | ETF-Emerging Markets | 0.61% | — | +0.15% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.52% | — | — | |
| 35 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.08% | -3.19% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-Other | 0.47% | -0.04% | -5.52% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.46% | — | -3.76% | |
| 38 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.45% | -0.02% | -4.08% | |
| 39 | RDVY | First Trust Rising Dividend | ETF-Other | 0.44% | +0.04% | -3.97% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.41% | -0.03% | +3.93% | |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.38% | -0.01% | — | |
| 42 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.36% | -0.02% | — | |
| 43 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.34% | +0.05% | -17.44% | |
| 44 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.30% | -0.02% | — | |
| 45 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.29% | -0.01% | -1.11% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.28% | — | — | |
| 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% | -1.95% | |
| 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% | +4.04% |
According to official SEC Form 13F filings, Prism Advisors, Inc. reported a total U.S. public equity portfolio value of $411.6M across 75 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USEW, DFIV, XCEM) accounted for 28.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
EVSD
市值: $15.2M
Top Position Liquidated / Trimmed
MA
前期市值: $628.0K
During Q1 2026, Prism Advisors, Inc.'s top holdings by market value included USEW (9.9%)、DFIV (5.9%)、XCEM (5.2%). The largest single position, USEW, represented 9.9% of total portfolio value.
In Q1 2026, Prism Advisors, Inc. made 62 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 26 holdings, and fully liquidating 8 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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