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CIK: 0001717027
Total reported value
$398.5M
$398.5M
77 檔
31.3%
At the close of Q2 2026, Prism Advisors, Inc. disclosed equity holdings valued at approximately $398.5M, spread across 77 reported holdings.
In Q2 2026, Prism Advisors, Inc. adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including USEW, XCEM, VTV) accounted for 31.3% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USEW | Cambria US Ew ETF | ETF-Other | 10.28% | +0.12% | +0.00% | |
| 2 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 5.13% | -0.93% | -16.94% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.01% | -0.45% | -1.90% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 4.99% | -4.99% | EXIT | |
| 5 | WCMI | Ft Wcm International ETF | ETF-Other | 4.94% | -0.68% | -9.22% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.91% | -0.23% | -10.39% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.69% | -3.89% | -0.77% | |
| 8 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 4.57% | -0.37% | +0.17% | |
| 9 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 3.85% | +0.33% | +4.35% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.83% | +0.37% | +1.64% | |
| 11 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.30% | -0.17% | +0.20% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.26% | +0.10% | -0.40% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.10% | -0.13% | +0.84% | |
| 14 | PHO | Invesco Water Resources ETF | ETF-Other | 3.01% | +0.01% | -3.92% | |
| 15 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 2.76% | -0.26% | -3.62% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.25% | — | -2.89% | |
| 17 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 2.22% | +0.82% | — | |
| 18 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 2.04% | -0.05% | -1.55% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.75% | — | +100.44% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.62% | -0.10% | -9.41% | |
| 21 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.54% | -0.76% | -3.07% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.34% | — | -8.42% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | +0.02% | -0.81% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.01% | -1.39% | |
| 25 | FIW | First Trust Water ETF | ETF-Other | 1.18% | -0.04% | -2.98% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.05% | -1.64% | |
| 27 | JIG | Jpmorgan International Growt | ETF-Other | 1.10% | -0.04% | -8.22% | |
| 28 | IHDG | Wisdomtree International Hed | ETF-Other | 0.92% | -0.06% | -1.24% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.90% | -0.02% | -5.48% | |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.78% | +0.02% | -1.11% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | +0.04% | -16.72% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.65% | +0.04% | +0.56% | |
| 33 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.63% | +0.05% | -0.02% | |
| 34 | CNYA | Ishares Msci China A ETF | ETF-Emerging Markets | 0.61% | -0.07% | -1.06% | |
| 35 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.56% | -0.03% | -3.79% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.52% | +0.02% | +0.76% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-Other | 0.48% | -0.07% | +0.44% | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.46% | -0.04% | -0.64% | |
| 39 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.43% | -0.43% | EXIT | |
| 40 | FVD | First Trust Value Line Dvd | ETF-Other | 0.43% | -0.03% | -1.32% | |
| 41 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.39% | -0.08% | -5.98% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.38% | +0.11% | +1.92% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.37% | — | — | |
| 44 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.34% | -0.01% | -0.00% | |
| 45 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.28% | -0.28% | EXIT | |
| 46 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.28% | — | — | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.06% | -4.82% | |
| 48 | GEW | Cambria Global Ew ETF | ETF-Other | 0.27% | +0.01% | — | |
| 49 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 0.26% | -0.01% | -0.83% | |
| 50 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.24% | -0.07% | -6.60% |
According to official SEC Form 13F filings, Prism Advisors, Inc. reported a total U.S. public equity portfolio value of $398.5M across 77 disclosed positions in Q2 2026.
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Top New Position Initiated
NLR
市值: $9.1M
Top Position Liquidated / Trimmed
JPST
前期市值: $416.4K
During Q2 2026, Prism Advisors, Inc.'s top holdings by market value included USEW (10.3%)、XCEM (5.1%)、VTV (5.0%). The largest single position, USEW, represented 10.3% of total portfolio value.
In Q2 2026, Prism Advisors, Inc. made 67 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 40 holdings, and fully liquidating 4 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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