Prism Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Prism Advisors, Inc. held in its portfolio 76 assets valued at $375,128,263 (i.e. $375.13M).
The most valuable assets in the portfolio included: CAMBRIA US EW ETF ($38.45M), DIMENSIONAL INTERNATIONAL VALUE ETF ($21.52M), and VANGUARD VALUE ETF ($19.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prism Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAMBRIA US EW ETF | 757626 | 38453646 | ETF |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 431255 | 21519625 | ETF |
| VANGUARD VALUE ETF | 101637 | 19411651 | ETF |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 1137920 | 19356019 | ETF |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 324410 | 19315371 | ETF |
| COLUMBIA EM CORE EX-CHINA ETF | 503323 | 19307470 | ETF |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | 196228 | 18308072 | ETF |
| JPMORGAN ACTIVE VALUE ETF | 254861 | 18278631 | ETF |
| JPMORGAN ULTRA-SHORT INCOME ETF | 307102 | 15536329 | ETF |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 305394 | 15266667 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 56328 | 11848049 | ETF |
| INVESCO WATER RESOURCES ETF | 166516 | 11724308 | ETF |
| JPMORGAN U.S. QUALITY FACTOR ETF | 173047 | 10933157 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 53696 | 10286053 | ETF |
| SPDR S&P CHINA ETF | 94401 | 9138961 | ETF |
| ISHARES MSCI EAFE ETF | 93521 | 8980822 | ETF |
| DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF | 143958 | 8712338 | ETF |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 64080 | 6668806 | ETF |
| INVESCO NASDAQ 100 ETF | 23079 | 5837218 | ETF |
| FT VEST LADDERED NASDAQ BUFFER ETF | 142848 | 5119672 | ETF |
| FIRST TRUST WATER ETF | 45659 | 4960394 | ETF |
| ISHARES CORE MSCI EAFE ETF | 54174 | 4846406 | ETF |
| ISHARES MSCI EMERGING MARKETS ETF | 88104 | 4820217 | ETF |
| SPDR S&P 500 ETF TRUST | 6466 | 4409841 | ETF |
| INVESCO QQQ TRUST SERIES I | 6776 | 4162626 | ETF |
| JPMORGAN INTERNATIONAL GROWTH ETF | 56582 | 4149611 | ETF |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | 74747 | 3637189 | ETF |
| VANGUARD MID-CAP VALUE ETF | 19938 | 3536403 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 55211 | 3136537 | ETF |
| FT VEST LADDERED BUFFER ETF | 89939 | 3081310 | ETF |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 30144 | 2599920 | ETF |
| FIDELITY VALUE FACTOR ETF | 33192 | 2398857 | ETF |
| ISHARES MSCI CHINA A ETF | 66522 | 2300331 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 28002 | 1943926 | ETF |
| INVESCO LARGE CAP GROWTH ETF | 14781 | 1878813 | ETF |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 39338 | 1812695 | ETF |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 20977 | 1775703 | ETF |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 25086 | 1742731 | ETF |
| COLUMBIA U.S. EQUITY INCOME ETF | 35964 | 1707930 | ETF |
| ISHARES 7-10 YEAR TREASURY BOND ETF | 15501 | 1490576 | ETF |
| FREEDOM 100 EMERGING MARKETS ETF | 28479 | 1460118 | ETF |
| VANGUARD FTSE EUROPE ETF | 17362 | 1451637 | ETF |
| INVESCO S&P GLOBAL WATER INDEX ETF | 20991 | 1322711 | ETF |
| ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | 44715 | 1135314 | ETF |
| APPLE INC COM | 4126 | 1121834 | COM |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | 30107 | 1090174 | ETF |
| CAMBRIA GLOBAL EW ETF | 20560 | 1056825 | ETF |
| INVESCO S&P MIDCAP 400 REVENUE ETF | 7470 | 944658 | ETF |
| ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | 35665 | 914344 | ETF |
| CALVERT ULTRA-SHORT INVESTMENT GRADE ETF | 16657 | 845343 | ETF |
| DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | 8246 | 843648 | ETF |
| ISHARES ESG AWARE MSCI EM ETF | 18093 | 799168 | ETF |
| ISHARES CHINA LARGE-CAP ETF | 17567 | 672640 | ETF |
| NVIDIA CORPORATION COM | 3494 | 651745 | COM |
| MASTERCARD INCORPORATED CL A | 1100 | 627968 | COM |
| SPDR GOLD SHARES | 1500 | 594465 | ETF |
| ISHARES ESG MSCI KLD 400 ETF | 4191 | 539927 | ETF |
| INVESCO ESG NASDAQ 100 ETF | 12385 | 524849 | ETF |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 5328 | 521078 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 750 | 376988 | COM |
| VISA INC COM CL A | 1002 | 351411 | COM |
| ISHARES 0-5 YEAR TIPS BOND ETF | 2674 | 273793 | ETF |
| INVESCO WILDERHILL CLEAN ENERGY ETF | 8145 | 248748 | ETF |
| NUVEEN ESG DIVIDEND ETF | 8233 | 245464 | ETF |
| MICROSOFT CORP COM | 503 | 243261 | COM |
| ISHARES BIOTECHNOLOGY ETF | 1438 | 242691 | ETF |
| JOHNSON & JOHNSON COM | 1141 | 236130 | COM |
| MCDONALDS CORP COM | 772 | 235946 | COM |
| AMAZON COM INC COM | 941 | 217202 | COM |
| VANECK VIETNAM ETF | 10953 | 208983 | ETF |
| ALPHABET INC CAP STK CL A | 666 | 208458 | COM |
| ISHARES CORE S&P 500 ETF | 302 | 206852 | ETF |
| ISHARES MSCI GLOBAL GOLD MINERS ETF | 2778 | 204572 | ETF |
| B & G FOODS INC NEW COM | 11900 | 51170 | COM |
| XEROX HOLDINGS CORP COM NEW | 14171 | 33585 | COM |
| TESLA INC COM | 66 | 29682 | COM |
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