Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prism Advisors, Inc. (CIK 1717027) reported $411.6M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: USEW ($42.3M, 10.28%), XCEM ($21.1M, 5.13%), VTV ($20.6M, 5.01%), DFAT ($20.5M, 4.99%), WCMI ($20.3M, 4.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USEW | CAMBRIA US EW ETF | $42.3M | 10.28% | 757,627 | Added |
| 2 | XCEM | COLUMBIA EM CORE EX-CHINA ETF | $21.1M | 5.13% | 398,999 | Trimmed |
| 3 | VTV | VANGUARD VALUE ETF | $20.6M | 5.01% | 94,669 | Trimmed |
| 4 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $20.5M | 4.99% | 293,957 | Trimmed |
| 5 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $20.3M | 4.94% | 1.0M | Trimmed |
| 6 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $20.2M | 4.91% | 374,012 | Trimmed |
| 7 | JAVA | JPMORGAN ACTIVE VALUE ETF | $19.3M | 4.69% | 242,984 | Trimmed |
| 8 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $18.8M | 4.57% | 184,919 | Added |
| 9 | EVSD | EATON VANCE SHORT DURATION INCOME ETF | $15.9M | 3.85% | 311,981 | Added |
| 10 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $15.8M | 3.83% | 316,571 | Added |
| 11 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $13.6M | 3.30% | 187,945 | Added |
| 12 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $13.4M | 3.26% | 55,366 | Trimmed |
| 13 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $12.7M | 3.10% | 59,876 | Added |
| 14 | PHO | INVESCO WATER RESOURCES ETF | $12.4M | 3.01% | 179,122 | Trimmed |
| 15 | DEXC | DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF | $11.4M | 2.76% | 137,678 | Trimmed |
| 16 | EFA | ISHARES MSCI EAFE ETF | $9.3M | 2.25% | 89,211 | Trimmed |
| 17 | NLR | VANECK URANIUM AND NUCLEAR ETF | $9.1M | 2.22% | 78,730 | New |
| 18 | GXC | STATE STREET SPDR S&P CHINA ETF | $8.4M | 2.04% | 96,887 | Trimmed |
| 19 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $7.2M | 1.75% | 128,441 | Added |
| 20 | QQQM | INVESCO NASDAQ 100 ETF | $6.7M | 1.62% | 22,047 | Trimmed |
| 21 | BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $6.3M | 1.54% | 161,091 | Trimmed |
| 22 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $5.5M | 1.34% | 80,684 | Trimmed |
| 23 | IEFA | ISHARES CORE MSCI EAFE ETF | $5.2M | 1.26% | 53,738 | Trimmed |
| 24 | QQQ | INVESCO QQQ TRUST SERIES I | $4.9M | 1.19% | 6,678 | Trimmed |
| 25 | FIW | FIRST TRUST WATER ETF | $4.9M | 1.18% | 44,480 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30