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 $374.6M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BOXA ($37.0M, 9.89%), DFIV ($22.0M, 5.88%), XCEM ($19.6M, 5.23%), WCMI ($19.2M, 5.12%), DFAT ($18.9M, 5.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOXA | CAMBRIA US EW ETF | $37.0M | 9.89% | 757,626 | Hold |
| 2 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $22.0M | 5.88% | 417,363 | Trimmed |
| 3 | XCEM | COLUMBIA EM CORE EX-CHINA ETF | $19.6M | 5.23% | 480,368 | Trimmed |
| 4 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $19.2M | 5.12% | 1.1M | Added |
| 5 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $18.9M | 5.05% | 303,139 | Trimmed |
| 6 | VTV | VANGUARD VALUE ETF | $18.9M | 5.05% | 96,503 | Trimmed |
| 7 | JAVA | JPMORGAN ACTIVE VALUE ETF | $17.6M | 4.69% | 244,878 | Trimmed |
| 8 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $17.5M | 4.67% | 184,607 | Trimmed |
| 9 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $15.5M | 4.14% | 311,459 | Added |
| 10 | EVSD | EATON VANCE SHORT DURATION INCOME ETF | $15.2M | 4.07% | 298,979 | New |
| 11 | PHO | INVESCO WATER RESOURCES ETF | $12.5M | 3.33% | 186,428 | Added |
| 12 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $11.9M | 3.17% | 55,588 | Trimmed |
| 13 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $11.5M | 3.07% | 187,568 | Added |
| 14 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $11.4M | 3.04% | 59,379 | Added |
| 15 | DEXC | DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF | $9.3M | 2.47% | 142,846 | Trimmed |
| 16 | GXC | STATE STREET SPDR S&P CHINA ETF | $9.2M | 2.45% | 98,413 | Added |
| 17 | EFA | ISHARES MSCI EAFE ETF | $8.9M | 2.38% | 91,865 | Trimmed |
| 18 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $6.8M | 1.81% | 64,080 | Hold |
| 19 | BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $5.9M | 1.57% | 166,188 | Added |
| 20 | QQQM | INVESCO NASDAQ 100 ETF | $5.8M | 1.54% | 24,336 | Added |
| 21 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $5.0M | 1.34% | 88,104 | Hold |
| 22 | IEFA | ISHARES CORE MSCI EAFE ETF | $4.9M | 1.31% | 54,175 | Added |
| 23 | FIW | FIRST TRUST WATER ETF | $4.7M | 1.26% | 45,845 | Added |
| 24 | JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $4.2M | 1.13% | 56,769 | Added |
| 25 | SPY | STATE STREET SPDR S&P 500 ETF | $4.2M | 1.12% | 6,461 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31