§ 13F · FUND PROFILE
Prism Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $370M (13F)Positions · 75Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | USEW | CAMBRIA US EW ETF | 758K | $37M | 9.9% | ±0% |
| 2 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 417K | $22M | 5.9% | −3% |
| 3 | XCEM | COLUMBIA EM CORE EX-CHINA ETF | 480K | $20M | 5.2% | −5% |
| 4 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 1.14M | $19M | 5.1% | +1% |
| 5 | VTV | VANGUARD VALUE ETF | 97K | $19M | 5.1% | −5% |
| 6 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 303K | $19M | 5.1% | −7% |
| 7 | JAVA | JPMORGAN ACTIVE VALUE ETF | 245K | $18M | 4.7% | −4% |
| 8 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 185K | $17M | 4.7% | −6% |
| 9 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 311K | $16M | 4.1% | +2% |
| 10 | EVSD | EATON VANCE SHORT DURATION INCOME ETF | 299K | $15M | 4.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRISM SIGNAL
AC read
Prism Advisors, Inc. is a Other fund managing $370 million in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed