Prism Advisors, Inc. Top Holdings and 13F Report (2026) About Prism Advisors, Inc.Investment ActivityPrism Advisors, Inc. has $374.57 million in total holdings as of March 31, 2026.Prism Advisors, Inc. owns shares of 75 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 6.00% of the portfolio was purchased this quarter.About 6.55% of the portfolio was sold this quarter.This quarter, Prism Advisors, Inc. has purchased 76 new stocks and bought additional shares in 21 stocks.Prism Advisors, Inc. sold shares of 26 stocks and completely divested from 8 stocks this quarter.Largest Holdings CAMBRIA US EW ETF $37,032,869Dimensional International Value ETF $22,028,419Columbia EM Core ex-China ETF $19,603,818FIRST TRUST WCM INTERNATIONAL EQUITY ETF $19,181,107Vanguard Value ETF $18,933,889 Largest New Holdings this Quarter 61774R825 - EATON VANCE SHORT DURATION INCOME ETF $15,229,990 Holding46654Q104 - JPMorgan Inflation Managed Bond ETF $319,985 Holding248019101 - Deluxe $239,598 HoldingV7780T103 - Royal Caribbean Cruises $223,997 Holding92189F502 - VanEck Low Carbon Energy ETF $202,311 Holding Largest Purchases this Quarter EATON VANCE SHORT DURATION INCOME ETF 298,979 shares (about $15.23M)Invesco Water Resources ETF 19,912 shares (about $1.33M)Invesco S&P 500 Equal Weight ETF 5,683 shares (about $1.09M)JPMorgan U.S. Quality Factor ETF 14,521 shares (about $890.43K)FT Vest Laddered Nasdaq Buffer ETF 23,340 shares (about $824.37K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 298,875 shares (about $15.13M)Dimensional U.S. Targeted Value ETF 21,271 shares (about $1.33M)WisdomTree U.S. Value Fund 11,621 shares (about $1.10M)Vanguard Value ETF 5,134 shares (about $1.01M)Columbia EM Core ex-China ETF 22,955 shares (about $936.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrism Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCAMBRIA US EW ETF$37,032,8690.0%757,6269.9%ETFDFIVDimensional International Value ETF$22,028,419$733,220 â–¼-3.2%417,3635.9%ETFXCEMColumbia EM Core ex-China ETF$19,603,818$936,794 â–¼-4.6%480,3685.2%ETFFIRST TRUST WCM INTERNATIONAL EQUITY ETF$19,181,107$98,188 â–²0.5%1,143,7755.1%ETFVTVVanguard Value ETF$18,933,889$1,007,291 â–¼-5.1%96,5035.1%ETFDFATDimensional U.S. Targeted Value ETF$18,931,031$1,328,374 â–¼-6.6%303,1395.1%ETFJAVAJPMorgan Active Value ETF$17,569,997$716,280 â–¼-3.9%244,8784.7%ETFWTVWisdomTree U.S. Value Fund$17,487,821$1,100,857 â–¼-5.9%184,6074.7%FinanceLMBSFirst Trust Low Duration Opportunities ETF$15,513,819$302,099 â–²2.0%311,4594.1%ManufacturingEATON VANCE SHORT DURATION INCOME ETF$15,229,990$15,229,990 â–²New Holding298,9794.1%ETFPHOInvesco Water Resources ETF$12,464,576$1,331,316 â–²12.0%186,4283.3%ETFIWDiShares Russell 1000 Value ETF$11,877,506$158,116 â–¼-1.3%55,5883.2%ETFJQUAJPMorgan U.S. Quality Factor ETF$11,501,727$890,432 â–²8.4%187,5683.1%ETFRSPInvesco S&P 500 Equal Weight ETF$11,396,066$1,090,686 â–²10.6%59,3793.0%ETFDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF$9,264,992$72,124 â–¼-0.8%142,8462.5%ETFGXCSPDR S&P China ETF$9,164,218$373,597 â–²4.2%98,4132.4%ETFEFAiShares MSCI EAFE ETF$8,922,848$160,847 â–¼-1.8%91,8652.4%FinanceNOBLProShares S&P 500 Aristocrats ETF$6,793,1210.0%64,0801.8%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$5,869,760$824,369 â–²16.3%166,1881.6%ETFQQQMInvesco NASDAQ 100 ETF$5,782,797$298,692 â–²5.4%24,3361.5%ETFEEMiShares MSCI Emerging Markets ETF$5,003,4750.0%88,1041.3%FinanceIEFAiShares Core MSCI EAFE ETF$4,904,463$91 â–²0.0%54,1751.3%ETFFIWFirst Trust Water ETF$4,727,995$19,182 â–²0.4%45,8451.3%ETFJIGJPMorgan International Growth ETF$4,214,531$13,883 â–²0.3%56,7691.1%ETFSPYSPDR S&P 500 ETF Trust$4,202,368$3,252 â–¼-0.1%6,4611.1%FinanceQQQInvesco QQQ$3,908,739$2,309 â–¼-0.1%6,7721.0%FinanceVOEVanguard Mid-Cap Value ETF$3,670,489$3,686 â–¼-0.1%19,9181.0%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$3,535,847$63,221 â–¼-1.8%73,4340.9%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$3,123,8380.0%55,2110.8%ETFBUFRFT Vest Laddered Buffer ETF$3,005,969$31,271 â–¼-1.0%89,0130.8%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$2,754,2570.0%30,1440.7%ETFFVALFidelity Value Factor ETF$2,303,5930.0%33,1920.6%ETFCNYAiShares MSCI China A ETF$2,277,208$3,486 â–²0.2%66,6240.6%ETFDGROiShares Core Dividend Growth ETF$1,965,2090.0%28,0020.5%ETFPWBInvesco Large Cap Growth ETF$1,801,932$59,439 â–¼-3.2%14,3090.5%ETFFVDFirst Trust Value Line Dividend Index Fund$1,748,011$102,055 â–¼-5.5%37,1680.5%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$1,719,008$67,183 â–¼-3.8%20,1880.5%ETFCOLUMBIA U.S. EQUITY INCOME ETF$1,695,378$72,199 â–¼-4.1%34,4950.5%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,644,804$68,075 â–¼-4.0%24,0890.4%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$1,537,538$58,123 â–²3.9%16,1100.4%ETFVGKVanguard FTSE Europe ETF$1,431,1500.0%17,3620.4%ETFCGWInvesco S&P Global Water Index ETF$1,342,2110.0%20,9910.4%ETFFRDMFreedom 100 Emerging Markets ETF$1,284,876$271,501 â–¼-17.4%23,5110.3%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,137,5500.0%44,7150.3%ETFNUDMNuveen ESG International Developed Markets Equity ETF$1,075,103$12,061 â–¼-1.1%29,7730.3%ETFAAPLApple$1,047,2800.0%4,1260.3%Computer and TechnologyCAMBRIA GLOBAL EW ETF$1,036,7970.0%20,5600.3%ETFRWKInvesco S&P MidCap 400 Revenue ETF$939,376$18,726 â–¼-2.0%7,3240.3%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$914,0940.0%35,6650.2%ETFCVSBCalvert Ultra-Short Investment Grade ETF$876,985$34,057 â–²4.0%17,3300.2%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$854,846$42,368 â–²5.2%8,6760.2%ETFESGEiShares ESG Aware MSCI EM ETF$819,415$3,274 â–¼-0.4%18,0210.2%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$715,263$207,356 â–²40.8%5,9020.2%ETFQQMGInvesco ESG NASDAQ 100 ETF$711,247$221,325 â–²45.2%17,9800.2%ETFNULGNuveen ESG Large-Cap Growth ETF$709,878$225,349 â–²46.5%7,8060.2%ETFGLDSPDR Gold Shares$645,4350.0%1,5000.2%FinanceFXIiShares China Large-Cap ETF$630,6550.0%17,5670.2%ETFNVDANVIDIA$622,017$12,559 â–²2.1%3,5660.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$416,375$15,126,301 â–¼-97.3%8,2270.1%ETFBRK.BBerkshire Hathaway$359,4000.0%7500.1%FinanceJCPIJPMorgan Inflation Managed Bond ETF$319,985$319,985 â–²New Holding6,6140.1%ETFPBWInvesco WilderHill Clean Energy ETF$257,851$632 â–²0.2%8,1650.1%ETFNUDVNuveen ESG Dividend ETF$253,1650.0%8,2330.1%ETFJNJJohnson & Johnson$250,551$28,355 â–¼-10.2%1,0250.1%MedicalDLXDeluxe$239,598$239,598 â–²New Holding8,7000.1%Business ServicesMCDMcDonald's$224,701$15,229 â–¼-6.3%7230.1%Retail/WholesaleRCLRoyal Caribbean Cruises$223,997$223,997 â–²New Holding8140.1%Consumer DiscretionaryRINGiShares MSCI Global Gold Miners ETF$219,4060.0%2,7780.1%ETFSMOGVanEck Low Carbon Energy ETF$202,311$202,311 â–²New Holding1,4580.1%ETFIIPRInnovative Industrial Properties$200,590$200,590 â–²New Holding3,9990.1%FinanceVNMVanEck Vietnam ETF$189,5960.0%10,9530.1%ETFBGSB&G Foods$57,2390.0%11,9000.0%Consumer StaplesXEROX HOLDINGS CORP COM NEW$37,373$19,092 â–²104.4%28,9710.0%StockTSLATesla$24,5360.0%660.0%Auto/Tires/TrucksXEROX HOLDINGS CORP WT EXP 021128$1,311$1,311 â–²New Holding14,4850.0%StockMAMastercard$0$627,968 â–¼-100.0%00.0%Business ServicesVVisa$0$351,411 â–¼-100.0%00.0%Business ServicesSTIPiShares 0-5 Year TIPS Bond ETF$0$273,793 â–¼-100.0%00.0%ETFMSFTMicrosoft$0$243,261 â–¼-100.0%00.0%Computer and TechnologyIBBiShares Biotechnology ETF$0$242,691 â–¼-100.0%00.0%FinanceAMZNAmazon.com$0$217,202 â–¼-100.0%00.0%Retail/WholesaleGOOGLAlphabet$0$208,458 â–¼-100.0%00.0%Computer and TechnologyIVViShares Core S&P 500 ETF$0$206,852 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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