ETF Holders

Prism Advisors, Inc. ETF holdings

Studio City, CA

Reported $408.0M in 64 ETFs in its Form 13F for June 30, 2026.

ETF value
$408.0M
ETFs held
64
Change from prior quarter
+9.9%
With price moves
ETFs as a share of its 13F
99.1%
of $411.6M

Top 10 of 64 ETF holdings

TickerFundValueSharesChange
USEWCambria US EW ETF$42.3M757,627+1 shares
XCEMColumbia EM Core ex-China ETF$21.1M398,999−81,369 shares
VTVVanguard Morningstar Value ETF$20.6M94,669−1,834 shares
DFATDimensional U.S. Targeted Value ETF$20.5M293,957−9,182 shares
WCMIFirst Trust WCM International Equity ETF$20.3M1,038,292−105,483 shares
DFIVDimensional International Value ETF$20.2M374,012−43,351 shares
JAVAJPMorgan Active Value ETF$19.3M242,984−1,894 shares
WTVWisdomTree U.S. Value Fund$18.8M184,919+312 shares
EVSDEaton Vance Short Duration Income ETF$15.9M311,981+13,002 shares
LMBSFirst Trust Low Duration Opportunities ETF$15.8M316,571+5,112 shares
54 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001717027. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Prism Advisors, Inc. own?

Prism Advisors, Inc. reported 64 ETF positions worth $408.0M in its Form 13F for June 30, 2026. The largest was USEW, at $42.3M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.