Prism Advisors, Inc. — 13F holdings

Prism Advisors, Inc. reported 82 holdings worth $399M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. USEW EA SERIES TRUST — $41.5M (10.4%)
  2. DFIV DIMENSIONAL ETF TRUST — $18.7M (4.7%)
  3. VTV VANGUARD INDEX FDS — $18.2M (4.6%)
  4. AVUV AMERICAN CENTY ETF TR — $17.2M (4.3%)
  5. WCMI FIRST TR EXCHANGE-TRADED FD — $17.0M (4.3%)
  6. WTV WISDOMTREE TR — $16.7M (4.2%)
  7. LMBS FIRST TR EXCHANGE-TRADED FD — $16.7M (4.2%)
  8. XCEM COLUMBIA ETF TR II — $16.7M (4.2%)
  9. EVSD MORGAN STANLEY ETF TRUST — $16.7M (4.2%)
  10. JVAL J P MORGAN EXCHANGE TRADED F — $13.6M (3.4%)