Prism Advisors, Inc. - Portfolio overview

Prism Advisors, Inc. has 86 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USEW - CAMBRIA US EW ETF, 9.75%
2. DFIV - DIMENSIONAL INTERNATIONAL VALUE ETF, 5.80%
3. XCEM - COLUMBIA EM CORE EX-CHINA ETF, 5.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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