Prism Advisors, Inc.: 13F holdings
CIK 17170272026Q2
| Positions | 77 |
|---|
| Reported value | $411.6m |
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| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 77 (+2 vs prior quarter) |
|---|
| Reported value | $411.6m (+9.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CAMBRIA US EW ETF | 757,627 | $42.3m | 10.3% |
| XCEM COLUMBIA EM CORE EX-CHINA ETF | 398,999 | $21.1m | 5.1% |
| VTV VANGUARD VALUE ETF | 94,669 | $20.6m | 5.0% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 293,957 | $20.5m | 5.0% |
| WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 1,038,292 | $20.3m | 4.9% |
| DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | 374,012 | $20.2m | 4.9% |
| JAVA JPMORGAN ACTIVE VALUE ETF | 242,984 | $19.3m | 4.7% |
| WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST | 184,919 | $18.8m | 4.6% |
| EVSD EATON VANCE SHORT DURATION INCOME ETF | 311,981 | $15.9m | 3.9% |
| LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 316,571 | $15.8m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1717027")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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