Prism Advisors, Inc. Portfolio Holdings
Prism Advisors, Inc.
- $300 Million
- Q4 2025
Prism Advisors, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $300 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $20.7M, Columbia ETF Tr Ii with a value of $19.3M, Vanguard Value ETF with a value of $19M, Dimensional ETF Tr U S Target with a value of $18.5M, and Wisdomtree Tr Wisdomtree U.S. with a value of $17.7M.
Examining the 13F form we can see an decrease of $39.3M in the current position value, from $340M to 300M.
Below you can find more details about Prism Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$300 Million
ETFs: $296 Million
Technology: $2.05 Million
Financial Services: $1.3 Million
Consumer Cyclical: $481,000
Healthcare: $227,000
Communication Services: $184,000
Consumer Defensive: $54,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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