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Prism Advisors, Inc.
Prism Advisors, Inc. is a registered investment adviser offering services such as Wrap Comprehensive Portfolio Management and Financial Planning & Consulting
Investment Strategy
Focuses on ETFs and mutual funds, with a strong emphasis on quality dividend growth and value investing
Latest 13F Filing Activity
Prism Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 75 equity positions with a total 13F market value of $370M. The fund increased holdings in First Trust WCM International Equity Etf, Dimensional U.s. Targeted Value Etf, SPDR S&P China Etf among other positions. Prism Advisors, Inc. reduced exposure to Wisdomtree International Hedged Quality Dividend Growth Fund, Invesco S&P Midcap 400 Revenue Etf, Ishares Msci China A Etf among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD VALUE ETF | 5.70% | $21.1M | 113,125 | $152.04 | $186.49 | +$1.6M |
D DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 5.42% | $20.1M | 435,091 | $37.86 | $46.12 | +$1.2M |
W WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 5.27% | $19.5M | 1,156,819 | $16.87 | $16.87 | +$19.5M |
X XCEM | COLUMBIA EM CORE EX-CHINA ETF | 5.19% | $19.2M | 528,495 | $27.91 | $36.33 | +$295.7K |
W WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 5.12% | $18.9M | 208,086 | $75.20 | $91.01 | +$1.4M |
Industry Allocation
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