StockDriftsStockDriftsTop 50 Prism Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USEW | CAMBRIA US EW ETF | 10.4% | 739.0K | $41.5M | -2.46%(-18.61K) | $50.76(+9.82%) | 2026-09-30 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 4.68% | 337.4K | $18.7M | -9.78%(-36.57K) | $36.99(+51.36%) | 2026-09-30 | |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 4.56% | 82.8K | $18.2M | -12.57%(-11.90K) | $149.47(+48.67%) | 2026-09-30 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 4.32% | 143.3K | $17.2M | new | $121.26(-1.31%) | 2026-09-30 | |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 4.26% | 900.2K | $17.0M | -13.30%(-138.11K) | $16.39(+12.61%) | 2026-09-30 | |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 4.2% | 160.6K | $16.7M | -13.15%(-24.31K) | $75.41(+39.48%) | 2026-09-30 | |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 4.2% | 344.2K | $16.7M | +8.73%(+27.64K) | $51.26(-4.92%) | 2026-09-30 | |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | 4.2% | 327.7K | $16.7M | -17.87%(-71.28K) | $28.41(+71.34%) | 2026-09-30 | |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | 4.18% | 333.6K | $16.7M | +6.92%(+21.58K) | $51.07(-2.12%) | 2026-09-30 | |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | 3.42% | 232.4K | $13.6M | new | $58.28(-0.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.53% | +50.24% | +7.04% | +40.50% |
| Top 20 Holdings Unweighted | +14.42% | +49.82% | +6.90% | +39.63% |
Prism Advisors INC reports $398.53M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are USEW (10.4%), DFIV (4.7%) and VTV (4.6%). The top 20 holdings account for 74.89% of reported assets. Its disclosed equity book has returned +50.24% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prism Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1717027). View Prism Advisors INC’s 13F filings on SEC