StockDriftsStockDriftsTop 50 Prism Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USEW | CAMBRIA US EW ETF | 10.28% | 757.6K | $42.3M | +0.00%(+1) | $50.76(+13.68%) | 2026-06-30 | |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | 5.13% | 399.0K | $21.1M | -16.94%(-81.37K) | $28.41(+79.46%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 5.01% | 94.7K | $20.6M | -1.90%(-1.83K) | $149.47(+52.21%) | 2026-06-30 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 4.99% | 294.0K | $20.5M | -3.03%(-9.18K) | $56.32(+28.47%) | 2026-06-30 | |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 4.94% | 1.04M | $20.3M | -9.22%(-105.48K) | $16.39(+22.19%) | 2026-06-30 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 4.91% | 374.0K | $20.2M | -10.39%(-43.35K) | $36.99(+57.04%) | 2026-06-30 | |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 4.69% | 243.0K | $19.3M | -0.77%(-1.89K) | $64.07(+29.67%) | 2026-06-30 | |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 4.57% | 184.9K | $18.8M | +0.17%(+312) | $75.41(+42.61%) | 2026-06-30 | |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | 3.85% | 312.0K | $15.9M | +4.35%(+13.00K) | $51.15(-0.50%) | 2026-06-30 | |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 3.83% | 316.6K | $15.8M | +1.64%(+5.11K) | $51.45(-3.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.42% | +6.98% | +40.11% |
| Top 20 Holdings Unweighted | +13.36% | +45.68% | +6.87% | +39.42% |
Prism Advisors, Inc. reports $411.58M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are USEW (10.3%), XCEM (5.1%) and VTV (5.0%). The top 20 holdings account for 77.51% of reported assets. Its disclosed equity book has returned +45.42% on a three-year cumulative basis. Figures reflect the Q2 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