account_balance
Investment manager · 13F filer · SEC CIK 1717027
Prism Advisors, Inc.
Reported value$399Mas of Sep 30, 2026
Positions82 11 new, 6 sold out
Top 10 weight48.4%USEW alone is 10%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
USEWCambria US Ew ETF
10.4%Trimmed −2%
DFIVDimensional International Value ETF
4.7%Trimmed −10%
VTVVanguard Morningstar Value ETF
4.6%Trimmed −13%
AVUVAvantis U.S. Small Cap Value ETF
4.3%New
WCMIFirst Trust WCM International Equity ETF
4.3%Trimmed −13%
WTVWisdomtree US Value Fund of Benef Interest
4.2%Trimmed −13%
LMBSFirst Trust Low Duration Opportunities ETF
4.2%Added +9%
XCEMColumbia Em Core Ex-China ETF
4.2%Trimmed −18%
EVSDEaton Vance Short Duration Income ETF
4.2%Added +7%
JVALJPMorgan U.S. Value Factor ETF US Value Factor Fund
3.4%New
IWDiShares Russell 1000 Value ETF
3.4%−4%
JQUAJPMorgan U.S. Quality Factor ETF
3.1%−12%
USEWCambria US Ew ETF
10.4%Trimmed −2%
DFIVDimensional International Value ETF
4.7%
VTVVanguard Morningstar Value ETF
4.6%
AVUVAvantis U.S. Small Cap Value ETF
4.3%
WCMIFirst Trust WCM International Equity ETF
4.3%
WTVWisdomtree US Value Fund of Benef Interest
4.2%
LMBSFirst Trust Low Duration Opportunities ETF
4.2%
XCEMColumbia Em Core Ex-China ETF
4.2%
EVSDEaton Vance Short Duration Income ETF
4.2%
JVAL3.4%
IWD3.4%
JQUA3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
USEW Cambria US Ew ETF 10.4% Trimmed −2%
DFIV Dimensional International Value ETF 4.7% Trimmed −10%
VTV Vanguard Morningstar Value ETF 4.6% Trimmed −13%
AVUV Avantis U.S. Small Cap Value ETF 4.3% New
WCMI First Trust WCM International Equity ETF 4.3% Trimmed −13%
WTV Wisdomtree US Value Fund of Benef Interest 4.2% Trimmed −13%
LMBS First Trust Low Duration Opportunities ETF 4.2% Added +9%
XCEM Columbia Em Core Ex-China ETF 4.2% Trimmed −18%
EVSD Eaton Vance Short Duration Income ETF 4.2% Added +7%
JVAL JPMorgan U.S. Value Factor ETF US Value Factor Fund 3.4% New
IWD iShares Russell 1000 Value ETF 3.4% Trimmed −4%
JQUA JPMorgan U.S. Quality Factor ETF 3.1% Trimmed −12%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- AVUV $17.2M
- JVAL $13.6M
- SDCI $9.82M
- CIBR $3.27M
arrow_upwardAdded
- NLR +50%
- IEF +34%
- CVSB +13%
- LMBS +9%
arrow_downwardTrimmed
- JAVA −84%
- BUFQ −52%
- XCEM −18%
- FRDM −18%
remove_circleSold out
- EQIN $1.78M
- NUDM $1.14M
- IIPR $223K
- SMOG $211K
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