Prism Advisors, Inc.

CIK

1717027

Location

STUDIO CITY, CA

Portfolio Value

Small $410,588,314

Diversification

Diversified

Filing Date

Global Rank

#4,338 / 8,794 ▼ 104 · as of Jun 2026

Top Industry

Asset Management 73.9%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.7%

−2.4 pts

Top 5

49.7%

−3.1 pts

Top 10

76.7%

−4.4 pts

HHI

709

Diversified−83

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.7%	$397,042,286	28
Financial Services	2.5%	$10,392,534	2
Technology	0.4%	$1,833,955	3
Industrials	0.1%	$298,748	2
Healthcare	0.1%	$260,319	1
Consumer Cyclical	0.1%	$252,036	2
Communication Services	0.1%	$238,008	1
Real Estate	0.1%	$223,066	1
Consumer Defensive	0.0%	$47,362	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AFK	VanEck Africa Index ETF	+78,717	91,128	$9,544,520
—		+64,361	128,441	$7,213,246
EVSD	Eaton Vance Short Duration Income ETF	+13,002	311,981	$15,865,793
CAAA	First Trust AAA CMBS ETF	+5,112	316,571	$15,758,904
XRX	Xerox Holdings Corp	+1,150	44,606	$90,992
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+322	17,652	$893,897
AAAC	Columbia AAA CLO ETF	+163	34,658	$1,777,990
AIRR	First Trust RBA American Industrial Renaissance ETF	+105	24,194	$1,961,165
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−107,339	1,119,449	$26,957,920
INCO	Columbia India Consumer ETF	−81,369	398,999	$21,099,067
DCOR	Dimensional US Core Equity 1 ETF	−57,701	805,647	$52,125,576
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−14,288	489,768	$37,744,379
BKF	iShares MSCI BIC ETF	−10,198	80,684	$5,519,592
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−9,361	66,038	$4,697,625
ABI	VictoryShares Pioneer Asset-Based Income ETF	−7,333	260,948	$27,751,969
AFGR	First Trust Active Factor Large Cap Growth ETF	−6,088	249,113	$9,541,486
VB	Vanguard Morningstar Small-Cap ETF	−2,926	113,495	$24,351,232
IVZ	Invesco Ltd.	−2,847	67,784	$10,017,242
NCLO	Nuveen AA-BBB CLO ETF	−1,573	44,239	$2,288,746
CWI	State Street SPDR MSCI ACWI ex-US ETF	−1,526	96,887	$8,382,663
AAAA	Amplius Aggressive Asset Allocation ETF	−1,404	800,293	$45,032,876
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−1,369	463,009	$41,373,370
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−598	257,443	$22,608,767
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	−573	8,103	$0
IIPR	Innovative Industrial Properties Inc	−400	3,599	$223,066
NVDA	Nvidia Corp	−392	3,174	$635,085
AAPL	Apple Inc.	−199	3,927	$1,136,316
SPY	Spdr S&P 500 ETF Trust	−106	6,355	$4,745,723
QQQ	Invesco Qqq Trust, Series 1	−94	6,678	$4,917,679
FBCG	Fidelity Blue Chip Growth ETF	−7	33,185	$2,586,239
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	666	$238,008
AMZN	Amazon Com Inc	941	$224,277
—		1,115	$212,061
INTC	Intel Corp	448	$62,554
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	723	$224,701
RCL	Royal Caribbean Cruises Ltd	814	$223,996
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $410,588,314 total · filing declares 77 positions · $411,581,709 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Reduced	805,647	-57,701	$52,125,576	+3.8%	12.70%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	800,293	-1,404	$45,032,876	+14.4%	10.97%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	463,009	-1,369	$41,373,370	—	10.08%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	489,768	-14,288	$37,744,379	+10.9%	9.19%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	260,948	-7,333	$27,751,969	+7.1%	6.76%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	1,119,449	-107,339	$26,957,920	+5.1%	6.57%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	113,495	-2,926	$24,351,232	+7.7%	5.93%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	257,443	-598	$22,608,767	+7.5%	5.51%
INCO	Columbia India Consumer ETF	Reduced	398,999	-81,369	$21,099,067	+7.6%	5.14%
EVSD	Eaton Vance Short Duration Income ETF	Added	311,981	+13,002	$15,865,793	+4.2%	3.86%
CAAA	First Trust AAA CMBS ETF	Added	316,571	+5,112	$15,758,904	+1.6%	3.84%
IVZ	Invesco Ltd. Financial Services	Reduced	67,784	-2,847	$10,017,242	+14.1%	2.44%
AFK	VanEck Africa Index ETF	Added	91,128	+78,717	$9,544,520	+2335.4%	2.32%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	249,113	-6,088	$9,541,486	+7.5%	2.32%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	96,887	-1,526	$8,382,663	−8.5%	2.04%
		Added	128,441	+64,361	$7,213,246	+112.4%	1.76%
BKF	iShares MSCI BIC ETF	Reduced	80,684	-10,198	$5,519,592	+5.7%	1.34%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,678	-94	$4,917,679	+25.8%	1.20%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,355	-106	$4,745,723	+12.9%	1.16%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	66,038	-9,361	$4,697,625	−3.0%	1.14%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	33,185	-7	$2,586,239	+12.3%	0.63%
NCLO	Nuveen AA-BBB CLO ETF	Reduced	44,239	-1,573	$2,288,746	+12.3%	0.56%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	24,194	+105	$1,961,165	+19.2%	0.48%
AAAC	Columbia AAA CLO ETF	Added	34,658	+163	$1,777,990	+4.9%	0.43%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	17,362	0	$1,537,231	+7.4%	0.37%
AAPL	Apple Inc. Technology	Reduced	3,927	-199	$1,136,316	+8.5%	0.28%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Added	17,652	+322	$893,897	+1.9%	0.22%
NVDA	Nvidia Corp Technology	Reduced	3,174	-392	$635,085	+2.1%	0.15%
GLD	Spdr Gold Trust	Held	1,500	0	$552,570	−14.4%	0.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	750	0	$375,292	+4.4%	0.09%
JNJ	Johnson & Johnson Healthcare	Held	1,025	0	$260,319	+3.9%	0.06%
GOOGL	Alphabet Inc. Communication Services	NEW	666	NEW	$238,008	NEW	0.06%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	941	NEW	$224,277	NEW	0.05%
IIPR	Innovative Industrial Properties Inc Real Estate	Reduced	3,599	-400	$223,066	+11.2%	0.05%
		NEW	1,115	NEW	$212,061	NEW	0.05%
DLX	Deluxe Corp Industrials	Held	8,700	0	$207,756	−13.3%	0.05%
XRX	Xerox Holdings Corp Industrials	Added	44,606	+1,150	$90,992	+143.5%	0.02%
INTC	Intel Corp Technology	NEW	448	NEW	$62,554	NEW	0.02%
BGS	B&G Foods, Inc. Consumer Defensive	Held	11,900	0	$47,362	−17.3%	0.01%
TSLA	Tesla, Inc. Consumer Cyclical	Held	66	0	$27,759	+13.1%	0.01%
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	Reduced	8,103	-573	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.