Prism Advisors, Inc. Portfolio Holdings
Prism Advisors, Inc.
- $340 Million
- Q3 2025
Prism Advisors, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $340 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $21.1M, Dimensional ETF Tr with a value of $20.1M, Columbia ETF Tr Ii with a value of $19.2M, Wisdomtree Tr Wisdomtree U.S. with a value of $18.9M, and Dimensional ETF Tr U S Target with a value of $17.3M.
Examining the 13F form we can see an decrease of $1.04M in the current position value, from $341M to 340M.
Below you can find more details about Prism Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $333 Million
Technology: $3.19 Million
Financial Services: $1.53 Million
Consumer Cyclical: $736,000
Communication Services: $682,000
Healthcare: $211,000
Consumer Defensive: $52,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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