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Personal Resources Investment & Strategic Management

Latest statistics and disclosures from Prism Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are Ea Series Trust, DFIV, VTV, WCMI, DFAT, and represent 31.47% of Prism Advisors's stock portfolio.
Added to shares of these 10 stocks: Ea Series Trust (+$39M), DFAT, JPST, LMBS, RSP, Cambria Global EW ETF, JAVA, RING, EQIN, IEF.
Started 4 new stock positions in Cambria Global EW ETF, TSLA, Ea Series Trust, RING.
Reduced shares in these 10 stocks: SPY (-$6.4M), QQQ (-$5.7M), MDYV, FVAL, IWD, CGW, VTV, NOBL, FIW, FVD.
Sold out of its positions in CSCO, IUSV, TJX.
Prism Advisors was a net seller of stock by $-2.7M.
Prism Advisors has $375M in assets under management (AUM), dropping by 1.36%.
Central Index Key (CIK): 0001717027

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Positions held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prism Advisors

Prism Advisors holds 76 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Cambria Us Ew Etf Etf	10.3	$39M	NEW	758k	50.76	View chart
Dimensional International Value Etf Etf (DFIV)	5.7	$22M		431k	49.90	View chart
Vanguard Value Etf Etf (VTV)	5.2	$19M	-10%	102k	190.99	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	5.2	$19M		1.1M	17.01	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	5.1	$19M	+9%	324k	59.54	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	5.1	$19M	-4%	503k	38.36	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	4.9	$18M	-5%	196k	93.30	View chart
Jpmorgan Active Value Etf Etf (JAVA)	4.9	$18M	+5%	255k	71.72	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	4.1	$16M	+10%	307k	50.59	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	4.1	$15M	+10%	305k	49.99	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.2	$12M	-22%	56k	210.34	View chart
Invesco Water Resources Etf Etf (PHO)	3.1	$12M		167k	70.41	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	2.9	$11M	-2%	173k	63.18	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	2.7	$10M	+14%	54k	191.56	View chart
Spdr S&p China Etf Etf (GXC)	2.4	$9.1M		94k	96.81	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.4	$9.0M		94k	96.03	View chart
Dimensional Emerging Markets Ex China Core Equity Etf Etf (DEXC)	2.3	$8.7M	-3%	144k	60.52	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	1.8	$6.7M	-23%	64k	104.07	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.6	$5.8M	-7%	23k	252.92	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	1.4	$5.1M	-15%	143k	35.84	View chart
First Trust Water Etf Etf (FIW)	1.3	$5.0M	-27%	46k	108.64	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.3	$4.8M		54k	89.46	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.3	$4.8M		88k	54.71	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.2	$4.4M	-59%	6.5k	682.00	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.1	$4.2M	-57%	6.8k	614.32	View chart
Jpmorgan International Growth Etf Etf (JIG)	1.1	$4.1M	-9%	57k	73.34	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	1.0	$3.6M	-13%	75k	48.66	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.9	$3.5M	-30%	20k	177.37	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.8	$3.1M		55k	56.81	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.8	$3.1M	-14%	90k	34.26	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.7	$2.6M		30k	86.25	View chart
Fidelity Value Factor Etf Etf (FVAL)	0.6	$2.4M	-59%	33k	72.27	View chart
Ishares Msci China A Etf Etf (CNYA)	0.6	$2.3M	-12%	67k	34.58	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$1.9M	-46%	28k	69.42	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.5	$1.9M	-39%	15k	127.11	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.5	$1.8M	-49%	39k	46.08	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.5	$1.8M	-67%	21k	84.65	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.5	$1.7M		25k	69.47	View chart
Columbia U.s. Equity Income Etf Etf (EQIN)	0.5	$1.7M	+6%	36k	47.49	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.4	$1.5M	+6%	16k	96.16	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.4	$1.5M	-7%	29k	51.27	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.4	$1.5M		17k	83.61	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.4	$1.3M	-68%	21k	63.01	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.3	$1.1M		45k	25.39	View chart
Apple (AAPL)	0.3	$1.1M	-26%	4.1k	271.89	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.3	$1.1M		30k	36.21	View chart
Cambria Global Ew Etf Etf	0.3	$1.1M	NEW	21k	51.40	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.3	$945k	-41%	7.5k	126.46	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.2	$914k		36k	25.64	View chart
Calvert Ultra-short Investment Grade Etf Etf (CVSB)	0.2	$845k	+7%	17k	50.75	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.2	$844k	-23%	8.2k	102.31	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$799k		18k	44.17	View chart
Ishares China Large-cap Etf Etf (FXI)	0.2	$673k		18k	38.29	View chart
NVIDIA Corporation (NVDA)	0.2	$652k	-12%	3.5k	186.53	View chart
MasterCard Incorporated (MA)	0.2	$628k		1.1k	570.88	View chart
Spdr Gold Shares Etf (GLD)	0.2	$595k		1.5k	396.31	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$540k	-4%	4.2k	128.83	View chart
Invesco Esg Nasdaq 100 Etf Etf (QQMG)	0.1	$525k	-4%	12k	42.38	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.1	$521k	+2%	5.3k	97.80	View chart
Berkshire Hathaway (BRK.B)	0.1	$377k	-18%	750.00	502.65	View chart
Visa (V)	0.1	$351k	-23%	1.0k	350.71	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$274k	+3%	2.7k	102.39	View chart
Invesco Wilderhill Clean Energy Etf Etf (PBW)	0.1	$249k	-20%	8.1k	30.54	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.1	$246k		8.2k	29.81	View chart
Microsoft Corporation (MSFT)	0.1	$243k	-64%	503.00	483.62	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$243k		1.4k	168.77	View chart
Johnson & Johnson (JNJ)	0.1	$236k		1.1k	206.95	View chart
McDonald's Corporation (MCD)	0.1	$236k		772.00	305.63	View chart
Amazon (AMZN)	0.1	$217k	-3%	941.00	230.82	View chart
Vaneck Vietnam Etf Etf (VNM)	0.1	$209k		11k	19.08	View chart
Alphabet Inc Class A cs (GOOGL)	0.1	$209k	-76%	666.00	313.00	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$207k		302.00	684.94	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.1	$205k	NEW	2.8k	73.64	View chart
B&G Foods (BGS)	0.0	$51k		12k	4.30	View chart
Xerox Corp (XRX)	0.0	$34k		14k	2.37	View chart
Tesla Motors (TSLA)	0.0	$30k	NEW	66.00	449.73	View chart

Past Filings by Prism Advisors

SEC 13F filings are viewable for Prism Advisors going back to 2017

Prism Advisors 2025 Q4 filed Jan. 23, 2026
Prism Advisors 2025 Q3 filed Oct. 14, 2025
Prism Advisors 2025 Q2 filed July 8, 2025
Prism Advisors 2025 Q1 filed May 1, 2025
Prism Advisors 2024 Q4 filed Jan. 22, 2025
Prism Advisors 2024 Q3 filed Oct. 15, 2024
Prism Advisors 2024 Q2 filed July 10, 2024
Prism Advisors 2024 Q1 filed April 5, 2024
Prism Advisors 2023 Q4 filed Feb. 1, 2024
Prism Advisors 2023 Q3 filed Nov. 9, 2023
Prism Advisors 2023 Q2 filed Aug. 10, 2023
Prism Advisors 2023 Q1 filed May 15, 2023
Prism Advisors 2022 Q4 filed Jan. 31, 2023
Prism Advisors 2022 Q3 filed Oct. 12, 2022
Prism Advisors 2022 Q2 filed July 11, 2022
Prism Advisors 2022 Q1 filed April 25, 2022

View all past filings

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