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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 VTV, DFIV, WCMI, XCEM, WTV, and represent 26.70% of Prism Advisors's stock portfolio.
Added to shares of these 10 stocks: WCMI (+$20M), DFAT (+$17M), GXC (+$7.3M), JAVA, LMBS, JPST, VTV, WTV, PHO, RSP.
Started 5 new stock positions in WCMI, JNJ, IVV, DFAT, IBB.
Reduced shares in these 10 stocks: IHDG (-$18M), RWK (-$15M), CNYA (-$7.3M), MDYV, SPY, XCEM, FVD, VOE, BUFR, IWD.
Sold out of its position in PG.
Prism Advisors was a net seller of stock by $-624k.
Prism Advisors has $370M in assets under management (AUM), dropping by 5.40%.
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 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value Etf Etf (VTV)	5.7	$21M	+2%	113k	186.49	View chart
Dimensional International Value Etf Etf (DFIV)	5.4	$20M		435k	46.12	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	5.3	$20M	NEW	1.2M	16.87	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	5.2	$19M	-4%	529k	36.33	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	5.1	$19M	+2%	208k	91.01	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	4.7	$17M	NEW	298k	58.21	View chart
Jpmorgan Active Value Etf Etf (JAVA)	4.5	$17M	+9%	243k	68.96	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	4.0	$15M	-3%	73k	203.59	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	3.8	$14M	+4%	279k	50.73	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	3.7	$14M	+5%	277k	49.79	View chart
Invesco Water Resources Etf Etf (PHO)	3.3	$12M	+2%	167k	72.11	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	3.0	$11M	-2%	177k	62.91	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.9	$11M	-9%	16k	666.21	View chart
Spdr S&p China Etf Etf (GXC)	2.7	$10M	+269%	95k	104.97	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.6	$9.6M		16k	600.40	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	2.4	$8.9M	+3%	47k	189.70	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.4	$8.8M	-5%	95k	93.37	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	2.3	$8.6M		84k	103.07	View chart
Dimensional Emerging Markets Ex China Core Equity Etf Etf (DEXC)	2.3	$8.4M	-2%	149k	56.56	View chart
First Trust Water Etf Etf (FIW)	1.9	$7.1M		63k	112.35	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.7	$6.2M	-5%	25k	247.12	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	1.6	$5.9M		169k	34.84	View chart
Fidelity Value Factor Etf Etf (FVAL)	1.5	$5.6M		82k	68.87	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	1.4	$5.3M	-26%	64k	83.41	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.4	$5.0M	-10%	29k	174.58	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.3	$4.7M		54k	87.31	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.3	$4.7M		88k	53.40	View chart
Jpmorgan International Growth Etf Etf (JIG)	1.3	$4.7M	-8%	62k	75.34	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	1.2	$4.3M		67k	64.24	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	1.1	$4.0M	-81%	87k	46.08	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	1.0	$3.6M	-17%	78k	46.24	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$3.5M		52k	68.08	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.9	$3.5M	-13%	105k	33.42	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.8	$3.1M		55k	55.33	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.8	$3.1M	-9%	24k	125.42	View chart
Ishares Msci China A Etf Etf (CNYA)	0.7	$2.6M	-73%	76k	34.34	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.7	$2.6M		30k	84.83	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.5	$1.7M	+5%	25k	67.26	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.4	$1.6M	-90%	13k	125.01	View chart
Columbia U.s. Equity Income Etf Etf (EQIN)	0.4	$1.6M	+10%	34k	46.69	View chart
Apple Stock (AAPL)	0.4	$1.4M	-4%	5.6k	254.65	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.4	$1.4M	+2%	15k	96.46	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.4	$1.4M		17k	79.80	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.4	$1.4M	+9%	31k	44.31	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.4	$1.3M		13k	99.95	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.3	$1.1M		45k	25.48	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.3	$1.1M	+3%	30k	37.62	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.3	$1.1M	-15%	11k	101.61	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.2	$915k		36k	25.66	View chart
Calvert Ultra-short Investment Grade Etf Etf (CVSB)	0.2	$786k	+33%	16k	50.72	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$786k		18k	43.42	View chart
Nvidia Corporation Stock (NVDA)	0.2	$743k	+2%	4.0k	186.61	View chart
Microsoft Corp Stock (MSFT)	0.2	$741k		1.4k	518.15	View chart
Ishares China Large-cap Etf Etf (FXI)	0.2	$723k		18k	41.14	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$682k	-2%	2.8k	243.10	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$626k		1.1k	568.81	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$554k	+2%	4.4k	125.95	View chart
Invesco Esg Nasdaq 100 Etf Etf (QQMG)	0.1	$534k		13k	41.33	View chart
Spdr Gold Shares Etf (GLD)	0.1	$533k	-27%	1.5k	355.47	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.1	$518k		5.2k	99.45	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$465k		925.00	502.74	View chart
Visa Inc Com Cl A Stock (V)	0.1	$445k		1.3k	341.38	View chart
Invesco Wilderhill Clean Energy Etf Etf (PBW)	0.1	$298k	-3%	10k	28.88	View chart
Tjx Cos Stock (TJX)	0.1	$289k		2.0k	144.54	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$268k	+13%	2.6k	103.36	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.1	$240k		8.2k	29.11	View chart
Mcdonalds Corp Stock (MCD)	0.1	$235k		772.00	303.89	View chart
Cisco Sys Stock (CSCO)	0.1	$222k		3.2k	68.42	View chart
Amazon Stock (AMZN)	0.1	$214k	-2%	973.00	219.57	View chart
Johnson & Johnson Stock (JNJ)	0.1	$212k	NEW	1.1k	185.42	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$208k	NEW	1.4k	144.37	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$202k	NEW	302.00	669.30	View chart
Vaneck Vietnam Etf Etf (VNM)	0.1	$195k		11k	17.84	View chart
Xerox Holdings Corp Stock (XRX)	0.0	$53k		14k	3.76	View chart
B & G Foods Stock (BGS)	0.0	$53k		12k	4.43	View chart

Past Filings by Prism Advisors

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

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
Prism Advisors 2021 Q4 filed Feb. 11, 2022

View all past filings

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