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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 USEW, DFIV, XCEM, WCMI, VTV, and represent 31.18% of Prism Advisors's stock portfolio.
Added to shares of these 10 stocks: EVSD (+$15M), PHO, RSP, JQUA, BUFQ, GXC, JCPI, LMBS, QQQM, DLX.
Started 7 new stock positions in IIPR, XRXDW, EVSD, DLX, JCPI, SMOG, RCL.
Reduced shares in these 10 stocks: JPST (-$15M), DFAT, WTV, VTV, XCEM, DFIV, JAVA, , , .
Sold out of its positions in GOOGL, AMZN, IVV, IBB, STIP, MA, MSFT, V.
Prism Advisors was a net seller of stock by $-2.0M.
Prism Advisors has $375M in assets under management (AUM), dropping by -0.15%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Cambria Us Ew Etf Etf (USEW)	9.9	$37M		758k	48.88	View chart
Dimensional International Value Etf Etf (DFIV)	5.9	$22M	-3%	417k	52.78	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	5.2	$20M	-4%	480k	40.81	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	5.1	$19M		1.1M	16.77	View chart
Vanguard Value Etf Etf (VTV)	5.1	$19M	-5%	97k	196.20	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	5.1	$19M	-6%	303k	62.45	View chart
Jpmorgan Active Value Etf Etf (JAVA)	4.7	$18M	-3%	245k	71.75	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	4.7	$18M	-5%	185k	94.73	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	4.1	$16M		312k	49.81	View chart
Eaton Vance Short Duration Income Etf Etf (EVSD)	4.1	$15M	NEW	299k	50.94	View chart
Invesco Water Resources Etf Etf (PHO)	3.3	$13M	+11%	186k	66.86	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.2	$12M		56k	213.67	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	3.1	$12M	+8%	188k	61.32	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.0	$11M	+10%	59k	191.92	View chart
Dimensional Emerging Markets Ex China Core Equity Etf Etf (DEXC)	2.5	$9.3M		143k	64.86	View chart
State Street Spdr S&p China Etf Etf (GXC)	2.4	$9.2M	+4%	98k	93.12	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.4	$8.9M		92k	97.13	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	1.8	$6.8M		64k	106.01	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	1.6	$5.9M	+16%	166k	35.32	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.5	$5.8M	+5%	24k	237.62	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.3	$5.0M		88k	56.79	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.3	$4.9M		54k	90.53	View chart
First Trust Water Etf Etf (FIW)	1.3	$4.7M		46k	103.13	View chart
Jpmorgan International Growth Etf Etf (JIG)	1.1	$4.2M		57k	74.24	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.1	$4.2M		6.5k	650.42	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$3.9M		6.8k	577.19	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.0	$3.7M		20k	184.28	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.9	$3.5M		73k	48.15	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.8	$3.1M		55k	56.58	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.8	$3.0M		89k	33.77	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.7	$2.8M		30k	91.37	View chart
Fidelity Value Factor Etf Etf (FVAL)	0.6	$2.3M		33k	69.40	View chart
Ishares Msci China A Etf Etf (CNYA)	0.6	$2.3M		67k	34.18	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$2.0M		28k	70.18	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.5	$1.8M	-3%	14k	125.93	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.5	$1.7M	-5%	37k	47.03	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.5	$1.7M	-3%	20k	85.15	View chart
Columbia U.s. Equity Income Etf Etf (EQIN)	0.5	$1.7M	-4%	35k	49.15	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.4	$1.6M	-3%	24k	68.28	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.4	$1.5M	+3%	16k	95.44	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.4	$1.4M		17k	82.43	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.4	$1.3M		21k	63.94	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.3	$1.3M	-17%	24k	54.65	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.3	$1.1M		45k	25.44	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.3	$1.1M		30k	36.11	View chart
Apple Stock (AAPL)	0.3	$1.0M		4.1k	253.82	View chart
Cambria Global Ew Etf Etf (GEW)	0.3	$1.0M		21k	50.43	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.3	$939k		7.3k	128.26	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.2	$914k		36k	25.63	View chart
Calvert Ultra-short Investment Grade Etf Etf (CVSB)	0.2	$877k	+4%	17k	50.60	View chart
Direxion Nasdaq-100 Equal Weighted Index Etf Etf (QQQE)	0.2	$855k	+5%	8.7k	98.53	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$819k		18k	45.47	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.2	$715k	+40%	5.9k	121.19	View chart
Invesco Esg Nasdaq 100 Etf Etf (QQMG)	0.2	$711k	+45%	18k	39.56	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.2	$710k	+46%	7.8k	90.94	View chart
Spdr Gold Shares Etf (GLD)	0.2	$645k		1.5k	430.29	View chart
Ishares China Large-cap Etf Etf (FXI)	0.2	$631k		18k	35.90	View chart
Nvidia Corporation Stock (NVDA)	0.2	$622k	+2%	3.6k	174.43	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$416k	-97%	8.2k	50.61	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$359k		750.00	479.20	View chart
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)	0.1	$320k	NEW	6.6k	48.38	View chart
Invesco Wilderhill Clean Energy Etf Etf (PBW)	0.1	$258k		8.2k	31.58	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.1	$253k		8.2k	30.75	View chart
Johnson & Johnson Stock (JNJ)	0.1	$251k	-10%	1.0k	244.44	View chart
Deluxe Corp Medium Term Nts Stock (DLX)	0.1	$240k	NEW	8.7k	27.54	View chart
Mcdonalds Corp Stock (MCD)	0.1	$225k	-6%	723.00	310.79	View chart
Royal Caribbean Group Stock (RCL)	0.1	$224k	NEW	814.00	275.18	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.1	$219k		2.8k	78.98	View chart
Vaneck Low Carbon Energy Etf Etf (SMOG)	0.1	$202k	NEW	1.5k	138.76	View chart
Innovative Indl Pptys Reit (IIPR)	0.1	$201k	NEW	4.0k	50.16	View chart
Vaneck Vietnam Etf Etf (VNM)	0.1	$190k		11k	17.31	View chart
B & G Foods Stock (BGS)	0.0	$57k		12k	4.81	View chart
Xerox Holdings Corp Stock (XRX)	0.0	$37k	+104%	29k	1.29	View chart
Tesla Stock (TSLA)	0.0	$25k		66.00	371.76	View chart
Xerox Holdings Corp Wt Exp 021128 Stock (XRXDW)	0.0	$1.3k	NEW	15k	0.09	View chart

Past Filings by Prism Advisors

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

Prism Advisors 2026 Q1 filed April 23, 2026
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

View all past filings

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