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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, XCEM, VTV, DFAT, WCMI, and represent 30.34% of Prism Advisors's stock portfolio.
Added to shares of these 10 stocks: NLR (+$9.1M), NOBL, EVSD, LMBS, GOOGL, AMZN, IBB, IHE, RSP, INTC.
Started 6 new stock positions in NLR, IHE, AMZN, GOOGL, INTC, IBB.
Reduced shares in these 10 stocks: XCEM, DFIV, WCMI, QQQM, DFAT, SPYV, EEM, PHO, DEXC, JPST.
Sold out of its positions in RING, JPST, MCD, RCL.
Prism Advisors was a net seller of stock by $-1.1M.
Prism Advisors has $412M in assets under management (AUM), dropping by 9.88%.
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 77 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Cambria Us Ew Etf Etf (USEW)	10.3	$42M		758k	55.83	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	5.1	$21M	-16%	399k	52.88	View chart
Vanguard Value Etf Etf (VTV)	5.0	$21M		95k	217.93	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	5.0	$21M	-3%	294k	69.90	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	4.9	$20M	-9%	1.0M	19.57	View chart
Dimensional International Value Etf Etf (DFIV)	4.9	$20M	-10%	374k	54.02	View chart
Jpmorgan Active Value Etf Etf (JAVA)	4.7	$19M		243k	79.41	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	4.6	$19M		185k	101.72	View chart
Eaton Vance Short Duration Income Etf Etf (EVSD)	3.9	$16M	+4%	312k	50.85	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	3.8	$16M		317k	49.78	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	3.3	$14M		188k	72.28	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.3	$13M		55k	242.43	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.1	$13M		60k	212.77	View chart
Invesco Water Resources Etf Etf (PHO)	3.0	$12M	-3%	179k	69.08	View chart
Dimensional Emerging Markets Ex China Core Equity Etf Etf (DEXC)	2.8	$11M	-3%	138k	82.61	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.3	$9.3M	-2%	89k	103.88	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	2.2	$9.1M	NEW	79k	115.98	View chart
State Street Spdr S&p China Etf Etf (GXC)	2.0	$8.4M		97k	86.52	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	1.8	$7.2M	+100%	128k	56.16	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.6	$6.7M	-9%	22k	302.97	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	1.5	$6.3M	-3%	161k	39.27	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.3	$5.5M	-8%	81k	68.41	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.3	$5.2M		54k	96.58	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$4.9M		6.7k	736.45	View chart
First Trust Water Etf Etf (FIW)	1.2	$4.9M	-2%	45k	109.52	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.2	$4.7M		6.4k	746.75	View chart
Jpmorgan International Growth Etf Etf (JIG)	1.1	$4.5M	-8%	52k	87.17	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.9	$3.8M		73k	52.38	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.9	$3.7M	-5%	19k	197.60	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.8	$3.2M		88k	36.53	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.7	$2.8M	-16%	46k	60.79	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.6	$2.7M		30k	87.71	View chart
Fidelity Value Factor Etf Etf (FVAL)	0.6	$2.6M		33k	77.93	View chart
Ishares Msci China A Etf Etf (CNYA)	0.6	$2.5M		66k	38.30	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.6	$2.3M	-3%	14k	168.46	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$2.1M		28k	75.79	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.5	$2.0M		24k	81.06	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.5	$1.9M		20k	94.85	View chart
Columbia U.s. Equity Income Etf Etf (EQIN)	0.4	$1.8M		35k	51.30	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.4	$1.8M		37k	48.18	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.4	$1.6M	-5%	22k	72.90	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.4	$1.6M		16k	94.57	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.4	$1.5M		17k	88.54	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.3	$1.4M		21k	65.73	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.3	$1.1M	-4%	29k	40.02	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.3	$1.1M		45k	25.42	View chart
Apple Stock (AAPL)	0.3	$1.1M	-4%	3.9k	289.33	View chart
Cambria Global Ew Etf Etf (GEW)	0.3	$1.1M		21k	54.70	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.3	$1.1M		7.3k	146.26	View chart
Direxion Nasdaq-100 Equal Weighted Index Etf Etf (QQQE)	0.2	$989k	-6%	8.1k	122.01	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$986k		18k	54.69	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.2	$915k		36k	25.64	View chart
Invesco Esg Nasdaq 100 Etf Etf (QQMG)	0.2	$896k	-2%	18k	51.23	View chart
Calvert Ultra-short Investment Grade Etf Etf (CVSB)	0.2	$894k		18k	50.64	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.2	$881k	-3%	7.5k	117.06	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.2	$819k	-2%	5.7k	142.39	View chart
Nvidia Corporation Stock (NVDA)	0.2	$635k	-10%	3.2k	200.07	View chart
Ishares China Large-cap Etf Etf (FXI)	0.1	$555k		18k	31.59	View chart
Spdr Gold Shares Etf (GLD)	0.1	$553k		1.5k	368.38	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$375k		750.00	500.39	View chart
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)	0.1	$322k		6.7k	47.85	View chart
Invesco Wilderhill Clean Energy Etf Etf (PBW)	0.1	$319k		8.2k	39.01	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.1	$268k		8.2k	32.55	View chart
Johnson & Johnson Stock (JNJ)	0.1	$260k		1.0k	253.97	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$238k	NEW	666.00	357.37	View chart
Amazon Stock (AMZN)	0.1	$224k	NEW	941.00	238.34	View chart
Innovative Indl Pptys Reit (IIPR)	0.1	$223k	-10%	3.6k	61.98	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$212k	NEW	1.1k	190.19	View chart
Vaneck Low Carbon Energy Etf Etf (SMOG)	0.1	$211k		1.4k	146.10	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.1	$209k	NEW	2.1k	99.01	View chart
Deluxe Corp Medium Term Nts Stock (DLX)	0.1	$208k		8.7k	23.88	View chart
Vaneck Vietnam Etf Etf (VNM)	0.0	$202k		11k	18.47	View chart
Xerox Holdings Corp Stock (XRX)	0.0	$91k		29k	3.13	View chart
Intel Corp Stock (INTC)	0.0	$63k	NEW	448.00	139.63	View chart
B & G Foods Stock (BGS)	0.0	$47k		12k	3.98	View chart
Tesla Stock (TSLA)	0.0	$28k		66.00	420.61	View chart
Xerox Holdings Corp Wt Exp 021128 Stock (XRXDW)	0.0	$4.3k	+7%	16k	0.27	View chart

Past Filings by Prism Advisors

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

Prism Advisors 2026 Q2 filed July 24, 2026
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

View all past filings

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