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Stacey K Snow

Prism Advisors, Inc.

Assets Managed
$374.567M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-0.14%(2Q avg: 0.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Prism Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Prism Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 374.567M in assets, with a quarterly growth rate of -0.14% and a 2-quarter average growth rate of 0.61%. The portfolio is managed by Stacey K Snow, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USEW
Cambria Us Ew Etf
Recent Activity
9.89%
$37.033M
757,626 shares@ $48.89 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -3.22%
5.89%
$22.028M
417,363 shares@ $52.78 avg price
XCEM
Columbia Em Core Ex-china Et
Recent Activity
Decreased -4.56%
5.24%
$19.604M
480,368 shares@ $40.81 avg price
WCMI
Ft Wcm International Etf
Recent Activity
Increased 0.52%
5.13%
$19.181M
1.144M shares@ $16.78 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -5.05%
5.06%
$18.934M
96,503 shares@ $196.21 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -6.55%
5.06%
$18.931M
303,139 shares@ $62.46 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -3.91%
4.7%
$17.57M
244,878 shares@ $71.76 avg price
WTV
Wisdomtree U.s. Value Fund
Recent Activity
Decreased -5.92%
4.67%
$17.488M
184,607 shares@ $94.73 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 1.99%
4.15%
$15.514M
311,459 shares@ $49.82 avg price
EVSD
Eaton Vance Shrt Dur Inc
Recent Activity
New Position
4.07%
$15.23M
298,979 shares@ $50.94 avg price

1-10 of 75