Sign In
test

Stacey Snow

Prism Advisors, Inc.

Assets Managed
$411.582M
Holdings
77
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.89%(2Q avg: 4.87%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Prism Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 77 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 411.582M in assets, with a quarterly growth rate of 9.89% and a 2-quarter average growth rate of 4.87%. The portfolio is managed by Stacey Snow, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USEW
Cambria Us Ew Etf
Recent Activity
Increased 0.01%
10.28%
$42.297M
757,627 shares@ $55.83 avg price
XCEM
Columbia Em Core Ex-china Et
Recent Activity
Decreased -16.93%
5.13%
$21.099M
398,999 shares@ $52.88 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.9%
5.02%
$20.631M
94,669 shares@ $217.93 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -3.02%
5%
$20.548M
293,957 shares@ $69.9 avg price
WCMI
Ft Wcm International Etf
Recent Activity
Decreased -9.22%
4.94%
$20.319M
1.038M shares@ $19.57 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -10.38%
4.91%
$20.204M
374,012 shares@ $54.02 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -0.77%
4.69%
$19.295M
242,984 shares@ $79.41 avg price
WTV
Wisdomtree U.s. Value Fund
Recent Activity
Increased 0.17%
4.58%
$18.81M
184,919 shares@ $101.73 avg price
EVSD
Eaton Vance Shrt Dur Inc
Recent Activity
Increased 4.35%
3.86%
$15.866M
311,981 shares@ $50.86 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 1.65%
3.83%
$15.759M
316,571 shares@ $49.78 avg price

1-10 of 77