DOSSIER · 13F-HR · Q1 2026

Prism Advisors, Inc.

Prism's asset manager based in London, UK — $375M in tracked AUM across 75 positions as of Q1 2026.

P

Prism·London, UK·Asset Manager

CIK 0001717027 · last filed Mar 31, 2026

Total AUM

$375M

▼ 8.2%

vs prior

Holdings

75

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

Top sector

Tech

26% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Prism Advisors, Inc. SEC 13F Filing

1. Portfolio Overview

Prism Advisors, Inc. manages a portfolio with a total market value of $375.13 million as of December 31, 2025. This represents a significant growth of +40.4% compared to the previous quarter's value of $267.20 million. The portfolio comprises 76 holdings, indicating a diversified approach rather than concentrated single-stock bets.

The management style is characterized by a distinct preference...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

CAMBRIA US EW ETF

$37M758K9.9%

02

DIMENSIONAL INTERNATIONAL VALUE ETF

$22M417K5.9%

03

COLUMBIA EM CORE EX-CHINA ETF

$20M480K5.2%

04

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

$19M1.1M5.1%

05

VANGUARD VALUE ETF

$19M97K5.1%

06

DIMENSIONAL U.S. TARGETED VALUE ETF

$19M303K5.1%

07

JPMORGAN ACTIVE VALUE ETF

$18M245K4.7%

08

WISDOMTREE US VALUE FUND OF BENEF INTEREST

$17M185K4.7%

09

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

$16M311K4.1%

10

EATON VANCE SHORT DURATION INCOME ETF

$15M299K4.1%

Filing history

Filing history loading…