Prism Advisors, Inc.
All 13F Filings
- Location
- Studio City, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 374,567
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 75 | 374,567 | 13F-HR | Prism Advisors, Inc. |
| Q4 2025 | 1/23/2026 | 76 | 375,128 | 13F-HR | Prism Advisors, Inc. |
| Q3 2025 | 10/14/2025 | 75 | 370,104 | 13F-HR | Prism Advisors, Inc. |
| Q2 2025 | 7/8/2025 | 71 | 351,154 | 13F-HR | Prism Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.289 K | 0.9% | 0 | 1.096 K | -1.096 K |
| ETFs | 371.3 K | 99.1% | 533 | 0 | 533 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
374,567
Holdings
75
QoQ value change ($000)
-561
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.