Prism Advisors, Inc.
All 13F Filings
- Location
- Studio City, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 398,526
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 82 | 398,526 | 13F-HR | Prism Advisors, Inc. |
| Q2 2026 | 7/24/2026 | 77 | 411,582 | 13F-HR | Prism Advisors, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.26 K | 8.6% | 30.73 K | 0 | 30.73 K |
| ETFs | 364.3 K | 91.4% | 0 | 43.79 K | -43.79 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
398,526
Holdings
82
QoQ value change ($000)
-13,056
(-3.2%)
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.