Prism Advisors, Inc. - Portfolio Stock Holdings
Prism Advisors, Inc. disclosed 81 stock positions in a recent SEC 13F filing. $411,581,562 of stock holdings were filed, with the largest holdings including USEW, XCEM, and VTV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $515,053,031 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
81Est. Stock Holding Value:
$411,581,562Top Stock Holdings By Sector
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Portfolio Stock Holdings - Prism Advisors, Inc.
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