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Prism Advisors, Inc. | Tormere

Prism Advisors, Inc.

Est. AUM

$374.6M

13F long equity, this entity only

Positions

75

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAMBRIA US EW ETF	ETF	$37.0M	757626	9.89%	SOLE
2	DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$22.0M	417363	5.88%	SOLE
3	COLUMBIA EM CORE EX-CHINA ETF	ETF	$19.6M	480368	5.23%	SOLE
4	FIRST TRUST WCM INTERNATIONAL EQUITY ETF	ETF	$19.2M	1143775	5.12%	SOLE
5	VANGUARD VALUE ETF	ETF	$18.9M	96503	5.05%	SOLE
6	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$18.9M	303139	5.05%	SOLE
7	JPMORGAN ACTIVE VALUE ETF	ETF	$17.6M	244878	4.69%	SOLE
8	WISDOMTREE US VALUE FUND OF BENEF INTEREST	ETF	$17.5M	184607	4.67%	SOLE
9	FIRST TRUST LOW DURATION OPPORTUNITIES ETF	ETF	$15.5M	311459	4.14%	SOLE
10	EATON VANCE SHORT DURATION INCOME ETF	ETF	$15.2M	298979	4.07%	SOLE
11	INVESCO WATER RESOURCES ETF	ETF	$12.5M	186428	3.33%	SOLE
12	ISHARES RUSSELL 1000 VALUE ETF	ETF	$11.9M	55588	3.17%	SOLE
13	JPMORGAN U.S. QUALITY FACTOR ETF	ETF	$11.5M	187568	3.07%	SOLE
14	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$11.4M	59379	3.04%	SOLE
15	DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF	ETF	$9.3M	142846	2.47%	SOLE
16	STATE STREET SPDR S&P CHINA ETF	ETF	$9.2M	98413	2.45%	SOLE
17	ISHARES MSCI EAFE ETF	ETF	$8.9M	91865	2.38%	SOLE
18	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$6.8M	64080	1.81%	SOLE
19	FT VEST LADDERED NASDAQ BUFFER ETF	ETF	$5.9M	166188	1.57%	SOLE
20	INVESCO NASDAQ 100 ETF	ETF	$5.8M	24336	1.54%	SOLE
21	ISHARES MSCI EMERGING MARKETS ETF	ETF	$5.0M	88104	1.34%	SOLE
22	ISHARES CORE MSCI EAFE ETF	ETF	$4.9M	54175	1.31%	SOLE
23	FIRST TRUST WATER ETF	ETF	$4.7M	45845	1.26%	SOLE
24	JPMORGAN INTERNATIONAL GROWTH ETF	ETF	$4.2M	56769	1.13%	SOLE
25	STATE STREET SPDR S&P 500 ETF	ETF	$4.2M	6461	1.12%	SOLE
26	INVESCO QQQ TRUST SERIES I	ETF	$3.9M	6772	1.04%	SOLE
27	VANGUARD MID-CAP VALUE ETF	ETF	$3.7M	19918	0.98%	SOLE
28	WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND	ETF	$3.5M	73434	0.94%	SOLE
29	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	ETF	$3.1M	55211	0.83%	SOLE
30	FT VEST LADDERED BUFFER ETF	ETF	$3.0M	89013	0.80%	SOLE
31	ISHARES MSCI EAFE MIN VOL FACTOR ETF	ETF	$2.8M	30144	0.74%	SOLE
32	FIDELITY VALUE FACTOR ETF	ETF	$2.3M	33192	0.62%	SOLE
33	ISHARES MSCI CHINA A ETF	ETF	$2.3M	66624	0.61%	SOLE
34	ISHARES CORE DIVIDEND GROWTH ETF	ETF	$2.0M	28002	0.52%	SOLE
35	INVESCO LARGE CAP GROWTH ETF	ETF	$1.8M	14309	0.48%	SOLE
36	FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$1.7M	37168	0.47%	SOLE
37	STATE STREET SPDR S&P 400 MID CAP VALUE ETF	ETF	$1.7M	20188	0.46%	SOLE
38	COLUMBIA U.S. EQUITY INCOME ETF	ETF	$1.7M	34495	0.45%	SOLE
39	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	ETF	$1.6M	24089	0.44%	SOLE
40	ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$1.5M	16110	0.41%	SOLE
41	VANGUARD FTSE EUROPE ETF	ETF	$1.4M	17362	0.38%	SOLE
42	INVESCO S&P GLOBAL WATER INDEX ETF	ETF	$1.3M	20991	0.36%	SOLE
43	FREEDOM 100 EMERGING MARKETS ETF	ETF	$1.3M	23511	0.34%	SOLE
44	ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF	ETF	$1.1M	44715	0.30%	SOLE
45	NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF	ETF	$1.1M	29773	0.29%	SOLE
46	APPLE INC COM	Stock	$1.0M	4126	0.28%	SOLE
47	CAMBRIA GLOBAL EW ETF	ETF	$1.0M	20560	0.28%	SOLE
48	INVESCO S&P MIDCAP 400 REVENUE ETF	ETF	$939K	7324	0.25%	SOLE
49	ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF	ETF	$914K	35665	0.24%	SOLE
50	CALVERT ULTRA-SHORT INVESTMENT GRADE ETF	ETF	$877K	17330	0.23%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.