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Latest Personal Resources Investment & Strategic Manageme Stock Portfolio

$411Million | No. of Holdings #77

Personal Resources Investment & Strategic Manageme Performance

2026 Q2+9.11%
YTD+9.46%
2025+12.13%

About Personal Resources Investment & Strategic Manageme and 13F Hedge Fund Stock Holdings

Prism Advisors, Inc. is a hedge fund based in Studio City, CA. On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prism Advisors, Inc. reported an equity portfolio of $411.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Prism Advisors, Inc. are , ECON, VB. The fund has invested 10.3% of it's portfolio in CAMBRIA US EW ETF and 5.1% of portfolio in COLUMBIA EM CORE EX-CHINA ETF. <br><br> The fund managers got completely rid off JPMORGAN ULTRA-SHORT INCOME ETF (BBAX), MCDONALDS CORP COM (MCD) and ROYAL CARIBBEAN GROUP COM (RCL) stocks. They significantly reduced their stock positions in COLUMBIA EM CORE EX-CHINA ETF (ECON), STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF (BIL) and NVIDIA CORPORATION COM (NVDA). Prism Advisors, Inc. opened new stock positions in VANECK URANIUM AND NUCLEAR ETF (AFK), ALPHABET INC CAP STK CL A (GOOG) and AMAZON COM INC COM (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (BZQ), XEROX HOLDINGS CORP WT EXP 021128 (XRX) and EATON VANCE SHORT DURATION INCOME ETF.
Personal Resources Investment & Strategic Manageme Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$411Million
  as of Jul 24, 2026

Personal Resources Investment & Strategic Manageme Annual Return Estimates Vs S&P 500

Our best estimate is that Prism Advisors, Inc. made a return of 9.11% in the last quarter. In trailing 12 months, it's portfolio return was 16.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck uranium and nuclear etf9,131,100
alphabet inc cap stk cl a238,008
amazon com inc com224,278
ishares biotechnology etf212,062
ishares u.s. pharmaceuticals etf208,713
intel corp com62,554
New stocks bought by Personal Resources Investment & Strategic Manageme

Additions

Ticker% Inc.
proshares s&p 500 dividend aristocrats etf100
xerox holdings corp wt exp 0211287.25
eaton vance short duration income etf4.35
ishares 7-10 year treasury bond etf1.92
calvert ultra-short investment grade etf1.86
jpmorgan inflation managed bond etf1.86
first trust low duration opportunities etf1.64
invesco s&p 500 equal weight etf0.84
Additions to existing portfolio by Personal Resources Investment & Strategic Manageme

Reductions

Ticker% Reduced
columbia em core ex-china etf-16.94
state street spdr portfolio s&p 500 value etf-16.72
nvidia corporation com-10.99
dimensional international value etf-10.39
innovative indl pptys inc com-10.00
invesco nasdaq 100 etf-9.41
first trust wcm international equity etf-9.22
ishares msci emerging markets etf-8.42
Personal Resources Investment & Strategic Manageme reduced stake in above stock

Sold off

Ticker$ Sold
jpmorgan ultra-short income etf-416,375
ishares msci global gold miners etf-219,406
royal caribbean group com-223,997
mcdonalds corp com-224,701
Personal Resources Investment & Strategic Manageme got rid off the above stocks

Sector Distribution

Prism Advisors, Inc. has about 97.7% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others97.7
Technology1.4

Market Cap. Distribution

Prism Advisors, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED97.7

Stocks belong to which Index?

About 1.7% of the stocks held by Prism Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others97.7
RUSSELL 20001.7
Top 5 Winners (%)%
XRX
xerox holdings corp wt exp 021128
184.2 %
XRX
xerox holdings corp com new
142.0 %
CSD
invesco large cap growth etf
33.1 %
BOB
freedom 100 emerging markets etf
32.4 %
BAB
invesco esg nasdaq 100 etf
29.1 %
Top 5 Winners ($)$
ECON
columbia em core ex-china etf
5.3 M
cambria us ew etf
5.3 M
BGLD
first trust wcm international equity etf
3.1 M
DFAC
dimensional emerging markets ex china core equity etf
2.5 M
DFAC
dimensional u.s. targeted value etf
2.2 M
Top 5 Losers (%)%
BZQ
proshares s&p 500 dividend aristocrats etf
-40.0 %
BGS
b & g foods inc com
-17.3 %
GLD
spdr gold shares
-14.4 %
DLX
deluxe corp medium term nts com
-13.3 %
IJR
ishares china large-cap etf
-12.0 %
Top 5 Losers ($)$
BZQ
proshares s&p 500 dividend aristocrats etf
-4.8 M
CWI
state street spdr s&p china etf
-0.6 M
AMPS
ishares msci eafe min vol factor etf
-0.1 M
GLD
spdr gold shares
-0.1 M
IJR
ishares china large-cap etf
-0.1 M

Personal Resources Investment & Strategic Manageme Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Personal Resources Investment & Strategic Manageme

Prism Advisors, Inc. has 77 stocks in it's portfolio. About 52.2% of the portfolio is in top 10 stocks. BZQ proved to be the most loss making stock for the portfolio. ECON was the most profitable stock for Prism Advisors, Inc. last quarter.

$411.58MTotal Value
81.00Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Personal Resources Investment & Strategic Manageme, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Esg Msci Kld 400 Etf

Ishares Esg Msci Kld 400 Etf

AAXJ
Personal Resources Investment & Strategic Manageme's holding in Ishares Esg Msci Kld 400 Etf over time
0.2%5,749
$818.6K
0.2%
decreased 2.59 percentreduced
AAXJ
Ishares U.S. Pharmaceuticals Etf

Ishares U.S. Pharmaceuticals Etf

AAXJ
Personal Resources Investment & Strategic Manageme's holding in Ishares U.S. Pharmaceuticals Etf over time
0.05%2,108
$208.7K
0.05%
new position
ACWF
Ishares Msci China A Etf

Ishares Msci China A Etf

ACWF
Personal Resources Investment & Strategic Manageme's holding in Ishares Msci China A Etf over time
0.61%65,920
$2.52M
0.61%
decreased 1.06 percentreduced
ACWF
Ishares Core Dividend Growth Etf

Ishares Core Dividend Growth Etf

ACWF
Personal Resources Investment & Strategic Manageme's holding in Ishares Core Dividend Growth Etf over time
0.52%28,216
$2.14M
0.52%
increased 0.76 percentadded
AFK
Vaneck Uranium And Nuclear Etf

Vaneck Uranium And Nuclear Etf

AFK
Personal Resources Investment & Strategic Manageme's holding in Vaneck Uranium And Nuclear Etf over time
2.22%78,730
$9.13M
2.22%
new position
AFK
Vaneck Vietnam Etf

Vaneck Vietnam Etf

AFK
Personal Resources Investment & Strategic Manageme's holding in Vaneck Vietnam Etf over time
0.05%10,953
$202.3K
0.05%
unchanged 0 percentunchanged
AFK
Vaneck Low Carbon Energy Etf

Vaneck Low Carbon Energy Etf

AFK
Personal Resources Investment & Strategic Manageme's holding in Vaneck Low Carbon Energy Etf over time
0.05%1,445
$211.1K
0.05%
decreased 0.89 percentreduced
AFLG
Ft Vest Laddered Buffer Etf

Ft Vest Laddered Buffer Etf

AFLG
Personal Resources Investment & Strategic Manageme's holding in Ft Vest Laddered Buffer Etf over time
0.78%88,022
$3.22M
0.78%
decreased 1.11 percentreduced
AGZD
Wisdomtree Us Value Fund Of Benef Interest

Wisdomtree Us Value Fund Of Benef Interest

AGZD
Personal Resources Investment & Strategic Manageme's holding in Wisdomtree Us Value Fund Of Benef Interest over time
4.57%184,919
$18.81M
4.57%
increased 0.17 percentadded
AIRR
First Trust Rising Dividend Achievers Etf

First Trust Rising Dividend Achievers Etf

AIRR
Personal Resources Investment & Strategic Manageme's holding in First Trust Rising Dividend Achievers Etf over time
0.48%24,194
$1.96M
0.48%
increased 0.44 percentadded
BAB
Invesco Nasdaq 100 Etf

Invesco Nasdaq 100 Etf

BAB
Personal Resources Investment & Strategic Manageme's holding in Invesco Nasdaq 100 Etf over time
1.62%22,047
$6.68M
1.62%
decreased 9.41 percentreduced
BAB
Invesco S&P Midcap 400 Revenue Etf

Invesco S&P Midcap 400 Revenue Etf

BAB
Personal Resources Investment & Strategic Manageme's holding in Invesco S&P Midcap 400 Revenue Etf over time
0.26%7,263
$1.06M
0.26%
decreased 0.83 percentreduced
BAB
Invesco Esg Nasdaq 100 Etf

Invesco Esg Nasdaq 100 Etf

BAB
Personal Resources Investment & Strategic Manageme's holding in Invesco Esg Nasdaq 100 Etf over time
0.22%17,484
$895.7K
0.22%
decreased 2.76 percentreduced
BBAX
Jpmorgan Active Value Etf

Jpmorgan Active Value Etf

BBAX
Personal Resources Investment & Strategic Manageme's holding in Jpmorgan Active Value Etf over time
4.69%242,984
$19.30M
4.69%
decreased 0.77 percentreduced
BBAX
Jpmorgan U.S. Quality Factor Etf

Jpmorgan U.S. Quality Factor Etf

BBAX
Personal Resources Investment & Strategic Manageme's holding in Jpmorgan U.S. Quality Factor Etf over time
3.3%187,945
$13.58M
3.3%
increased 0.2 percentadded
BBAX
Jpmorgan International Growth Etf

Jpmorgan International Growth Etf

BBAX
Personal Resources Investment & Strategic Manageme's holding in Jpmorgan International Growth Etf over time
1.1%52,102
$4.54M
1.1%
decreased 8.22 percentreduced
BBAX
Jpmorgan Ultra-Short Income Etf

Jpmorgan Ultra-Short Income Etf

BBAX
Personal Resources Investment & Strategic Manageme's holding in Jpmorgan Ultra-Short Income Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off