Portfolio (Quarterly) Guide ↗

Prism Advisors, Inc.

· CIK 0001717027

13F Portfolio $412M AUM 77 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 10 Added 37 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	JPMORGAN ULTRA-SHORT INCOME ETF	—	8,227	$416K	0.11%	SOLD
2	MCD	MCDONALDS CORP COM	Consumer Cyclical	723	$225K	0.06%	SOLD
3	RCL	ROYAL CARIBBEAN GROUP COM	Consumer Cyclical	814	$224K	0.06%	SOLD
4	RING	ISHARES MSCI GLOBAL GOLD MINERS ETF	—	2,778	$219K	0.06%	SOLD

Sector Allocation

Financial Services 76.4%

Technology 14.4%

Communication Services 3.3%

Consumer Cyclical 1.9%

Healthcare 1.9%

Real Estate 1.7%

Consumer Defensive 0.4%