# EDGAR Filing Document

**Accession Number:** 0001717027
**File Stem:** 0001085146-23-000468
**Filing Date:** 2023-1
**Character Count:** 9402
**Document Hash:** e91ceb398daeb2b8ee2d0218e4ff11e2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000468.hdr.sgml**: 20230131

**ACCESSION NUMBER**: 0001085146-23-000468

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230131

**DATE AS OF CHANGE**: 20230130

**EFFECTIVENESS DATE**: 20230131

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Prism Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001717027
- **IRS NUMBER:** 200077521
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18379
- **FILM NUMBER:** 23569839

**BUSINESS ADDRESS:**
- **STREET 1:** 4361 TUJUNGA AVENUE
- **STREET 2:** SUITE A
- **CITY:** STUDIO CITY
- **STATE:** CA
- **ZIP:** 91604
- **BUSINESS PHONE:** 818-760-3333

**MAIL ADDRESS:**
- **STREET 1:** 4361 TUJUNGA AVENUE
- **STREET 2:** SUITE A
- **CITY:** STUDIO CITY
- **STATE:** CA
- **ZIP:** 91604

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Personal Resources Investment & Strategic Management, Inc.
- **DATE OF NAME CHANGE:** 20170914

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Prism Advisors Inc.<br>**Address:** 4361 TUJUNGA AVENUE<br>SUITE A<br>STUDIO CITY, CA 91604

**Form 13F File Number:** 028-18379

**CRD Number (if applicable):** 000286474

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stacey Snow<br>**Title:** Chief Compliance Officer<br>**Phone:** 818-760-3333

**Signature, Place, and Date of Signing:**

/s/ Stacey Snow  Studio City, CA  01-30-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 48

**Form 13F Information Table Value Total:** $272903354

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 621864 | 4786 | SH |  | SOLE |  | 4786 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 231675 | 750 | SH |  | SOLE |  | 750 | 0 | 0 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | BBG015DMY5P8 | 9843740 | 493668 | SH |  | SOLE |  | 493668 | 0 | 0 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | BBG015DN0WJ1 | 18089189 | 868420 | SH |  | SOLE |  | 868420 | 0 | 0 |
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | BBG001SD8F15 | 49900 | 12321 | SH |  | SOLE |  | 12321 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | WTR ETF | 33733B100 | BBG001SS8248 | 3403274 | 42884 | SH |  | SOLE |  | 42884 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | BBG007GFNV45 | 10771138 | 227191 | SH |  | SOLE |  | 227191 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | BBG005SW6WS0 | 754019 | 17168 | SH |  | SOLE |  | 17168 | 0 | 0 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | BBG001SLWD88 | 20790755 | 520941 | SH |  | SOLE |  | 520941 | 0 | 0 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | BBG00MVW9603 | 98461 | 618860 | SH | Call | SOLE |  | 618800 | 0 | 0 |
| GLOBAL X FDS | S 500 COVERED | 37954Y475 | BBG00MVL3G29 | 100005 | 254012 | SH | Call | SOLE |  | 254000 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 381430206 | BBG00B3QTT09 | 18528731 | 654494 | SH |  | SOLE |  | 654494 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | BBG00XS6PBW6 | 10499984 | 95864 | SH |  | SOLE |  | 95864 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S GBL WATER | 46138E263 | BBG00KJR22S8 | 11953294 | 256398 | SH |  | SOLE |  | 256398 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | DYNMC LRG GWTH | 46137V746 | BBG001S9FH85 | 1580698 | 26460 | SH |  | SOLE |  | 26460 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 7519737 | 28240 | SH |  | SOLE |  | 28240 | 0 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | BBG001S80936 | 255828 | 2671 | SH |  | SOLE |  | 2671 | 0 | 0 |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | BBG001SMDNB1 | 708009 | 25018 | SH |  | SOLE |  | 25018 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 19831400 | 396628 | SH |  | SOLE |  | 396628 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 3637770 | 59016 | SH |  | SOLE |  | 59016 | 0 | 0 |
| ISHARES TR | CORE S US VLU | 464287663 | BBG001SFQL80 | 932316 | 13200 | SH |  | SOLE |  | 13200 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 530594 | 1381 | SH |  | SOLE |  | 1381 | 0 | 0 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 | BBG00NSLFHR9 | 899115 | 35665 | SH |  | SOLE |  | 35665 | 0 | 0 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 | BBG00NVC3ZF1 | 1121229 | 44715 | SH |  | SOLE |  | 44715 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | BBG001SGYSW7 | 202580 | 1543 | SH |  | SOLE |  | 1543 | 0 | 0 |
| ISHARES TR | MSCI CHINA ETF | 46429B671 | BBG001S56D46 | 7164311 | 150828 | SH |  | SOLE |  | 150828 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 19555197 | 297916 | SH |  | SOLE |  | 297916 | 0 | 0 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | BBG0025X2WP7 | 2086478 | 32814 | SH |  | SOLE |  | 32814 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 3421102 | 90267 | SH |  | SOLE |  | 90267 | 0 | 0 |
| ISHARES TR | MSCI KLD400 SOC | 464288570 | BBG001SRYH02 | 784521 | 10928 | SH |  | SOLE |  | 10928 | 0 | 0 |
| ISHARES TR | MSCI USA ESG SLC | 464288802 | BBG001SN86J4 | 549157 | 6671 | SH |  | SOLE |  | 6671 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | BBG004FPV022 | 342790 | 2349 | SH |  | SOLE |  | 2349 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 13560214 | 118991 | SH |  | SOLE |  | 118991 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 9899573 | 65279 | SH |  | SOLE |  | 65279 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | BBG001S561Z8 | 1419026 | 16974 | SH |  | SOLE |  | 16974 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 706201 | 4868 | SH |  | SOLE |  | 4868 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | BBG00GP26NW0 | 12419863 | 247753 | SH |  | SOLE |  | 247753 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | BBG00J5DPW97 | 744698 | 19218 | SH |  | SOLE |  | 19218 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 382503 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| PITNEY BOWES INC | COM | 724479100 | BBG001S5V171 | 94156 | 24778 | SH |  | SOLE |  | 24778 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 | BBG005D266P2 | 23898824 | 265572 | SH |  | SOLE |  | 265572 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | BBG001T66WQ7 | 15956388 | 241690 | SH |  | SOLE |  | 241690 | 0 | 0 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | BBG001T9F777 | 457882 | 8841 | SH |  | SOLE |  | 8841 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 254460 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 8822170 | 23069 | SH |  | SOLE |  | 23069 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 6247869 | 44510 | SH |  | SOLE |  | 44510 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | BBG001SHTV18 | 962549 | 17362 | SH |  | SOLE |  | 17362 | 0 | 0 |
| WP CAREY INC | COM | 92936U109 | BBG001S67MM3 | 218117 | 2791 | SH |  | SOLE |  | 2791 | 0 | 0 |

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