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Prevail Innovative Wealth Advisors

Latest statistics and disclosures from Prevail Innovative Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JBND, XOM, AVSC, MSFT, QQQM, and represent 10.16% of Prevail Innovative Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND (+$14M), MLPA (+$8.3M), ROKU (+$7.6M), AVGO (+$7.6M), CDNS (+$7.5M), LRCX (+$7.2M), CRDO (+$7.0M), APP (+$7.0M), MTBA (+$6.1M), JIII (+$6.1M).
Started 52 new stock positions in CDNS, JEMB, JBND, FCFS, MRK, APLE, AMKR, CNS, DAR, VXUS.
Reduced shares in these 10 stocks: FLBL (-$17M), SRLN (-$14M), , SPY (-$7.0M), HELO (-$6.9M), TLT (-$6.8M), , META (-$5.8M), VST (-$5.6M), TLTW (-$5.4M).
Sold out of its positions in AGNC, AOD, ADX, AWF, AVDE, BTZ, CLOA, CII, BXSL, BALI.
Prevail Innovative Wealth Advisors was a net buyer of stock by $23M.
Prevail Innovative Wealth Advisors has $594M in assets under management (AUM), dropping by 6.45%.
Central Index Key (CIK): 0001989941

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Portfolio Holdings for Prevail Innovative Wealth Advisors

Prevail Innovative Wealth Advisors holds 178 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Active Bond Etf (JBND)	2.3	$14M	NEW	254k	53.77	View chart
Exxon Mobil Corporation (XOM)	2.2	$13M	-11%	77k	169.66	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	2.1	$13M	+6%	201k	62.30	View chart
Microsoft Corporation (MSFT)	1.8	$11M	+104%	29k	370.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.8	$11M	+15%	44k	237.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.8	$10M	+5%	101k	103.37	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.6	$9.7M	+169%	195k	49.46	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.6	$9.5M	-6%	127k	75.19	View chart
Janus Detroit Str Tr Henderson Income (JIII)	1.6	$9.5M	+177%	192k	49.58	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	1.6	$9.4M	-36%	416k	22.62	View chart
Amazon (AMZN)	1.5	$8.8M	+59%	42k	208.27	View chart
Spdr Series Trust State Street Spd (SJNK)	1.5	$8.8M	+47%	352k	24.98	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	1.5	$8.8M	+220%	430k	20.41	View chart
Vaneck Etf Trust Commodity Stgy (PIT)	1.5	$8.8M	+4%	121k	72.37	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	1.4	$8.6M	+223%	423k	20.35	View chart
Baker Hughes Company Cl A (BKR)	1.4	$8.4M		138k	61.05	View chart
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)	1.4	$8.4M	+165%	168k	49.99	View chart
Invesco Actively Managed Exc Msci Eafe Income (EFAA)	1.4	$8.3M	+118%	158k	52.74	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	1.4	$8.3M	NEW	154k	53.87	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.4	$8.2M	+259%	169k	48.71	View chart
Ishares Tr U.s. Pharma Etf (IHE)	1.4	$8.1M	+74%	93k	86.68	View chart
Global X Fds Defense Tech Etf (SHLD)	1.3	$7.8M		110k	70.84	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.3	$7.8M	+16%	158k	49.37	View chart
Broadcom (AVGO)	1.3	$7.8M	+3889%	25k	309.51	View chart
Nrg Energy Com New (NRG)	1.3	$7.6M	+85%	52k	146.14	View chart
Roku Com Cl A (ROKU)	1.3	$7.6M	NEW	81k	94.62	View chart
Ge Vernova (GEV)	1.3	$7.6M	-8%	8.7k	872.90	View chart
Cadence Design Systems (CDNS)	1.3	$7.5M	NEW	27k	277.87	View chart
JPMorgan Chase & Co. (JPM)	1.2	$7.4M	+20%	25k	294.16	View chart
Lam Research Corp Com New (LRCX)	1.2	$7.2M	NEW	34k	213.66	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	1.2	$7.0M	NEW	75k	93.87	View chart
Applovin Corp Com Cl A (APP)	1.2	$7.0M	NEW	18k	398.00	View chart
J P Morgan Exchange Traded F Active High Yiel (JPHY)	1.2	$6.9M	+175%	138k	50.15	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	1.1	$6.7M	+220%	316k	21.34	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	1.1	$6.7M	+82%	135k	49.88	View chart
NVIDIA Corporation (NVDA)	1.1	$6.7M	+11%	39k	174.40	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	1.1	$6.7M	+179%	271k	24.54	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.1	$6.6M	+420%	133k	49.69	View chart
Neos Etf Trust Real Estate High (IYRI)	1.1	$6.6M	+394%	139k	47.29	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	1.0	$5.9M	+280%	119k	49.49	View chart
Sterling Construction Company (STRL)	1.0	$5.8M	-8%	14k	407.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$5.6M	+28%	98k	56.68	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.9	$5.5M	+6%	52k	106.21	View chart
Modine Manufacturing (MOD)	0.9	$5.4M	NEW	25k	216.71	View chart
L3harris Technologies (LHX)	0.9	$5.3M	-5%	16k	345.15	View chart
Netflix (NFLX)	0.9	$5.3M	NEW	55k	96.15	View chart
Ftai Aviation SHS (FTAI)	0.9	$5.3M	-20%	22k	245.00	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.9	$5.2M	+34%	101k	51.18	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.9	$5.1M	NEW	177k	28.71	View chart
Rithm Capital Corp Com New (RITM)	0.8	$5.0M	NEW	523k	9.48	View chart
Ge Aerospace Com New (GE)	0.8	$4.8M	+7%	17k	283.77	View chart
Micron Technology (MU)	0.8	$4.8M	+170%	14k	337.84	View chart
Servicenow (NOW)	0.8	$4.8M	NEW	45k	104.55	View chart
MasTec (MTZ)	0.8	$4.6M	-19%	14k	321.74	View chart
Annaly Capital Management In Com New (NLY)	0.8	$4.6M	NEW	216k	21.15	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.7	$4.4M	NEW	93k	47.40	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$4.4M	+95%	86k	50.61	View chart
Citigroup Com New (C)	0.7	$4.3M	NEW	38k	113.41	View chart
Vertiv Holdings Com Cl A (VRT)	0.7	$4.2M	-23%	17k	250.58	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.7	$4.2M		82k	51.29	View chart
O'reilly Automotive (ORLY)	0.6	$3.7M		40k	92.31	View chart
Apple (AAPL)	0.6	$3.4M	-5%	13k	253.80	View chart
Stride (LRN)	0.5	$2.9M	NEW	33k	88.17	View chart
Carpenter Technology Corporation (CRS)	0.5	$2.9M	NEW	7.3k	394.15	View chart
Amkor Technology (AMKR)	0.5	$2.8M	NEW	63k	45.03	View chart
Gaming & Leisure Pptys (GLPI)	0.5	$2.8M	-21%	63k	44.37	View chart
Chevron Corporation (CVX)	0.5	$2.8M	+10%	14k	206.90	View chart
Firstcash Holdings (FCFS)	0.5	$2.8M	NEW	15k	188.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.5	$2.7M	+3%	59k	46.07	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$2.7M	+8%	34k	80.58	View chart
Api Group Corp Com Stk (APG)	0.5	$2.7M	NEW	67k	40.52	View chart
Monolithic Power Systems (MPWR)	0.4	$2.7M	NEW	2.4k	1093.35	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$2.7M	-14%	24k	111.18	View chart
McKesson Corporation (MCK)	0.4	$2.5M	NEW	2.9k	865.36	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$2.5M	NEW	29k	88.16	View chart
Spdr Series Trust State Street Spd (SPHY)	0.4	$2.5M	+40%	106k	23.32	View chart
VSE Corporation (VSEC)	0.4	$2.4M	NEW	13k	184.40	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$2.4M	+3%	54k	45.18	View chart
Merck & Co (MRK)	0.4	$2.4M	NEW	20k	120.29	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.4	$2.4M	-11%	94k	25.04	View chart
Truist Financial Corp equities (TFC)	0.4	$2.4M	+20%	51k	45.97	View chart
Evergy (EVRG)	0.4	$2.3M	+15%	29k	81.92	View chart
Altria (MO)	0.4	$2.3M	+28%	36k	65.99	View chart
Key (KEY)	0.4	$2.3M	+13%	115k	20.05	View chart
Home Depot (HD)	0.4	$2.3M	+705%	6.9k	328.91	View chart
Us Bancorp Del Com New (USB)	0.4	$2.3M	+14%	44k	52.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.3M	-25%	3.8k	597.55	View chart
Travel Leisure Ord (TNL)	0.4	$2.2M	+10%	32k	69.19	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$2.2M	+30%	43k	52.78	View chart
Realty Income (O)	0.4	$2.2M	+26%	36k	61.18	View chart
Xcel Energy (XEL)	0.4	$2.2M	NEW	28k	79.44	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	0.4	$2.2M	-24%	44k	50.94	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.4	$2.2M	+7%	92k	23.98	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.4	$2.2M	+16%	47k	46.60	View chart
Coca-Cola Company (KO)	0.4	$2.2M	NEW	29k	76.05	View chart
Apple Hospitality Reit Com New (APLE)	0.4	$2.2M	NEW	188k	11.51	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.4	$2.2M	NEW	50k	43.35	View chart
LXP Industrial Trust (LXP)	0.4	$2.1M	NEW	46k	46.26	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.4	$2.1M	NEW	51k	41.69	View chart
Starwood Property Trust (STWD)	0.4	$2.1M	+51%	123k	17.22	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.3	$2.0M	+44%	43k	46.61	View chart
Neos Etf Trust Neos Enhcd Inme (BNDI)	0.3	$2.0M	NEW	42k	47.20	View chart
UnitedHealth (UNH)	0.3	$2.0M	NEW	7.4k	270.58	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.3	$2.0M	+5%	90k	21.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$1.8M	-17%	26k	71.13	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.3	$1.7M	+27%	42k	40.71	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$1.7M	-69%	34k	50.62	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$1.7M	-19%	16k	105.03	View chart
Johnson & Johnson (JNJ)	0.3	$1.7M	+4%	6.8k	244.43	View chart
Cohen & Steers (CNS)	0.3	$1.6M	NEW	26k	62.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.5M	+23%	31k	48.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.5M		5.2k	287.57	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.3	$1.5M	NEW	58k	25.64	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.3	$1.5M	-54%	29k	51.55	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.5M	+75%	38k	38.42	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$1.5M	+5%	35k	41.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.4M	NEW	14k	99.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.4M	+6%	55k	25.10	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.3M	-59%	25k	52.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.3M		2.2k	577.18	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$1.2M	+9%	24k	49.50	View chart
Avery Dennison Corporation (AVY)	0.2	$1.2M	NEW	6.9k	172.68	View chart
Janus Detroit Str Tr Henderson Emergi (JEMB)	0.2	$1.2M	NEW	22k	52.46	View chart
Goldman Sachs (GS)	0.2	$1.1M	+98%	1.3k	845.93	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.1M	+5%	24k	45.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.0M		3.2k	320.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$968k	-87%	1.5k	650.34	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.2	$961k	-82%	47k	20.36	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$908k	+4%	19k	48.86	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$884k	NEW	15k	57.64	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$856k	NEW	18k	46.67	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$823k	NEW	6.2k	133.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$727k	-10%	1.5k	479.21	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$679k	-95%	17k	40.14	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$606k	+21%	6.3k	95.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$531k	+12%	23k	23.22	View chart
Wal-Mart Stores (WMT)	0.1	$511k	-6%	4.1k	124.29	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$505k	-93%	7.9k	63.91	View chart
Visa Com Cl A (V)	0.1	$488k	-3%	1.6k	302.24	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$407k	-12%	21k	19.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$393k		13k	30.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$376k		4.2k	90.53	View chart
Advanced Micro Devices (AMD)	0.1	$374k	+2%	1.8k	203.43	View chart
Stifel Financial (SF)	0.1	$333k	NEW	4.5k	73.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$328k	-49%	9.7k	33.77	View chart
Tesla Motors (TSLA)	0.1	$325k	-4%	874.00	371.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$321k	+4%	734.00	436.79	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$311k	-76%	6.2k	50.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$310k	+6%	5.6k	55.52	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$308k	-8%	15k	20.42	View chart
Verizon Communications (VZ)	0.1	$303k	-86%	6.0k	50.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$298k		699.00	426.49	View chart
ConocoPhillips (COP)	0.0	$295k	-3%	2.2k	132.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$294k		1.5k	196.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$293k	-3%	1.0k	287.18	View chart
Darling International (DAR)	0.0	$277k	NEW	4.5k	61.85	View chart
Palo Alto Networks (PANW)	0.0	$275k	-47%	1.7k	160.32	View chart
Brown & Brown (BRO)	0.0	$270k	-2%	4.1k	65.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$269k	NEW	3.5k	77.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$265k	NEW	3.5k	76.54	View chart
Adobe Systems Incorporated (ADBE)	0.0	$261k	NEW	1.1k	243.08	View chart
SLB Com Stk (SLB)	0.0	$260k	NEW	5.1k	51.39	View chart
Metropcs Communications (TMUS)	0.0	$250k	NEW	1.2k	210.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$242k	+4%	9.8k	24.75	View chart
Southern Company (SO)	0.0	$233k		2.4k	96.52	View chart
Dell Technologies CL C (DELL)	0.0	$229k	-84%	1.4k	164.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$228k		1.6k	142.43	View chart
Lockheed Martin Corporation (LMT)	0.0	$225k	-91%	373.00	604.39	View chart
Meta Platforms Cl A (META)	0.0	$221k	-96%	386.00	572.13	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$218k	-94%	13k	17.15	View chart
Custom Truck One Source Com Cl A (CTOS)	0.0	$218k	NEW	33k	6.57	View chart
Abbvie (ABBV)	0.0	$216k	-86%	993.00	217.49	View chart
J P Morgan Exchange Traded F Inflation Manage (JCPI)	0.0	$215k	NEW	4.4k	48.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$212k	NEW	493.00	430.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$210k	NEW	321.00	653.21	View chart
Psq Holdings Cl A (PSQH)	0.0	$61k		116k	0.53	View chart
Mobile Infrastructure Corp Com Shs (BEEP)	0.0	$39k		17k	2.24	View chart
Cue Biopharma (CUE)	0.0	$4.4k		19k	0.23	View chart

Past Filings by Prevail Innovative Wealth Advisors

SEC 13F filings are viewable for Prevail Innovative Wealth Advisors going back to 2023

Prevail Innovative Wealth Advisors 2026 Q1 filed April 30, 2026
Prevail Innovative Wealth Advisors 2025 Q4 filed Feb. 6, 2026
Prevail Innovative Wealth Advisors 2025 Q3 filed Nov. 13, 2025
Prevail Innovative Wealth Advisors 2025 Q2 filed Aug. 15, 2025
Prevail Innovative Wealth Advisors 2025 Q1 filed May 2, 2025
Prevail Innovative Wealth Advisors 2024 Q4 filed Feb. 12, 2025
Prevail Innovative Wealth Advisors 2024 Q3 filed Nov. 13, 2024
Prevail Innovative Wealth Advisors 2024 Q2 filed Aug. 8, 2024
Prevail Innovative Wealth Advisors 2024 Q1 filed May 10, 2024
Prevail Innovative Wealth Advisors 2023 Q3 filed Nov. 14, 2023
Prevail Innovative Wealth Advisors 2023 Q2 filed Aug. 15, 2023

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