Prevail Innovative Wealth Advisors

Prevail Innovative Wealth Advisors as of March 31, 2026

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