Prevail Innovative Wealth Advisors

Prevail Innovative Wealth Advisors as of June 30, 2026

Portfolio Holdings for Prevail Innovative Wealth Advisors

Prevail Innovative Wealth Advisors holds 197 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.2 $29M 134k 212.77
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.8 $19M 62k 302.97
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.6 $17M 193k 90.10
American Centy Etf Tr Avan Us Smal Etf (AVSC) 2.6 $17M 234k 73.34
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.5 $17M 148k 112.88
Eli Lilly & Co. (LLY) 1.8 $12M 10k 1199.43
Vaneck Etf Trust Commodity Stgy (PIT) 1.8 $12M 180k 66.01
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.7 $12M 220k 53.09
JPMorgan Chase & Co. (JPM) 1.6 $11M 33k 327.33
O'reilly Automotive (ORLY) 1.6 $11M 114k 92.09
Alphabet Cap Stk Cl C (GOOG) 1.5 $9.8M 28k 353.33
Arista Networks Com Shs (ANET) 1.4 $9.6M 56k 169.88
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.4 $9.5M 195k 49.07
Nextera Energy (NEE) 1.4 $9.5M 108k 87.77
Uber Technologies (UBER) 1.4 $9.5M 131k 72.16
Janus Detroit Str Tr Hende Incom Etf (JIII) 1.4 $9.5M 190k 49.84
Neos Etf Trust Russ 2000 Hi Etf (IWMI) 1.4 $9.4M 175k 53.52
Ge Vernova (GEV) 1.4 $9.1M 7.8k 1174.86
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA) 1.3 $9.0M 169k 53.35
American Tower Reit (AMT) 1.3 $8.9M 54k 163.57
Invesco Actively Managed Exc Msci Eafe In Etf (EFAA) 1.3 $8.9M 160k 55.76
Monolithic Power Systems (MPWR) 1.3 $8.8M 6.4k 1382.36
MKS Instruments (MKSI) 1.3 $8.8M 20k 444.80
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 1.3 $8.7M 173k 50.50
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.3 $8.7M 426k 20.37
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) 1.3 $8.5M 421k 20.17
Annaly Capital Management In Com New (NLY) 1.1 $7.7M 343k 22.36
Global X Fds Defense Tech Etf (SHLD) 1.1 $7.5M 126k 59.71
Bank of America Corporation (BAC) 1.1 $7.5M 131k 56.98
Wells Fargo & Company (WFC) 1.1 $7.4M 90k 82.64
Gaming & Leisure Pptys (GLPI) 1.1 $7.1M 158k 44.53
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.0 $7.0M 259k 27.05
Neos Etf Trust Real Est Hig Etf (IYRI) 1.0 $6.9M 141k 49.11
J P Morgan Exchange Traded F Acti High Yi Etf (JPHY) 1.0 $6.9M 137k 50.46
Federal Rlty Invt Tr Sh Ben Int New (FRT) 1.0 $6.9M 56k 123.44
Amazon (AMZN) 0.9 $6.3M 27k 238.34
Quanta Services (PWR) 0.9 $6.2M 8.6k 720.04
Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD) 0.9 $6.2M 121k 50.85
American Centy Etf Tr Short Durtn Strg (SDSI) 0.9 $5.8M 114k 51.35
Ftai Aviation SHS (FTAI) 0.9 $5.8M 21k 270.53
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) 0.8 $5.4M 92k 59.31
Rithm Capital Corp Com New (RITM) 0.8 $5.2M 553k 9.39
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.8 $5.2M 101k 51.27
L3harris Technologies (LHX) 0.8 $5.2M 18k 290.59
NVIDIA Corporation (NVDA) 0.8 $5.0M 25k 200.09
MasTec (MTZ) 0.7 $4.9M 12k 416.06
Crown Castle Intl (CCI) 0.7 $4.8M 64k 75.73
Vertiv Holdings Com Cl A (VRT) 0.7 $4.8M 14k 334.82
Eaton Corp SHS (ETN) 0.7 $4.7M 11k 426.12
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $4.7M 49k 96.49
Carpenter Technology Corporation (CRS) 0.7 $4.7M 7.6k 616.84
Nvent Elec SHS (NVT) 0.7 $4.7M 28k 169.61
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.7 $4.6M 118k 39.15
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $4.5M 35k 128.08
Viavi Solutions Inc equities (VIAV) 0.7 $4.5M 93k 47.75
Wabtec Corporation (WAB) 0.7 $4.4M 16k 269.60
UnitedHealth (UNH) 0.6 $4.3M 10k 415.64
VSE Corporation (VSEC) 0.6 $4.3M 19k 228.50
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $4.3M 80k 54.02
Visa Com Cl A (V) 0.6 $4.2M 12k 343.09
Sterling Construction Company (STRL) 0.6 $4.2M 5.0k 839.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.9M 5.7k 686.81
Wal-Mart Stores (WMT) 0.6 $3.9M 34k 113.26
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.6 $3.8M 78k 49.55
Merck & Co (MRK) 0.6 $3.8M 30k 128.50
Citigroup Com New (C) 0.6 $3.8M 27k 139.96
Neos Etf Trust Nasdaq 100 High (QQQI) 0.6 $3.7M 65k 56.79
Invesco Actively Managed Exc Qqq Inc Adv Etf (QQA) 0.6 $3.7M 64k 57.63
Agnc Invt Corp Com reit (AGNC) 0.5 $3.6M 333k 10.90
Apple (AAPL) 0.5 $3.6M 13k 289.37
Pepsi (PEP) 0.5 $3.6M 27k 135.40
Coca-Cola Company (KO) 0.5 $3.6M 44k 81.27
Us Bancorp Com New (USB) 0.5 $3.6M 59k 60.40
Goldman Sachs (GS) 0.5 $3.5M 3.5k 1011.39
Truist Financial Corp equities (TFC) 0.5 $3.5M 70k 49.82
Evergy (EVRG) 0.5 $3.5M 40k 86.43
Altria (MO) 0.5 $3.4M 48k 71.95
Proshares Tr S&p 500 High Etf (ISPY) 0.5 $3.4M 71k 48.19
Lowe's Companies (LOW) 0.5 $3.4M 15k 220.49
Api Group Corp Com Stk (APG) 0.5 $3.3M 79k 42.35
Ishares Tr 20+ Year Tr Bd (TLTW) 0.5 $3.3M 148k 22.34
Xcel Energy (XEL) 0.5 $3.3M 41k 80.30
McKesson Corporation (MCK) 0.5 $3.2M 4.3k 755.60
Stride (LRN) 0.5 $3.2M 37k 86.24
Modine Manufacturing (MOD) 0.5 $3.2M 12k 267.02
American Centy Etf Tr Us Quality Grow (QGRO) 0.5 $3.2M 27k 118.05
Firstcash Holdings (FCFS) 0.5 $3.1M 15k 216.32
Intuit (INTU) 0.5 $3.1M 12k 261.00
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.5 $3.0M 121k 25.07
Johnson & Johnson (JNJ) 0.5 $3.0M 12k 253.97
Abbott Laboratories (ABT) 0.4 $2.8M 31k 90.74
Waste Management (WM) 0.4 $2.8M 13k 222.88
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $2.7M 33k 82.34
Union Pacific Corporation (UNP) 0.4 $2.7M 10k 272.00
Invesco SHS (IVZ) 0.4 $2.5M 97k 26.39
Mondelez Intl Cl A (MDLZ) 0.4 $2.4M 41k 57.84
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $2.1M 21k 103.05
Microsoft Corporation (MSFT) 0.3 $2.1M 5.6k 373.02
Vaneck Etf Trust Real Assets Etf (RAAX) 0.3 $2.1M 52k 39.67
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.8M 55k 33.29
Honeywell Aerospace (HONA) 0.3 $1.7M 7.8k 221.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.7M 2.3k 736.40
Honeywell International (HON) 0.2 $1.7M 7.5k 223.89
Micron Technology (MU) 0.2 $1.6M 1.4k 1154.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.6M 54k 28.96
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $1.6M 76k 20.36
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $1.5M 31k 50.39
Global X Fds Artificial Etf (AIQ) 0.2 $1.5M 23k 65.61
Harbor Etf Trust Long Term Grower (WINN) 0.2 $1.4M 43k 32.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 8.8k 124.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.1k 500.39
J P Morgan Exchange Traded F Infl Mana Bd Etf (JCPI) 0.2 $1.1M 22k 47.85
Vaneck Etf Trust Urani Nucle Etf (NLR) 0.2 $1.0M 9.0k 115.98
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $1.0M 21k 50.66
Coreweave Com Cl A (CRWV) 0.2 $1.0M 10k 99.54
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $1.0M 20k 51.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $984k 2.7k 370.04
Exxon Mobil Corporation (XOM) 0.1 $978k 7.2k 136.73
Alphabet Cap Stk Cl A (GOOGL) 0.1 $889k 2.5k 357.37
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $821k 1.1k 746.77
Spdr Series Trust St Str P500etf (SPYM) 0.1 $736k 8.4k 87.88
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $707k 29k 24.31
Broadcom (AVGO) 0.1 $701k 1.9k 377.70
Tesla Motors (TSLA) 0.1 $688k 1.6k 420.60
Metropcs Communications (TMUS) 0.1 $656k 3.9k 167.72
Palo Alto Networks (PANW) 0.1 $595k 1.7k 341.02
Adams Express Company (ADX) 0.1 $574k 22k 25.55
Meta Platforms Cl A (META) 0.1 $522k 927.00 563.29
Home Depot (HD) 0.1 $513k 1.5k 352.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $509k 22k 23.13
Dell Technologies CL C (DELL) 0.1 $496k 1.2k 431.46
International Business Machines (IBM) 0.1 $488k 1.7k 281.21
Ishares Tr Core S&p500 Etf (IVV) 0.1 $476k 636.00 748.89
Ge Aerospace Com New (GE) 0.1 $468k 1.3k 373.73
Abbvie (ABBV) 0.1 $437k 1.7k 251.64
Advanced Micro Devices (AMD) 0.1 $435k 748.00 580.91
Lockheed Martin Corporation (LMT) 0.1 $415k 814.00 509.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $406k 13k 31.71
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $405k 1.7k 242.42
Ishares Tr Ultra Short Dur (ICSH) 0.1 $391k 7.7k 50.58
Verizon Communications (VZ) 0.1 $374k 8.8k 42.34
Blackrock Tech And Private E Shs Ben Int (BTX) 0.1 $368k 41k 9.03
Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.1 $364k 12k 30.03
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $359k 19k 19.12
Liberty All Star Equity Sh Ben Int (USA) 0.1 $357k 62k 5.81
Royce Value Trust (RVT) 0.1 $357k 19k 18.47
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.1 $355k 9.7k 36.53
Chevron Corporation (CVX) 0.1 $355k 2.1k 165.79
Blackrock Science & Technolo SHS (BST) 0.1 $351k 6.9k 50.71
Texas Instruments Incorporated (TXN) 0.1 $350k 1.2k 298.07
Cisco Systems (CSCO) 0.1 $347k 3.0k 117.47
Stifel Financial (SF) 0.1 $340k 4.9k 69.77
Caterpillar (CAT) 0.0 $334k 313.00 1065.61
Vanguard Index Fds Growth Etf (VUG) 0.0 $331k 3.8k 86.14
Western Digital (WDC) 0.0 $321k 503.00 638.72
Ishares Tr Core Msci Eafe (IEFA) 0.0 $316k 3.3k 96.58
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $312k 5.5k 56.48
Costco Wholesale Corporation (COST) 0.0 $312k 333.00 935.47
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $307k 3.8k 80.57
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $306k 1.6k 190.52
Spdr Gold Tr Gold Shs (GLD) 0.0 $304k 824.00 368.38
Vanguard Index Fds Value Etf (VTV) 0.0 $292k 1.3k 217.93
Cummins (CMI) 0.0 $281k 394.00 713.21
Darling International (DAR) 0.0 $278k 5.1k 54.62
Danaher Corporation (DHR) 0.0 $278k 1.5k 190.48
Brown & Brown (BRO) 0.0 $275k 4.3k 64.15
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $274k 5.4k 50.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $269k 9.7k 27.70
Adobe Systems Incorporated (ADBE) 0.0 $268k 1.3k 205.02
Applied Materials (AMAT) 0.0 $267k 369.00 723.00
Colgate-Palmolive Company (CL) 0.0 $263k 2.9k 91.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $263k 1.6k 164.27
Garmin SHS (GRMN) 0.0 $259k 1.1k 237.54
Vanguard World Inf Tech Etf (VGT) 0.0 $257k 2.2k 119.52
Lam Research Corp Com New (LRCX) 0.0 $254k 585.00 433.33
Marsh & McLennan Companies (MRSH) 0.0 $250k 1.5k 166.67
Intel Corporation (INTC) 0.0 $246k 1.8k 139.63
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.0 $246k 12k 20.57
SLB Com Stk (SLB) 0.0 $242k 5.2k 46.49
Oracle Corporation (ORCL) 0.0 $235k 1.6k 146.55
Southern Company (SO) 0.0 $235k 2.5k 95.71
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $234k 13k 18.43
TJX Companies (TJX) 0.0 $233k 1.5k 151.50
Illinois Tool Works (ITW) 0.0 $228k 843.00 270.47
Thermo Fisher Scientific (TMO) 0.0 $212k 423.00 501.36
Amphenol Corp Cl A (APH) 0.0 $211k 1.2k 176.32
Comfort Systems USA (FIX) 0.0 $210k 106.00 1981.95
Palantir Technologies Cl A (PLTR) 0.0 $210k 1.8k 116.67
Lumentum Hldgs (LITE) 0.0 $208k 242.00 858.06
Capital One Financial (COF) 0.0 $205k 1.0k 200.62
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $204k 211.00 965.00
Philip Morris International (PM) 0.0 $203k 1.1k 180.91
Crane Company Common Stock (CR) 0.0 $203k 908.00 223.07
PG&E Corporation (PCG) 0.0 $177k 11k 16.82
Audioeye Com New (AEYE) 0.0 $142k 25k 5.81
Psq Holdings Cl A (PSQH) 0.0 $47k 116k 0.40
Mobile Infrastructure Corp Com Shs (BEEP) 0.0 $24k 17k 1.38