Prevail Innovative Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Prevail Innovative Wealth Advisors, LLC

Investment Activity

Prevail Innovative Wealth Advisors, LLC has $776.47 million in total holdings as of September 30, 2026.
Prevail Innovative Wealth Advisors, LLC owns shares of 285 different stocks, but just 85 companies or ETFs make up 80% of its holdings.
Approximately 35.23% of the portfolio was purchased this quarter.
About 19.13% of the portfolio was sold this quarter.
This quarter, Prevail Innovative Wealth Advisors, LLC has purchased 197 new stocks and bought additional shares in 119 stocks.
Prevail Innovative Wealth Advisors, LLC sold shares of 48 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

NVIDIA: $19,586,966
Invesco NASDAQ 100 ETF: $18,752,897
Invesco S&P MidCap Quality ETF: $17,152,765
Avantis U.S. Small Cap Equity ETF: $16,960,806
Invesco S&P 500 Quality ETF: $16,578,713

Largest New Holdings this Quarter

G25457105 - Credo Technology Group: $11,684,951 Holding
482480100 - KLA: $7,103,398 Holding
880770102 - Teradyne: $6,937,258 Holding
19249U203 - COHEN & STEERS ETF TRUST: $4,923,277 Holding
00775Y645 - Strategas Macro Thematic Opportunities ETF: $3,707,016 Holding

Largest Purchases this Quarter

NVIDIA: 57,277 shares (about $13.60M)
Credo Technology Group: 53,111 shares (about $11.68M)
Micron Technology: 9,902 shares (about $10.77M)
Seagate Technology: 10,661 shares (about $8.61M)
Cummins: 16,000 shares (about $8.28M)

Largest Sales this Quarter

Invesco S&P 500 Equal Weight ETF: 107,470 shares (about $22.63M)
American Tower: 51,239 shares (about $8.51M)
NextEra Energy: 93,202 shares (about $7.18M)
Bank of America: 123,124 shares (about $6.59M)
UnitedHealth Group: 9,577 shares (about $3.60M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$19,586,966	$13,601,545 ▲	227.2%	82,482	2.5%	Technology
QQQM Invesco NASDAQ 100 ETF	$18,752,897	$502,847 ▼	-2.6%	60,117	2.4%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$17,152,765	$472,792 ▲	2.8%	152,266	2.2%	ETF
AVSC Avantis U.S. Small Cap Equity ETF	$16,960,806	$690,799 ▲	4.2%	243,585	2.2%	ETF
SPHQ Invesco S&P 500 Quality ETF	$16,578,713	$158,917 ▲	1.0%	194,563	2.1%	ETF
GOOG Alphabet	$16,093,337	$6,497,222 ▲	67.7%	46,329	2.1%	Communication Services
PWR Quanta Services	$13,250,223	$7,227,331 ▲	120.0%	18,900	1.7%	Industrials
AMZN Amazon.com	$12,791,451	$5,886,672 ▲	85.3%	49,213	1.6%	Consumer Discretionary
MU Micron Technology	$12,310,576	$10,773,250 ▲	700.8%	11,315	1.6%	Technology
SPYI NEOS S&P 500 High Income ETF	$12,246,011	$346,258 ▲	2.9%	226,736	1.6%	ETF
CRDO Credo Technology Group	$11,684,951	$11,684,951 ▲	New Holding	53,111	1.5%	Technology
INVESCO ACTIVELY MANAGED EXC	$11,548,800	$2,705,574 ▲	30.6%	221,199	1.5%	S&P 500 EQUA ETF
ORLY O'Reilly Automotive	$11,450,271	$1,767,757 ▲	18.3%	135,330	1.5%	Consumer Discretionary
LLY Eli Lilly and Company	$11,195,365	$784,555 ▼	-6.5%	9,418	1.4%	Healthcare
JPM JPMorgan Chase & Co.	$11,079,161	$66,246 ▲	0.6%	33,616	1.4%	Finance
ARISTA NETWORKS INC	$11,024,165	$1,121,669 ▼	-9.2%	51,078	1.4%	COM SHS
MKSI MKS	$10,737,253	$5,311,948 ▲	97.9%	39,309	1.4%	Technology
UBER Uber Technologies	$10,165,030	$1,172,412 ▲	13.0%	148,503	1.3%	Industrials
PINK Simplify Health Care ETF	$10,112,346	$5,644,634 ▲	126.3%	267,664	1.3%	ETF
GLOBAL X FDS	$9,586,485	$2,161,279 ▲	29.1%	163,202	1.2%	DEFENSE TECH ETF
GE VERNOVA INC	$9,351,707	$1,616,283 ▲	20.9%	9,379	1.2%	COM
JANUS DETROIT STR TR	$8,816,016	$341,024 ▼	-3.7%	182,564	1.1%	HENDE INCOM ETF
SIMPLIFY EXCHANGE TRADED FUN	$8,788,946	$317,538 ▼	-3.5%	187,798	1.1%	MBS ETF
STX Seagate Technology	$8,779,901	$8,609,504 ▲	5,052.6%	10,872	1.1%	Technology
MTZ MasTec	$8,535,414	$5,908,360 ▲	224.9%	38,212	1.1%	Industrials
CMI Cummins	$8,480,944	$8,277,120 ▲	4,060.9%	16,394	1.1%	Industrials
BKLN Invesco Senior Loan ETF	$8,052,017	$681,559 ▼	-7.8%	392,973	1.0%	ETF
INVESCO ACTIVELY MANAGED EXC	$7,941,421	$744,301 ▼	-8.6%	145,982	1.0%	MSCI EAFE IN ETF
AGGH Simplify Aggregate Bond ETF	$7,912,762	$64,241 ▼	-0.8%	417,560	1.0%	ETF
NEOS ETF TRUST	$7,912,125	$682,023 ▼	-7.9%	161,439	1.0%	RUSS 2000 HI ETF
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$7,910,578	$409,241 ▼	-4.9%	164,188	1.0%	ETF
MSFT Microsoft	$7,901,938	$4,911,428 ▲	164.2%	14,916	1.0%	Technology
KLAC KLA	$7,103,398	$7,103,398 ▲	New Holding	36,089	0.9%	Technology
TER Teradyne	$6,937,258	$6,937,258 ▲	New Holding	16,847	0.9%	Technology
NEOS ETF TRUST	$6,807,353	$3,104,096 ▲	83.8%	120,250	0.9%	NASDAQ 100 HIGH
LHX L3Harris Technologies	$6,719,199	$2,572,734 ▲	62.0%	28,760	0.9%	Industrials
WFC Wells Fargo & Company	$6,671,131	$513,584 ▼	-7.1%	83,119	0.9%	Finance
AAPL Apple	$6,548,332	$2,352,686 ▲	56.1%	19,450	0.8%	Technology
GOOGL Alphabet	$6,430,631	$5,558,586 ▲	637.4%	18,347	0.8%	Communication Services
FTGC First Trust Global Tactical Commodity Strategy Fund	$6,409,778	$1,586,955 ▼	-19.8%	207,627	0.8%	ETF
J P MORGAN EXCHANGE TRADED F	$6,392,022	$277,508 ▼	-4.2%	130,854	0.8%	ACTI HIGH YI ETF
META Meta Platforms	$6,380,708	$5,712,054 ▲	854.3%	8,846	0.8%	Communication Services
NEOS ETF TRUST	$6,200,025	$99,837 ▼	-1.6%	138,672	0.8%	REAL EST HIG ETF
NLY Annaly Capital Management	$5,802,345	$350,765 ▼	-5.7%	323,611	0.7%	Finance
V Visa	$5,616,510	$1,057,886 ▲	23.2%	15,094	0.7%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$5,599,643	$22,633,180 ▼	-80.2%	26,589	0.7%	ETF
ETN Eaton	$5,187,606	$422,703 ▲	8.9%	12,027	0.7%	Industrials
VRT Vertiv	$5,185,164	$1,662,822 ▲	47.2%	21,036	0.7%	Industrials
TMUS T-Mobile US	$5,138,189	$4,483,006 ▲	684.2%	30,648	0.7%	Communication Services
MORGAN STANLEY ETF TRUST	$5,062,711	$999,749 ▼	-16.5%	101,386	0.7%	EATO VA DURA ETF
GS The Goldman Sachs Group	$5,058,319	$1,980,384 ▲	64.3%	5,701	0.7%	Finance
WAB Wabtec	$5,005,684	$381,294 ▲	8.2%	17,723	0.6%	Industrials
GOLDMAN SACHS ETF TR	$4,986,938	$384,908 ▼	-7.2%	85,174	0.6%	NASDA 100 ETF
MRK Merck & Co., Inc.	$4,953,270	$746,939 ▲	17.8%	34,689	0.6%	Healthcare
COHEN & STEERS ETF TRUST	$4,923,277	$4,923,277 ▲	New Holding	195,601	0.6%	PFD IN OP AC ETF
MO Altria Group	$4,897,012	$1,586,870 ▲	47.9%	70,582	0.6%	Consumer Staples
ABT Abbott Laboratories	$4,880,439	$1,802,224 ▲	58.5%	49,432	0.6%	Healthcare
FTAI AVIATION LTD	$4,808,175	$1,074,330 ▲	28.8%	27,502	0.6%	SHS
AVUS Avantis U.S. Equity ETF	$4,762,586	$170,692 ▲	3.7%	36,579	0.6%	ETF
SDSI American Century Short Duration Strategic Income ETF	$4,758,069	$985,900 ▼	-17.2%	94,312	0.6%	ETF
AVEM Avantis Emerging Markets Equity ETF	$4,746,645	$118,687 ▲	2.6%	49,991	0.6%	ETF
EVERGY INC	$4,732,453	$1,506,098 ▲	46.7%	58,935	0.6%	COM
KO Coca-Cola	$4,706,959	$939,813 ▲	24.9%	54,847	0.6%	Consumer Staples
WM Waste Management	$4,554,197	$1,906,131 ▲	72.0%	21,797	0.6%	Industrials
TFC Truist Financial	$4,530,645	$1,331,526 ▲	41.6%	99,400	0.6%	Finance
USB U.S. Bancorp	$4,525,768	$1,220,963 ▲	36.9%	80,573	0.6%	Finance
XEL Xcel Energy	$4,467,729	$1,532,767 ▲	52.2%	61,692	0.6%	Utilities
RITM Rithm Capital	$4,418,557	$296,750 ▼	-6.3%	518,002	0.6%	Finance
PROSHARES TR	$4,362,179	$931,036 ▲	27.1%	90,370	0.6%	S&P 500 HIGH ETF
DFIV Dimensional International Value ETF	$4,153,945	$254,132 ▼	-5.8%	75,239	0.5%	ETF
VOO Vanguard S&P 500 ETF	$4,005,304	$63,576 ▼	-1.6%	5,607	0.5%	ETF
LAM RESEARCH CORP	$3,995,638	$3,802,875 ▲	1,972.8%	12,126	0.5%	COM NEW
MCK McKesson	$3,810,641	$95,585 ▼	-2.4%	4,186	0.5%	Healthcare
C Citigroup	$3,770,454	$342,618 ▲	10.0%	29,614	0.5%	Finance
JNJ Johnson & Johnson	$3,750,716	$662,165 ▲	21.4%	14,512	0.5%	Healthcare
SAMT Strategas Macro Thematic Opportunities ETF	$3,707,016	$3,707,016 ▲	New Holding	87,409	0.5%	ETF
UNP Union Pacific	$3,669,175	$930,616 ▲	34.0%	13,358	0.5%	Industrials
IVZ Invesco	$3,558,656	$615,217 ▲	20.9%	116,677	0.5%	Finance
APG APi Group	$3,554,524	$390,962 ▲	12.4%	88,399	0.5%	Industrials
EQT EQT	$3,433,576	$3,433,576 ▲	New Holding	65,639	0.4%	Energy
LRN Stride	$3,408,293	$437,114 ▲	14.7%	42,807	0.4%	Consumer Discretionary
ODFL Old Dominion Freight Line	$3,404,551	$3,404,551 ▲	New Holding	19,387	0.4%	Industrials
CRS Carpenter Technology	$3,390,662	$416,987 ▲	14.0%	8,668	0.4%	Industrials
MOD Modine Manufacturing	$3,388,513	$1,133,988 ▲	50.3%	17,887	0.4%	Industrials
INVESCO ACTIVELY MANAGED EXC	$3,327,678	$416,577 ▼	-11.1%	57,275	0.4%	QQQ INC ADV ETF
FCFS FirstCash	$3,320,478	$279,972 ▲	9.2%	15,845	0.4%	Finance
VSEC VSE	$3,218,618	$48,194 ▲	1.5%	19,234	0.4%	Industrials
HONEYWELL INTL INC	$3,205,960	$1,648,036 ▲	105.8%	15,405	0.4%	COM
PULS PGIM Ultra Short Bond ETF	$3,186,711	$655,760 ▼	-17.1%	64,365	0.4%	ETF
ISHARES BITCOIN TRUST ETF	$3,143,006	$539,846 ▲	20.7%	66,575	0.4%	SHS BEN INT
QGRO American Century U.S. Quality Growth ETF	$3,113,762	$68,282 ▼	-2.1%	26,312	0.4%	ETF
NEOS ETF TRUST	$3,087,015	$3,087,015 ▲	New Holding	64,636	0.4%	GOLD HIG INC ETF
HII Huntington Ingalls Industries	$3,046,711	$3,046,711 ▲	New Holding	11,688	0.4%	Industrials
IVV iShares Core S&P 500 ETF	$2,966,985	$2,470,536 ▲	497.6%	3,801	0.4%	ETF
DFAS Dimensional U.S. Small Cap ETF	$2,959,246	$390,301 ▲	15.2%	37,978	0.4%	ETF
DIS Walt Disney	$2,664,731	$2,664,731 ▲	New Holding	25,439	0.3%	Communication Services
RTX RTX	$2,576,276	$2,576,276 ▲	New Holding	14,292	0.3%	Industrials
RAAX VanEck Real Assets ETF	$2,547,335	$437,146 ▲	20.7%	63,225	0.3%	ETF
ETR Entergy	$2,530,833	$2,530,833 ▲	New Holding	24,619	0.3%	Utilities
WCC WESCO International	$2,458,862	$2,458,862 ▲	New Holding	6,716	0.3%	Industrials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Prevail Innovative Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Prevail Innovative Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Prevail Innovative Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Prevail Innovative Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrevail Innovative Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools