Prevail Innovative Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Prevail Innovative Wealth Advisors, LLCInvestment ActivityPrevail Innovative Wealth Advisors, LLC has $594.13 million in total holdings as of March 31, 2026.Prevail Innovative Wealth Advisors, LLC owns shares of 178 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 46.40% of the portfolio was purchased this quarter.About 42.53% of the portfolio was sold this quarter.This quarter, Prevail Innovative Wealth Advisors, LLC has purchased 188 new stocks and bought additional shares in 71 stocks.Prevail Innovative Wealth Advisors, LLC sold shares of 48 stocks and completely divested from 62 stocks this quarter.Largest Holdings J P MORGAN EXCHANGE TRADED F $13,633,330ExxonMobil $13,054,500Avantis U.S. Small Cap Equity ETF $12,532,282Microsoft $10,582,152Invesco NASDAQ 100 ETF $10,546,144 Largest New Holdings this Quarter 46654Q716 - J P MORGAN EXCHANGE TRADED F $13,633,330 Holding37954Y343 - Global X MLP ETF $8,294,903 Holding77543R102 - Roku $7,630,157 Holding127387108 - Cadence Design Systems $7,453,029 Holding512807306 - LAM RESEARCH CORP $7,225,340 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 253,549 shares (about $13.63M)Global X MLP ETF 153,980 shares (about $8.29M)Roku 80,640 shares (about $7.63M)Broadcom 24,468 shares (about $7.57M)Cadence Design Systems 26,822 shares (about $7.45M) Largest Sales this Quarter SPDR Blackstone Senior Loan ETF 357,928 shares (about $14.37M)SPDR S&P 500 ETF Trust 10,769 shares (about $7.00M)J P MORGAN EXCHANGE TRADED F 108,045 shares (about $6.91M)Meta Platforms 10,208 shares (about $5.84M)iShares 20+ Year Treasury Bond BuyWrite Strategy ETF 239,344 shares (about $5.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrevail Innovative Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJ P MORGAN EXCHANGE TRADED F$13,633,330$13,633,330 ▲New Holding253,5492.3%ACTIVE BOND ETFXOMExxonMobil$13,054,500$1,625,853 ▼-11.1%76,9452.2%EnergyAVSCAvantis U.S. Small Cap Equity ETF$12,532,282$788,283 ▲6.7%201,1602.1%ETFMSFTMicrosoft$10,582,152$5,411,567 ▲104.7%28,5871.8%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$10,546,144$1,415,990 ▲15.5%44,3821.8%ETFXMHQInvesco S&P MidCap Quality ETF$10,428,592$543,003 ▲5.5%100,8861.8%ETFSIMPLIFY EXCHANGE TRADED FUN$9,664,385$6,077,002 ▲169.4%195,3981.6%MBS ETFSPHQInvesco S&P 500 Quality ETF$9,544,421$700,848 ▼-6.8%126,9371.6%ETFJANUS DETROIT STR TR$9,497,654$6,071,928 ▲177.2%191,5681.6%HENDERSON INCOMETLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$9,401,270$5,413,956 ▼-36.5%415,6181.6%ETFAMZNAmazon.com$8,800,455$3,298,791 ▲60.0%42,2551.5%Retail/WholesaleSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,793,560$2,843,973 ▲47.8%352,0241.5%ETFBKLNInvesco Senior Loan ETF$8,779,749$6,042,176 ▲220.7%430,1691.5%ETFPITVanEck Commodity Strategy ETF$8,775,152$411,568 ▲4.9%121,2541.5%ETFAGGHSimplify Aggregate Bond ETF$8,610,492$5,950,360 ▲223.7%423,1201.4%ETFBKRBaker Hughes$8,447,000$71,612 ▼-0.8%138,3621.4%EnergyINVESCO ACTIVELY MANAGED EXC$8,385,213$5,232,678 ▲166.0%167,7211.4%S&P 500 EQUAL WEINVESCO ACTIVELY MANAGED EXC$8,328,648$4,508,373 ▲118.0%157,9191.4%MSCI EAFE INCOMEMLPAGlobal X MLP ETF$8,294,903$8,294,903 ▲New Holding153,9801.4%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$8,227,022$5,937,165 ▲259.3%168,8981.4%ETFIHEiShares U.S. Pharmaceuticals ETF$8,070,948$3,443,363 ▲74.4%93,1121.4%ETFGLOBAL X FDS$7,807,064$94,713 ▲1.2%110,2071.3%DEFENSE TECH ETFSPYINEOS S&P 500 High Income ETF$7,804,113$1,119,317 ▲16.7%158,0741.3%ETFAVGOBroadcom$7,767,678$7,572,999 ▲3,890.0%25,0971.3%Computer and TechnologyNRGNRG Energy$7,644,145$3,528,843 ▲85.7%52,3071.3%UtilitiesROKURoku$7,630,157$7,630,157 ▲New Holding80,6401.3%Consumer DiscretionaryGE VERNOVA INC$7,555,822$709,668 ▼-8.6%8,6561.3%COMCDNSCadence Design Systems$7,453,029$7,453,029 ▲New Holding26,8221.3%Computer and TechnologyJPMJPMorgan Chase & Co.$7,362,236$1,258,416 ▲20.6%25,0281.2%FinanceLAM RESEARCH CORP$7,225,340$7,225,340 ▲New Holding33,8171.2%COM NEWCRDOCredo Technology Group$7,044,944$7,044,944 ▲New Holding75,0501.2%Computer and TechnologyAPPLOVIN CORP$6,996,044$6,996,044 ▲New Holding17,5781.2%COM CL AJ P MORGAN EXCHANGE TRADED F$6,910,971$4,401,365 ▲175.4%137,8061.2%ACTIVE HIGH YIELCDXSimplify High Yield ETF$6,749,394$4,645,078 ▲220.7%316,2791.1%ETFINVESCO ACTIVELY MANAGED EXC$6,743,987$3,046,867 ▲82.4%135,2111.1%QQQ INCOME ADVANNVDANVIDIA$6,724,341$678,067 ▲11.2%38,5571.1%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$6,659,935$4,276,218 ▲179.4%271,3911.1%BARRIER INCOMENEOS ETF TRUST$6,607,528$5,338,942 ▲420.9%132,9751.1%NASDAQ 100 HIGHNEOS ETF TRUST$6,561,298$5,233,253 ▲394.1%138,7461.1%REAL ESTATE HIGHGOLDMAN SACHS ETF TR$5,898,862$4,350,468 ▲281.0%119,1931.0%NASDAQ-100 PREMISTRLSterling Infrastructure$5,804,005$541,669 ▼-8.5%14,2511.0%ConstructionJEPIJPMorgan Equity Premium Income ETF$5,550,049$1,234,320 ▲28.6%97,9190.9%ETFFRTFederal Realty Investment Trust$5,474,170$329,782 ▲6.4%51,5410.9%FinanceMODModine Manufacturing$5,430,753$5,430,753 ▲New Holding25,0600.9%Auto/Tires/TrucksLHXL3Harris Technologies$5,346,719$319,609 ▼-5.6%15,4910.9%AerospaceNFLXNetflix$5,310,268$5,310,268 ▲New Holding55,2290.9%Consumer DiscretionaryFTAI AVIATION LTD$5,293,470$1,333,290 ▼-20.1%21,6060.9%SHSPGIM ETF TR$5,166,621$1,323,259 ▲34.4%100,9500.9%AAA CLO ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$5,093,585$5,093,585 ▲New Holding177,4150.9%ManufacturingRITMRithm Capital$4,953,404$4,953,404 ▲New Holding522,5110.8%FinanceGEGE Aerospace$4,815,861$332,295 ▲7.4%16,9710.8%AerospaceMUMicron Technology$4,757,463$2,999,006 ▲170.5%14,0820.8%Computer and TechnologyNOWServiceNow$4,751,588$4,751,588 ▲New Holding45,4480.8%Computer and TechnologyMTZMasTec$4,577,717$1,081,690 ▼-19.1%14,2280.8%ConstructionNLYAnnaly Capital Management$4,573,730$4,573,730 ▲New Holding216,2520.8%FinanceNEOS ETF TRUST$4,411,518$4,411,518 ▲New Holding93,0700.7%RUSSELL 2000 HIGJPSTJPMorgan Ultra-Short Income ETF$4,356,610$2,130,428 ▲95.7%86,0820.7%ETFCCitigroup$4,349,727$4,349,727 ▲New Holding38,3540.7%Financial ServicesVRTVertiv$4,222,774$1,274,700 ▼-23.2%16,8520.7%Computer and TechnologySDSIAmerican Century Short Duration Strategic Income ETF$4,182,977$72,317 ▼-1.7%81,5570.7%ETFORLYO'Reilly Automotive$3,697,200$20,216 ▼-0.5%40,0520.6%Retail/WholesaleAAPLApple$3,366,386$180,958 ▼-5.1%13,2640.6%Computer and TechnologyLRNStride$2,881,660$2,881,660 ▲New Holding32,6830.5%Consumer DiscretionaryCRSCarpenter Technology$2,860,741$2,860,741 ▲New Holding7,2580.5%Basic MaterialsAMKRAmkor Technology$2,828,650$2,828,650 ▲New Holding62,8170.5%Computer and TechnologyGLPIGaming and Leisure Properties$2,793,624$748,744 ▼-21.1%62,9620.5%FinanceCVXChevron$2,784,712$269,181 ▲10.7%13,4590.5%EnergyFCFSFirstCash$2,773,188$2,773,188 ▲New Holding14,7510.5%Business ServicesJPIEJPMorgan Income ETF$2,724,165$97,991 ▲3.7%59,1310.5%ETFAVEMAvantis Emerging Markets Equity ETF$2,697,855$217,972 ▲8.8%33,4800.5%ETFAPGAPi Group$2,693,081$2,693,081 ▲New Holding66,4630.5%Business ServicesMPWRMonolithic Power Systems$2,673,241$2,673,241 ▲New Holding2,4450.4%Computer and TechnologyAVUSAvantis U.S. Equity ETF$2,672,963$467,952 ▼-14.9%24,0420.4%ETFMCKMcKesson$2,522,524$2,522,524 ▲New Holding2,9150.4%MedicalIAUiShares Gold Trust$2,508,857$2,508,857 ▲New Holding28,4580.4%FinanceSPHYSPDR Portfolio High Yield Bond ETF$2,465,903$714,478 ▲40.8%105,7420.4%ETFVSECVSE$2,446,435$2,446,435 ▲New Holding13,2670.4%ConstructionJMBSJanus Henderson Mortgage-Backed Securities ETF$2,445,277$76,806 ▲3.2%54,1230.4%ETFMRKMerck & Co., Inc.$2,443,451$2,443,451 ▲New Holding20,3130.4%MedicalVRIGInvesco Variable Rate Investment Grade ETF$2,356,520$292,083 ▼-11.0%94,1290.4%ETFTFCTruist Financial$2,353,418$394,328 ▲20.1%51,1950.4%FinanceEVERGY INC$2,346,927$321,372 ▲15.9%28,6490.4%COMMOAltria Group$2,340,652$520,328 ▲28.6%35,4700.4%Consumer StaplesKEYKeyCorp$2,303,686$274,926 ▲13.6%114,8970.4%FinanceHDHome Depot$2,283,927$2,000,410 ▲705.6%6,9440.4%Retail/WholesaleUSBU.S. Bancorp$2,265,184$283,662 ▲14.3%43,5530.4%FinanceVOOVanguard S&P 500 ETF$2,256,366$755,309 ▼-25.1%3,7760.4%ETFTNLTravel + Leisure$2,242,550$213,939 ▲10.5%32,4110.4%Consumer DiscretionaryDFIVDimensional International Value ETF$2,242,327$519,677 ▲30.2%42,4840.4%ETFORealty Income$2,228,354$464,049 ▲26.3%36,4230.4%FinanceXELXcel Energy$2,221,778$2,221,778 ▲New Holding27,9680.4%UtilitiesMORGAN STANLEY ETF TRUST$2,218,335$720,190 ▼-24.5%43,5480.4%EATON VANCE SHORVRPInvesco Variable Rate Preferred ETF$2,206,448$154,455 ▲7.5%92,0120.4%ETFJBBBJanus Henderson B-BBB CLO ETF$2,206,188$318,778 ▲16.9%47,3380.4%ETFKOCocaCola$2,189,674$2,189,674 ▲New Holding28,7930.4%Consumer StaplesAPLEApple Hospitality REIT$2,161,377$2,161,377 ▲New Holding187,7830.4%FinancePROSHARES TR$2,160,549$2,160,549 ▲New Holding49,8400.4%S&P 500 HIGH INCLXP INDUSTRIAL TRUST$2,148,222$2,148,222 ▲New Holding46,4380.4%COMPROSHARES TR$2,143,862$2,143,862 ▲New Holding51,4220.4%NASDAQ 100 HIGHSTWDStarwood Property Trust$2,117,361$721,848 ▲51.7%122,9590.4%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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