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 $671.34 million in total holdings as of June 30, 2026.
Prevail Innovative Wealth Advisors, LLC owns shares of 197 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 44.24% of the portfolio was purchased this quarter.
About 41.50% of the portfolio was sold this quarter.
This quarter, Prevail Innovative Wealth Advisors, LLC has purchased 178 new stocks and bought additional shares in 80 stocks.
Prevail Innovative Wealth Advisors, LLC sold shares of 45 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

Invesco S&P 500 Equal Weight ETF: $28,523,733
Invesco NASDAQ 100 ETF: $18,702,035
Invesco S&P 500 Quality ETF: $17,362,090
Avantis U.S. Small Cap Equity ETF: $17,136,897
Invesco S&P MidCap Quality ETF: $16,714,029

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF: $28,523,733 Holding
532457108 - Eli Lilly and Company: $12,087,856 Holding
02079K107 - Alphabet: $9,760,771 Holding
040413205 - ARISTA NETWORKS INC: $9,559,997 Holding
65339F101 - NextEra Energy: $9,516,726 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight ETF: 134,059 shares (about $28.52M)
Eli Lilly and Company: 10,078 shares (about $12.09M)
Alphabet: 27,625 shares (about $9.76M)
ARISTA NETWORKS INC: 56,275 shares (about $9.56M)
NextEra Energy: 108,428 shares (about $9.52M)

Largest Sales this Quarter

Micron Technology: 12,669 shares (about $14.62M)
LAM RESEARCH CORP: 33,232 shares (about $14.40M)
ExxonMobil: 69,795 shares (about $9.54M)
Broadcom: 23,240 shares (about $8.78M)
Microsoft: 22,942 shares (about $8.56M)

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
RSP Invesco S&P 500 Equal Weight ETF	$28,523,733	$28,523,733 â–²	New Holding	134,059	4.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$18,702,035	$5,255,621 â–²	39.1%	61,729	2.8%	ETF
SPHQ Invesco S&P 500 Quality ETF	$17,362,090	$5,925,066 â–²	51.8%	192,698	2.6%	ETF
AVSC Avantis U.S. Small Cap Equity ETF	$17,136,897	$2,383,840 â–²	16.2%	233,664	2.6%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$16,714,029	$5,326,017 â–²	46.8%	148,069	2.5%	ETF
LLY Eli Lilly and Company	$12,087,856	$12,087,856 â–²	New Holding	10,078	1.8%	Medical
PIT VanEck Commodity Strategy ETF	$11,907,280	$3,903,303 â–²	48.8%	180,386	1.8%	ETF
SPYI NEOS S&P 500 High Income ETF	$11,697,054	$3,304,906 â–²	39.4%	220,325	1.7%	ETF
JPM JPMorgan Chase & Co.	$10,937,732	$2,745,317 â–²	33.5%	33,415	1.6%	Finance
ORLY O'Reilly Automotive	$10,538,503	$6,850,114 â–²	185.7%	114,437	1.6%	Retail/Wholesale
GOOG Alphabet	$9,760,771	$9,760,771 â–²	New Holding	27,625	1.5%	Computer and Technology
ARISTA NETWORKS INC	$9,559,997	$9,559,997 â–²	New Holding	56,275	1.4%	COM SHS
SIMPLIFY EXCHANGE TRADED FUN	$9,548,188	$39,992 â–¼	-0.4%	194,583	1.4%	MBS ETF
NEE NextEra Energy	$9,516,726	$9,516,726 â–²	New Holding	108,428	1.4%	Utilities
UBER Uber Technologies	$9,480,020	$9,480,020 â–²	New Holding	131,375	1.4%	Computer and Technology
JANUS DETROIT STR TR	$9,450,789	$96,788 â–¼	-1.0%	189,626	1.4%	HENDE INCOM ETF
NEOS ETF TRUST	$9,385,000	$4,403,893 â–²	88.4%	175,355	1.4%	RUSS 2000 HI ETF
GE VERNOVA INC	$9,114,564	$1,055,024 â–¼	-10.4%	7,758	1.4%	COM
INVESCO ACTIVELY MANAGED EXC	$9,036,316	$88,401 â–²	1.0%	169,378	1.3%	S&P 500 EQUA ETF
AMT American Tower	$8,903,606	$8,903,606 â–²	New Holding	54,433	1.3%	Finance
INVESCO ACTIVELY MANAGED EXC	$8,902,865	$97,301 â–²	1.1%	159,664	1.3%	MSCI EAFE IN ETF
MPWR Monolithic Power Systems	$8,848,486	$5,468,616 â–²	161.8%	6,401	1.3%	Computer and Technology
MKSI MKS	$8,834,618	$8,834,618 â–²	New Holding	19,862	1.3%	Computer and Technology
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$8,720,441	$191,092 â–²	2.2%	172,682	1.3%	ETF
BKLN Invesco Senior Loan ETF	$8,682,427	$80,115 â–¼	-0.9%	426,236	1.3%	ETF
AGGH Simplify Aggregate Bond ETF	$8,490,562	$43,769 â–¼	-0.5%	420,950	1.3%	ETF
NLY Annaly Capital Management	$7,673,371	$2,837,976 â–²	58.7%	343,174	1.1%	Finance
GLOBAL X FDS	$7,547,822	$967,362 â–²	14.7%	126,408	1.1%	DEFENSE TECH ETF
BAC Bank of America	$7,460,050	$7,460,050 â–²	New Holding	130,924	1.1%	Finance
WFC Wells Fargo & Company	$7,397,768	$7,397,768 â–²	New Holding	89,518	1.1%	Finance
GLPI Gaming and Leisure Properties	$7,052,528	$4,248,830 â–²	151.5%	158,377	1.1%	Finance
FTGC First Trust Global Tactical Commodity Strategy Fund	$7,006,816	$2,207,740 â–²	46.0%	259,032	1.0%	Manufacturing
NEOS ETF TRUST	$6,919,845	$106,028 â–²	1.6%	140,905	1.0%	REAL EST HIG ETF
J P MORGAN EXCHANGE TRADED F	$6,889,761	$64,137 â–¼	-0.9%	136,535	1.0%	ACTI HIGH YI ETF
FRT Federal Realty Investment Trust	$6,862,647	$500,426 â–²	7.9%	55,595	1.0%	Finance
AMZN Amazon.com	$6,331,509	$3,739,559 â–¼	-37.1%	26,565	0.9%	Retail/Wholesale
PWR Quanta Services	$6,185,864	$6,185,864 â–²	New Holding	8,591	0.9%	Construction
MORGAN STANLEY ETF TRUST	$6,174,154	$3,959,520 â–²	178.8%	121,407	0.9%	EATO VA DURA ETF
SDSI American Century Short Duration Strategic Income ETF	$5,846,403	$1,658,451 â–²	39.6%	113,854	0.9%	ETF
FTAI AVIATION LTD	$5,777,709	$67,362 â–¼	-1.2%	21,357	0.9%	SHS
GOLDMAN SACHS ETF TR	$5,441,574	$1,627,763 â–¼	-23.0%	91,748	0.8%	NASDA 100 ETF
RITM Rithm Capital	$5,190,707	$284,329 â–²	5.8%	552,791	0.8%	Finance
PGIM ETF TR	$5,187,755	$12,048 â–²	0.2%	101,185	0.8%	AAA CLO ETF
LHX L3Harris Technologies	$5,157,391	$655,862 â–²	14.6%	17,748	0.8%	Aerospace
NVDA NVIDIA	$5,043,268	$2,671,601 â–¼	-34.6%	25,205	0.8%	Computer and Technology
MTZ MasTec	$4,893,282	$1,026,420 â–¼	-17.3%	11,761	0.7%	Construction
CCI Crown Castle	$4,842,479	$4,842,479 â–²	New Holding	63,944	0.7%	Finance
VRT Vertiv	$4,784,578	$857,809 â–¼	-15.2%	14,290	0.7%	Computer and Technology
ETN Eaton	$4,707,348	$4,707,348 â–²	New Holding	11,047	0.7%	Industrials
AVEM Avantis Emerging Markets Equity ETF	$4,703,019	$1,472,534 â–²	45.6%	48,741	0.7%	ETF
CRS Carpenter Technology	$4,689,218	$212,193 â–²	4.7%	7,602	0.7%	Basic Materials
NVT nVent Electric	$4,662,918	$4,662,918 â–²	New Holding	27,492	0.7%	Computer and Technology
PINK Simplify Health Care ETF	$4,629,722	$4,629,722 â–²	New Holding	118,256	0.7%	ETF
AVUS Avantis U.S. Equity ETF	$4,517,125	$1,437,826 â–²	46.7%	35,268	0.7%	ETF
VIAV Viavi Solutions	$4,457,558	$4,457,558 â–²	New Holding	93,352	0.7%	Computer and Technology
WAB Wabtec	$4,414,161	$4,414,161 â–²	New Holding	16,373	0.7%	Transportation
UNH UnitedHealth Group	$4,342,602	$1,275,598 â–²	41.6%	10,448	0.6%	Medical
VSEC VSE	$4,329,161	$1,297,652 â–²	42.8%	18,946	0.6%	Construction
DFIV Dimensional International Value ETF	$4,313,065	$2,018,079 â–²	87.9%	79,842	0.6%	ETF
V Visa	$4,203,225	$3,649,474 â–²	659.0%	12,251	0.6%	Business Services
STRL Sterling Infrastructure	$4,180,013	$7,781,707 â–¼	-65.1%	4,980	0.6%	Construction
VOO Vanguard S&P 500 ETF	$3,912,070	$1,318,675 â–²	50.8%	5,696	0.6%	ETF
WALMART INC	$3,897,265	$3,431,315 â–²	736.4%	34,410	0.6%	COM
PULS PGIM Ultra Short Bond ETF	$3,845,576	$2,652,461 â–²	222.3%	77,610	0.6%	ETF
MRK Merck & Co., Inc.	$3,785,369	$1,175,137 â–²	45.0%	29,458	0.6%	Medical
C Citigroup	$3,768,143	$1,599,883 â–¼	-29.8%	26,923	0.6%	Financial Services
NEOS ETF TRUST	$3,715,031	$3,836,618 â–¼	-50.8%	65,417	0.6%	NASDAQ 100 HIGH
INVESCO ACTIVELY MANAGED EXC	$3,714,127	$4,078,422 â–¼	-52.3%	64,445	0.6%	QQQ INC ADV ETF
AGNC AGNC Investment	$3,630,620	$3,630,620 â–²	New Holding	333,084	0.5%	Finance
AAPL Apple	$3,606,116	$232,074 â–¼	-6.0%	12,462	0.5%	Computer and Technology
PEP PepsiCo	$3,591,977	$3,591,977 â–²	New Holding	26,529	0.5%	Consumer Staples
KO CocaCola	$3,567,392	$1,227,408 â–²	52.5%	43,896	0.5%	Consumer Staples
USB U.S. Bancorp	$3,553,722	$923,100 â–²	35.1%	58,836	0.5%	Finance
GS The Goldman Sachs Group	$3,508,519	$2,158,311 â–²	159.9%	3,469	0.5%	Finance
TFC Truist Financial	$3,496,732	$946,186 â–²	37.1%	70,187	0.5%	Finance
EVERGY INC	$3,472,680	$996,540 â–²	40.2%	40,179	0.5%	COM
MO Altria Group	$3,432,717	$880,664 â–²	34.5%	47,710	0.5%	Consumer Staples
PROSHARES TR	$3,425,440	$1,023,652 â–²	42.6%	71,082	0.5%	S&P 500 HIGH ETF
LOW Lowe's Companies	$3,364,457	$3,364,457 â–²	New Holding	15,259	0.5%	Retail/Wholesale
APG APi Group	$3,331,929	$517,221 â–²	18.4%	78,676	0.5%	Business Services
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF	$3,298,697	$5,986,195 â–¼	-64.5%	147,659	0.5%	ETF
XEL Xcel Energy	$3,254,318	$1,008,488 â–²	44.9%	40,527	0.5%	Utilities
MCK McKesson	$3,242,280	$1,039,706 â–²	47.2%	4,291	0.5%	Medical
LRN Stride	$3,218,218	$399,636 â–²	14.2%	37,317	0.5%	Consumer Discretionary
MOD Modine Manufacturing	$3,177,805	$3,513,716 â–¼	-52.5%	11,901	0.5%	Auto/Tires/Trucks
QGRO American Century U.S. Quality Growth ETF	$3,174,246	$1,285,092 â–²	68.0%	26,889	0.5%	ETF
FCFS FirstCash	$3,138,587	$52,349 â–¼	-1.6%	14,509	0.5%	Business Services
INTU Intuit	$3,088,674	$3,088,674 â–²	New Holding	11,834	0.5%	Computer and Technology
VRIG Invesco Variable Rate Investment Grade ETF	$3,036,453	$676,639 â–²	28.7%	121,119	0.5%	ETF
JNJ Johnson & Johnson	$3,034,942	$1,306,422 â–²	75.6%	11,950	0.5%	Medical
ABT Abbott Laboratories	$2,829,092	$2,829,092 â–²	New Holding	31,178	0.4%	Medical
WM Waste Management	$2,824,839	$2,824,839 â–²	New Holding	12,674	0.4%	Business Services
DFAS Dimensional U.S. Small Cap ETF	$2,714,667	$580,003 â–²	27.2%	32,969	0.4%	ETF
UNP Union Pacific	$2,711,840	$2,711,840 â–²	New Holding	9,970	0.4%	Transportation
IVZ Invesco	$2,546,793	$2,546,793 â–²	New Holding	96,506	0.4%	Finance
MDLZ Mondelez International	$2,368,722	$1,481,283 â–²	166.9%	40,953	0.4%	Consumer Staples
AVDV Avantis International Small Cap Value ETF	$2,145,192	$670,443 â–²	45.5%	20,817	0.3%	ETF
MSFT Microsoft	$2,105,698	$8,557,825 â–¼	-80.3%	5,645	0.3%	Computer and Technology
RAAX VanEck Real Assets ETF	$2,077,716	$418,875 â–²	25.3%	52,375	0.3%	ETF
ISHARES BITCOIN TRUST ETF	$1,835,611	$558,174 â–²	43.7%	55,140	0.3%	SHS BEN INT

Showing largest 100 holdings. View all holdings.

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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

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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