PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1989941
Institutional-grade research for retail investors
13F Reported Value
ⓘ$594.1M
Holdings
178
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC disclosed 178 positions worth $594.1M in its Form 13F-HR for Q1 2026, followed by $XOM. During the quarter the fund opened 41 new positions and exited 53 — including a new stake in $ROKU. The portfolio is most concentrated in Other (46.9% of disclosed assets). All figures are sourced directly from PREVAIL INNOVATIVE WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1989941.
AI Fund Analysis
Diversifying
$XOM2.2% weight
Held 6 quarters
AMERICAN CENTY ETF TR
2.1% weight
Held 6 quarters
$MSFT1.8% weight
Held 6 quarters
$IVZ1.8% weight
Held 6 quarters
$IVZ1.8% weight
Held 6 quarters
$AMZN6 quarters accumulating
$JPM5 quarters accumulating
J P MORGAN EXCHANGE TRADED
5 quarters accumulating
$CVX5 quarters accumulating
SPDR SERIES TRUST
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyIndustrialsReal Estate
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
J P MORGAN EXCHANGE TRADED F
—Quality
$13.6M253,549 sh- 61.8#782
Quality
$13.1M76,945 sh AMERICAN CENTY ETF TR
—Quality
$12.5M201,160 sh- 83.7
Quality
$10.6M28,587 sh - —
Quality
$10.5M44,382 sh - —
Quality
$10.4M100,886 sh SIMPLIFY EXCHANGE TRADED FUN
—Quality
$9.7M195,398 sh- —
Quality
$9.5M126,937 sh JANUS DETROIT STR TR
—Quality
$9.5M191,568 shISHARES TR
—Quality
$9.4M415,618 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | — | $13.6M | 253,549 |
| EXXON MOBIL CORP$XOM | 61.8#782 | $13.1M | 76,945 |
| AMERICAN CENTY ETF TR | — | $12.5M | 201,160 |
| MICROSOFT CORP$MSFT | 83.7 | $10.6M | 28,587 |
| Invesco Ltd.$IVZ | — | $10.5M | 44,382 |
| Invesco Ltd.$IVZ | — | $10.4M | 100,886 |
| SIMPLIFY EXCHANGE TRADED FUN | — | $9.7M | 195,398 |
| Invesco Ltd.$IVZ | — | $9.5M | 126,937 |
| JANUS DETROIT STR TR | — | $9.5M | 191,568 |
| ISHARES TR | — | $9.4M | 415,618 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's 178 positions.
Showing top 10 of 178 holdings.
Sector Allocation
Other
$278.8M
Technology
$92.2M
Financials
$71.9M
Energy
$29.8M
Industrials
$27.2M
Real Estate
$26.5M
Consumer Discretionary
$23.2M
Communication Services
$13.5M
Full Holdings — PREVAIL INNOVATIVE WEALTH ADVISORS, LLC (Q1 2026)
All 178 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | J P MORGAN EXCHANGE TRADED F | $13.6M | 2.3% | +407% | — |
| 2 | $XOM | EXXON MOBIL CORP | $13.1M | 2.2% | -11% | 61.8 |
| 3 | — | AMERICAN CENTY ETF TR | $12.5M | 2.1% | +7% | — |
| 4 | $MSFT | MICROSOFT CORP | $10.6M | 1.8% | +105% | 83.7 |
| 5 | $IVZ | Invesco Ltd. | $10.5M | 1.8% | +16% | — |
| 6 | $IVZ | Invesco Ltd. | $10.4M | 1.8% | +5% | — |
| 7 | — | SIMPLIFY EXCHANGE TRADED FUN | $9.7M | 1.6% | +169% | — |
| 8 | $IVZ | Invesco Ltd. | $9.5M | 1.6% | -7% | — |
| 9 | — | JANUS DETROIT STR TR | $9.5M | 1.6% | +177% | — |
| 10 | — | ISHARES TR | $9.4M | 1.6% | -37% | — |
| 11 | $AMZN | AMAZON COM INC | $8.8M | 1.5% | +60% | 74.6 |
| 12 | — | SPDR SERIES TRUST | $8.8M | 1.5% | +48% | — |
| 13 | $IVZ | Invesco Ltd. | $8.8M | 1.5% | +221% | — |
| 14 | — | VANECK ETF TRUST | $8.8M | 1.5% | +5% | — |
| 15 | — | SIMPLIFY EXCHANGE TRADED FUN | $8.6M | 1.4% | +224% | — |
| 16 |  $BKR | Baker Hughes Co | $8.4M | 1.4% | -1% | 63.4 |
| 17 | — | INVESCO ACTIVELY MANAGED EXC | $8.4M | 1.4% | +166% | — |
| 18 | — | INVESCO ACTIVELY MANAGED EXC | $8.3M | 1.4% | +118% | — |
| 19 | — | GLOBAL X FDS | $8.3M | 1.4% | +41% | — |
| 20 | — | FIRST TR EXCHANGE-TRADED FD | $8.2M | 1.4% | +259% | — |
| 21 | — | ISHARES TR | $8.1M | 1.4% | +74% | — |
| 22 | — | GLOBAL X FDS | $7.8M | 1.3% | +1% | — |
| 23 | — | NEOS ETF TRUST | $7.8M | 1.3% | +17% | — |
| 24 |  $AVGO | Broadcom Inc. | $7.8M | 1.3% | +3890% | 86.4 |
| 25 |  $NRG | NRG ENERGY, INC. | $7.6M | 1.3% | +86% | 59.5 |
| 26 |  $ROKU | ROKU, INC | $7.6M | 1.3% | NEW | 60.5 |
| 27 |  $GEV | GE Vernova Inc. | $7.6M | 1.3% | -9% | 70.1 |
| 28 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $7.5M | 1.3% | NEW | 74.4 |
| 29 | $JPM | JPMORGAN CHASE & CO | $7.4M | 1.2% | +21% | 35.6 |
| 30 |  $LRCX | LAM RESEARCH CORP | $7.2M | 1.2% | NEW | 82.4 |
| 31 |  $CRDO | Credo Technology Group Holding Ltd | $7.0M | 1.2% | NEW | — |
| 32 |  $APP | AppLovin Corp | $7.0M | 1.2% | NEW | 86.8 |
| 33 | — | J P MORGAN EXCHANGE TRADED F | $6.9M | 1.2% | +175% | — |
| 34 | — | SIMPLIFY EXCHANGE TRADED FUN | $6.7M | 1.1% | +221% | — |
| 35 | — | INVESCO ACTIVELY MANAGED EXC | $6.7M | 1.1% | +82% | — |
| 36 |  $NVDA | NVIDIA CORP | $6.7M | 1.1% | +11% | 90.2 |
| 37 | — | SIMPLIFY EXCHANGE TRADED FUN | $6.7M | 1.1% | +179% | — |
| 38 | — | NEOS ETF TRUST | $6.6M | 1.1% | +421% | — |
| 39 | — | NEOS ETF TRUST | $6.6M | 1.1% | +394% | — |
| 40 | — | GOLDMAN SACHS ETF TR | $5.9M | 1.0% | +281% | — |
| 41 |  $STRL | STERLING INFRASTRUCTURE, INC. | $5.8M | 1.0% | -9% | 73.3 |
| 42 | — | J P MORGAN EXCHANGE TRADED F | $5.6M | 0.9% | +29% | — |
| 43 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $5.5M | 0.9% | +6% | 69.5 |
| 44 |  $MOD | MODINE MANUFACTURING CO | $5.4M | 0.9% | NEW | 48.8 |
| 45 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $5.3M | 0.9% | -6% | 66.5 |
| 46 |  $NFLX | NETFLIX INC | $5.3M | 0.9% | NEW | 86.7 |
| 47 |  $FTAI | FTAI Aviation Ltd. | $5.3M | 0.9% | -20% | — |
| 48 | — | PGIM ETF TR | $5.2M | 0.9% | +34% | — |
| 49 | — | FIRST TR EXCHANGE TRAD FD VI | $5.1M | 0.9% | NEW | — |
| 50 |  $RITM | Rithm Capital Corp. | $5.0M | 0.8% | NEW | 52 |
| 51 |  $GE | GENERAL ELECTRIC CO | $4.8M | 0.8% | +7% | 74.8 |
| 52 |  $MU | MICRON TECHNOLOGY INC | $4.8M | 0.8% | +171% | 88.4 |
| 53 |  $NOW | ServiceNow, Inc. | $4.8M | 0.8% | NEW | 76 |
| 54 |  $MTZ | MASTEC INC | $4.6M | 0.8% | -19% | 59.7 |
| 55 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $4.6M | 0.8% | NEW | — |
| 56 | — | NEOS ETF TRUST | $4.4M | 0.7% | +231% | — |
| 57 | — | J P MORGAN EXCHANGE TRADED F | $4.4M | 0.7% | +96% | — |
| 58 |  $C | CITIGROUP INC | $4.3M | 0.7% | NEW | 54.8 |
| 59 |  $VRT | Vertiv Holdings Co | $4.2M | 0.7% | -23% | 82.7 |
| 60 | — | AMERICAN CENTY ETF TR | $4.2M | 0.7% | -2% | — |
| 61 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.7M | 0.6% | -1% | 72.7 |
| 62 |  $AAPL | Apple Inc. | $3.4M | 0.6% | -5% | 76.1 |
| 63 |  $LRN | Stride, Inc. | $2.9M | 0.5% | NEW | 71.1 |
| 64 |  $CRS | CARPENTER TECHNOLOGY CORP | $2.9M | 0.5% | NEW | 69.9 |
| 65 |  $AMKR | AMKOR TECHNOLOGY, INC. | $2.8M | 0.5% | NEW | 53 |
| 66 |  $GLPI | Gaming & Leisure Properties, Inc. | $2.8M | 0.5% | -21% | 72.4 |
| 67 | $CVX | CHEVRON CORP | $2.8M | 0.5% | +11% | 54.7 |
| 68 |  $FCFS | FirstCash Holdings, Inc. | $2.8M | 0.5% | NEW | 73.8 |
| 69 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.5% | +4% | — |
| 70 | — | AMERICAN CENTY ETF TR | $2.7M | 0.5% | +9% | — |
| 71 |  $APG | APi Group Corp | $2.7M | 0.5% | NEW | 61.3 |
| 72 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $2.7M | 0.5% | NEW | 76.3 |
| 73 | — | AMERICAN CENTY ETF TR | $2.7M | 0.5% | -15% | — |
| 74 |  $MCK | MCKESSON CORP | $2.5M | 0.4% | NEW | 63.7 |
| 75 |  $IAU | ISHARES GOLD TRUST | $2.5M | 0.4% | NEW | — |
| 76 | — | SPDR SERIES TRUST | $2.5M | 0.4% | +41% | — |
| 77 |  $VSEC | VSE CORP | $2.4M | 0.4% | NEW | 56.4 |
| 78 | — | JANUS DETROIT STR TR | $2.4M | 0.4% | +3% | — |
| 79 |  $MRK | Merck & Co., Inc. | $2.4M | 0.4% | NEW | 70.9 |
| 80 | $IVZ | Invesco Ltd. | $2.4M | 0.4% | -11% | — |
| 81 |  $TFC | TRUIST FINANCIAL CORP | $2.4M | 0.4% | +20% | — |
| 82 |  $EVRG | Evergy, Inc. | $2.3M | 0.4% | +16% | 56.2 |
| 83 |  $MO | ALTRIA GROUP, INC. | $2.3M | 0.4% | +29% | 72.1 |
| 84 |  $KEY | KEYCORP /NEW/ | $2.3M | 0.4% | +14% | 70.4 |
| 85 |  $HD | HOME DEPOT, INC. | $2.3M | 0.4% | +706% | 69.2 |
| 86 |  $USB | US BANCORP DE | $2.3M | 0.4% | +14% | 71.4 |
| 87 | — | VANGUARD INDEX FDS | $2.3M | 0.4% | -25% | — |
| 88 |  $TNL | Travel & Leisure Co. | $2.2M | 0.4% | +11% | 61 |
| 89 | — | DIMENSIONAL ETF TRUST | $2.2M | 0.4% | +30% | — |
| 90 |  $O | REALTY INCOME CORP | $2.2M | 0.4% | +26% | 74.6 |
| 91 |  $XEL | XCEL ENERGY INC | $2.2M | 0.4% | NEW | — |
| 92 | — | MORGAN STANLEY ETF TRUST | $2.2M | 0.4% | -25% | — |
| 93 | $IVZ | Invesco Ltd. | $2.2M | 0.4% | +8% | — |
| 94 | — | JANUS DETROIT STR TR | $2.2M | 0.4% | +17% | — |
| 95 |  $KO | COCA COLA CO | $2.2M | 0.4% | NEW | 74 |
| 96 |  $APLE | Apple Hospitality REIT, Inc. | $2.2M | 0.4% | NEW | 59.5 |
| 97 | — | PROSHARES TR | $2.2M | 0.4% | NEW | — |
| 98 |  $LXP | LXP Industrial Trust | $2.1M | 0.4% | NEW | 50.3 |
| 99 | — | PROSHARES TR | $2.1M | 0.4% | NEW | — |
| 100 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $2.1M | 0.4% | +52% | 54.6 |
| 101 | — | AMERICAN CENTY ETF TR | $2.0M | 0.3% | +44% | — |
| 102 | — | NEOS ETF TRUST | $2.0M | 0.3% | +51% | — |
| 103 |  $UNH | UNITEDHEALTH GROUP INC | $2.0M | 0.3% | NEW | 66.8 |
| 104 | — | INVESCO EXCH TRD SLF IDX FD | $2.0M | 0.3% | +5% | — |
| 105 | — | DIMENSIONAL ETF TRUST | $1.8M | 0.3% | -17% | — |
| 106 | — | VANECK ETF TRUST | $1.7M | 0.3% | +27% | — |
| 107 | — | ISHARES TR | $1.7M | 0.3% | -70% | — |
| 108 | — | AMERICAN CENTY ETF TR | $1.7M | 0.3% | -19% | — |
| 109 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.3% | +5% | 72.8 |
| 110 |  $CNS | COHEN & STEERS, INC. | $1.6M | 0.3% | NEW | 58.6 |
| 111 | — | VANGUARD CHARLOTTE FDS | $1.5M | 0.3% | +24% | — |
| 112 |  $GOOG | Alphabet Inc. | $1.5M | 0.3% | +1% | 80.2 |
| 113 | — | COHEN & STEERS ETF TRUST | $1.5M | 0.3% | NEW | — |
| 114 | — | JANUS DETROIT STR TR | $1.5M | 0.3% | -54% | — |
| 115 |  $IBIT | iShares Bitcoin Trust ETF | $1.5M | 0.3% | +75% | — |
| 116 | — | AMERICAN CENTY ETF TR | $1.5M | 0.3% | +5% | — |
| 117 | — | AMERICAN CENTY ETF TR | $1.4M | 0.2% | -92% | — |
| 118 | — | SCHWAB STRATEGIC TR | $1.4M | 0.2% | +7% | — |
| 119 | — | ALPS ETF TR | $1.3M | 0.2% | -59% | — |
| 120 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.2% | -0% | — |
| 121 | — | PGIM ETF TR | $1.2M | 0.2% | +10% | — |
| 122 |  $AVY | Avery Dennison Corp | $1.2M | 0.2% | NEW | 62.9 |
| 123 | — | JANUS DETROIT STR TR | $1.2M | 0.2% | -68% | — |
| 124 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.2% | +99% | — |
| 125 | — | SPDR INDEX SHS FDS | $1.1M | 0.2% | +6% | — |
| 126 | — | VANGUARD INDEX FDS | $1.0M | 0.2% | -0% | — |
| 127 |  $SPY | SPDR S&P 500 ETF TRUST | $967,706 | 0.2% | -88% | — |
| 128 | — | ETFIS SER TR I | $961,216 | 0.2% | -82% | — |
| 129 | — | JANUS DETROIT STR TR | $908,014 | 0.1% | +4% | — |
| 130 |  $MDLZ | Mondelez International, Inc. | $884,371 | 0.1% | NEW | 53.9 |
| 131 | — | GLOBAL X FDS | $855,741 | 0.1% | -83% | — |
| 132 | — | VANECK ETF TRUST | $822,848 | 0.1% | -95% | — |
| 133 |  $BRK.B | BERKSHIRE HATHAWAY INC | $727,434 | 0.1% | -11% | 64.5 |
| 134 | — | SSGA ACTIVE ETF TR | $679,410 | 0.1% | -95% | — |
| 135 | — | ISHARES TR | $605,949 | 0.1% | +22% | — |
| 136 | — | SCHWAB STRATEGIC TR | $531,250 | 0.1% | +13% | — |
| 137 |  $WMT | Walmart Inc. | $511,344 | 0.1% | -6% | 63.2 |
| 138 | — | J P MORGAN EXCHANGE TRADED F | $505,336 | 0.1% | -93% | — |
| 139 |  $V | VISA INC. | $487,815 | 0.1% | -4% | 83.5 |
| 140 |  $ET | Energy Transfer LP | $407,016 | 0.1% | -12% | 64.5 |
| 141 | — | SCHWAB STRATEGIC TR | $392,704 | 0.1% | +0% | — |
| 142 | — | ISHARES TR | $375,700 | 0.1% | -1% | — |
| 143 |  $AMD | ADVANCED MICRO DEVICES INC | $373,701 | 0.1% | +3% | 78.8 |
| 144 |  $SF | STIFEL FINANCIAL CORP | $332,640 | 0.1% | NEW | 69.6 |
| 145 | — | FIRST TR EXCHNG TRADED FD VI | $327,772 | 0.1% | -50% | — |
| 146 |  $TSLA | Tesla, Inc. | $324,910 | 0.1% | -4% | 50.1 |
| 147 | — | VANGUARD INDEX FDS | $320,604 | 0.1% | +5% | — |
| 148 |  $WT | WisdomTree, Inc. | $311,001 | 0.1% | -77% | 62.9 |
| 149 | — | J P MORGAN EXCHANGE TRADED F | $309,746 | 0.1% | +6% | — |
| 150 | $IVZ | Invesco Ltd. | $307,877 | 0.1% | -9% | — |
| 151 |  $VZ | VERIZON COMMUNICATIONS INC | $303,057 | 0.1% | -87% | 71.6 |
| 152 | — | ISHARES TR | $298,118 | 0.1% | +0% | — |
| 153 |  $COP | CONOCOPHILLIPS | $294,624 | 0.1% | -3% | 74.8 |
| 154 | — | VANGUARD INDEX FDS | $294,104 | 0.1% | +0% | — |
| 155 | — | VANGUARD INDEX FDS | $293,211 | 0.1% | -3% | — |
| 156 |  $DAR | DARLING INGREDIENTS INC. | $277,212 | 0.1% | NEW | 46.6 |
| 157 |  $PANW | Palo Alto Networks Inc | $274,468 | 0.1% | -48% | 66.5 |
| 158 |  $BRO | BROWN & BROWN, INC. | $269,578 | 0.1% | -2% | 75.1 |
| 159 | — | VANGUARD STAR FDS | $268,651 | 0.1% | NEW | — |
| 160 | — | SPDR SERIES TRUST | $264,982 | 0.0% | -99% | — |
| 161 |  $ADBE | ADOBE INC. | $260,825 | 0.0% | NEW | 80.4 |
| 162 |  $SLB | SLB LIMITED/NV | $259,520 | 0.0% | NEW | 63.2 |
| 163 |  $TMUS | T-Mobile US, Inc. | $250,146 | 0.0% | NEW | 72.7 |
| 164 | — | SCHWAB STRATEGIC TR | $242,228 | 0.0% | +5% | — |
| 165 |  $SO | SOUTHERN CO | $233,192 | 0.0% | +0% | 65.1 |
| 166 |  $DELL | Dell Technologies Inc. | $228,633 | 0.0% | -85% | 76 |
| 167 | — | ISHARES TR | $227,888 | 0.0% | +0% | — |
| 168 |  $LMT | LOCKHEED MARTIN CORP | $225,437 | 0.0% | -91% | 65 |
| 169 |  $META | Meta Platforms, Inc. | $220,842 | 0.0% | -96% | 80.9 |
| 170 | — | GLOBAL X FDS | $218,285 | 0.0% | -95% | — |
| 171 |  $CTOS | Custom Truck One Source, Inc. | $218,262 | 0.0% | NEW | 48.9 |
| 172 |  $ABBV | AbbVie Inc. | $215,968 | 0.0% | -86% | 59.3 |
| 173 | — | J P MORGAN EXCHANGE TRADED F | $214,565 | 0.0% | -91% | — |
| 174 |  $GLD | SPDR GOLD TRUST | $212,133 | 0.0% | NEW | — |
| 175 | — | ISHARES TR | $209,680 | 0.0% | -100% | — |
| 176 |  $PSQH | PSQ Holdings, Inc. | $61,379 | 0.0% | +0% | — |
| 177 |  $BEEP | Mobile Infrastructure Corp | $38,817 | 0.0% | +0% | 17.2 |
| 178 |  $CUE | Cue Biopharma, Inc. | $4,365 | 0.0% | +0% | 23.2 |
New Positions (41)
$ROKU ROKU, INC$7.6M$CDNS CADENCE DESIGN SYSTEMS INC$7.5M$LRCX LAM RESEARCH CORP$7.2M$CRDO Credo Technology Group Holding Ltd$7.0M$APP AppLovin Corp$7.0M$MOD MODINE MANUFACTURING CO$5.4M$NFLX NETFLIX INC$5.3M FIRST TR EXCHANGE TRAD FD VI$5.1M
$RITM Rithm Capital Corp.$5.0M$NOW ServiceNow, Inc.$4.8M$NLY ANNALY CAPITAL MANAGEMENT INC$4.6M$C CITIGROUP INC$4.3M$LRN Stride, Inc.$2.9M$CRS CARPENTER TECHNOLOGY CORP$2.9M$AMKR AMKOR TECHNOLOGY, INC.$2.8MExited Positions (53)
FRANKLIN TEMPLETON ETF TR
$VRTX VERTEX PHARMACEUTICALS INC / MA
$MA Mastercard Inc
$VST Vistra Corp.
$EXLS ExlService Holdings, Inc.
$SCHW SCHWAB CHARLES CORP
$SPGI S&P Global Inc.
$EVR Evercore Inc.
$GFS GLOBALFOUNDRIES Inc.
$HCXY Hercules Capital, Inc.
$MPLX MPLX LP
$WES Western Midstream Partners, LP
$CCL Carnival Corp Ltd.
$WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
$EFC Ellington Financial Inc.Browse Top Institutional Investors
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