PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Sector Allocation
- Other31.7%$246.0M
- Technology23.1%$179.7M
- Financials15.9%$123.5M
- Industrials9.8%$76.0M
- Consumer Discretionary5.1%$39.5M
- Healthcare3.9%$30.1M
- Utilities2.5%$19.3M
- Energy2.5%$19.1M
- Consumer Staples2.2%$16.7M
- Real Estate1.5%$12.0M
AUM History
13fpro.ai/research/fund/prevail-innovative-wealth-advisors-llc-1989941
Conviction and streaks
Diversifying · top 10 = 20.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$19.6MIVZ
$18.8M- $17.2M
- AMERICAN$17.0M
- $16.6M
GOOG
$16.1MPWR
$13.3MAMZN
$12.8MMU
$12.3M- NEOS$12.2M
CRDO
$11.7M- INVESCO$11.5M
ORLY
$11.5MLLY
$11.2MJPM
$11.1MANET
$11.0MMKSI
$10.7MUBER
$10.2M- SIMPLIFY$10.1M
- GLOBAL$9.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/prevail-innovative-wealth-advisors-llc-1989941
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13F holdings — Q3 2026
$776.5M portfolio (+15.7% QoQ) · 285 holdings · Q3 2026 13F · top 10 are 20% of the stock portfolio
$19.6M
2.5% of stocks
+227%This quarter-0.2%Since filed8+ qtrsHeld$18.8M
2.4% of stocks
-3%This quarter-0.9%Since filed8+ qtrsHeld$17.2M
2.2% of stocks
+3%This quarter-0.9%Since filed8+ qtrsHeld- 4
AMERICAN CENTY ETF TR - AVAN US SMAL ETF
$17.0M
2.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $16.6M
2.1% of stocks
+1.0%This quarter-0.9%Since filed8+ qtrsHeld$16.1M
2.1% of stocks
+68%This quarter-6.6%Since filed2 qtrsHeld$13.3M
1.7% of stocks
+120%This quarter-5.4%Since filed2 qtrsHeld$12.8M
1.6% of stocks
+85%This quarter-5.2%Since filed8+ qtrsHeld$12.3M
1.6% of stocks
+701%This quarter+0.8%Since filed5 qtrsHeld- 10
NEOS ETF TRUST - NEOS S&P 500 HI
$12.2M
1.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — PREVAIL INNOVATIVE WEALTH ADVISORS, LLC (Q3 2026)
285 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Credo Technology Group Holding Ltd | Technology | $11.7M | 1.5% | 53K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | INVESCO ACTIVELY MANAGED EXC - S&P 500 EQUA ETFetf/fund | — | $11.5M | 1.5% | 221K | +31% | — | — | 13F |
| 13 | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $11.5M | 1.5% | 135K | +18% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $11.2M | 1.4% | 9,418 | -7% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $11.1M | 1.4% | 34K | +0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Arista Networks, Inc. | Technology | $11.0M | 1.4% | 51K | -9% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MKS INC | Technology | $10.7M | 1.4% | 39K | +98% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Uber Technologies, Inc | Technology | $10.2M | 1.3% | 149K | +13% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETFetf/fund | — | $10.1M | 1.3% | 268K | +126% | — | — | 13F |
| 20 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $9.6M | 1.2% | 163K | +29% | — | — | 13F |
| 21 | GE Vernova Inc. | Industrials | $9.4M | 1.2% | 9,379 | +21% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | JANUS DETROIT STR TR - HENDE INCOM ETFetf/fund | — | $8.8M | 1.1% | 183K | -4% | — | — | 13F |
| 23 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETFetf/fund | — | $8.8M | 1.1% | 188K | -3% | — | — | 13F |
| 24 | Seagate Technology Holdings plc | Technology | $8.8M | 1.1% | 11K | +5053% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MASTEC INC | Energy | $8.5M | 1.1% | 38K | +225% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CMI | CUMMINS INC | Industrials | $8.5M | 1.1% | 16K | +4061% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $8.1M | 1.0% | 393K | -8% | |||
| 28 | — | INVESCO ACTIVELY MANAGED EXC - MSCI EAFE IN ETF | — | $7.9M | 1.0% | 146K | -9% | |||
| 29 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | — | $7.9M | 1.0% | 418K | -0.8% | |||
| 30 | — | NEOS ETF TRUST - RUSS 2000 HI ETF | — | $7.9M | 1.0% | 161K | -8% | |||
| 31 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $7.9M | 1.0% | 164K | -5% | |||
| 32 | $MSFT | MICROSOFT CORP | Technology | $7.9M | 1.0% | 15K | +164% | |||
| 33 | $KLAC | KLA CORP | Technology | $7.1M | 0.9% | 36K | New | |||
| 34 | $TER | TERADYNE, INC | Technology | $6.9M | 0.9% | 17K | New | |||
| 35 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | — | $6.8M | 0.9% | 120K | +84% | |||
| 36 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $6.7M | 0.9% | 29K | +62% | |||
| 37 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $6.7M | 0.9% | 83K | -7% | |||
| 38 | $AAPL | Apple Inc. | Technology | $6.5M | 0.8% | 19K | +56% | |||
| 39 | $GOOGL | Alphabet Inc. | Technology | $6.4M | 0.8% | 18K | +637% | |||
| 40 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | — | $6.4M | 0.8% | 208K | -20% | |||
| 41 | — | J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF | — | $6.4M | 0.8% | 131K | -4% | |||
| 42 | $META | Meta Platforms, Inc. | Technology | $6.4M | 0.8% | 8,846 | +854% | |||
| 43 | — | NEOS ETF TRUST - REAL EST HIG ETF | — | $6.2M | 0.8% | 139K | -2% | |||
| 44 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $5.8M | 0.8% | 324K | -6% | |||
| 45 | $V | VISA INC. | Financials | $5.6M | 0.7% | 15K | +23% | |||
| 46 | $IVZ | Invesco Ltd. | Financials | $5.6M | 0.7% | 27K | -80% | |||
| 47 | $ETN | Eaton Corp plc | Industrials | $5.2M | 0.7% | 12K | +9% | |||
| 48 | $VRT | Vertiv Holdings Co | Technology | $5.2M | 0.7% | 21K | +47% | |||
| 49 | $TMUS | T-Mobile US, Inc. | Communication Services | $5.1M | 0.7% | 31K | +684% | |||
| 50 | — | MORGAN STANLEY ETF TRUST - EATO VA DURA ETF | — | $5.1M | 0.7% | 101K | -16% | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.1M | 0.7% | 5,701 | +64% | |||
| 52 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $5.0M | 0.6% | 18K | +8% | |||
| 53 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | — | $5.0M | 0.6% | 85K | -7% | |||
| 54 | $MRK | Merck & Co., Inc. | Healthcare | $5.0M | 0.6% | 35K | +18% | |||
| 55 | — | COHEN & STEERS ETF TRUST - PFD IN OP AC ETF | — | $4.9M | 0.6% | 196K | New | |||
| 56 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $4.9M | 0.6% | 71K | +48% | |||
| 57 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.9M | 0.6% | 49K | +59% | |||
| 58 | $FTAI | FTAI Aviation Ltd. | Industrials | $4.8M | 0.6% | 28K | +29% | |||
| 59 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $4.8M | 0.6% | 37K | +4% | |||
| 60 | — | AMERICAN CENTY ETF TR - SHORT DURTN STRG | — | $4.8M | 0.6% | 94K | -17% | |||
| 61 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $4.7M | 0.6% | 50K | +3% | |||
| 62 | $EVRG | Evergy, Inc. | Utilities | $4.7M | 0.6% | 59K | +47% | |||
| 63 | $KO | COCA COLA CO | Consumer Staples | $4.7M | 0.6% | 55K | +25% | |||
| 64 | $WM | WASTE MANAGEMENT INC | Utilities | $4.6M | 0.6% | 22K | +72% | |||
| 65 | $TFC | TRUIST FINANCIAL CORP | Financials | $4.5M | 0.6% | 99K | +42% | |||
| 66 | $USB | US BANCORP \DE\ | Financials | $4.5M | 0.6% | 81K | +37% | |||
| 67 | $XEL | XCEL ENERGY INC | Utilities | $4.5M | 0.6% | 62K | +52% | |||
| 68 | $RITM | Rithm Capital Corp. | Real Estate | $4.4M | 0.6% | 518K | -6% | |||
| 69 | — | PROSHARES TR - S&P 500 HIGH ETF | — | $4.4M | 0.6% | 90K | +27% | |||
| 70 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $4.2M | 0.5% | 75K | -6% | |||
| 71 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.0M | 0.5% | 5,607 | -2% | |||
| 72 | $LRCX | LAM RESEARCH CORP | Technology | $4.0M | 0.5% | 12K | +1973% | |||
| 73 | $MCK | MCKESSON CORP | Consumer Staples | $3.8M | 0.5% | 4,186 | -2% | |||
| 74 | $C | CITIGROUP INC | Financials | $3.8M | 0.5% | 30K | +10% | |||
| 75 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.8M | 0.5% | 15K | +21% | |||
| 76 | — | ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO | — | $3.7M | 0.5% | 87K | New | |||
| 77 | $UNP | UNION PACIFIC CORP | Industrials | $3.7M | 0.5% | 13K | +34% | |||
| 78 | $IVZ | Invesco Ltd. | Financials | $3.6M | 0.5% | 117K | +21% | |||
| 79 | $APG | APi Group Corp | Industrials | $3.6M | 0.5% | 88K | +12% | |||
| 80 | $EQT | EQT Corp | Energy | $3.4M | 0.4% | 66K | New | |||
| 81 | $LRN | Stride, Inc. | Consumer Discretionary | $3.4M | 0.4% | 43K | +15% | |||
| 82 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $3.4M | 0.4% | 19K | New | |||
| 83 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $3.4M | 0.4% | 8,668 | +14% | |||
| 84 | $MOD | MODINE MANUFACTURING CO | Industrials | $3.4M | 0.4% | 18K | +50% | |||
| 85 | — | INVESCO ACTIVELY MANAGED EXC - QQQ INC ADV ETF | — | $3.3M | 0.4% | 57K | -11% | |||
| 86 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $3.3M | 0.4% | 16K | +9% | |||
| 87 | $VSEC | VSE CORP | Technology | $3.2M | 0.4% | 19K | +2% | |||
| 88 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $3.2M | 0.4% | 15K | +106% | |||
| 89 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $3.2M | 0.4% | 64K | -17% | |||
| 90 | $IBIT | iShares Bitcoin Trust ETF | Financials | $3.1M | 0.4% | 67K | +21% | |||
| 91 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $3.1M | 0.4% | 26K | -2% | |||
| 92 | — | NEOS ETF TRUST - GOLD HIG INC ETF | — | $3.1M | 0.4% | 65K | New | |||
| 93 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $3.0M | 0.4% | 12K | New | |||
| 94 | — | ISHARES TR - CORE S&P500 ETF | — | $3.0M | 0.4% | 3,801 | +498% | |||
| 95 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $3.0M | 0.4% | 38K | +15% | |||
| 96 | $DIS | Walt Disney Co | Communication Services | $2.7M | 0.3% | 25K | New | |||
| 97 | $RTX | RTX Corp | Industrials | $2.6M | 0.3% | 14K | New | |||
| 98 | — | VANECK ETF TRUST - REAL ASSETS ETF | — | $2.5M | 0.3% | 63K | +21% | |||
| 99 | $ETR | ENTERGY CORP /DE/ | Utilities | $2.5M | 0.3% | 25K | New | |||
| 100 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $2.5M | 0.3% | 6,716 | New | |||
| 101 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $2.4M | 0.3% | 43K | +682% | |||
| 102 | $KNX | Knight-Swift Transportation Holdings Inc. | Industrials | $2.4M | 0.3% | 38K | New | |||
| 103 | — | GLOBAL X FDS - GLBL X MLP ETF | — | $2.4M | 0.3% | 45K | New | |||
| 104 | — | ALPS ETF TR - ALERIAN MLP | — | $2.4M | 0.3% | 46K | New | |||
| 105 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.3% | 93K | -23% | |||
| 106 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $2.2M | 0.3% | 36K | New | |||
| 107 | $HCXY | Hercules Capital, Inc. | Other | $2.2M | 0.3% | 132K | New | |||
| 108 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $2.2M | 0.3% | 31K | New | |||
| 109 | $ET | Energy Transfer LP | Energy | $2.1M | 0.3% | 102K | +444% | |||
| 110 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.9M | 0.2% | 2,452 | +6% | |||
| 111 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $1.8M | 0.2% | 36K | +18% | |||
| 112 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.7M | 0.2% | 3,292 | +54% | |||
| 113 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $1.6M | 0.2% | 54K | +0.1% | |||
| 114 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.2% | 9,784 | +37% | |||
| 115 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $1.6M | 0.2% | 23K | +2% | |||
| 116 | — | ISHARES TR - RUS 1000 ETF | — | $1.5M | 0.2% | 3,609 | New | |||
| 117 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.5M | 0.2% | 3,978 | +50% | |||
| 118 | — | HARBOR ETF TRUST - LONG TERM GROWER | — | $1.5M | 0.2% | 43K | — | |||
| 119 | $AVGO | Broadcom Inc. | Technology | $1.4M | 0.2% | 3,656 | +97% | |||
| 120 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.2% | 5,701 | New | |||
| 121 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.2% | 3,400 | +108% | |||
| 122 | $NEE | NEXTERA ENERGY INC | Utilities | $1.2M | 0.1% | 15K | -86% | |||
| 123 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.1% | 58K | -24% | |||
| 124 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.1M | 0.1% | 8,923 | +1% | |||
| 125 | $CRWV | CoreWeave, Inc. | Technology | $1.0M | 0.1% | 12K | +11% | |||
| 126 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.0M | 0.1% | 11K | +32% | |||
| 127 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $1.0M | 0.1% | 20K | — | |||
| 128 | $WMT | Walmart Inc. | Consumer Staples | $1.0M | 0.1% | 9,256 | -73% | |||
| 129 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $979K | 0.1% | 21K | +0.7% | |||
| 130 | $SPY | SPDR S&P 500 ETF TRUST | — | $967K | 0.1% | 1,244 | +13% | |||
| 131 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $958K | 0.1% | 1,483 | +98% | |||
| 132 | $DELL | Dell Technologies Inc. | Technology | $955K | 0.1% | 1,650 | +43% | |||
| 133 | $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | Other | $886K | 0.1% | 34K | +52% | |||
| 134 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $874K | 0.1% | 24K | New | |||
| 135 | $INTC | INTEL CORP | Technology | $868K | 0.1% | 7,671 | +335% | |||
| 136 | $VST | Vistra Corp. | Utilities | $865K | 0.1% | 5,189 | New | |||
| 137 | — | ISHARES TR - CORE MSCI EAFE | — | $861K | 0.1% | 8,947 | +174% | |||
| 138 | $AGNC | AGNC Investment Corp. | Real Estate | $854K | 0.1% | 101K | -70% | |||
| 139 | — | J P MORGAN EXCHANGE TRADED F - INFL MANA BD ETF | — | $797K | 0.1% | 17K | -23% | |||
| 140 | $PANW | Palo Alto Networks Inc | Technology | $761K | 0.1% | 1,877 | +8% | |||
| 141 | $CVX | CHEVRON CORP | Energy | $755K | 0.1% | 3,683 | +72% | |||
| 142 | $BTX | BlackRock Technology & Private Equity Term Trust | — | $729K | 0.1% | 78K | +90% | |||
| 143 | $CAT | CATERPILLAR INC | Industrials | $726K | 0.1% | 893 | +185% | |||
| 144 | $CSCO | CISCO SYSTEMS, INC. | Technology | $723K | 0.1% | 6,161 | +109% | |||
| 145 | $BSTZ | BlackRock Science & Technology Term Trust | — | $717K | 0.1% | 23K | +92% | |||
| 146 | $BST | BlackRock Science & Technology Trust | — | $671K | 0.1% | 13K | +91% | |||
| 147 | $USA | LIBERTY ALL STAR EQUITY FUND | Other | $651K | 0.1% | 111K | +80% | |||
| 148 | $ORCL | ORACLE CORP | Technology | $650K | 0.1% | 4,525 | +182% | |||
| 149 | $FTNT | Fortinet, Inc. | Technology | $646K | 0.1% | 3,414 | New | |||
| 150 | $TXN | TEXAS INSTRUMENTS INC | Technology | $635K | 0.1% | 2,196 | +87% |
What changed in Q3 2026
Against the previous quarter's 13F: 109 new, 120 added to, 48 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.
New positions (109)
first bought this quarter
$KLACKLA CORP$7.1M
first bought this quarter
$TERTERADYNE, INC$6.9M
first bought this quarter
- COHEN & STEERS ETF TRUST - PFD IN OP AC ETF$4.9M
first bought this quarter
- ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO$3.7M
first bought this quarter
$EQTEQT Corp$3.4M
first bought this quarter
+103 more in the Excel export
Added to (120)
now $19.6M · held 8+ qtrs
now $12.3M · held 5 qtrs
$STXSeagate Technology Holdings plc+5053%
now $8.8M · held 2 qtrs, 2 adds in a row
$CMICUMMINS INC+4061%
now $8.5M · held 2 qtrs, 2 adds in a row
now $13.3M · held 2 qtrs, 2 adds in a row
now $16.1M · held 2 qtrs, 2 adds in a row
+114 more in the Excel export
Trimmed (48)
$AMTAMERICAN TOWER CORP /MA/-94%
now $531K · held 2 qtrs
$NEENEXTERA ENERGY INC-86%
now $1.2M · held 2 qtrs
$BACBANK OF AMERICA CORP /DE/-94%
now $417K · held 2 qtrs
$UNHUNITEDHEALTH GROUP INC-92%
now $327K · held 3 qtrs
$INTUINTUIT INC.-94%
now $207K
$PEPPEPSICO INC-93%
now $240K
+42 more in the Excel export
Sold out (21)
- VANECK ETF TRUST - COMMODITY STGYwas $11.9M
$MPWRMONOLITHIC POWER SYSTEMS, INC.was $8.8M
held 2 qtrs
$GLPIGaming & Leisure Properties, Inc.was $7.1M
held 5 qtrs
$FRTFEDERAL REALTY INVESTMENT TRUSTwas $6.9M
held 5 qtrs
- PGIM ETF TR - AAA CLO ETFwas $5.2M
$CCICROWN CASTLE INC.was $4.8M
+15 more in the Excel export
Holdings by quarter
Every 13F PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has filed, 13 earlier quarters. Pick one to see what it held then.
Is it too late to follow PREVAIL INNOVATIVE WEALTH ADVISORS?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PREVAIL INNOVATIVE WEALTH ADVISORS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
19%
Last quarter; 128% over the last 4
Top 10 weight
20%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
48%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC disclosed 285 positions worth $776.5M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 2.5% of the equity portfolio, followed by $IVZ and $IVZ. During the quarter the fund opened 109 new positions and exited 21 — including a new stake in $CRDO. The portfolio is most concentrated in Other (31.7% 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.
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