PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

CIK 0001989941 · LEAWOOD, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported 197 positions worth $671.3M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: RSP (4.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$671.3M
2026 Q2
Positions
197
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.2%
Est. Net Flow (Q)
2026 Q2
10 / 197 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RSPINVESCO EXCHANGE TRADED FD TSH$28.5M4.25%134,059
2QQQMINVESCO EXCH TRADED FD TR IISH$18.7M2.79%61,729
3SPHQINVESCO EXCHANGE TRADED FD TSH$17.4M2.59%192,698
4AVSCAMERICAN CENTY ETF TRSH$17.1M2.55%233,664
5XMHQINVESCO EXCHANGE TRADED FD TSH$16.7M2.49%148,069
6LLYELI LILLY & COSH$12.1M1.80%10,078
7PITVANECK ETF TRUSTSH$11.9M1.77%180,386
8SPYINEOS ETF TRUSTSH$11.7M1.74%220,325
9JPMJPMORGAN CHASE & COSH$10.9M1.63%33,415
10ORLYOREILLY AUTOMOTIVE INCSH$10.5M1.57%114,437

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PREVAIL INNOVATIVE WEALTH ADVISORS, LLC hold as of Q2 2026?

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported 197 positions worth $671.3M in its Q2 2026 13F filing. Largest positions: RSP (4.2%), QQQM (2.8%), SPHQ (2.6%), AVSC (2.6%) and XMHQ (2.5%).

What did PREVAIL INNOVATIVE WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PREVAIL INNOVATIVE WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.