PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941 · LEAWOOD, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
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
Top Holdings
RSP
INVESCO EXCHANGE TRADED FD T
4.2%
QQQM
INVESCO EXCH TRADED FD TR II
2.8%
SPHQ
INVESCO EXCHANGE TRADED FD T
2.6%
AVSC
AMERICAN CENTY ETF TR
2.6%
XMHQ
INVESCO EXCHANGE TRADED FD T
2.5%
LLY
ELI LILLY & CO
1.8%
PIT
VANECK ETF TRUST
1.8%
SPYI
NEOS ETF TRUST
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.