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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1989941 · latest 13F-HR filed 2026-07-20

Backtest portfolio

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC manages $671.3M in 13F-reported U.S. long-equity assets across 197 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RSP (4.25%), QQQM (2.79%), SPHQ (2.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 67 new positions and exited 48; 81 existing positions rose in reported value and 29 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$671.3M

Long-equity book

Holdings
197

Distinct positions

Period
2026-06-30

Filed 2026-07-20

Q/Q Activity
+67 / −48 / ↑81 / ↓29

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
RSP4.2% · newQQQM2.8% · +39%SPHQ2.6% · +52%AVSC2.6% · +16%XMHQ2.5% · +47%LLY1.8% · newPIT1.8% · +49%SPYI1.7% · +39%JPM1.6% · +34%ORLY1.6% · +186%GOOG1.5% · newANET1.4% · newMTBA1.4% · -0%NEE1.4% · newUBER1.4% · newJIII1.4% · -1%IWMI1.4% · +88%GEV1.4% · -10%RSPA1.3% · +1%AMT1.3% · newEFAA1.3% · +1%MPWR1.3% · +162%MKSI1.3% · newKNG1.3% · +2%BKLN1.3% · -1%AGGH1.3% · -0%NLY1.1% · +59%SHLD1.1% · +15%BAC1.1% · newWFC1.1% · newGLPI1.1% · +152%FTGC1.0% · +46%IYRI1.0% · +2%JPHY1.0% · -1%FRT1.0% · +8%AMZN0.9% · -37%PWR0.9% · newEVSD0.9% · +179%SDSI0.9% · +40%FTAI0.9% · -1%GPIQ0.8% · -23%RITM0.8% · +6%PAAA0.8% · +0%LHX0.8% · +15%NVDA0.8% · -35%MTZ0.7% · -17%CCI0.7% · newVRT0.7% · -15%ETN0.7% · newAVEM0.7% · +46%CRS0.7% · +5%NVT0.7% · newPINK0.7% · newAVUS0.7% · +47%VIAV0.7% · newWAB0.7% · newUNH0.6% · +42%VSEC0.6% · +43%DFIV0.6% · +88%V0.6% · +659%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 23.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 30, 2026.

Assets Under Management
$931.8M
Discretionary
$926.1M
Employees
41
Accounts
2,149
Address
4745 W. 136TH STREET
LEAWOOD, KS 66224
Phone
(913) 295-9500
Website
This firm reports 2 disclosure items on its registration.
Name Title / Status Ownership Type
LAWING, BRADLEY, CHRISTOPHER ControlVICE PRESIDENT AND MEMBER
since May 2017
25–50%Individual
LAWING, KERRY, LEE ControlCHIEF EXECUTIVE OFFICER AND MEMBER
since Feb 2021
25–50%Individual
STAFFORD, ANDREW, FRANKLIN ControlCHIEF COMPLIANCE OFFICER, PRESIDENT AND MEMBER
since Aug 2017
10–25%Individual
RENFRO, HEATHER, ANNMEMBER
since Feb 2021
5–10%Individual
VANDER WAL, MARCIA, KAYMEMBER
since Feb 2021
Less than 5%Individual
Ownership & leadership changes · 3 filings with changes since May 12, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 23, 2022 filing
  • ChangedLAWING, BRADLEY, CHRISTOPHER · title SHAREHOLDER AND INVESTMENT ADVISOR REPRESENTATIVE → VICE PRESIDENT AND MEMBER
  • ChangedLAWING, KERRY, LEE · title SHAREHOLDER → CHIEF EXECUTIVE OFFICER AND MEMBER
  • ChangedRENFRO, HEATHER, ANN · title SHAREHOLDER → MEMBER
  • ChangedSTAFFORD, ANDREW, FRANKLIN · title CHIEF COMPLIANCE OFFICER AND SHAREHOLDER → CHIEF COMPLIANCE OFFICER, PRESIDENT AND MEMBER
  • ChangedVANDER WAL, MARCIA, KAY · title SHAREHOLDER → MEMBER
Mar 19, 2022 filing
  • AddedLAWING, KERRY, LEE · SHAREHOLDER · 25–50% · control person
  • AddedRENFRO, HEATHER, ANN · SHAREHOLDER · 5–10%
  • AddedVANDER WAL, MARCIA, KAY · SHAREHOLDER · Less than 5%
  • ChangedLAWING, BRADLEY, CHRISTOPHER · ownership 75% or more → 25–50%
  • ChangedSTAFFORD, ANDREW, FRANKLIN · now a control person
Aug 8, 2017 filing
  • AddedSTAFFORD, ANDREW, FRANKLIN · CHIEF COMPLIANCE OFFICER AND SHAREHOLDER · 10–25%
  • ChangedLAWING, BRADLEY, CHRISTOPHER · title MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER → SHAREHOLDER AND INVESTMENT ADVISOR REPRESENTATIVE
May 12, 2017 filing (earliest on record)
  • ListedLAWING, BRADLEY, CHRISTOPHER · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $28.5M 4.25% 134,059 SH
2 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $18.7M 2.79% 61,729 SH
3 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $17.4M 2.59% 192,698 SH
4 AMERICAN CENTY ETF TR AVSC 025072323 $17.1M 2.55% 233,664 SH
5 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $16.7M 2.49% 148,069 SH
6 ELI LILLY & CO LLY 532457108 $12.1M 1.80% 10,078 SH
7 VANECK ETF TRUST PIT 92189H771 $11.9M 1.77% 180,386 SH
8 NEOS ETF TRUST SPYI 78433H303 $11.7M 1.74% 220,325 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $10.9M 1.63% 33,415 SH
10 OREILLY AUTOMOTIVE INC ORLY 67103H107 $10.5M 1.57% 114,437 SH
11 ALPHABET INC GOOG 02079K107 $9.8M 1.45% 27,625 SH
12 ARISTA NETWORKS INC ANET 040413205 $9.6M 1.42% 56,275 SH
13 SIMPLIFY EXCHANGE TRADED FUN MTBA 82889N525 $9.5M 1.42% 194,583 SH
14 NEXTERA ENERGY INC NEE 65339F101 $9.5M 1.42% 108,428 SH
15 UBER TECHNOLOGIES INC UBER 90353T100 $9.5M 1.41% 131,375 SH
16 JANUS DETROIT STR TR JIII 47103U712 $9.5M 1.41% 189,626 SH
17 NEOS ETF TRUST IWMI 78433H634 $9.4M 1.40% 175,355 SH
18 GE VERNOVA INC GEV 36828A101 $9.1M 1.36% 7,758 SH
19 INVESCO ACTIVELY MANAGED EXC RSPA 46090A697 $9.0M 1.35% 169,378 SH
20 AMERICAN TOWER CORP AMT 03027X100 $8.9M 1.33% 54,433 SH
21 INVESCO ACTIVELY MANAGED EXC EFAA 46090A713 $8.9M 1.33% 159,664 SH
22 MONOLITHIC PWR SYS INC MPWR 609839105 $8.8M 1.32% 6,401 SH
23 MKS INC. MKSI 55306N104 $8.8M 1.32% 19,862 SH
24 FIRST TR EXCHANGE-TRADED FD KNG 33739Q705 $8.7M 1.30% 172,682 SH
25 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $8.7M 1.29% 426,236 SH
26 SIMPLIFY EXCHANGE TRADED FUN AGGH 82889N723 $8.5M 1.26% 420,950 SH
27 ANNALY CAPITAL MANAGEMENT IN NLY 035710839 $7.7M 1.14% 343,174 SH
28 GLOBAL X FDS SHLD 37960A529 $7.5M 1.12% 126,408 SH
29 BANK OF AMER CORP BAC 060505104 $7.5M 1.11% 130,924 SH
30 WELLS FARGO & CO WFC 949746101 $7.4M 1.10% 89,518 SH
31 GAMING & LEISURE P GLPI 36467J108 $7.1M 1.05% 158,377 SH
32 FIRST TR EXCHANGE TRAD FD VI FTGC 33739H101 $7.0M 1.04% 259,032 SH
33 NEOS ETF TRUST IYRI 78433H618 $6.9M 1.03% 140,905 SH
34 J P MORGAN EXCHANGE TRADED F JPHY 46654Q633 $6.9M 1.03% 136,535 SH
35 FEDERAL RLTY INVT TR NEW FRT 313745101 $6.9M 1.02% 55,595 SH
36 AMAZON COM INC AMZN 023135106 $6.3M 0.94% 26,565 SH
37 QUANTA SVCS INC PWR 74762E102 $6.2M 0.92% 8,591 SH
38 MORGAN STANLEY ETF TRUST EVSD 61774R825 $6.2M 0.92% 121,407 SH
39 AMERICAN CENTY ETF TR SDSI 025072257 $5.8M 0.87% 113,854 SH
40 FTAI AVIATION LTD FTAI G3730V105 $5.8M 0.86% 21,357 SH
41 GOLDMAN SACHS ETF TR GPIQ 38149W630 $5.4M 0.81% 91,748 SH
42 RITHM CAPITAL CORP RITM 64828T201 $5.2M 0.77% 552,791 SH
43 PGIM ETF TR PAAA 69344A834 $5.2M 0.77% 101,185 SH
44 L3HARRIS TECHNOLOGIES INC LHX 502431109 $5.2M 0.77% 17,748 SH
45 NVIDIA CORPORATION NVDA 67066G104 $5.0M 0.75% 25,205 SH
46 MASTEC INC MTZ 576323109 $4.9M 0.73% 11,761 SH
47 CROWN CASTLE INC CCI 22822V101 $4.8M 0.72% 63,944 SH
48 VERTIV HOLDINGS CO VRT 92537N108 $4.8M 0.71% 14,290 SH
49 EATON CORP PLC ETN G29183103 $4.7M 0.70% 11,047 SH
50 AMERICAN CENTY ETF TR AVEM 025072604 $4.7M 0.70% 48,741 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $671.3M 197 0001104659-26-084978
2026-03-31 2026-04-30 $594.1M 178 0001104659-26-052511
2025-12-31 2026-02-06 $558.1M 188 0001104659-26-011384
Filer Information
Address
4745 W. 136TH STREET
LEAWOOD, KS 66224
Phone
(913) 689-2444
Filing Manager
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
LEAWOOD, KS
Signatory
Andrew Stafford
President & CCO