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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, exited 48, added to 81, and trimmed 29.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCH TRADED FD TR II$8.2M +77.3%
  • INVESCO EXCHANGE TRADED FD T$7.8M +81.9%
  • OREILLY AUTOMOTIVE INC$6.8M +185.0%
  • INVESCO EXCHANGE TRADED FD T$6.3M +60.3%
  • MONOLITHIC PWR SYS INC$6.2M +231.0%
Show all 81 →

Top Trims

  • EXXON MOBIL CORP-$12.1M -92.5%
  • MICROSOFT CORP-$8.5M -80.1%
  • BROADCOM INC-$7.1M -91.0%
  • LAM RESEARCH CORP-$7.0M -96.5%
  • ISHARES TR-$6.1M -64.9%
Show all 29 →

New Positions

  • INVESCO EXCHANGE TRADED FD T$28.5M
  • ELI LILLY & CO$12.1M
  • ALPHABET INC$9.8M
  • ARISTA NETWORKS INC$9.6M
  • NEXTERA ENERGY INC$9.5M
Show all 67 →

Exited Positions

  • J P MORGAN EXCHANGE TRADED F$13.6M
  • SPDR SERIES TRUST$8.8M
  • BAKER HUGHES COMPANY$8.4M
  • GLOBAL X FDS$8.3M
  • ISHARES TR$8.1M
Show all 48 →
All Holdings

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