PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

CIK

1989941

Location

LEAWOOD, KS

Portfolio Value

Small $342,540,686

Diversification

Diversified

Filing Date

Global Rank

#906 / 3,203 ▲ 2673

Top Industry

Banks - Diversified 8.7%

3Y Alpha vs SPY

-4.5%

Period ended 30 days ago

Filed Jul 20, 2026 · 10d

13 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.2%

SPY

+71.2%

Annualised alpha

-1.2%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

127 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.5%

−1.3 pts

Top 5

15.4%

−2.4 pts

Top 10

28.6%

−3.0 pts

HHI

169

Diversified−34

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	22.6%	$77,327,300	25
Technology	18.9%	$64,621,346	31
Financial Services	15.9%	$54,521,575	21
Real Estate	12.9%	$44,155,949	7
Healthcare	8.8%	$30,248,724	9
Consumer Cyclical	7.3%	$24,846,170	7
Consumer Defensive	6.2%	$21,132,229	10
Utilities	4.9%	$16,655,463	5
Unclassified	1.4%	$4,657,267	4
Communication Services	0.7%	$2,441,078	4
Energy	0.6%	$1,933,585	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NLY	Annaly Capital Management Inc	+126,922	343,174	$7,673,370
GLPI	Gaming & Leisure Properties, Inc.	+95,415	158,377	$7,052,527
ORLY	O Reilly Automotive Inc	+74,385	114,437	$10,538,503
WMT	Walmart Inc.	+30,296	34,410	$3,897,276
RITM	Rithm Capital Corp.	+30,280	552,791	$5,190,707
MDLZ	Mondelez International, Inc.	+25,610	40,953	$2,368,721
TFC	Truist Financial Corp	+18,992	70,187	$3,496,716
IBIT	iShares Bitcoin Trust ETF	+16,767	55,140	$1,835,610
USB	US Bancorp De	+15,283	58,836	$3,553,694
KO	Coca Cola Co	+15,103	43,896	$3,567,427
XEL	Xcel Energy Inc	+12,559	40,527	$3,254,318
MO	Altria Group, Inc.	+12,240	47,710	$3,432,734
APG	APi Group Corp	+12,213	78,676	$3,331,928
EVRG	Evergy, Inc.	+11,530	40,179	$3,472,670
V	Visa Inc.	+10,637	12,251	$4,203,195
MRK	Merck & Co., Inc.	+9,145	29,458	$3,785,353
JPM	Jpmorgan Chase & Co	+8,387	33,415	$10,937,731
VSEC	Vse Corp	+5,679	18,946	$4,329,161
JNJ	Johnson & Johnson	+5,144	11,950	$3,034,941
LRN	Stride, Inc.	+4,634	37,317	$3,218,218
FRT	Federal Realty Investment Trust	+4,054	55,595	$6,862,646
MPWR	Monolithic Power Systems, Inc.	+3,956	6,401	$8,848,486
UNH	Unitedhealth Group Inc	+3,069	10,448	$4,342,502
VZ	Verizon Communications Inc	+2,803	8,840	$374,285
TMUS	T-Mobile US, Inc.	+2,717	3,908	$655,488
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	−69,795	7,150	$977,548
LRCX	Lam Research Corp	−33,232	585	$253,498
AVGO	Broadcom Inc.	−23,240	1,857	$701,481
MSFT	Microsoft Corp	−22,942	5,645	$2,105,697
GE	General Electric Co	−15,720	1,251	$467,536
AMZN	Amazon Com Inc	−15,690	26,565	$6,331,502
NVDA	Nvidia Corp	−13,352	25,205	$5,043,268
MOD	Modine Manufacturing Co	−13,159	11,901	$3,177,805
MU	Micron Technology Inc	−12,669	1,413	$1,631,011
C	Citigroup Inc	−11,431	26,923	$3,768,143
CVX	Chevron Corp	−11,321	2,138	$354,394
STRL	Sterling Infrastructure, Inc.	−9,271	4,980	$4,180,012
HD	Home Depot, Inc.	−5,490	1,454	$512,796
GOOGL	Alphabet Inc.	−2,711	2,488	$889,136
VRT	Vertiv Holdings Co	−2,562	14,290	$4,784,577
MTZ	Mastec Inc	−2,467	11,761	$4,893,281
ET	Energy Transfer LP	−2,300	18,789	$359,245
AMD	Advanced Micro Devices Inc	−1,089	748	$434,520
GEV	GE Vernova Inc.	−898	7,758	$9,114,563
AAPL	Apple Inc.	−802	12,462	$3,606,004
SPY	Spdr S&P 500 ETF Trust	−388	1,100	$821,447
FTAI	FTAI Aviation Ltd.	−249	21,357	$5,777,709
DELL	Dell Technologies Inc.	−243	1,150	$496,179
FCFS	FirstCash Holdings, Inc.	−242	14,509	$3,138,586
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	10,078	$12,087,856
ANET	Arista Networks, Inc.	56,275	$9,559,997
NEE	Nextera Energy Inc	108,428	$9,516,725
UBER	Uber Technologies, Inc	131,375	$9,480,020
AMT	American Tower Corp /Ma/	54,433	$8,903,605
MKSI	Mks Inc	19,862	$8,834,617
BAC	Bank Of America Corp /De/	130,924	$7,460,049
WFC	Wells Fargo & Company/Mn	89,518	$7,397,767
PWR	Quanta Services, Inc.	8,591	$6,185,863
CCI	Crown Castle Inc.	63,944	$4,842,479
ETN	Eaton Corp plc	11,047	$4,707,347
NVT	nVent Electric plc	27,492	$4,662,918
VIAV	Viavi Solutions Inc.	93,352	$4,457,558
WAB	Westinghouse Air Brake Technologies Corp	16,373	$4,414,160
AGNC	AGNC Investment Corp.	333,084	$3,630,615
PEP	Pepsico Inc	26,529	$3,592,026
LOW	Lowes Companies Inc	15,259	$3,364,456
INTU	Intuit Inc.	11,834	$3,088,674
ABT	Abbott Laboratories	31,178	$2,829,091
WM	Waste Management Inc	12,674	$2,824,781
UNP	Union Pacific Corp	9,970	$2,711,840
IVZ	Invesco Ltd.	96,506	$2,546,793
HONA	Honeywell Aerospace Inc.	7,814	$1,725,331
HON	Honeywell International Inc	7,486	$1,676,115
CRWV	CoreWeave, Inc.	10,354	$1,030,637
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
BKR	Baker Hughes Co	138,362	$8,447,000
NRG	Nrg Energy, Inc.	52,307	$7,644,144
ROKU	Roku, Inc	80,640	$7,630,156
CDNS	Cadence Design Systems Inc	26,822	$7,453,029
CRDO	Credo Technology Group Holding Ltd	75,050	$7,044,943
APP	AppLovin Corp	17,578	$6,996,044
NFLX	Netflix Inc	55,229	$5,310,268
NOW	ServiceNow, Inc.	45,448	$4,751,588
AMKR	Amkor Technology, Inc.	62,817	$2,828,649
IAU	Ishares Gold Trust	28,458	$2,508,857
KEY	Keycorp /New/	114,897	$2,303,684
TNL	Travel & Leisure Co.	32,411	$2,242,517
O	Realty Income Corp	36,423	$2,228,359
APLE	Apple Hospitality REIT, Inc.	187,783	$2,161,382
LXP	LXP Industrial Trust	46,438	$2,148,221
STWD	Starwood Property Trust, Inc.	122,959	$2,117,353
CNS	Cohen & Steers, Inc.	26,002	$1,626,425
AVY	Avery Dennison Corp	6,856	$1,183,894
COP	Conocophillips	2,232	$294,624
CTOS	Custom Truck One Source, Inc.	33,221	$218,261
CUE	Cue Biopharma, Inc.	18,987	$4,367
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

127 tracked positions · $342,540,686 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 127 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	NEW	10,078	NEW	$12,087,856	NEW	3.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	33,415	+8,387	$10,937,731	+48.6%	3.19%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	114,437	+74,385	$10,538,503	+185.0%	3.08%
ANET	Arista Networks, Inc. Technology	NEW	56,275	NEW	$9,559,997	NEW	2.79%
NEE	Nextera Energy Inc Utilities	NEW	108,428	NEW	$9,516,725	NEW	2.78%
UBER	Uber Technologies, Inc Technology	NEW	131,375	NEW	$9,480,020	NEW	2.77%
GEV	GE Vernova Inc. Industrials	Reduced	7,758	-898	$9,114,563	+20.6%	2.66%
AMT	American Tower Corp /Ma/ Real Estate	NEW	54,433	NEW	$8,903,605	NEW	2.60%
MPWR	Monolithic Power Systems, Inc. Technology	Added	6,401	+3,956	$8,848,486	+231.0%	2.58%
MKSI	Mks Inc Technology	NEW	19,862	NEW	$8,834,617	NEW	2.58%
NLY	Annaly Capital Management Inc Real Estate	Added	343,174	+126,922	$7,673,370	+67.8%	2.24%
BAC	Bank Of America Corp /De/ Financial Services	NEW	130,924	NEW	$7,460,049	NEW	2.18%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	89,518	NEW	$7,397,767	NEW	2.16%
GLPI	Gaming & Leisure Properties, Inc. Real Estate	Added	158,377	+95,415	$7,052,527	+152.5%	2.06%
FRT	Federal Realty Investment Trust Real Estate	Added	55,595	+4,054	$6,862,646	+25.4%	2.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,565	-15,690	$6,331,502	−28.1%	1.85%
PWR	Quanta Services, Inc. Industrials	NEW	8,591	NEW	$6,185,863	NEW	1.81%
FTAI	FTAI Aviation Ltd. Industrials	Reduced	21,357	-249	$5,777,709	+9.1%	1.69%
RITM	Rithm Capital Corp. Real Estate	Added	552,791	+30,280	$5,190,707	+4.8%	1.52%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	17,748	+2,257	$5,157,391	−3.5%	1.51%
NVDA	Nvidia Corp Technology	Reduced	25,205	-13,352	$5,043,268	−25.0%	1.47%
MTZ	Mastec Inc Industrials	Reduced	11,761	-2,467	$4,893,281	+6.9%	1.43%
CCI	Crown Castle Inc. Real Estate	NEW	63,944	NEW	$4,842,479	NEW	1.41%
VRT	Vertiv Holdings Co Industrials	Reduced	14,290	-2,562	$4,784,577	+13.3%	1.40%
ETN	Eaton Corp plc Industrials	NEW	11,047	NEW	$4,707,347	NEW	1.37%
CRS	Carpenter Technology Corp Industrials	Added	7,602	+344	$4,689,217	+63.9%	1.37%
NVT	nVent Electric plc Industrials	NEW	27,492	NEW	$4,662,918	NEW	1.36%
VIAV	Viavi Solutions Inc. Technology	NEW	93,352	NEW	$4,457,558	NEW	1.30%
WAB	Westinghouse Air Brake Technologies Corp Industrials	NEW	16,373	NEW	$4,414,160	NEW	1.29%
UNH	Unitedhealth Group Inc Healthcare	Added	10,448	+3,069	$4,342,502	+117.5%	1.27%
VSEC	Vse Corp Industrials	Added	18,946	+5,679	$4,329,161	+77.0%	1.26%
V	Visa Inc. Financial Services	Added	12,251	+10,637	$4,203,195	+761.6%	1.23%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	4,980	-9,271	$4,180,012	−28.0%	1.22%
WMT	Walmart Inc. Consumer Defensive	Added	34,410	+30,296	$3,897,276	+662.2%	1.14%
MRK	Merck & Co., Inc. Healthcare	Added	29,458	+9,145	$3,785,353	+54.9%	1.11%
C	Citigroup Inc Financial Services	Reduced	26,923	-11,431	$3,768,143	−13.4%	1.10%
AGNC	AGNC Investment Corp. Real Estate	NEW	333,084	NEW	$3,630,615	NEW	1.06%
AAPL	Apple Inc. Technology	Reduced	12,462	-802	$3,606,004	+7.1%	1.05%
PEP	Pepsico Inc Consumer Defensive	NEW	26,529	NEW	$3,592,026	NEW	1.05%
KO	Coca Cola Co Consumer Defensive	Added	43,896	+15,103	$3,567,427	+62.9%	1.04%
USB	US Bancorp De Financial Services	Added	58,836	+15,283	$3,553,694	+56.9%	1.04%
GS	Goldman Sachs Group Inc Financial Services	Added	3,469	+2,134	$3,508,442	+210.6%	1.02%
TFC	Truist Financial Corp Financial Services	Added	70,187	+18,992	$3,496,716	+48.6%	1.02%
EVRG	Evergy, Inc. Utilities	Added	40,179	+11,530	$3,472,670	+48.0%	1.01%
MO	Altria Group, Inc. Consumer Defensive	Added	47,710	+12,240	$3,432,734	+46.7%	1.00%
LOW	Lowes Companies Inc Consumer Cyclical	NEW	15,259	NEW	$3,364,456	NEW	0.98%
APG	APi Group Corp Industrials	Added	78,676	+12,213	$3,331,928	+23.7%	0.97%
XEL	Xcel Energy Inc Utilities	Added	40,527	+12,559	$3,254,318	+46.5%	0.95%
MCK	Mckesson Corp Healthcare	Added	4,291	+1,376	$3,242,279	+28.5%	0.95%
LRN	Stride, Inc. Consumer Defensive	Added	37,317	+4,634	$3,218,218	+11.7%	0.94%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.