PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

CIK

1989941

Location

LEAWOOD, KS

Portfolio Value

Small $342,540,686

Diversification

Diversified

Filing Date

Global Rank

#3,495 / 8,700 ▼ 286

Top Industry

Banks - Diversified 8.7%

Period ended 3 months ago

Filed Jul 20, 2026 · 56d

13 quarters · since Jun 2023

Portfolio Concentration

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

Top Position

3.5%

−1.9 pts

Top 5

15.4%

−8.8 pts

Top 10

28.6%

−10.6 pts

HHI

169

Diversified−52

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

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVZ	Invesco Ltd.	−470,057	96,506	$2,546,793
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
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
ADX	Adams Diversified Equity Fund, Inc.	22,448	$573,546
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGGH	Simplify Aggregate Bond ETF	1,206,188	$31,684,205
ACSG	American Century Small Cap Growth Insights ETF	449,114	$28,677,984
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	546,582	$28,149,385
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	565,169	$27,381,162
DVVY	Invesco Diversified Dividend Opportunities ETF	554,980	$25,814,432
AAXJ	iShares MSCI All Country Asia ex Japan ETF	521,849	$18,965,955
JA	Janus Henderson AA-A CLO ETF	362,888	$17,720,895
AGNG	Global X Funds Global X Aging Population ETF	295,251	$17,175,991
AFK	VanEck Africa Index ETF	169,248	$11,300,327
ABI	VictoryShares Pioneer Asset-Based Income ETF	100,886	$10,428,585
CVY	Invesco Zacks Multi-Asset Income ETF	126,937	$9,544,393
—		352,024	$8,793,559
BKR	Baker Hughes Co	138,362	$8,447,000
CAAA	First Trust AAA CMBS ETF	168,898	$8,227,021
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
AAAD	PGIM AAA CLO Aggregate Duration ETF	125,029	$6,358,531
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	119,193	$5,898,861
NFLX	Netflix Inc	55,229	$5,310,268
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	177,415	$5,093,584
NOW	ServiceNow, Inc.	45,448	$4,751,588
ANEW	ProShares MSCI Transformational Changes ETF	101,262	$4,304,450
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.