PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

CIK

1989941

Location

LEAWOOD, KS

Portfolio Value

Small $273,153,057

Diversification

Diversified

Filing Date

Global Rank

#3,253 / 8,232 ▲ 261

Top Industry

Semiconductors 11.0%

3Y Alpha vs SPY

+0.9%

Period ended 2 months ago

Filed Apr 30, 2026 · 44d

12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.0%

SPY

+71.4%

Annualised alpha

+0.9%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

90 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.8%

+0.8 pts

Top 5

17.8%

+2.8 pts

Top 10

31.6%

+4.6 pts

HHI

204

Diversified+36

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.3%	$66,373,685	16
Industrials	16.9%	$46,099,132	13
Real Estate	9.7%	$26,450,240	8
Financial Services	9.5%	$25,980,739	12
Energy	9.2%	$25,247,315	6
Consumer Cyclical	8.8%	$23,963,532	7
Communication Services	8.1%	$22,205,536	7
Utilities	4.6%	$12,446,039	4
Consumer Defensive	3.3%	$9,084,900	6
Healthcare	3.2%	$8,846,649	6
Unclassified	2.4%	$6,455,290	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STWD	Starwood Property Trust, Inc.	+41,919	122,959	$2,117,353
AVGO	Broadcom Inc.	+24,468	25,097	$7,767,772
NRG	Nrg Energy, Inc.	+24,147	52,307	$7,644,144
IBIT	iShares Bitcoin Trust ETF	+16,474	38,373	$1,474,290
AMZN	Amazon Com Inc	+15,839	42,255	$8,800,448
MSFT	Microsoft Corp	+14,619	28,587	$10,582,049
KEY	Keycorp /New/	+13,712	114,897	$2,303,684
MU	Micron Technology Inc	+8,877	14,082	$4,757,462
TFC	Truist Financial Corp	+8,578	51,195	$2,353,434
MO	Altria Group, Inc.	+7,885	35,470	$2,340,665
O	Realty Income Corp	+7,585	36,423	$2,228,359
HD	Home Depot, Inc.	+6,082	6,944	$2,283,812
USB	US Bancorp De	+5,454	43,553	$2,265,191
JPM	Jpmorgan Chase & Co	+4,278	25,028	$7,362,236
EVRG	Evergy, Inc.	+3,923	28,649	$2,346,926
NVDA	Nvidia Corp	+3,888	38,557	$6,724,340
FRT	Federal Realty Investment Trust	+3,105	51,541	$5,474,169
TNL	Travel & Leisure Co.	+3,092	32,411	$2,242,517
CVX	Chevron Corp	+1,301	13,459	$2,784,667
GE	General Electric Co	+1,171	16,971	$4,815,860
GS	Goldman Sachs Group Inc	+664	1,335	$1,129,396
JNJ	Johnson & Johnson	+295	6,806	$1,663,658
AMD	Advanced Micro Devices Inc	+50	1,837	$373,700
GOOGL	Alphabet Inc.	+28	5,199	$1,495,024
SO	Southern Co	+11	2,416	$233,192
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−39,401	6,037	$303,057
GLPI	Gaming & Leisure Properties, Inc.	−16,875	62,962	$2,793,623
SPY	Spdr S&P 500 ETF Trust	−10,769	1,488	$967,705
META	Meta Platforms, Inc.	−10,208	386	$220,842
XOM	Exxon Mobil Corp	−9,583	76,945	$13,054,488
DELL	Dell Technologies Inc.	−7,705	1,393	$228,633
ABBV	AbbVie Inc.	−6,169	993	$215,967
FTAI	FTAI Aviation Ltd.	−5,442	21,606	$5,293,470
VRT	Vertiv Holdings Co	−5,087	16,852	$4,222,774
LMT	Lockheed Martin Corp	−3,836	373	$225,437
MTZ	Mastec Inc	−3,362	14,228	$4,577,716
ET	Energy Transfer LP	−2,977	21,089	$407,017
PANW	Palo Alto Networks Inc	−1,577	1,712	$274,467
STRL	Sterling Infrastructure, Inc.	−1,330	14,251	$5,804,004
BKR	Baker Hughes Co	−1,173	138,362	$8,447,000
LHX	L3harris Technologies, Inc. /De/	−926	15,491	$5,346,718
GEV	GE Vernova Inc.	−813	8,656	$7,555,822
AAPL	Apple Inc.	−713	13,264	$3,366,270
WMT	Walmart Inc.	−280	4,114	$511,287
ORLY	O Reilly Automotive Inc	−219	40,052	$3,697,200
BRK-B	Berkshire Hathaway Inc	−181	1,518	$727,425
BRO	Brown & Brown, Inc.	−103	4,134	$269,578
COP	Conocophillips	−76	2,232	$294,624
V	Visa Inc.	−67	1,614	$487,815
TSLA	Tesla, Inc.	−39	874	$324,909
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ROKU	Roku, Inc	80,640	$7,630,156
CDNS	Cadence Design Systems Inc	26,822	$7,453,029
LRCX	Lam Research Corp	33,817	$7,225,340
CRDO	Credo Technology Group Holding Ltd	75,050	$7,044,943
APP	AppLovin Corp	17,578	$6,996,044
MOD	Modine Manufacturing Co	25,060	$5,430,752
NFLX	Netflix Inc	55,229	$5,310,268
RITM	Rithm Capital Corp.	522,511	$4,953,404
NOW	ServiceNow, Inc.	45,448	$4,751,588
NLY	Annaly Capital Management Inc	216,252	$4,573,729
C	Citigroup Inc	38,354	$4,349,727
LRN	Stride, Inc.	32,683	$2,881,660
CRS	Carpenter Technology Corp	7,258	$2,860,740
AMKR	Amkor Technology, Inc.	62,817	$2,828,649
FCFS	FirstCash Holdings, Inc.	14,751	$2,773,188
APG	APi Group Corp	66,463	$2,693,080
MPWR	Monolithic Power Systems Inc	2,445	$2,673,240
MCK	Mckesson Corp	2,915	$2,522,524
IAU	Ishares Gold Trust	28,458	$2,508,857
VSEC	Vse Corp	13,267	$2,446,434
MRK	Merck & Co., Inc.	20,313	$2,443,450
XEL	Xcel Energy Inc	27,968	$2,221,777
KO	Coca Cola Co	28,793	$2,189,707
APLE	Apple Hospitality REIT, Inc.	187,783	$2,161,382
LXP	LXP Industrial Trust	46,438	$2,148,221
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VRTX	Vertex Pharmaceuticals Inc / Ma	15,613	$7,078,309
MA	Mastercard Inc	10,531	$6,011,937
VST	Vistra Corp.	34,898	$5,630,094
EXLS	ExlService Holdings, Inc.	119,659	$5,078,327
SCHW	Schwab Charles Corp	50,679	$5,063,338
SPGI	S&P Global Inc.	9,451	$4,938,998
EVR	Evercore Inc.	14,450	$4,916,612
GFS	GLOBALFOUNDRIES Inc.	137,640	$4,806,388
HTGC	Hercules Capital, Inc.	239,614	$4,509,535
MPLX	Mplx LP	75,091	$4,007,606
WES	Western Midstream Partners, LP	99,699	$3,938,110
CCL	Carnival Corp Ltd.	128,102	$3,912,235
WAB	Westinghouse Air Brake Technologies Corp	17,887	$3,817,980
EFC	Ellington Financial Inc.	241,273	$3,276,487
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	211,538	$2,726,724
JQC	Nuveen Credit Strategies Income Fund	453,908	$2,278,618
AOD	abrdn Total Dynamic Dividend Fund	232,599	$2,267,840
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	88,666	$2,232,609
AWF	Alliancebernstein Global High Income Fund Inc	207,247	$2,215,470
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	153,023	$2,197,410
DPG	Duff & Phelps Utility & Infrastructure Fund Inc.	167,434	$2,128,086
HQH	abrdn Healthcare Investors	110,374	$2,090,483
WIW	Western Asset Inflation-Linked Opportunities & Income Fund	238,911	$2,052,245
EVV	Eaton Vance Ltd Duration Income Fund	206,016	$2,041,618
RA	Brookfield Real Assets Income Fund Inc.	155,725	$2,018,196
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 positions · $273,153,057 total · as of Mar 31, 2026

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

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CUE	Cue Biopharma, Inc. Healthcare	Held	18,987	0	$4,367	−24.6%	0.00%
BEEP	Mobile Infrastructure Corp Industrials	Held	17,329	0	$38,816	−12.2%	0.01%
PSQH	PSQ Holdings, Inc. Technology	Held	115,810	0	$61,379	−48.5%	0.02%
GLD	Spdr Gold Trust	NEW	493	NEW	$212,132	NEW	0.08%
ABBV	AbbVie Inc. Healthcare	Reduced	993	-6,169	$215,967	−86.8%	0.08%
CTOS	Custom Truck One Source, Inc. Industrials	NEW	33,221	NEW	$218,261	NEW	0.08%
META	Meta Platforms, Inc. Communication Services	Reduced	386	-10,208	$220,842	−96.8%	0.08%
LMT	Lockheed Martin Corp Industrials	Reduced	373	-3,836	$225,437	−88.9%	0.08%
DELL	Dell Technologies Inc. Technology	Reduced	1,393	-7,705	$228,633	−80.0%	0.08%
SO	Southern Co Utilities	Added	2,416	+11	$233,192	+11.2%	0.09%
TMUS	T-Mobile US, Inc. Communication Services	NEW	1,191	NEW	$250,145	NEW	0.09%
SLB	Slb Limited/Nv Energy	NEW	5,050	NEW	$259,519	NEW	0.10%
ADBE	Adobe Inc. Technology	NEW	1,073	NEW	$260,824	NEW	0.10%
BRO	Brown & Brown, Inc. Financial Services	Reduced	4,134	-103	$269,578	−20.2%	0.10%
PANW	Palo Alto Networks Inc Technology	Reduced	1,712	-1,577	$274,467	−54.7%	0.10%
DAR	Darling Ingredients Inc. Consumer Defensive	NEW	4,482	NEW	$277,211	NEW	0.10%
COP	Conocophillips Energy	Reduced	2,232	-76	$294,624	+36.4%	0.11%
VZ	Verizon Communications Inc Communication Services	Reduced	6,037	-39,401	$303,057	−83.6%	0.11%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	874	-39	$324,909	−20.9%	0.12%
SF	Stifel Financial Corp Financial Services	NEW	4,500	NEW	$332,640	NEW	0.12%
AMD	Advanced Micro Devices Inc Technology	Added	1,837	+50	$373,700	−2.4%	0.14%
ET	Energy Transfer LP Energy	Reduced	21,089	-2,977	$407,017	+2.6%	0.15%
V	Visa Inc. Financial Services	Reduced	1,614	-67	$487,815	−17.3%	0.18%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,114	-280	$511,287	+4.4%	0.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,518	-181	$727,425	−14.8%	0.27%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	15,343	NEW	$884,370	NEW	0.32%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,488	-10,769	$967,705	−88.4%	0.35%
GS	Goldman Sachs Group Inc Financial Services	Added	1,335	+664	$1,129,396	+91.5%	0.41%
AVY	Avery Dennison Corp Consumer Cyclical	NEW	6,856	NEW	$1,183,894	NEW	0.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,239	-2	$1,292,306	−6.1%	0.47%
IBIT	iShares Bitcoin Trust ETF	Added	38,373	+16,474	$1,474,290	+35.6%	0.54%
GOOGL	Alphabet Inc. Communication Services	Added	5,199	+28	$1,495,024	−7.6%	0.55%
CNS	Cohen & Steers, Inc. Financial Services	NEW	26,002	NEW	$1,626,425	NEW	0.60%
JNJ	Johnson & Johnson Healthcare	Added	6,806	+295	$1,663,658	+23.5%	0.61%
UNH	Unitedhealth Group Inc Healthcare	NEW	7,379	NEW	$1,996,683	NEW	0.73%
STWD	Starwood Property Trust, Inc. Real Estate	Added	122,959	+41,919	$2,117,353	+45.1%	0.78%
LXP	LXP Industrial Trust Real Estate	NEW	46,438	NEW	$2,148,221	NEW	0.79%
APLE	Apple Hospitality REIT, Inc. Real Estate	NEW	187,783	NEW	$2,161,382	NEW	0.79%
KO	Coca Cola Co Consumer Defensive	NEW	28,793	NEW	$2,189,707	NEW	0.80%
XEL	Xcel Energy Inc Utilities	NEW	27,968	NEW	$2,221,777	NEW	0.81%
O	Realty Income Corp Real Estate	Added	36,423	+7,585	$2,228,359	+37.1%	0.82%
TNL	Travel & Leisure Co. Consumer Cyclical	Added	32,411	+3,092	$2,242,517	+8.4%	0.82%
USB	US Bancorp De Financial Services	Added	43,553	+5,454	$2,265,191	+11.4%	0.83%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,944	+6,082	$2,283,812	+670.0%	0.84%
KEY	Keycorp /New/ Financial Services	Added	114,897	+13,712	$2,303,684	+10.3%	0.84%
MO	Altria Group, Inc. Consumer Defensive	Added	35,470	+7,885	$2,340,665	+47.2%	0.86%
EVRG	Evergy, Inc. Utilities	Added	28,649	+3,923	$2,346,926	+30.9%	0.86%
TFC	Truist Financial Corp Financial Services	Added	51,195	+8,578	$2,353,434	+12.2%	0.86%
MRK	Merck & Co., Inc. Healthcare	NEW	20,313	NEW	$2,443,450	NEW	0.89%
VSEC	Vse Corp Industrials	NEW	13,267	NEW	$2,446,434	NEW	0.90%