Prevail Innovative Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$594.1M
Q ending 2026-03-31
Prior quarter
$558.1M
Q ending 2025-12-31
Change
+6.5% QoQ · +58.3% YoY
Positions
178
reported holdings
Largest positions
Top 100 of 178 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| J P Morgan Exchange Traded F | JBND | Shares | $13.6M | 254K |
| Exxon Mobil Corp | XOM | Shares | $13.1M | 77K |
| American Centy Etf Tr | AVSC | Shares | $12.5M | 201K |
| Microsoft Corp | MSFT | Shares | $10.6M | 29K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $10.5M | 44K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $10.4M | 101K |
| Simplify Exchange Traded Fun | MTBA | Shares | $9.7M | 195K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $9.5M | 127K |
| Janus Detroit Str Tr | JIII | Shares | $9.5M | 192K |
| Ishares Tr | TLTW | Shares | $9.4M | 416K |
| Amazon Com Inc | AMZN | Shares | $8.8M | 42K |
| Spdr Series Trust | SJNK | Shares | $8.8M | 352K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $8.8M | 430K |
| Vaneck Etf Trust | PIT | Shares | $8.8M | 121K |
| Simplify Exchange Traded Fun | AGGH | Shares | $8.6M | 423K |
| Baker Hughes Company | BKR | Shares | $8.4M | 138K |
| Invesco Actively Managed Exc | RSPA | Shares | $8.4M | 168K |
| Invesco Actively Managed Exc | EFAA | Shares | $8.3M | 158K |
| Global X Fds | MLPA | Shares | $8.3M | 154K |
| First Tr Exchange-Traded Fd | KNG | Shares | $8.2M | 169K |
| Ishares Tr | IHE | Shares | $8.1M | 93K |
| Global X Fds | SHLD | Shares | $7.8M | 110K |
| Neos Etf Trust | SPYI | Shares | $7.8M | 158K |
| Broadcom Inc | AVGO | Shares | $7.8M | 25K |
| Nrg Energy Inc | NRG | Shares | $7.6M | 52K |
| Roku Inc | ROKU | Shares | $7.6M | 81K |
| Ge Vernova Inc | GEV | Shares | $7.6M | 9K |
| Cadence Design System Inc | CDNS | Shares | $7.5M | 27K |
| Jpmorgan Chase & Co. | JPM | Shares | $7.4M | 25K |
| Lam Research Corp | LRCX | Shares | $7.2M | 34K |
| Credo Technology Group Holdi | Shares | $7.0M | 75K | |
| Applovin Corp | APP | Shares | $7.0M | 18K |
| J P Morgan Exchange Traded F | JPHY | Shares | $6.9M | 138K |
| Simplify Exchange Traded Fun | CDX | Shares | $6.7M | 316K |
| Invesco Actively Managed Exc | QQA | Shares | $6.7M | 135K |
| Nvidia Corporation | NVDA | Shares | $6.7M | 39K |
| Simplify Exchange Traded Fun | SBAR | Shares | $6.7M | 271K |
| Neos Etf Trust | QQQI | Shares | $6.6M | 133K |
| Neos Etf Trust | IYRI | Shares | $6.6M | 139K |
| Goldman Sachs Etf Tr | GPIQ | Shares | $5.9M | 119K |
| Sterling Infrastructure Inc | STRL | Shares | $5.8M | 14K |
| J P Morgan Exchange Traded F | JEPI | Shares | $5.6M | 98K |
| Federal Rlty Invt Tr New | FRT | Shares | $5.5M | 52K |
| Modine Mfg Co | MOD | Shares | $5.4M | 25K |
| L3Harris Technologies Inc | LHX | Shares | $5.3M | 15K |
| Netflix Inc | NFLX | Shares | $5.3M | 55K |
| Ftai Aviation Ltd | Shares | $5.3M | 22K | |
| Pgim Etf Tr | PAAA | Shares | $5.2M | 101K |
| First Tr Exchange Trad Fd Vi | FTGC | Shares | $5.1M | 177K |
| Rithm Capital Corp | RITM | Shares | $5.0M | 523K |
| Ge Aerospace | GE | Shares | $4.8M | 17K |
| Micron Technology Inc | MU | Shares | $4.8M | 14K |
| Servicenow Inc | NOW | Shares | $4.8M | 45K |
| Mastec Inc | MTZ | Shares | $4.6M | 14K |
| Annaly Capital Management In | NLY | Shares | $4.6M | 216K |
| Neos Etf Trust | IWMI | Shares | $4.4M | 93K |
| J P Morgan Exchange Traded F | JPST | Shares | $4.4M | 86K |
| Citigroup Inc | C | Shares | $4.3M | 38K |
| Vertiv Holdings Co | VRT | Shares | $4.2M | 17K |
| American Centy Etf Tr | SDSI | Shares | $4.2M | 82K |
| Oreilly Automotive Inc | ORLY | Shares | $3.7M | 40K |
| Apple Inc | AAPL | Shares | $3.4M | 13K |
| Stride Inc | LRN | Shares | $2.9M | 33K |
| Carpenter Technology Corp | CRS | Shares | $2.9M | 7K |
| Amkor Technology Inc | AMKR | Shares | $2.8M | 63K |
| Gaming & Leisure Pptys Inc | GLPI | Shares | $2.8M | 63K |
| Chevron Corp New | CVX | Shares | $2.8M | 13K |
| Firstcash Holdings Inc | FCFS | Shares | $2.8M | 15K |
| J P Morgan Exchange Traded F | JPIE | Shares | $2.7M | 59K |
| American Centy Etf Tr | AVEM | Shares | $2.7M | 33K |
| Api Group Corp | APG | Shares | $2.7M | 66K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $2.7M | 2K |
| American Centy Etf Tr | AVUS | Shares | $2.7M | 24K |
| Mckesson Corp | MCK | Shares | $2.5M | 3K |
| Ishares Gold Tr | IAU | Shares | $2.5M | 28K |
| Spdr Series Trust | SPHY | Shares | $2.5M | 106K |
| Vse Corp | VSEC | Shares | $2.4M | 13K |
| Janus Detroit Str Tr | JMBS | Shares | $2.4M | 54K |
| Merck & Co Inc | MRK | Shares | $2.4M | 20K |
| Invesco Actively Managed Exc | VRIG | Shares | $2.4M | 94K |
| Truist Finl Corp | TFC | Shares | $2.4M | 51K |
| Evergy Inc | EVRG | Shares | $2.3M | 29K |
| Altria Group Inc | MO | Shares | $2.3M | 35K |
| Keycorp | KEY | Shares | $2.3M | 115K |
| Home Depot Inc | HD | Shares | $2.3M | 7K |
| Us Bancorp Del | USB | Shares | $2.3M | 44K |
| Vanguard Index Fds | VOO | Shares | $2.3M | 4K |
| Travel Plus Leisure Co | TNL | Shares | $2.2M | 32K |
| Dimensional Etf Trust | DFIV | Shares | $2.2M | 42K |
| Realty Income Corp | O | Shares | $2.2M | 36K |
| Xcel Energy Inc | XEL | Shares | $2.2M | 28K |
| Morgan Stanley Etf Trust | EVSD | Shares | $2.2M | 44K |
| Invesco Exch Traded Fd Tr Ii | VRP | Shares | $2.2M | 92K |
| Janus Detroit Str Tr | JBBB | Shares | $2.2M | 47K |
| Coca Cola Co | KO | Shares | $2.2M | 29K |
| Apple Hospitality Reit Inc | APLE | Shares | $2.2M | 188K |
| Proshares Tr | ISPY | Shares | $2.2M | 50K |
| Lxp Industrial Trust | LXP | Shares | $2.1M | 46K |
| Proshares Tr | IQQQ | Shares | $2.1M | 51K |
| Starwood Ppty Tr Inc | STWD | Shares | $2.1M | 123K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.