AiSiWhale

AI & tech investing

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

CIK 1989941

13F filing for Q2 2026・No. 3,285

Holdings
US$671.34M
Quarter change
+US$77.2M
Entries
197
Net bought (estimate)
+US$40.8M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 67
  • Sold out 48
  • Cut 44
  • Added 81
  • Corporate actions 0
  • Unchanged 5

Largest holdings

197 stocks worth US$671.34M, options and bonds left out.

StockThis quarterValueWeight
RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGTNewUS$28.52M4.25%
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETFAddedUS$18.7M2.79%
INVESCO EXCHANGE TRADED FD TS&P500 QUALITYAddedUS$17.36M2.59%
AMERICAN CENTY ETF TRAVAN US SMAL ETFAddedUS$17.14M2.55%
INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITYAddedUS$16.71M2.49%
LLYELI LILLY & COCOMNewUS$12.09M1.80%
VANECK ETF TRUSTCOMMODITY STGYAddedUS$11.91M1.77%
NEOS ETF TRUSTNEOS S&P 500 HIAddedUS$11.7M1.74%
JPMJPMORGAN CHASE & COCOMAddedUS$10.94M1.63%
ORLYOREILLY AUTOMOTIVE INCCOMAddedUS$10.54M1.57%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.