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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | New | 134,059 | US$28.52M | 4.25% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 61,729 | US$18.7M | 2.79% |
| INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | Added | 192,698 | US$17.36M | 2.59% |
| AMERICAN CENTY ETF TRAVAN US SMAL ETF | Added | 233,664 | US$17.14M | 2.55% |
| INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY | Added | 148,069 | US$16.71M | 2.49% |
| LLYELI LILLY & COCOM | New | 10,078 | US$12.09M | 1.80% |
| VANECK ETF TRUSTCOMMODITY STGY | Added | 180,386 | US$11.91M | 1.77% |
| NEOS ETF TRUSTNEOS S&P 500 HI | Added | 220,325 | US$11.7M | 1.74% |
| JPMJPMORGAN CHASE & COCOM | Added | 33,415 | US$10.94M | 1.63% |
| ORLYOREILLY AUTOMOTIVE INCCOM | Added | 114,437 | US$10.54M | 1.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.