PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Est. AUM

$594.1M

13F long equity, this entity only

Positions

178

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$13.6M	253549	2.29%	SOLE
2	EXXON MOBIL CORP	COM	$13.1M	76945	2.20%	SOLE
3	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$12.5M	201160	2.11%	SOLE
4	MICROSOFT CORP	COM	$10.6M	28587	1.78%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$10.5M	44382	1.78%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$10.4M	100886	1.76%	SOLE
7	SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$9.7M	195398	1.63%	SOLE
8	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$9.5M	126937	1.61%	SOLE
9	JANUS DETROIT STR TR	HENDERSON INCOME	$9.5M	191568	1.60%	SOLE
10	ISHARES TR	20+ YEAR TR BD	$9.4M	415618	1.58%	SOLE
11	AMAZON COM INC	COM	$8.8M	42255	1.48%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$8.8M	352024	1.48%	SOLE
13	INVESCO EXCH TRADED FD TR II	SR LN ETF	$8.8M	430169	1.48%	SOLE
14	VANECK ETF TRUST	COMMODITY STGY	$8.8M	121254	1.48%	SOLE
15	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$8.6M	423120	1.45%	SOLE
16	BAKER HUGHES COMPANY	CL A	$8.4M	138362	1.42%	SOLE
17	INVESCO ACTIVELY MANAGED EXC	S&P 500 EQUAL WE	$8.4M	167721	1.41%	SOLE
18	INVESCO ACTIVELY MANAGED EXC	MSCI EAFE INCOME	$8.3M	157919	1.40%	SOLE
19	GLOBAL X FDS	GLBL X MLP ETF	$8.3M	153980	1.40%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$8.2M	168898	1.38%	SOLE
21	ISHARES TR	U.S. PHARMA ETF	$8.1M	93112	1.36%	SOLE
22	GLOBAL X FDS	DEFENSE TECH ETF	$7.8M	110207	1.31%	SOLE
23	NEOS ETF TRUST	NEOS S&P 500 HI	$7.8M	158074	1.31%	SOLE
24	BROADCOM INC	COM	$7.8M	25097	1.31%	SOLE
25	NRG ENERGY INC	COM NEW	$7.6M	52307	1.29%	SOLE
26	ROKU INC	COM CL A	$7.6M	80640	1.28%	SOLE
27	GE VERNOVA INC	COM	$7.6M	8656	1.27%	SOLE
28	CADENCE DESIGN SYSTEM INC	COM	$7.5M	26822	1.25%	SOLE
29	JPMORGAN CHASE & CO.	COM	$7.4M	25028	1.24%	SOLE
30	LAM RESEARCH CORP	COM NEW	$7.2M	33817	1.22%	SOLE
31	CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$7.0M	75050	1.19%	SOLE
32	APPLOVIN CORP	COM CL A	$7.0M	17578	1.18%	SOLE
33	J P MORGAN EXCHANGE TRADED F	ACTIVE HIGH YIEL	$6.9M	137806	1.16%	SOLE
34	SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$6.7M	316279	1.14%	SOLE
35	INVESCO ACTIVELY MANAGED EXC	QQQ INCOME ADVAN	$6.7M	135211	1.14%	SOLE
36	NVIDIA CORPORATION	COM	$6.7M	38557	1.13%	SOLE
37	SIMPLIFY EXCHANGE TRADED FUN	BARRIER INCOME	$6.7M	271391	1.12%	SOLE
38	NEOS ETF TRUST	NASDAQ 100 HIGH	$6.6M	132975	1.11%	SOLE
39	NEOS ETF TRUST	REAL ESTATE HIGH	$6.6M	138746	1.10%	SOLE
40	GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$5.9M	119193	0.99%	SOLE
41	STERLING INFRASTRUCTURE INC	COM	$5.8M	14251	0.98%	SOLE
42	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.5M	97919	0.93%	SOLE
43	FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$5.5M	51541	0.92%	SOLE
44	MODINE MFG CO	COM	$5.4M	25060	0.91%	SOLE
45	L3HARRIS TECHNOLOGIES INC	COM	$5.3M	15491	0.90%	SOLE
46	NETFLIX INC	COM	$5.3M	55229	0.89%	SOLE
47	FTAI AVIATION LTD	SHS	$5.3M	21606	0.89%	SOLE
48	PGIM ETF TR	AAA CLO ETF	$5.2M	100950	0.87%	SOLE
49	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$5.1M	177415	0.86%	SOLE
50	RITHM CAPITAL CORP	COM NEW	$5.0M	522511	0.83%	SOLE

1–50 of 178

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.