Prevail Innovative Wealth Advisors, Llc Portfolio Stock Holdings
Prevail Innovative Wealth Advisors, Llc disclosed 178 stock positions valued at approximately $594.1 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, EXXON MOBIL CORP, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 178
- Portfolio Value
- $594.1M
Holdings by Sector
Prevail Innovative Wealth Advisors, Llc Portfolio Holdings in Q1 2026
162 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 2.29% | 253,549 | +253,549 | +100.00% | $13,633,330 |
| EXXON MOBIL CORP | XOM | Energy | 2.20% | 76,945 | -9,583 | -11.08% | $13,054,500 |
| AMERICAN CENTY ETF TR | AVSC | Other | 2.11% | 201,160 | +12,653 | +6.71% | $12,532,282 |
| MICROSOFT CORP | MSFT | Technology | 1.78% | 28,587 | +14,619 | +104.66% | $10,582,152 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.78% | 44,382 | +5,959 | +15.51% | $10,546,144 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.76% | 100,886 | +5,253 | +5.49% | $10,428,592 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 1.63% | 195,398 | +122,867 | +169.40% | $9,664,385 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.61% | 126,937 | -9,321 | -6.84% | $9,544,421 |
| ISHARES TR | TLTW | Other | 1.58% | 415,618 | -239,344 | -36.54% | $9,401,270 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.48% | 42,255 | +15,839 | +59.96% | $8,800,455 |
| SPDR SERIES TRUST | SJNK | Other | 1.48% | 352,024 | +113,850 | +47.80% | $8,793,560 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 1.48% | 430,169 | +296,040 | +220.71% | $8,779,749 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 1.45% | 423,120 | +292,401 | +223.69% | $8,610,492 |
| BAKER HUGHES COMPANY | BKR | Energy | 1.42% | 138,362 | -1,173 | -0.84% | $8,447,000 |
| GLOBAL X FDS | MLPA | Other | 1.40% | 153,980 | +153,980 | +100.00% | $8,294,903 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 1.38% | 168,898 | +121,888 | +259.28% | $8,227,022 |
| ISHARES TR | IHE | Other | 1.36% | 93,112 | +39,725 | +74.41% | $8,070,948 |
| GLOBAL X FDS | SHLD | Other | 1.31% | 110,207 | +1,337 | +1.23% | $7,807,064 |
| NEOS ETF TRUST | SPYI | Other | 1.31% | 158,074 | +22,672 | +16.74% | $7,804,113 |
| BROADCOM INC | AVGO | Technology | 1.31% | 25,097 | +24,468 | +3889.98% | $7,767,678 |
| NRG ENERGY INC | NRG | Utilities | 1.29% | 52,307 | +24,147 | +85.75% | $7,644,145 |
| ROKU INC | ROKU | Communication Services | 1.28% | 80,640 | +80,640 | +100.00% | $7,630,157 |
| GE VERNOVA INC | GEV | Utilities | 1.27% | 8,656 | -813 | -8.59% | $7,555,822 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 1.25% | 26,822 | +26,822 | +100.00% | $7,453,029 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 1.24% | 25,028 | +4,278 | +20.62% | $7,362,236 |
| LAM RESEARCH CORP | LRCX | Other | 1.22% | 33,817 | +33,817 | +100.00% | $7,225,340 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 1.19% | 75,050 | +75,050 | +100.00% | $7,044,944 |
| APPLOVIN CORP | APP | Technology | 1.18% | 17,578 | +17,578 | +100.00% | $6,996,044 |
| NVIDIA CORPORATION | NVDA | Technology | 1.13% | 38,557 | +3,888 | +11.21% | $6,724,341 |
| NEOS ETF TRUST | QQQI | Other | 1.11% | 132,975 | +107,445 | +420.86% | $6,607,528 |
| GOLDMAN SACHS ETF TR | GPIQ | Other | 0.99% | 119,193 | +87,906 | +280.97% | $5,898,862 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.98% | 14,251 | -1,330 | -8.54% | $5,804,005 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.93% | 97,919 | +21,777 | +28.60% | $5,550,049 |
| FEDERAL RLTY INVT TR NEW | FRT | Real Estate | 0.92% | 51,541 | +3,105 | +6.41% | $5,474,170 |
| MODINE MFG CO | MOD | Consumer Cyclical | 0.91% | 25,060 | +25,060 | +100.00% | $5,430,753 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.90% | 15,491 | -926 | -5.64% | $5,346,719 |
| NETFLIX INC | NFLX | Communication Services | 0.89% | 55,229 | +55,229 | +100.00% | $5,310,268 |
| FTAI AVIATION LTD | FTAI | Other | 0.89% | 21,606 | -5,442 | -20.12% | $5,293,470 |
| PGIM ETF TR | PAAA | Other | 0.87% | 100,950 | +25,855 | +34.43% | $5,166,621 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 0.86% | 177,415 | +177,415 | +100.00% | $5,093,585 |
| RITHM CAPITAL CORP | RITM | Real Estate | 0.83% | 522,511 | +522,511 | +100.00% | $4,953,404 |
| GE AEROSPACE | GE | Industrials | 0.81% | 16,971 | +1,171 | +7.41% | $4,815,861 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.80% | 14,082 | +8,877 | +170.55% | $4,757,463 |
| SERVICENOW INC | NOW | Technology | 0.80% | 45,448 | +45,448 | +100.00% | $4,751,588 |
| MASTEC INC | MTZ | Industrials | 0.77% | 14,228 | -3,362 | -19.11% | $4,577,717 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.77% | 216,252 | +216,252 | +100.00% | $4,573,730 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.73% | 86,082 | +42,095 | +95.70% | $4,356,610 |
| CITIGROUP INC | C | Financial Services | 0.73% | 38,354 | +38,354 | +100.00% | $4,349,727 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.71% | 16,852 | -5,087 | -23.19% | $4,222,774 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.62% | 40,052 | -219 | -0.54% | $3,697,200 |
| APPLE INC | AAPL | Technology | 0.57% | 13,264 | -713 | -5.10% | $3,366,386 |
| STRIDE INC | LRN | Consumer Defensive | 0.49% | 32,683 | +32,683 | +100.00% | $2,881,660 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 0.48% | 7,258 | +7,258 | +100.00% | $2,860,741 |
| AMKOR TECHNOLOGY INC | AMKR | Technology | 0.48% | 62,817 | +62,817 | +100.00% | $2,828,650 |
| GAMING & LEISURE PPTYS INC | GLPI | Real Estate | 0.47% | 62,962 | -16,875 | -21.14% | $2,793,624 |
| CHEVRON CORP NEW | CVX | Energy | 0.47% | 13,459 | +1,301 | +10.70% | $2,784,712 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 0.47% | 14,751 | +14,751 | +100.00% | $2,773,188 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.46% | 59,131 | +2,127 | +3.73% | $2,724,165 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.45% | 33,480 | +2,705 | +8.79% | $2,697,855 |
| API GROUP CORP | APG | Industrials | 0.45% | 66,463 | +66,463 | +100.00% | $2,693,081 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.45% | 2,445 | +2,445 | +100.00% | $2,673,241 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.45% | 24,042 | -4,209 | -14.90% | $2,672,963 |
| MCKESSON CORP | MCK | Healthcare | 0.42% | 2,915 | +2,915 | +100.00% | $2,522,524 |
| ISHARES GOLD TR | IAU | Other | 0.42% | 28,458 | +28,458 | +100.00% | $2,508,857 |
| SPDR SERIES TRUST | SPHY | Other | 0.42% | 105,742 | +30,638 | +40.79% | $2,465,903 |
| VSE CORP | VSEC | Industrials | 0.41% | 13,267 | +13,267 | +100.00% | $2,446,435 |
| JANUS DETROIT STR TR | JMBS | Other | 0.41% | 54,123 | +1,700 | +3.24% | $2,445,277 |
| MERCK & CO INC | MRK | Healthcare | 0.41% | 20,313 | +20,313 | +100.00% | $2,443,451 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.40% | 94,129 | -11,667 | -11.03% | $2,356,520 |
| TRUIST FINL CORP | TFC | Financial Services | 0.40% | 51,195 | +8,578 | +20.13% | $2,353,418 |
| EVERGY INC | EVRG | Utilities | 0.40% | 28,649 | +3,923 | +15.87% | $2,346,927 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.39% | 35,470 | +7,885 | +28.58% | $2,340,652 |
| KEYCORP | KEY | Financial Services | 0.39% | 114,897 | +13,712 | +13.55% | $2,303,686 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.38% | 6,944 | +6,082 | +705.57% | $2,283,927 |
| US BANCORP DEL | USB | Financial Services | 0.38% | 43,553 | +5,454 | +14.32% | $2,265,184 |
| VANGUARD INDEX FDS | VOO | Other | 0.38% | 3,776 | -1,264 | -25.08% | $2,256,366 |
| TRAVEL PLUS LEISURE CO | TNL | Consumer Cyclical | 0.38% | 32,411 | +3,092 | +10.55% | $2,242,550 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.38% | 42,484 | +9,846 | +30.17% | $2,242,327 |
| REALTY INCOME CORP | O | Real Estate | 0.38% | 36,423 | +7,585 | +26.30% | $2,228,354 |
| XCEL ENERGY INC | XEL | Utilities | 0.37% | 27,968 | +27,968 | +100.00% | $2,221,778 |
| MORGAN STANLEY ETF TRUST | EVSD | Other | 0.37% | 43,548 | -14,138 | -24.51% | $2,218,335 |
| INVESCO EXCH TRADED FD TR II | VRP | Other | 0.37% | 92,012 | +6,441 | +7.53% | $2,206,448 |
| JANUS DETROIT STR TR | JBBB | Other | 0.37% | 47,338 | +6,840 | +16.89% | $2,206,188 |
| COCA COLA CO | KO | Consumer Defensive | 0.37% | 28,793 | +28,793 | +100.00% | $2,189,674 |
| APPLE HOSPITALITY REIT INC | APLE | Real Estate | 0.36% | 187,783 | +187,783 | +100.00% | $2,161,377 |
| PROSHARES TR | ISPY | Other | 0.36% | 49,840 | +49,840 | +100.00% | $2,160,549 |
| STARWOOD PPTY TR INC | STWD | Real Estate | 0.36% | 122,959 | +41,919 | +51.73% | $2,117,361 |
| AMERICAN CENTY ETF TR | KORP | Other | 0.34% | 43,120 | +13,252 | +44.37% | $2,009,823 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.34% | 7,379 | +7,379 | +100.00% | $1,996,623 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 0.33% | 90,092 | +4,292 | +5.00% | $1,953,645 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.31% | 25,925 | -5,395 | -17.23% | $1,844,018 |
| VANECK ETF TRUST | RAAX | Other | 0.29% | 41,816 | +9,002 | +27.43% | $1,702,310 |
| ISHARES TR | ICSH | Other | 0.29% | 33,473 | -77,298 | -69.78% | $1,694,403 |
| AMERICAN CENTY ETF TR | QGRO | Other | 0.28% | 16,003 | -3,758 | -19.02% | $1,680,802 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.28% | 6,806 | +295 | +4.53% | $1,663,594 |
| COHEN & STEERS INC | CNS | Financial Services | 0.27% | 26,002 | +26,002 | +100.00% | $1,626,425 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.25% | 31,186 | +6,007 | +23.86% | $1,498,487 |
| ALPHABET INC | GOOGL | Communication Services | 0.25% | 5,199 | +28 | +0.54% | $1,495,059 |
| JANUS DETROIT STR TR | JSI | Other | 0.25% | 28,835 | -34,496 | -54.47% | $1,486,444 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.25% | 38,373 | +16,474 | +75.23% | $1,474,291 |