Prevail Innovative Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Prevail Innovative Wealth Advisors, Llc disclosed 187 stock positions valued at approximately $671.34M as of quarter-end June 30, 2026. The largest holdings include INVESCO EXCHANGE TRADED FD T, INVESCO EXCH TRADED FD TR II, and INVESCO EXCHANGE TRADED FD T.
- Report Period
- June 30, 2026
- No. of Stocks
- 187
- Portfolio Value
- $671.34M
Holdings by Sector
Prevail Innovative Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 4.25% | 134,059 | +109,126 | +437.68% | $28,523,733 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 2.79% | 61,729 | +17,347 | +39.09% | $18,702,035 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 2.59% | 192,698 | +65,761 | +51.81% | $17,362,090 |
| AMERICAN CENTY ETF TR | AVSC | Other | 2.55% | 233,664 | +32,504 | +16.16% | $17,136,897 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 2.49% | 148,069 | +47,183 | +46.77% | $16,714,029 |
| ELI LILLY & CO | LLY | Healthcare | 1.80% | 10,078 | +9,711 | +2646.05% | $12,087,856 |
| NEOS ETF TRUST | SPYI | Other | 1.74% | 220,325 | +62,251 | +39.38% | $11,697,054 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.63% | 33,415 | +8,387 | +33.51% | $10,937,732 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 1.57% | 114,437 | +74,385 | +185.72% | $10,538,503 |
| ALPHABET INC | GOOG | Communication Services | 1.45% | 27,625 | +27,625 | +100.00% | $9,760,771 |
| ARISTA NETWORKS INC | ANET | Other | 1.42% | 56,275 | +56,275 | +100.00% | $9,559,997 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 1.42% | 194,583 | -815 | -0.42% | $9,548,188 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.42% | 108,428 | +108,428 | +100.00% | $9,516,726 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.41% | 131,375 | +131,375 | +100.00% | $9,480,020 |
| GE VERNOVA INC | GEV | Utilities | 1.36% | 7,758 | -898 | -10.37% | $9,114,564 |
| AMERICAN TOWER CORP | AMT | Real Estate | 1.33% | 54,433 | +54,433 | +100.00% | $8,903,606 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 1.32% | 6,401 | +3,956 | +161.80% | $8,848,486 |
| MKS INC. | MKSI | Technology | 1.32% | 19,862 | +19,862 | +100.00% | $8,834,618 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 1.30% | 172,682 | +3,784 | +2.24% | $8,720,441 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 1.29% | 426,236 | -3,933 | -0.91% | $8,682,427 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 1.26% | 420,950 | -2,170 | -0.51% | $8,490,562 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 1.14% | 343,174 | +126,922 | +58.69% | $7,673,371 |
| GLOBAL X FDS | SHLD | Other | 1.12% | 126,408 | +16,201 | +14.70% | $7,547,822 |
| BANK OF AMER CORP | BAC | Financial Services | 1.11% | 130,924 | +130,924 | +100.00% | $7,460,050 |
| WELLS FARGO & CO | WFC | Financial Services | 1.10% | 89,518 | +89,518 | +100.00% | $7,397,768 |
| GAMING & LEISURE P | GLPI | Real Estate | 1.05% | 158,377 | +95,415 | +151.54% | $7,052,528 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 1.04% | 259,032 | +81,617 | +46.00% | $7,006,816 |
| FEDERAL RLTY INVT TR NEW | FRT | Real Estate | 1.02% | 55,595 | +4,054 | +7.87% | $6,862,647 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.94% | 26,565 | -15,690 | -37.13% | $6,331,509 |
| QUANTA SVCS INC | PWR | Industrials | 0.92% | 8,591 | +8,591 | +100.00% | $6,185,864 |
Showing 30 of 187 holdings in the latest reporting period.