13F Insight
DOSSIER · 13F-HR · Q1 2026

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

PREVAIL INNOVATIVE WEALTH's family office based in London, UK — $594M in tracked AUM across 178 positions as of Q1 2026.

PI
PREVAIL INNOVATIVE WEALTH·London, UK·Family Office
CIK 0001989941 · last filed Mar 31, 2026
Total AUM
$594M
▼ 18.6%
vs prior
Holdings
178
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JBND
J P MORGAN EXCHANGE TRADED F
$14M254K2.3%
02
XOM
EXXON MOBIL CORP
$13M77K2.2%
03
AVSC
AMERICAN CENTY ETF TR
$13M201K2.1%
04
MSFT
MICROSOFT CORP
$11M29K1.8%
05
QQQM
INVESCO EXCH TRADED FD TR II
$11M44K1.8%
06
XMHQ
INVESCO EXCHANGE TRADED FD T
$10M101K1.8%
07
MTBA
SIMPLIFY EXCHANGE TRADED FUN
$10M195K1.6%
08
SPHQ
INVESCO EXCHANGE TRADED FD T
$10M127K1.6%
09
JIII
JANUS DETROIT STR TR
$9M192K1.6%
10
TLTW
ISHARES TR
$9M416K1.6%

Filing history

Filing history loading…