DOSSIER · 13F-HR · Q2 2026

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

$671M in tracked AUM across 197 positions as of Q2 2026.

PI
CIK 0001989941 · last filed Jun 30, 2026
Total AUM
$671M
as of Q2 2026
Holdings
197
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO EXCHANGE TRADED FD T
$29M134K4.2%
02
QQQM
INVESCO EXCH TRADED FD TR II
$19M62K2.8%
03
SPHQ
INVESCO EXCHANGE TRADED FD T
$17M193K2.6%
04
AVSC
AMERICAN CENTY ETF TR
$17M234K2.6%
05
XMHQ
INVESCO EXCHANGE TRADED FD T
$17M148K2.5%
06
LLY
ELI LILLY & CO
$12M10K1.8%
07
PIT
VANECK ETF TRUST
$12M180K1.8%
08
SPYI
NEOS ETF TRUST
$12M220K1.7%
09
JPM
JPMORGAN CHASE & CO
$11M33K1.6%
10
ORLY
OREILLY AUTOMOTIVE INC
$11M114K1.6%

Filing history

2026Q2Jun 30
$671M 13.0%
197 positionsView →
2026Q1Mar 31
$594M 6.5%
178 positionsView →
2025Q4Dec 31
$558M 55.9%
188 positionsView →
2025Q3Sep 30
$358M 19.7%
128 positionsView →
2025Q2Jun 30
$446M 64.1%
193 positionsLocked
2025Q1Mar 31
$272M 21.4%
113 positionsLocked
2024Q4Dec 31
$345M 5.2%
163 positionsLocked
2024Q3Sep 30
$328M 16.2%
158 positionsLocked
2024Q2Jun 30
$283M 5.1%
146 positionsLocked
2024Q1Mar 31
$269M 28.3%
158 positionsLocked
2023Q4Dec 31
$210M 8.8%
134 positionsLocked
2023Q3Sep 30
$193M 5.6%
120 positionsLocked
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