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CIK: 0001989941
Total reported value
$776.5M
$776.5M
197 檔
12.7%
In Q2 2026, Prevail Innovative Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $776.5M, distributed across 197 disclosed stock positions.
In Q2 2026, Prevail Innovative Wealth Advisors, LLC displayed an active expansion posture, initiating 57 new positions and adding to 67 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.25% | -3.53% | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.79% | -0.37% | +39.09% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.59% | -0.45% | +51.81% | |
| 4 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 2.55% | -0.37% | +16.16% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.49% | -0.28% | +46.77% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.80% | -0.36% | — | |
| 7 | PIT | Vaneck Commodity Strat ETF | ETF-Commodities | 1.77% | -1.77% | EXIT | |
| 8 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.74% | -0.16% | +39.38% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | -0.20% | +33.51% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.57% | -0.10% | +185.72% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.45% | +0.62% | — | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 1.42% | — | — | |
| 13 | MTBA | Simplify Mbs ETF | ETF-Other | 1.42% | -0.29% | -0.42% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.42% | -1.27% | — | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 1.41% | -0.10% | — | |
| 16 | JIII | Jns Hndrsn Incm ETF | ETF-Other | 1.41% | -0.27% | -1.01% | |
| 17 | IWMI | Neos Russell 2000 High Inc | ETF-Small Cap | 1.40% | -0.38% | +88.41% | |
| 18 | GEV | GE Vernova Inc | Stock-Industrials | 1.36% | -0.16% | -10.37% | |
| 19 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 1.35% | +0.14% | +0.99% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.33% | -1.26% | — | |
| 21 | EFAA | Invesco Msci Eafe Income Adv | ETF-Other | 1.33% | -0.31% | +1.10% | |
| 22 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.32% | -1.32% | EXIT | |
| 23 | MKSI | Mks Inc | Stock-Tech | 1.32% | +0.06% | — | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.30% | -0.28% | +2.24% | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.29% | -0.25% | -0.91% | |
| 26 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.26% | -0.24% | -0.51% | |
| 27 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.14% | -0.39% | +58.69% | |
| 28 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.12% | +0.11% | +14.70% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 1.11% | -1.06% | — | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 1.10% | -0.24% | — | |
| 31 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 1.05% | -1.05% | EXIT | |
| 32 | FTGC | First Trust Global Tactical | ETF-Other | 1.04% | -0.21% | +46.00% | |
| 33 | IYRI | Neos Real Est Hgh Inc ETF | ETF-Other | 1.03% | -0.23% | +1.56% | |
| 34 | JPHY | Jpmorgan Active H Yield ETF | ETF-Other | 1.03% | -0.21% | -0.92% | |
| 35 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.02% | -1.02% | EXIT | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.71% | -37.13% | |
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 0.92% | +0.79% | — | |
| 38 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 0.92% | -0.27% | +178.79% | |
| 39 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-Other | 0.87% | -0.26% | +39.60% | |
| 40 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.86% | -0.24% | -1.15% | |
| 41 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.81% | -0.17% | -23.03% | |
| 42 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.77% | -0.20% | +5.80% | |
| 43 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.77% | -0.77% | EXIT | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.77% | +0.10% | +14.57% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +1.77% | -34.63% | |
| 46 | MTZ | Mastec Inc | Stock-Industrials | 0.73% | +0.37% | -17.34% | |
| 47 | CCI | Crown Castle Inc | Stock-Real Estate | 0.72% | -0.72% | EXIT | |
| 48 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.71% | -0.04% | -15.20% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | -0.03% | — | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.70% | -0.09% | +45.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +4.3% | NEW | New buy |
| 2 | LLY | Eli Lilly & Co | +1.8% | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | +1.5% | NEW | New buy |
| 4 | ANET | Arista Networks Inc | +1.4% | NEW | New buy |
| 5 | NEE | Nextera Energy Inc | +1.4% | NEW | New buy |
| 6 | UBER | Uber Technologies Inc | +1.4% | NEW | New buy |
| 7 | AMT | American Tower CORP | +1.3% | NEW | New buy |
| 8 | MKSI | Mks Inc | +1.3% | NEW | New buy |
| 9 | BAC | Bank Of America CORP | +1.1% | NEW | New buy |
| 10 | WFC | Wells Fargo & Co | +1.1% | NEW | New buy |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +1% | +39.09% | Add |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | +1% | +51.81% | Add |
| 13 | ORLY | O'reilly Automotive Inc | +1% | +185.72% | Add |
| 14 | PWR | Quanta Services Inc | +0.9% | NEW | New buy |
| 15 | MPWR | Monolithic Power Systems Inc | +0.9% | +161.80% | Add |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | +0.7% | +46.77% | Add |
| 17 | CCI | Crown Castle Inc | +0.7% | NEW | New buy |
| 18 | ETN | Eaton Corporation plc | +0.7% | NEW | New buy |
| 19 | NVT | nVent Electric plc | +0.7% | NEW | New buy |
| 20 | PINK | Simplify Health Care ETF | +0.7% | NEW | New buy |
| 21 | IWMI | Neos Russell 2000 High Inc | +0.7% | +88.41% | Add |
| 22 | VIAV | Viavi Solutions Inc | +0.7% | NEW | New buy |
| 23 | WAB | Wabtec CORP | +0.7% | NEW | New buy |
| 24 | GLPI | Gaming And Leisure Propertie | +0.6% | +151.54% | Add |
| 25 | EVSD | Eaton Vance Shrt Dur Inc | +0.6% | +178.79% | Add |
| 26 | V | Visa Inc-class A Shares | +0.6% | +659.05% | Add |
| 27 | AGNC | Agnc Investment CORP | +0.5% | NEW | New buy |
| 28 | PEP | Pepsico Inc | +0.5% | NEW | New buy |
| 29 | LOW | Lowe's Cos Inc | +0.5% | NEW | New buy |
| 30 | WMT | Walmart Inc | +0.5% | +736.41% | Add |
| 31 | INTU | Intuit Inc | +0.5% | NEW | New buy |
| 32 | AVSC | Avantis US Small Cap Equity | +0.4% | +16.16% | Add |
| 33 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +39.38% | Add |
| 34 | ABT | Abbott Laboratories | +0.4% | NEW | New buy |
| 35 | WM | Waste Management Inc | +0.4% | NEW | New buy |
| 36 | UNP | Union Pacific CORP | +0.4% | NEW | New buy |
| 37 | JPM | Jpmorgan Chase & Co | +0.4% | +33.51% | Add |
| 38 | IVZ | Invesco Ltd. | +0.4% | NEW | New buy |
| 39 | NLY | Annaly Capital Management In | +0.4% | +58.69% | Add |
| 40 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +222.31% | Add |
| 41 | GS | Goldman Sachs Group Inc | +0.3% | +159.85% | Add |
| 42 | UNH | Unitedhealth Group Inc | +0.3% | +41.59% | Add |
| 43 | PIT | Vaneck Commodity Strat ETF | +0.3% | +48.77% | Add |
| 44 | DFIV | Dimensional International Va | +0.3% | +87.93% | Add |
| 45 | ✓ | +0.3% | NEW | New buy | |
| 46 | AVEM | Avantis Emerging Markets Eq | +0.3% | +45.58% | Add |
| 47 | ✓ | +0.3% | NEW | New buy | |
| 48 | VSEC | Vse CORP | +0.2% | +42.81% | Add |
| 49 | AVUS | Avantis U.s. Equity ETF | +0.2% | +46.69% | Add |
| 50 | CRS | Carpenter Technology | +0.2% | +4.74% | Add |
According to official SEC Form 13F filings, Prevail Innovative Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $776.5M across 197 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, QQQM, SPHQ) accounted for 12.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
RSP
市值: $28.5M
Top Position Liquidated / Trimmed
JBND
前期市值: $13.6M
During Q2 2026, Prevail Innovative Wealth Advisors, LLC's top holdings by market value included RSP (4.3%)、QQQM (2.8%)、SPHQ (2.6%). The largest single position, RSP, represented 4.3% of total portfolio value.
In Q2 2026, Prevail Innovative Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 57 new buys, adding to 67 positions, trimming 29 holdings, and fully liquidating 47 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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