Prevail Innovative Wealth Advisors, LLC holds a diversified book of 197 stocks worth $671.3M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 Equal Weight and trimmed Simplify MBS ETF. Their largest long position is Invesco S&P 500 Equal Weight at 4% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1989941/holdings"
Use Arkolith to show PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +16.8%, a 6.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Prevail Innovative Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P500 EQL WGT | $28.5M | 134.1K | 4.2% | ▲New New position | |
| 2 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $18.7M | 61.7K | 2.8% | ▲+39% Added · +17K sh | |
| 3 | Invesco Exchange Traded FD T S&P500 QUALITY | $17.4M | 192.7K | 2.6% | ▲+52% Added · +66K sh | |
| 4 | American Centy ETF TR AVAN US SMAL ETF | $17.1M | 233.7K | 2.6% | ▲+16% Added · +33K sh | |
| 5 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $16.7M | 148.1K | 2.5% | ▲+47% Added · +47K sh | |
| 6 | Eli Lilly & Co COM | $12.1M | 10.1K | 1.8% | ▲New New position | |
| 7 | Vaneck ETF Trust COMMODITY STGY | $11.9M | 180.4K | 1.8% | ▲+49% Added · +59K sh | |
| 8 | NEOS ETF Trust NEOS S&P 500 HI | $11.7M | 220.3K | 1.7% | ▲+39% Added · +62K sh | |
| 9 | JPMorgan Chase & Co COM | $10.9M | 33.4K | 1.6% | ▲+34% Added · +8K sh | |
| 10 | Oreilly Automotive Inc COM | $10.5M | 114.4K | 1.6% | ▲+186% Added · +74K sh | |
| 11 | Alphabet Inc CAP STK CL C | $9.8M | 27.6K | 1.5% | ▲New New position | |
| 12 | Arista Networks Inc COM SHS | $9.6M | 56.3K | 1.4% | ▲New New position | |
| 13 | Simplify Exchange Traded Fun MBS ETF | $9.5M | 194.6K | 1.4% | ▼−0.4% Reduced · −815 sh | |
| 14 | NextEra Energy Inc COM | $9.5M | 108.4K | 1.4% | ▲New New position | |
| 15 | Uber Technologies Inc COM | $9.5M | 131.4K | 1.4% | ▲New New position | |
| 16 | Janus Detroit STR TR HENDE INCOM ETF | $9.5M | 189.6K | 1.4% | ▼−1.0% Reduced · −2K sh | |
| 17 | NEOS ETF Trust RUSS 2000 HI ETF | $9.4M | 175.4K | 1.4% | ▲+88% Added · +82K sh | |
| 18 | Ge Vernova Inc COM | $9.1M | 7.8K | 1.4% | ▼−10% Reduced · −898 sh | |
| 19 | Invesco Actively Managed Exc S&P 500 EQUA ETF | $9.0M | 169.4K | 1.3% | ▲+1.0% Added · +2K sh | |
| 20 | American Tower Corp COM | $8.9M | 54.4K | 1.3% | ▲New New position | |
| 21 | Invesco Actively Managed Exc MSCI EAFE IN ETF | $8.9M | 159.7K | 1.3% | ▲+1.1% Added · +2K sh | |
| 22 | Monolithic PWR Sys Inc COM | $8.8M | 6.4K | 1.3% | ▲+162% Added · +4K sh | |
| 23 | MKS Inc. COM | $8.8M | 19.9K | 1.3% | ▲New New position | |
| 24 | First TR Exchange-Traded FD FT VEST S&P 500 | $8.7M | 172.7K | 1.3% | ▲+2.2% Added · +4K sh | |
| 25 | Invesco Exch Traded FD TR II SR LN ETF | $8.7M | 426.2K | 1.3% | ▼−0.9% Reduced · −4K sh | |
| 26 | Simplify Exchange Traded Fun AGGREGATE BD ETF | $8.5M | 420.9K | 1.3% | ▼−0.5% Reduced · −2K sh | |
| 27 | Annaly Capital Management In COM NEW | $7.7M | 343.2K | 1.1% | ▲+59% Added · +127K sh | |
| 28 | Global X FDS DEFENSE TECH ETF | $7.5M | 126.4K | 1.1% | ▲+15% Added · +16K sh | |
| 29 | Bank Of Amer Corp COM | $7.5M | 130.9K | 1.1% | ▲New New position | |
| 30 | Wells Fargo & Co COM | $7.4M | 89.5K | 1.1% | ▲New New position | |
| 31 | Gaming & Leisure P COM | $7.1M | 158.4K | 1.1% | ▲+152% Added · +95K sh | |
| 32 | First TR Exchange Trad FD VI FST TR GLB FD | $7.0M | 259.0K | 1.0% | ▲+46% Added · +82K sh | |
| 33 | NEOS ETF Trust REAL EST HIG ETF | $6.9M | 140.9K | 1.0% | ▲+1.6% Added · +2K sh | |
| 34 | J P Morgan Exchange Traded F ACTI HIGH YI ETF | $6.9M | 136.5K | 1.0% | ▼−0.9% Reduced · −1K sh | |
| 35 | Federal Rlty Invt TR New SH BEN INT NEW | $6.9M | 55.6K | 1.0% | ▲+7.9% Added · +4K sh | |
| 36 | Amazon Com Inc COM | $6.3M | 26.6K | 0.9% | ▼−37% Reduced · −16K sh | |
| 37 | Quanta Svcs Inc COM | $6.2M | 8.6K | 0.9% | ▲New New position | |
| 38 | Morgan Stanley ETF Trust EATO VA DURA ETF | $6.2M | 121.4K | 0.9% | ▲+179% Added · +78K sh | |
| 39 | American Centy ETF TR SHORT DURTN STRG | $5.8M | 113.9K | 0.9% | ▲+40% Added · +32K sh | |
| 40 | Ftai Aviation Ltd SHS | $5.8M | 21.4K | 0.9% | ▼−1.1% Reduced · −249 sh | |
| 41 | Goldman Sachs ETF TR NASDA 100 ETF | $5.4M | 91.7K | 0.8% | ▼−23% Reduced · −27K sh | |
| 42 | Rithm Capital Corp COM NEW | $5.2M | 552.8K | 0.8% | ▲+5.8% Added · +30K sh | |
| 43 | Pgim ETF TR AAA CLO ETF | $5.2M | 101.2K | 0.8% | ▲+0.2% Added · +235 sh | |
| 44 | L3harris Technologies Inc COM | $5.2M | 17.7K | 0.8% | ▲+15% Added · +2K sh | |
| 45 | Nvidia Corporation COM | $5.0M | 25.2K | 0.8% | ▼−35% Reduced · −13K sh | |
| 46 | Mastec Inc COM | $4.9M | 11.8K | 0.7% | ▼−17% Reduced · −2K sh | |
| 47 | Crown Castle Inc COM | $4.8M | 63.9K | 0.7% | ▲New New position | |
| 48 | Vertiv Holdings Co COM CL A | $4.8M | 14.3K | 0.7% | ▼−15% Reduced · −3K sh | |
| 49 | Eaton Corp PLC SHS | $4.7M | 11.0K | 0.7% | ▲New New position | |
| 50 | American Centy ETF TR AVANTIS EMGMKT | $4.7M | 48.7K | 0.7% | ▲+46% Added · +15K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.