Prevail Innovative Wealth Advisors, LLC holds a diversified book of 197 stocks worth $671.3M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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.
Prevail Innovative Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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.
52% mapped to company sectors
+4 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Prevail Innovative Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 17 / 80 | $342.7M |
| Hoey Investments, Inc | 27 / 80 | $496.6M |
| V. M. Manning & Co., Inc. | 11 / 80 | $71.7M |
| bLong Financial, LLC | 16 / 80 | $91.7M |
| Ketron Financial | 10 / 80 | $186.1M |
| Silphium Asset Management Ltd | 8 / 80 | $168.8M |
| Hardin Capital Partners, LLC | 17 / 80 | $122.1M |
| TradeWell Securities, LLC. | 10 / 80 | $158.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Prevail Innovative Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.