Prevail Innovative Wealth Advisors, LLC

13F filer · CIK 0001989941

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$671MU.S. long equity reported on 13F

Positions13360 new · 21 closed

Net flow last quarter+$17.3MBuys minus sells

Top 10 positions weight14.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026133 positions
LLYELI LILLY & Co	$12.1M	1.80%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$10.9M	1.63%	0.00%	+33.5%	Q3 2023
ORLYO Reilly Automotive Inc	$10.5M	1.57%	0.01%	+185.7%	Q2 2023
GOOGAlphabet Inc.	$9.76M	1.45%	Not reported	Not reported	Q3 2024
ANETArista Networks, Inc.	$9.56M	1.42%	0.00%	Not reported	Q2 2025
NEENextera Energy Inc	$9.52M	1.42%	0.01%	New	Q2 2026
UBERUber Technologies, Inc	$9.48M	1.41%	0.01%	New	Q2 2026
GEVGE Vernova Inc.	$9.11M	1.36%	0.00%	-10.4%	Q3 2025
AMTAmerican Tower Corp	$8.9M	1.33%	0.01%	Not reported	Q1 2024
MPWRMonolithic Power Systems, Inc.	$8.85M	1.32%	0.01%	+161.8%	Q1 2026
MKSIMKS Inc	$8.83M	1.32%	0.03%	New	Q2 2026
NLYAnnaly Capital Management Inc	$7.67M	1.14%	0.05%	+58.7%	Q1 2024
SHLDSears Holdings Corp	$7.55M	1.12%	0.12%	+14.7%	Q2 2025
BACBank of America Corp	$7.46M	1.11%	0.00%	Not reported	Q1 2025
WFCWells Fargo & Company	$7.4M	1.10%	0.00%	Not reported	Q1 2025
GLPIGaming & Leisure Properties, Inc.	$7.05M	1.05%	0.05%	+151.5%	Q4 2023
FTGCSynergetics, Inc.	$7.01M	1.04%	Not reported	+46.0%	Q2 2023
FRTFederal Realty Investment Trust	$6.86M	1.02%	0.06%	+7.9%	Q2 2025
AMZNAmazon Com Inc	$6.33M	0.94%	0.00%	-37.1%	Q2 2023
PWRQuanta Services, Inc.	$6.19M	0.92%	0.01%	Not reported	Q4 2024
FTAIFTAI Aviation Ltd.	$5.78M	0.86%	0.02%	-1.2%	Q3 2025
RITMRithm Capital Corp.	$5.19M	0.77%	0.10%	+5.8%	Q1 2024
LHXL3harris Technologies, Inc.	$5.16M	0.77%	0.01%	+14.6%	Q4 2023
NVDANvidia Corp	$5.04M	0.75%	0.00%	-34.6%	Q2 2023
MTZMastec Inc	$4.89M	0.73%	0.01%	-17.3%	Q1 2025
CCICrown Castle Inc.	$4.84M	0.72%	0.02%	New	Q2 2026
VRTVertiv Holdings Co	$4.78M	0.71%	0.00%	-15.2%	Q1 2025
ETNEaton Corp plc	$4.71M	0.70%	0.00%	Not reported	Q1 2024
CRSCarpenter Technology Corp	$4.69M	0.70%	0.02%	+4.7%	Q1 2026
NVTnVent Electric plc	$4.66M	0.69%	0.02%	New	Q2 2026
VIAVViavi Solutions Inc.	$4.46M	0.66%	0.04%	New	Q2 2026
WABWestinghouse Air Brake Technologies Corp	$4.41M	0.66%	0.01%	Not reported	Q1 2025
UNHUnitedhealth Group Inc	$4.34M	0.65%	0.00%	+41.6%	Q2 2023
VSECVse Corp	$4.33M	0.64%	0.07%	+42.8%	Q1 2026
VVisa Inc.	$4.2M	0.63%	0.00%	+659.1%	Q3 2023
STRLSterling Infrastructure, Inc.	$4.18M	0.62%	0.02%	-65.1%	Q3 2025
WMTWalmart Inc.	$3.9M	0.58%	0.00%	+736.4%	Q4 2024
PULSPulse Electronics Corp	$3.85M	0.57%	0.44%	+222.3%	Q3 2023
MRKMerck & Co., Inc.	$3.79M	0.56%	0.00%	+45.0%	Q3 2023
CCitigroup Inc	$3.77M	0.56%	0.00%	-29.8%	Q1 2026
AGNCAGNC Investment Corp.	$3.63M	0.54%	0.03%	Not reported	Q3 2023
AAPLApple Inc.	$3.61M	0.54%	0.00%	-6.1%	Q2 2023
PEPPepsico Inc	$3.59M	0.54%	0.00%	New	Q2 2026
KOCoca Cola Co	$3.57M	0.53%	0.00%	+52.5%	Q2 2025
USBUS Bancorp \de\	$3.55M	0.53%	0.00%	+35.1%	Q2 2025
GSGoldman Sachs Group Inc	$3.51M	0.52%	0.00%	+159.9%	Q3 2023
TFCTruist Financial Corp	$3.5M	0.52%	0.01%	+37.1%	Q4 2024
EVRGEvergy, Inc.	$3.47M	0.52%	0.02%	+40.3%	Q2 2025
MOAltria Group, Inc.	$3.43M	0.51%	0.00%	+34.5%	Q3 2023
LOWLowes Companies Inc	$3.36M	0.50%	0.00%	Not reported	Q4 2023

Q1 2026Reported Apr 30, 202694 positions
XOMExxonMobil Holdings Corp	$13.1M	2.20%	0.00%	-11.1%	Q2 2023
MSFTMicrosoft Corp	$10.6M	1.78%	0.00%	+104.7%	Q2 2023
AMZNAmazon Com Inc	$8.8M	1.48%	0.00%	+60.0%	Q2 2023
BKRBaker Hughes Co	$8.45M	1.42%	0.01%	-0.8%	Q4 2025
SHLDSears Holdings Corp	$7.81M	1.31%	0.10%	+1.2%	Q2 2025
AVGOBroadcom Inc.	$7.77M	1.31%	0.00%	+3890.0%	Q3 2024
NRGNRG Energy, Inc.	$7.64M	1.29%	0.02%	+85.8%	Q3 2025
ROKURoku, Inc	$7.63M	1.28%	0.05%	New	Q1 2026
GEVGE Vernova Inc.	$7.56M	1.27%	0.00%	-8.6%	Q3 2025
CDNSCadence Design Systems Inc	$7.45M	1.25%	0.01%	New	Q1 2026
JPMJPMorgan Chase & Co	$7.36M	1.24%	0.00%	+20.6%	Q3 2023
LRCXLam Research Corp	$7.23M	1.22%	0.00%	New	Q1 2026
CRDOCredo Technology Group Holding Ltd	$7.04M	1.19%	0.04%	Not reported	Q1 2025
APPAppLovin Corp	$7M	1.18%	0.01%	New	Q1 2026
NVDANvidia Corp	$6.72M	1.13%	0.00%	+11.2%	Q2 2023
STRLSterling Infrastructure, Inc.	$5.8M	0.98%	0.05%	-8.5%	Q3 2025
FRTFederal Realty Investment Trust	$5.47M	0.92%	0.06%	+6.4%	Q2 2025
MODModine Manufacturing Co	$5.43M	0.91%	0.05%	New	Q1 2026
LHXL3harris Technologies, Inc.	$5.35M	0.90%	0.01%	-5.6%	Q4 2023
NFLXNetflix Inc	$5.31M	0.89%	0.00%	New	Q1 2026
FTAIFTAI Aviation Ltd.	$5.29M	0.89%	0.02%	-20.1%	Q3 2025
FTGCSynergetics, Inc.	$5.09M	0.86%	Not reported	Not reported	Q2 2023
RITMRithm Capital Corp.	$4.95M	0.83%	0.09%	Not reported	Q1 2024
GEGeneral Electric Co	$4.82M	0.81%	0.00%	+7.4%	Q1 2024
MUMicron Technology Inc	$4.76M	0.80%	0.00%	+170.6%	Q3 2025
NOWServiceNow, Inc.	$4.75M	0.80%	0.00%	Not reported	Q3 2025
MTZMastec Inc	$4.58M	0.77%	0.02%	-19.1%	Q1 2025
NLYAnnaly Capital Management Inc	$4.57M	0.77%	0.03%	Not reported	Q1 2024
CCitigroup Inc	$4.35M	0.73%	0.00%	New	Q1 2026
VRTVertiv Holdings Co	$4.22M	0.71%	0.00%	-23.2%	Q1 2025
ORLYO Reilly Automotive Inc	$3.7M	0.62%	0.00%	-0.5%	Q2 2023
AAPLApple Inc.	$3.37M	0.57%	0.00%	-5.1%	Q2 2023
LRNStride, Inc.	$2.88M	0.49%	0.08%	New	Q1 2026
CRSCarpenter Technology Corp	$2.86M	0.48%	0.01%	New	Q1 2026
AMKRAmkor Technology, Inc.	$2.83M	0.48%	0.03%	New	Q1 2026
GLPIGaming & Leisure Properties, Inc.	$2.79M	0.47%	0.02%	-21.1%	Q4 2023
CVXChevron Corp	$2.78M	0.47%	0.00%	+10.7%	Q4 2023
FCFSFirstCash Holdings, Inc.	$2.77M	0.47%	0.03%	New	Q1 2026
APGAPi Group Corp	$2.69M	0.45%	0.02%	New	Q1 2026
MPWRMonolithic Power Systems, Inc.	$2.67M	0.45%	0.01%	New	Q1 2026
MCKMckesson Corp	$2.52M	0.42%	0.00%	New	Q1 2026
IAUIshares Gold Trust	$2.51M	0.42%	0.00%	New	Q1 2026
VSECVse Corp	$2.45M	0.41%	0.05%	New	Q1 2026
MRKMerck & Co., Inc.	$2.44M	0.41%	0.00%	Not reported	Q3 2023
TFCTruist Financial Corp	$2.35M	0.40%	0.00%	+20.1%	Q4 2024
EVRGEvergy, Inc.	$2.35M	0.40%	0.01%	+15.9%	Q2 2025
MOAltria Group, Inc.	$2.34M	0.39%	0.00%	+28.6%	Q3 2023
KEYKeycorp	$2.3M	0.39%	0.01%	+13.6%	Q3 2023
HDHome Depot, Inc.	$2.28M	0.38%	0.00%	+705.6%	Q3 2024
USBUS Bancorp \de\	$2.27M	0.38%	0.00%	+14.3%	Q2 2025

Q4 2025Reported Feb 6, 2026104 positions
XOMExxonMobil Holdings Corp	$10.4M	1.87%	0.00%	+9.4%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$8.36M	1.50%	Not reported	+13.9%	Q3 2023
VRTXVertex Pharmaceuticals Inc / Ma	$7.08M	1.27%	0.01%	+2.7%	Q3 2025
SHLDSears Holdings Corp	$7.05M	1.26%	0.10%	+0.4%	Q2 2025
METAMeta Platforms, Inc.	$6.99M	1.25%	Not reported	+140.0%	Q4 2024
MSFTMicrosoft Corp	$6.76M	1.21%	0.00%	+24.1%	Q2 2023
JPMJPMorgan Chase & Co	$6.69M	1.20%	0.00%	+8.0%	Q3 2023
NVDANvidia Corp	$6.47M	1.16%	0.00%	+0.5%	Q2 2023
BKRBaker Hughes Co	$6.35M	1.14%	0.01%	New	Q4 2025
GEVGE Vernova Inc.	$6.19M	1.11%	0.00%	+6.2%	Q3 2025
AMZNAmazon Com Inc	$6.1M	1.09%	0.00%	+4.2%	Q2 2023
MAMastercard Inc	$6.01M	1.08%	0.00%	+9.9%	Q2 2023
VSTVistra Corp.	$5.63M	1.01%	0.01%	Not reported	Q4 2024
FTAIFTAI Aviation Ltd.	$5.32M	0.95%	0.03%	+8.1%	Q3 2025
EXLSExlService Holdings, Inc.	$5.08M	0.91%	0.08%	+15.3%	Q3 2025
SCHWSchwab Charles Corp	$5.06M	0.91%	0.00%	+5.8%	Q2 2023
SPGIS&P Global Inc.	$4.94M	0.88%	0.00%	+16.7%	Q2 2025
EVREvercore Inc.	$4.92M	0.88%	Not reported	+133.8%	Q3 2025
FRTFederal Realty Investment Trust	$4.88M	0.87%	0.06%	+4.6%	Q2 2025
GEGeneral Electric Co	$4.87M	0.87%	0.00%	+5.9%	Q1 2024
LHXL3harris Technologies, Inc.	$4.82M	0.86%	0.01%	+1.7%	Q4 2023
GFSGLOBALFOUNDRIES Inc.	$4.81M	0.86%	0.02%	+3.4%	Q3 2025
STRLSterling Infrastructure, Inc.	$4.77M	0.85%	0.05%	+109.5%	Q3 2025
HTGCHercules Capital, Inc.	$4.51M	0.81%	0.13%	+123.6%	Q2 2023
NRGNRG Energy, Inc.	$4.48M	0.80%	0.01%	+7.8%	Q3 2025
MPLXMPLX LP	$4.01M	0.72%	0.01%	+29.4%	Q3 2023
WESWestern Midstream Partners, LP	$3.94M	0.71%	0.02%	+30.9%	Q2 2023
CCLCarnival Corp Ltd.	$3.91M	0.70%	0.01%	Not reported	Q2 2024
MTZMastec Inc	$3.82M	0.69%	0.02%	-11.9%	Q1 2025
WABWestinghouse Air Brake Technologies Corp	$3.82M	0.68%	0.01%	+8.6%	Q1 2025
AAPLApple Inc.	$3.8M	0.68%	0.00%	-4.0%	Q2 2023
ORLYO Reilly Automotive Inc	$3.67M	0.66%	0.00%	+0.2%	Q2 2023
GLPIGaming & Leisure Properties, Inc.	$3.57M	0.64%	0.03%	+22.8%	Q4 2023
VRTVertiv Holdings Co	$3.55M	0.64%	0.01%	-28.2%	Q1 2025
EFCEllington Financial Inc.	$3.28M	0.59%	0.21%	+5.0%	Q2 2024
REMRemington Oil & Gas Corp	$3.27M	0.59%	Not reported	+8.3%	Q4 2024
NFJVirtus Dividend, Interest & Premium Strategy Fund	$2.73M	0.49%	Not reported	+7.4%	Q4 2024
JQCNuveen Credit Strategies Income Fund	$2.28M	0.41%	Not reported	+5.5%	Q4 2024
AODabrdn Total Dynamic Dividend Fund	$2.27M	0.41%	Not reported	+4.2%	Q1 2024
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$2.23M	0.40%	Not reported	+8.1%	Q3 2024
AWFAlliancebernstein Global High Income Fund Inc	$2.22M	0.40%	Not reported	+16.1%	Q3 2024
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$2.2M	0.39%	Not reported	+6.6%	Q2 2024
DPGDuff & Phelps Utility & Infrastructure Fund Inc.	$2.13M	0.38%	Not reported	+4.6%	Q3 2024
TFCTruist Financial Corp	$2.1M	0.38%	0.00%	+13.8%	Q4 2024
HQHabrdn Healthcare Investors	$2.09M	0.37%	Not reported	-5.8%	Q2 2023
KEYKeycorp	$2.09M	0.37%	0.01%	+19.7%	Q3 2023
TNLTravel & Leisure Co.	$2.07M	0.37%	0.05%	+11.2%	Q2 2023
WIWWestern Asset Inflation-Linked Opportunities & Income Fund	$2.05M	0.37%	Not reported	-26.9%	Q4 2023
EVVEaton Vance Ltd Duration Income Fund	$2.04M	0.37%	Not reported	+4.1%	Q3 2024
LMTLockheed Martin Corp	$2.04M	0.36%	0.00%	+14.0%	Q2 2025

Q3 2025Reported Nov 13, 2025134 positions
XOMExxonMobil Holdings Corp	$8.92M	1.73%	0.00%	+14.6%	Q2 2023
SHLDSears Holdings Corp	$7.62M	1.48%	0.10%	+219.6%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$7.17M	1.39%	Not reported	+7.8%	Q3 2023
PLDPrologis, Inc.	$7M	1.36%	0.01%	+6.9%	Q2 2023
NVDANvidia Corp	$6.44M	1.25%	0.00%	-52.1%	Q2 2023
LLYELI LILLY & Co	$6.08M	1.18%	0.00%	+2737.7%	Q4 2024
JPMJPMorgan Chase & Co	$6.06M	1.18%	0.00%	+1221.9%	Q3 2023
VRTXVertex Pharmaceuticals Inc / Ma	$5.95M	1.16%	0.01%	New	Q3 2025
CTOCTO Realty Growth, Inc.	$5.87M	1.14%	1.10%	+40.4%	Q3 2024
MSFTMicrosoft Corp	$5.83M	1.13%	0.00%	-14.5%	Q2 2023
AMZNAmazon Com Inc	$5.57M	1.08%	0.00%	+3.9%	Q2 2023
GEVGE Vernova Inc.	$5.48M	1.06%	0.00%	New	Q3 2025
MAMastercard Inc	$5.45M	1.06%	0.00%	Not reported	Q2 2023
DELLDell Technologies Inc.	$5.15M	1.00%	0.01%	-6.7%	Q1 2025
LHXL3harris Technologies, Inc.	$4.93M	0.96%	0.01%	-29.0%	Q4 2023
CPTCamden Property Trust	$4.89M	0.95%	0.04%	+44.1%	Q2 2025
IBKRInteractive Brokers Group, Inc.	$4.83M	0.94%	0.03%	Not reported	Q2 2023
GFSGLOBALFOUNDRIES Inc.	$4.77M	0.93%	0.02%	New	Q3 2025
FRTFederal Realty Investment Trust	$4.69M	0.91%	0.05%	+24.6%	Q2 2025
VRTVertiv Holdings Co	$4.61M	0.89%	0.01%	Not reported	Q1 2025
MUMicron Technology Inc	$4.6M	0.89%	0.00%	New	Q3 2025
SCHWSchwab Charles Corp	$4.57M	0.89%	0.00%	Not reported	Q2 2023
EXLSExlService Holdings, Inc.	$4.57M	0.89%	0.07%	New	Q3 2025
GEGeneral Electric Co	$4.49M	0.87%	0.00%	Not reported	Q1 2024
ZTSZoetis Inc.	$4.38M	0.85%	0.01%	Not reported	Q2 2023
ORLYO Reilly Automotive Inc	$4.33M	0.84%	0.00%	-0.7%	Q2 2023
PANWPalo Alto Networks Inc	$4.3M	0.84%	0.00%	+229.3%	Q2 2023
REGNRegeneron Pharmaceuticals, Inc.	$4.29M	0.83%	0.01%	New	Q3 2025
MTZMastec Inc	$4.25M	0.82%	0.03%	-5.6%	Q1 2025
NRGNRG Energy, Inc.	$4.23M	0.82%	0.01%	New	Q3 2025
ZSZscaler, Inc.	$4.21M	0.82%	0.01%	+418.3%	Q3 2024
FTAIFTAI Aviation Ltd.	$4.18M	0.81%	0.02%	New	Q3 2025
SPGIS&P Global Inc.	$3.94M	0.77%	0.00%	+11.7%	Q2 2025
AAPLApple Inc.	$3.71M	0.72%	0.00%	-65.8%	Q2 2023
WABWestinghouse Air Brake Technologies Corp	$3.3M	0.64%	0.01%	+5.8%	Q1 2025
METAMeta Platforms, Inc.	$3.24M	0.63%	Not reported	-29.0%	Q4 2024
GLPIGaming & Leisure Properties, Inc.	$3.03M	0.59%	0.02%	+47.7%	Q4 2023
WESWestern Midstream Partners, LP	$2.99M	0.58%	0.02%	Not reported	Q2 2023
REMRemington Oil & Gas Corp	$2.99M	0.58%	Not reported	+21.6%	Q4 2024
EFCEllington Financial Inc.	$2.98M	0.58%	0.22%	+6.8%	Q2 2024
ETEnergy Transfer LP	$2.98M	0.58%	0.01%	-2.6%	Q3 2023
WIWWestern Asset Inflation-Linked Opportunities & Income Fund	$2.9M	0.56%	Not reported	+33.1%	Q4 2023
MPLXMPLX LP	$2.9M	0.56%	0.01%	+91.6%	Q3 2023
AGNCAGNC Investment Corp.	$2.86M	0.56%	0.03%	-6.3%	Q3 2023
PULSPulse Electronics Corp	$2.65M	0.52%	0.30%	+46.3%	Q3 2023
NFJVirtus Dividend, Interest & Premium Strategy Fund	$2.56M	0.50%	Not reported	+15.8%	Q4 2024
STRLSterling Infrastructure, Inc.	$2.53M	0.49%	0.02%	New	Q3 2025
JQCNuveen Credit Strategies Income Fund	$2.27M	0.44%	Not reported	+21.4%	Q4 2024
PMTPennyMac Mortgage Investment Trust	$2.21M	0.43%	0.21%	-1.4%	Q1 2025
JRINuveen Real Asset Income & Growth Fund	$2.18M	0.42%	Not reported	+15.6%	Q2 2024

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