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13F-HR filed by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-20, with 197 holding rows worth $671,336,662.

Accession
0001104659-26-084978
Filed
2026-07-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 197 entries on the cover page, a total value of $671,336,662 stated on the cover page (in dollars after the unit check, H1), rows summing to $671,336,662 with VALUE read as dollars as filed, 13F file number 028-23369. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM134,059$28,523,733dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM61,729$18,702,035dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY192,698$17,362,090dollars as filed
Avantis US Small Cap Equity ETF025072323SHS233,664$17,136,897dollars as filed
INVESCO EXCHANGE TRADED FD T46137V472S&P MDCP QUALITY148,069$16,714,029dollars as filed
Eli Lilly and Company532457108COM10,078$12,087,856dollars as filed
VANECK ETF TRUST92189H771COMMODITY STGY180,386$11,907,280dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI220,325$11,697,054dollars as filed
JPMorgan Chase & Co46625H100COM33,415$10,937,732dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock114,437$10,538,503dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM27,625$9,760,771dollars as filed
ARISTA NETWORKS INC040413205COM56,275$9,559,997dollars as filed
SIMPLIFY EXCHANGE TRADED FUN82889N525MBS ETF194,583$9,548,188dollars as filed
NextEra Energy,Inc.65339F101COM108,428$9,516,726dollars as filed
Uber Technologies90353T100COM131,375$9,480,020dollars as filed
JANUS DETROIT STR TR47103U712HENDE INCOM ETF189,626$9,450,789dollars as filed
NEOS ETF TRUST78433H634RUSS 2000 HI ETF175,355$9,385,000dollars as filed
GE Vernova Inc.36828A101COM7,758$9,114,564dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A697S&P 500 EQUA ETF169,378$9,036,316dollars as filed
American Tower Corporation03027X100COM54,433$8,903,606dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A713MSCI EAFE IN ETF159,664$8,902,865dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock6,401$8,848,486dollars as filed
MKS INC. COM55306N104Stock19,862$8,834,618dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 500172,682$8,720,441dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF426,236$8,682,427dollars as filed
SIMPLIFY EXCHANGE TRADED FUN82889N723AGGREGATE BD ETF420,950$8,490,562dollars as filed
ANNALY CAPITAL MANAGEMENT INC COM NEW035710839REIT343,174$7,673,371dollars as filed
GLOBAL X FDS37960A529DEFENSE TECH ETF126,408$7,547,822dollars as filed
Bank of America Corp060505104COM130,924$7,460,050dollars as filed
Wells Fargo & Company949746101COM89,518$7,397,768dollars as filed
GAMING & LEISURE P COM36467J108REIT158,377$7,052,528dollars as filed
FIRST TR EXCHANGE TRAD FD VI33739H101FST TR GLB FD259,032$7,006,816dollars as filed
NEOS ETF TRUST78433H618REAL EST HIG ETF140,905$6,919,845dollars as filed
J P MORGAN EXCHANGE TRADED FD ACTIVE HIGH YIEL46654Q633ACTI HIGH YI ETF136,535$6,889,761dollars as filed
FEDERAL RLTY INVT TR NEW313745101SH BEN INT NEW55,595$6,862,647dollars as filed
Amazon.com, Inc023135106COM26,565$6,331,509dollars as filed
QUANTA SVCS INC74762E102COM8,591$6,185,864dollars as filed
MORGAN STANLEY ETF TRUST61774R825EATO VA DURA ETF121,407$6,174,154dollars as filed
AMERICAN CENTY ETF TR025072257SHORT DURTN STRG113,854$5,846,403dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock21,357$5,777,709dollars as filed
GOLDMAN SACHS ETF TR38149W630NASDA 100 ETF91,748$5,441,574dollars as filed
RITHM CAPITAL CORP COM NEW64828T201REIT552,791$5,190,707dollars as filed
PGIM69344A834MUTUAL FUNDS -101,185$5,187,755dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock17,748$5,157,391dollars as filed
NVIDIA Corp67066G104COM25,205$5,043,268dollars as filed
MASTEC INC COM576323109Stock11,761$4,893,282dollars as filed
CROWN CASTLE INC COM22822V101REIT63,944$4,842,479dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock14,290$4,784,578dollars as filed
Eaton Corp. PlcG29183103COM11,047$4,707,348dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS48,741$4,703,019dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM7,602$4,689,218dollars as filed
NVENT ELEC PLC SHSG6700G107Stock27,492$4,662,918dollars as filed
SIMPLIFY HEALTH CARE ETF82889N772ETF118,256$4,629,722dollars as filed
Avantis US Equity ETF025072885SHS35,268$4,517,125dollars as filed
VIAVI SOLUTIONS INC925550105COM93,352$4,457,558dollars as filed
WABTEC COM929740108Stock16,373$4,414,161dollars as filed
UnitedHealth Group Inc91324P102COM10,448$4,342,602dollars as filed
VSE CORP COM918284100Stock18,946$4,329,161dollars as filed
Dimensional International Value ETF25434V807SHS79,842$4,313,065dollars as filed
Visa Inc92826C839COM12,251$4,203,225dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock4,980$4,180,013dollars as filed
Vanguard S&P 500 ETF922908363COM5,696$3,912,070dollars as filed
Walmart Inc.931142103COM34,410$3,897,265dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD77,610$3,845,576dollars as filed
Merck & Co.,Inc.58933Y105COM29,458$3,785,369dollars as filed
Citigroup Inc.172967424COM26,923$3,768,143dollars as filed
NEOS ETF TRUST78433H675NASDAQ 100 HIGH65,417$3,715,031dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A689QQQ INC ADV ETF64,445$3,714,127dollars as filed
AGNC INVT CORP COM00123Q104REIT333,084$3,630,620dollars as filed
Apple Inc037833100COM12,462$3,606,116dollars as filed
PepsiCo,Inc.713448108COM26,529$3,591,977dollars as filed
Coca-Cola Company191216100COM43,896$3,567,392dollars as filed
USBANCORPDEL902973304COM NEW58,836$3,553,722dollars as filed
Goldman Sachs Group,Inc.38141G104COM3,469$3,508,519dollars as filed
TRUIST FINL CORP COM89832Q109Stock70,187$3,496,732dollars as filed
EVERGY INC COM30034W106Stock40,179$3,472,680dollars as filed
Altria Group Inc02209S103COM47,710$3,432,717dollars as filed
PROSHARES TR74347G242S&P 500 HIGH INC71,082$3,425,440dollars as filed
Lowes Companies,Inc.548661107COM15,259$3,364,457dollars as filed
API GROUP CORP COM STK00187Y100Stock78,676$3,331,929dollars as filed
ISHARES TR46436E33820+ YEAR TR BD147,659$3,298,697dollars as filed
XCELENERGY INC98389B100COM40,527$3,254,318dollars as filed
MCKESSON CORP COM58155Q103Stock4,291$3,242,280dollars as filed
STRIDE INC86333M108COM37,317$3,218,218dollars as filed
MODINE MFG CO COM607828100Stock11,901$3,177,805dollars as filed
AMERICAN CENTY ETF TR025072307US QUALITY GROW26,889$3,174,246dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM14,509$3,138,587dollars as filed
Intuit Inc.461202103COM11,834$3,088,674dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A879VAR RATE INVT121,119$3,036,453dollars as filed
Johnson & Johnson478160104COM11,950$3,034,942dollars as filed
Abbott Laboratories002824100COM31,178$2,829,092dollars as filed
Waste Management, Inc.94106L109COM12,674$2,824,839dollars as filed
Dimensional US Small Cap ETF25434V500COM32,969$2,714,667dollars as filed
Union Pacific Corporation907818108COM9,970$2,711,840dollars as filed
INVESCO LTD SHSG491BT108Stock96,506$2,546,793dollars as filed
Mondelez International,Inc. Class A609207105COM40,953$2,368,722dollars as filed
Avantis International Small Cap Val ETF025072802SHS20,817$2,145,192dollars as filed
Microsoft Corp594918104COM5,645$2,105,698dollars as filed
VANECK ETF TRUST92189F130REAL ASSETS ETF52,375$2,077,716dollars as filed
IShares Bitcoin Trust Registered46438F101SHS55,140$1,835,611dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock7,814$1,727,519dollars as filed
INVESCO QQQ TR46090E103COM2,304$1,696,666dollars as filed
HONEYWELL INTL INC COM438516205Stock7,486$1,676,053dollars as filed
Micron Technology,Inc.595112103COM1,413$1,631,012dollars as filed
Schwab U.S. Broad Market ETF808524102SHS53,774$1,557,281dollars as filed
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF46138J643ETF76,234$1,552,506dollars as filed
SPDW78463X889COM30,692$1,546,570dollars as filed
GLOBAL X FDS37954Y632ARTIFICIAL ETF22,944$1,505,356dollars as filed
HARBOR ETF TRUST41151J406LONG TERM GROWER43,000$1,396,210dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK8,834$1,096,944dollars as filed
Berkshire Hathaway Inc084670702COM2,140$1,070,844dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q104INFL MANA BD ETF22,347$1,069,304dollars as filed
VANECK ETF TRUST92189F601URANI NUCLE ETF8,979$1,041,384dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF20,546$1,040,758dollars as filed
COREWEAVE INC COM CL A21873S108COM10,354$1,030,637dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF19,813$1,010,463dollars as filed
VTI922908769COM2,658$983,566dollars as filed
EXXON MOBIL CORP30231G102COM7,150$977,588dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,488$889,145dollars as filed
SPY78462F103SHS1,100$821,447dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS8,374$735,907dollars as filed
INVESCO EXCH TRADED FD TR II46138G870VAR RATE PFD29,065$706,570dollars as filed
Broadcom Inc.11135F101COM1,857$701,393dollars as filed
Tesla Motors, Inc88160R101COM1,636$688,102dollars as filed
T-Mobile US,Inc.872590104COM3,908$655,457dollars as filed
PALO ALTO NETWORKS INC697435105COM1,745$595,080dollars as filed
ADAMS DIVERSIFIED EQUITY FD006212104COM22,448$573,546dollars as filed
META PLATFORMS INC CL A30303M102COM927$522,170dollars as filed
Home Depot, Inc437076102COM1,454$512,860dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B22,018$509,287dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock1,150$496,179dollars as filed
International Business Machines Corporation459200101COM1,734$487,618dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS636$476,294dollars as filed
General Electric Company369604301COM1,251$467,536dollars as filed
AbbVie,Inc.00287Y109COM1,737$437,099dollars as filed
Advanced Micro Devices,Inc.007903107COM748$434,521dollars as filed
Lockheed Martin Corporation539830109COM814$414,700dollars as filed
SCHD808524797COM12,800$405,888dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,671$405,076dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS7,723$390,629dollars as filed
Verizon Communications Inc92343V104COM8,840$374,286dollars as filed
BLACKROCK TECH AND PRIVATE E09260Q108SHS BEN INT40,697$367,494dollars as filed
BLACKROCK SCIENCE & TECHNOLO09260K101SHS BEN INT12,136$364,444dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN18,789$359,254dollars as filed
LIBERTY ALL-STAR EQUITY FUND530158104SH BEN INT61,471$357,147dollars as filed
ROYCE VALUE TRUST780910105COM19,316$356,767dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED9,706$354,560dollars as filed
Chevron Corporation166764100COM2,138$354,465dollars as filed
BLACKROCK SCIENCE & TECHNOLO09258G104SHS6,914$350,609dollars as filed
Texas Instruments Incorporated882508104COM1,175$350,232dollars as filed
Cisco Systems,Inc.17275R102COM2,954$346,999dollars as filed
STIFEL FINL CORP860630102COM4,870$339,780dollars as filed
Caterpillar Inc.149123101COM313$333,537dollars as filed
Vanguard Growth922908736COM3,846$331,294dollars as filed
WESTERN DIGITAL CORP958102105COM503$321,276dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS3,267$315,527dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF5,517$311,600dollars as filed
Costco Wholesale Corporation22160K105COM333$311,512dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,804$306,488dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,605$305,785dollars as filed
SPDR GOLD TR78463V107GOLD SHS824$303,545dollars as filed
Vanguard Value ETF922908744SHS1,338$291,590dollars as filed
CUMMINS INC COM231021106Stock394$281,005dollars as filed
DARLING INGREDIENTS INC COM237266101Stock5,082$277,579dollars as filed
Danaher Corporation235851102COM1,457$277,529dollars as filed
BROWN & BROWN INC COM115236101Stock4,289$275,139dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA5,444$274,105dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF9,716$269,141dollars as filed
Adobe Inc00724F101COM1,306$267,756dollars as filed
Applied Materials,Inc.038222105COM369$266,787dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock2,873$263,397dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS1,600$262,832dollars as filed
GARMIN LTD SHSH2906T109Stock1,089$258,681dollars as filed
VGT92204A702SHS2,152$257,207dollars as filed
Lam Research Corporation512807306COM585$253,498dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,498$249,672dollars as filed
Intel Corp458140100COM1,762$246,028dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP11,934$245,482dollars as filed
Schlumberger Limited806857108COM5,214$242,399dollars as filed
Oracle Corporation68389X105COM1,602$234,773dollars as filed
Southern Company842587107COM2,451$234,585dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER12,688$233,840dollars as filed
TJX Companies Inc872540109COM1,538$233,007dollars as filed
ILLINOIS TOOL WKS INC452308109COM843$228,006dollars as filed
Thermo Fisher Scientific Inc.883556102COM423$212,075dollars as filed
AMPHENOL CORP NEW032095101COM1,197$211,055dollars as filed
COMFORT SYS USA INC COM199908104Stock106$210,087dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,800$210,006dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock242$207,651dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,022$205,034dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS211$203,615dollars as filed
Philip Morris International Inc.718172109COM1,124$203,343dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock908$202,548dollars as filed
PG&E CORP COM69331C108Stock10,533$177,165dollars as filed
AUDIOEYE INC050734201COM NEW24,517$142,444dollars as filed
PSQ HOLDINGS INC693691107CL A115,810$46,648dollars as filed
MOBILE INFRASTRUCTURE CORP60739N101COM SHS17,329$23,914dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-26-084978this filing2026-07-20acceptance time not in the bulk data set