Institutions / Prevail Innovative Wealth Advisors, LLC
Prevail Innovative Wealth Advisors, LLC
CIK 1989941 · Institution · as of Dec 31, 2025
Portfolio value
$558.12M
Positions
188
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 188 →
| Company | Value | % of portfolio |
|---|---|---|
| Franklin Templeton ETF Tr | $16.90M | 3.0% |
| Ssga Active ETF Tr | $15.47M | 2.8% |
| iShares Tr | $14.85M | 2.7% |
| American Centy ETF Tr | $11.07M | 2.0% |
| Exxon Mobil Corp | $10.41M | 1.9% |
| Invesco Exchange Traded Fd T | $10.23M | 1.8% |
| Invesco Exchange Traded Fd T | $9.79M | 1.8% |
| Invesco Exch Traded Fd Tr II | $9.72M | 1.7% |
| SPDR S&P 500 ETF Tr | $8.36M | 1.5% |
| J P Morgan Exchange Traded F | $7.70M | 1.4% |
| Neos ETF Trust | $7.11M | 1.3% |
| Vertex Pharmaceuticals Inc / Ma | $7.08M | 1.3% |
| Global X Fds | $7.05M | 1.3% |
| Meta Platforms Inc | $6.99M | 1.3% |
| iShares MSCI UAE ETF | $6.82M | 1.2% |
| Microsoft Corp | $6.76M | 1.2% |
| JPMorgan Chase & Co | $6.69M | 1.2% |
| NVIDIA Corp | $6.47M | 1.2% |
| Baker Hughes Co | $6.35M | 1.1% |
| GE Vernova Inc. | $6.19M | 1.1% |
| VanEck ETF Trust | $6.10M | 1.1% |
| Amazon.com Inc | $6.10M | 1.1% |
| SPDR Series Trust | $6.03M | 1.1% |
| Mastercard Inc | $6.01M | 1.1% |
| Etfis Ser Tr I | $5.67M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.