PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Leawood, KS
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
188
Total value ($000)
$558,116
Net value change ($000)
+42,993 (8.3%)
New positions
29
Sold out positions
43
Turnover %
28.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVSC 8,150 278.8%
BKR 6,354 NEW
PIT 6,103 NEW
VST 5,630 NEW
AVDE 4,925 NEW
RSP 4,776 NEW
IHE 4,529 NEW
GPIX 4,440 NEW
QQA 3,930 NEW
EFAA 3,915 NEW
Top Reduces (Value $000, Stocks/ETFs)
PLD -6,996 -100.0%
CTO -5,870 -100.0%
LLY -5,690 -93.5%
CPT -4,892 -100.0%
IBKR -4,830 -100.0%
ZTS -4,378 -100.0%
REGN -4,289 -100.0%
ZS -4,209 -100.0%
DELL -4,001 -77.7%
PANW -3,698 -85.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type