PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
178
Total value ($000)
$594,132
Net value change ($000)
+36,016 (6.5%)
New positions
51
Sold out positions
61
Turnover %
52.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MLPA 8,295 NEW
ROKU 7,630 NEW
AVGO 7,550 3463.3%
CDNS 7,453 NEW
LRCX 7,225 NEW
CRDO 7,045 NEW
APP 6,996 NEW
JIII 6,012 172.5%
MTBA 6,008 164.3%
BKLN 5,963 211.7%
Top Reduces (Value $000, Stocks/ETFs)
SRLN -14,791 -95.6%
SPY -7,390 -88.4%
HELO -7,198 -93.4%
VRTX -7,078 -100.0%
TLT -6,821 -100.0%
META -6,772 -96.8%
MA -6,012 -100.0%
VST -5,630 -100.0%
TLTW -5,447 -36.7%
EXLS -5,078 -100.0%
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