PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
197
Total value ($000)
$671,337
Net value change ($000)
+77,205 (13.0%)
New positions
68
Sold out positions
47
Turnover %
51.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RSP 28,524 NEW
LLY 12,088 NEW
GOOGL 9,761 NEW
ANET 9,560 NEW
NEE 9,517 NEW
UBER 9,480 NEW
AMT 8,904 NEW
MKSI 8,835 NEW
AGGH 8,491 NEW
QQQM 8,156 77.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -12,077 -92.5%
SJNK -8,794 -100.0%
MSFT -8,476 -80.1%
BKR -8,447 -100.0%
MLPA -8,295 -100.0%
IHE -8,071 -100.0%
NRG -7,644 -100.0%
ROKU -7,630 -100.0%
CDNS -7,453 -100.0%
AVGO -7,067 -91.0%
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