PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
285
Total value ($000)
$776,473
Net value change ($000)
+105,136 (15.7%)
New positions
110
Sold out positions
22
Turnover %
22.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 14,544 288.4%
CRDO 11,685 NEW
MU 10,680 654.8%
STX 8,576 4203.9%
CMI 8,200 2918.1%
KLAC 7,103 NEW
PWR 7,064 114.2%
TER 6,937 NEW
AMZN 6,459 102.0%
GOOGL 6,332 64.9%
Top Reduces (Value $000, Stocks/ETFs)
RSP -22,924 -80.4%
PIT -11,907 -100.0%
MPWR -8,848 -100.0%
AMT -8,373 -94.0%
NEE -8,344 -87.7%
GLPI -7,053 -100.0%
BAC -7,043 -94.4%
FRT -6,863 -100.0%
PAAA -5,188 -100.0%
CCI -4,842 -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