PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Leawood, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 671,337
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 197 | 671,337 | 13F-HR | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
| Q1 2026 | 4/30/2026 | 178 | 594,132 | 13F-HR | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
| Q4 2025 | 2/6/2026 | 188 | 558,116 | 13F-HR | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
| Q3 2025 | 11/13/2025 | 201 | 515,123 | 13F-HR | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
| Q2 2025 | 8/15/2025 | 193 | 445,545 | 13F-HR | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 360.7 K | 53.7% | 64.48 K | 0 | 64.48 K |
| ETFs | 310.6 K | 46.3% | 34.98 K | 0 | 34.98 K |
| Debt | 0 | 0.0% | 0 | 22.24 K | -22.24 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
671,337
Holdings
197
QoQ value change ($000)
77,205
(13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.