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Prevail Innovative Wealth Advisors, Llc

Portfolio Manager
Prevail Innovative Wealth Advisors, Llc
Performance
+2.11% (2026 Q1)
AUM (13F)
$594.13M
# of Holdings
178
Performance Rank
Allocation (Top 20)
32.72%

Prevail Innovative Wealth Advisors, Llc Holdings Map

Top 50 Prevail Innovative Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JBND
J P MORGAN EXCHANGE TRADED F
2.29%253.5K$13.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 253.5K shares
$53.92(-1.09%)
2026-03-31
XOM
EXXON MOBIL CORP
2.2%76.9K$13.1M
-11.08%(-9.58K)
2025-Q1: 44.0K shares2025-Q2: 69.0K shares2025-Q3: 79.1K shares2025-Q4: 86.5K shares2026-Q1: 76.9K shares
$112.97(+34.17%)
2026-03-31
AVSC
AMERICAN CENTY ETF TR
2.11%201.2K$12.5M
+6.71%(+12.65K)
2025-Q1: 123.3K shares2025-Q2: 48.2K shares2025-Q3: 51.1K shares2025-Q4: 188.5K shares2026-Q1: 201.2K shares
$55.86(+20.20%)
2026-03-31
MSFT
MICROSOFT CORP
1.78%28.6K$10.6M
+104.66%(+14.62K)
2025-Q1: 13.3K shares2025-Q2: 13.2K shares2025-Q3: 11.3K shares2025-Q4: 14.0K shares2026-Q1: 28.6K shares
$428.30(-5.39%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
1.78%44.4K$10.5M
+15.51%(+5.96K)
2025-Q1: 28.4K shares2025-Q2: 32.7K shares2025-Q3: 31.7K shares2025-Q4: 38.4K shares2026-Q1: 44.4K shares
$201.00(+46.34%)
2026-03-31
XMHQ
INVESCO EXCHANGE TRADED FD T
1.76%100.9K$10.4M
+5.49%(+5.25K)
2025-Q1: 94.6K shares2025-Q2: 63.2K shares2025-Q3: 73.0K shares2025-Q4: 95.6K shares2026-Q1: 100.9K shares
$97.92(+11.03%)
2026-03-31
MTBA
SIMPLIFY EXCHANGE TRADED FUN
1.63%195.4K$9.7M
+169.40%(+122.87K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 72.5K shares2026-Q1: 195.4K shares
$50.10(-1.58%)
2026-03-31
SPHQ
INVESCO EXCHANGE TRADED FD T
1.61%126.9K$9.5M
-6.84%(-9.32K)
2025-Q1: 90.2K shares2025-Q2: 103.9K shares2025-Q3: 106.8K shares2025-Q4: 136.3K shares2026-Q1: 126.9K shares
$63.89(+28.95%)
2026-03-31
JIII
JANUS DETROIT STR TR
1.6%191.6K$9.5M
+177.25%(+122.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 69.1K shares2026-Q1: 191.6K shares
$49.25(+1.06%)
2026-03-31
TLTW
ISHARES TR
1.58%415.6K$9.4M
-36.54%(-239.34K)
2025-Q1: 0 shares2025-Q2: 308.7K shares2025-Q3: 489.6K shares2025-Q4: 655.0K shares2026-Q1: 415.6K shares
$23.34(-5.68%)
2026-03-31

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