StockDriftsStockDriftsTop 50 Prevail Innovative Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 4.25% | 134.1K | $28.5M | new | $196.35(+12.46%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.79% | 61.7K | $18.7M | +39.09%(+17.35K) | $219.39(+35.22%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.59% | 192.7K | $17.4M | +51.81%(+65.76K) | $70.00(+23.36%) | 2026-06-30 | |
| AVSC | AMERICAN CENTY ETF TR | 2.55% | 233.7K | $17.1M | +16.16%(+32.50K) | $57.99(+27.54%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.49% | 148.1K | $16.7M | +46.77%(+47.18K) | $100.72(+18.24%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.8% | 10.1K | $12.1M | new | $1033.21(+18.94%) | 2026-06-30 | |
| PIT | VANECK ETF TRUST | 1.77% | 180.4K | $11.9M | +48.77%(+59.13K) | $59.20(+27.39%) | 2026-06-30 | |
| SPYI | NEOS ETF TRUST | 1.74% | 220.3K | $11.7M | +39.38%(+62.25K) | $51.08(+6.12%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.63% | 33.4K | $10.9M | +33.51%(+8.39K) | $299.35(+20.76%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 1.57% | 114.4K | $10.5M | +185.72%(+74.39K) | $82.68(+12.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.16% | +41.09% | — | — | +41.09% |
| Top 20 Holdings Unweighted | +14.53% | +50.24% | — | — | +50.24% |
Prevail Innovative Wealth Advisors LLC reports $671.34M in US-listed equity holdings across 197 positions in its most recent 13F filing. Its largest disclosed positions are RSP (4.3%), QQQM (2.8%) and SPHQ (2.6%). The top 20 holdings account for 37.15% of reported assets. Its disclosed equity book has returned +41.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prevail Innovative Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1989941). View Prevail Innovative Wealth Advisors LLC’s 13F filings on SEC