Prevail Innovative Wealth Advisors, LLC Portfolio Holdings

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025

Prevail Innovative Wealth Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $515 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Franklin Templeton ETF Tr Libe with a value of $17.7B, Ssga Active Trust with a value of $15.1B, Ishares Tr 20+ Yr Treas Bd Buy with a value of $11.4B, Exxon Mobil Corp with a value of $8.92B, and Invesco Exchange Traded Fd Tr with a value of $7.83B.

Examining the 13F form we can see an increase of $69.6B in the current position value, from $446B to 515B.

Prevail Innovative Wealth Advisors, LLC is based out at Leawood, KS

Below you can find more details about Prevail Innovative Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $515 Billion
ETFs: $165 Billion
Financial Services: $84.9 Billion
Technology: $45.5 Billion
Real Estate: $41.2 Billion
Healthcare: $26.9 Billion
Industrials: $26.7 Billion
Energy: $22.8 Billion
Consumer Cyclical: $12.5 Billion
Other: $20.4 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$8.92 Billion 1.73% of portfolio
79,090
Q3 2025 Added 14.55%
$465B
$6.44 Billion 1.25% of portfolio
34,505
Q3 2025 Reduced 52.11%
$881B
$6.06 Billion 1.18% of portfolio
19,207
Q3 2025 Added 1,221.89%
$971B
$6.08 Billion 1.18% of portfolio
7,974
Q3 2025 Added 2,737.72%
$3.78T
$5.83 Billion 1.13% of portfolio
11,260
Q3 2025 Reduced 14.54%
$2.39T
$5.57 Billion 1.08% of portfolio
25,346
Q3 2025 Added 3.9%
$512B
$5.45 Billion 1.06% of portfolio
9,582
Q3 2025 New
$268B
$4.6 Billion 0.89% of portfolio
27,473
Q3 2025 New
$328B
$4.49 Billion 0.87% of portfolio
14,914
Q3 2025 New
$4.3T
$3.71 Billion 0.72% of portfolio
14,555
Q3 2025 Reduced 65.79%
$1.37T
$3.24 Billion 0.63% of portfolio
4,415
Q3 2025 Reduced 29.01%
$303B
$1.74 Billion 0.34% of portfolio
11,197
Q3 2025 Added 62.7%
$414B
$1.53 Billion 0.3% of portfolio
6,629
Q3 2025 Added 42.8%
$1.65T
$1.24 Billion 0.24% of portfolio
5,081
Q3 2025 Added 7.38%
$522B
$1.11 Billion 0.22% of portfolio
5,978
Q3 2025 Added 36.2%
$662B
$854 Million 0.17% of portfolio
1,699
Q2 2025 Added 7.26%
$265B
$530 Million 0.1% of portfolio
666
Q3 2025 Added 10.26%
$279B
$447 Million 0.09% of portfolio
4,334
Q3 2025 Added 17.64%
$1.29T
$404 Million 0.08% of portfolio
909
Q3 2025 Added 7.07%
$367B
$346 Million 0.07% of portfolio
854
Q3 2025 Added 11.78%
$593B
$354 Million 0.07% of portfolio
1,258
Q3 2025 Added 16.16%
$388B
$257 Million 0.05% of portfolio
1,586
Q3 2025 Added 1.28%
$222B
$236 Million 0.05% of portfolio
486
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $515 Billion
  • Prior Value $446 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 51 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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