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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.7 Billion 3.44% of portfolio
737,366
Q3 2025 Added 10.18%
$0
$15.1 Billion 2.93% of portfolio
362,529
Q3 2025 Added 11.71%
-
$11.4 Billion 2.22% of portfolio
-
Q3 2025 Added 58.58%
$490B
$8.92 Billion 1.73% of portfolio
79,090
Q3 2025 Added 14.55%
$0
$7.83 Billion 1.52% of portfolio
31,669
Q3 2025 Reduced 3.22%
$0
$7.82 Billion 1.52% of portfolio
106,767
Q3 2025 Added 2.75%
$0
$7.67 Billion 1.49% of portfolio
73,044
Q3 2025 Added 15.59%
Global X Fds
-
$7.62 Billion 1.48% of portfolio
-
Q3 2025 Added 219.61%
J P Morgan Exchange Traded F
-
$7.25 Billion 1.41% of portfolio
-
Q3 2025 Added 1,439.99%
$0
$7.17 Billion 1.39% of portfolio
10,759
Q3 2025 Added 7.75%
$114B
$7 Billion 1.36% of portfolio
61,092
Q3 2025 Added 6.93%
$0
$6.89 Billion 1.34% of portfolio
120,581
Q3 2025 Added 6.56%
$0
$6.85 Billion 1.33% of portfolio
76,616
Q3 2025 New
-
$6.8 Billion 1.32% of portfolio
-
Q3 2025 New
$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%
$111B
$5.95 Billion 1.16% of portfolio
15,200
Q3 2025 New
$325M
$5.87 Billion 1.14% of portfolio
360,108
Q3 2025 Added 40.41%
$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%
Ge Vernova Inc
-
$5.48 Billion 1.06% of portfolio
-
Q3 2025 New
$512B
$5.45 Billion 1.06% of portfolio
9,582
Q3 2025 New
$0
$5.39 Billion 1.05% of portfolio
137,386
Q3 2025 Added 14.1%
$34.7B
$5.15 Billion 1.0% of portfolio
36,300
Q3 2025 Reduced 6.65%
$55.4B
$4.93 Billion 0.96% of portfolio
16,138
Q3 2025 Reduced 29.01%
$10.9B
$4.89 Billion 0.95% of portfolio
45,817
Q3 2025 Added 44.09%
$6B
$4.83 Billion 0.94% of portfolio
70,197
Q3 2025 New
$17.9B
$4.77 Billion 0.93% of portfolio
133,076
Q3 2025 New
$7.85B
$4.69 Billion 0.91% of portfolio
46,328
Q3 2025 Added 24.64%
$32.7B
$4.61 Billion 0.89% of portfolio
30,559
Q3 2025 New
$1.31B
$4.57 Billion 0.89% of portfolio
103,811
Q3 2025 New
$167B
$4.57 Billion 0.89% of portfolio
47,886
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
$0
$4.37 Billion 0.85% of portfolio
165,710
Q3 2025 New
$55.6B
$4.38 Billion 0.85% of portfolio
29,923
Q3 2025 New
$61.4B
$4.3 Billion 0.84% of portfolio
21,137
Q3 2025 Added 229.29%
$6.2B
$4.33 Billion 0.84% of portfolio
40,174
Q3 2025 Reduced 0.66%
$74.3B
$4.29 Billion 0.83% of portfolio
7,628
Q3 2025 New
$38.8B
$4.23 Billion 0.82% of portfolio
26,133
Q3 2025 New
$15B
$4.25 Billion 0.82% of portfolio
19,967
Q3 2025 Reduced 5.63%
$42.8B
$4.21 Billion 0.82% of portfolio
14,046
Q3 2025 Added 418.3%
$0
$4.15 Billion 0.81% of portfolio
86,244
Q3 2025 Added 10.59%
Ftai Aviation LTD
-
$4.18 Billion 0.81% of portfolio
-
Q3 2025 New
$159B
$3.94 Billion 0.77% of portfolio
8,101
Q3 2025 Added 11.65%
$4.3T
$3.71 Billion 0.72% of portfolio
14,555
Q3 2025 Reduced 65.79%
$0
$3.47 Billion 0.67% of portfolio
76,015
Q3 2025 Added 19.79%
$37.1B
$3.3 Billion 0.64% of portfolio
16,473
Q3 2025 Added 5.84%
$0
$3.26 Billion 0.63% of portfolio
191,458
Q3 2025 Added 26.73%

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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