Prevail Innovative Wealth Advisors
LEAWOOD, KSfiles as PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
$671m in 197 US stocks at the end of 30 June 2026. The top 10 are 23.2% of the money. It changed about 43.3% of the portfolio this quarter.
Value
$671m
Stocks
197
Top 10 share
23.2%
Turnover
43.3%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exchange Traded FD TRSP4.2% of the fund
- Eli LillyLLY1.8% of the fund
- AlphabetGOOG1.5% of the fund
- Arista NetworksANET1.4% of the fund
- NextEra EnergyNEE1.4% of the fund
- Uber TechnologiesUBER1.4% of the fund
- American TowerAMT1.3% of the fund
- MKSMKSI1.3% of the fund
- Bank of AmericaBAC1.1% of the fund
- Wells Fargo & CompanyWFC1.1% of the fund
- Quanta ServicesPWR0.9% of the fund
- Crown CastleCCI0.7% of the fund
- EatonETN0.7% of the fund
- nVent ElectricNVT0.7% of the fund
- Simplify Exchange Traded FUNPINK0.7% of the fund
- Viavi SolutionsVIAV0.7% of the fund
- Westinghouse Air Brake TechnologiesWAB0.7% of the fund
- AGNC InvestmentAGNC0.5% of the fund
- PepsiCoPEP0.5% of the fund
- Lowe's CompaniesLOW0.5% of the fund
- IntuitINTU0.5% of the fund
- Abbott LaboratoriesABT0.4% of the fund
- Waste ManagementWM0.4% of the fund
- Union PacificUNP0.4% of the fund
- InvescoIVZ0.4% of the fund
Added
Bought more of a stock they already held.
- Invesco Exch Traded FD TR IIQQQM2.8% of the fund+39%
- Invesco Exchange Traded FD TSPHQ2.6% of the fund+52%
- American Centy ETF TRAVSC2.6% of the fund+16%
- Invesco Exchange Traded FD TXMHQ2.5% of the fund+47%
- Vaneck ETF TrustPIT1.8% of the fund+49%
- Neos ETF TrustSPYI1.7% of the fund+39%
- JPMorgan ChaseJPM1.6% of the fund+34%
- O'Reilly AutomotiveORLY1.6% of the fund+186%
- Neos ETF TrustIWMI1.4% of the fund+88%
- Monolithic Power SystemsMPWR1.3% of the fund+162%
- First TR Exchange-Traded FDKNG1.3% of the fund+2%
- Annaly Capital ManagementNLY1.1% of the fund+59%
- Global X FDSSHLD1.1% of the fund+15%
- Gaming & Leisure PropertiesGLPI1.1% of the fund+152%
- First TR Exchange Trad FD VIFTGC1.0% of the fund+46%
- Federal Realty Investment TrustFRT1.0% of the fund+8%
- Morgan Stanley ETF TrustEVSD0.9% of the fund+179%
- American Centy ETF TRSDSI0.9% of the fund+40%
- Rithm CapitalRITM0.8% of the fund+6%
- L3harris TechnologiesLHX0.8% of the fund+15%
- American Centy ETF TRAVEM0.7% of the fund+46%
- Carpenter TechnologyCRS0.7% of the fund+5%
- American Centy ETF TRAVUS0.7% of the fund+47%
- UnitedHealth GroupUNH0.6% of the fund+42%
- VSEVSEC0.6% of the fund+43%
Cut
Sold some of their stake.
- GE VernovaGEV1.4% of the fund-10%
- Amazon.comAMZN0.9% of the fund-37%
- Goldman Sachs ETF TRGPIQ0.8% of the fund-23%
- NvidiaNVDA0.8% of the fund-35%
- MastecMTZ0.7% of the fund-17%
- Vertiv HoldingsVRT0.7% of the fund-15%
- Sterling InfrastructureSTRL0.6% of the fund-65%
- CitigroupC0.6% of the fund-30%
- Neos ETF TrustQQQI0.6% of the fund-51%
- Invesco Actively Managed EXCQQA0.6% of the fund-52%
- AppleAAPL0.5% of the fund-6%
- Ishares TRTLTW0.5% of the fund-64%
- Modine ManufacturingMOD0.5% of the fund-53%
- MicrosoftMSFT0.3% of the fund-80%
- Micron TechnologyMU0.2% of the fund-90%
- Vanguard Index FDSVTI0.1% of the fund-17%
- ExxonMobil HoldingsXOM0.1% of the fund-91%
- AlphabetGOOGL0.1% of the fund-52%
- State STR Spdr S&P 500 ETF TSPY0.1% of the fund-26%
- Invesco Exch Traded FD TR IIVRP0.1% of the fund-68%
- BroadcomAVGO0.1% of the fund-93%
- Home DepotHD<0.1% of the fund-79%
- Schwab Strategic TRSCHZ<0.1% of the fund-4%
- Dell TechnologiesDELL<0.1% of the fund-17%
- General ElectricGE<0.1% of the fund-93%
Sold out
Sold their entire stake.
- J P Morgan Exchange Traded FJBND-100%
- Spdr Series TrustSJNK-100%
- Baker HughesBKR-100%
- Global X FDSMLPA-100%
- Ishares TRIHE-100%
- NRG EnergyNRG-100%
- RokuROKU-100%
- Cadence Design SystemsCDNS-100%
- Credo Technology Group HoldingCRDO-100%
- AppLovinAPP-100%
- Simplify Exchange Traded FUNCDX-100%
- Simplify Exchange Traded FUNSBAR-100%
- NetflixNFLX-100%
- ServiceNowNOW-100%
- J P Morgan Exchange Traded FJPST-100%
- Amkor TechnologyAMKR-100%
- J P Morgan Exchange Traded FJPIE-100%
- Ishares Gold TRIAU-100%
- Spdr Series TrustSPHY-100%
- Janus Detroit STR TRJMBS-100%
- KeycorpKEY-100%
- Travel & LeisureTNL-100%
- Realty IncomeO-100%
- Janus Detroit STR TRJBBB-100%
- Apple Hospitality REITAPLE-100%
Holdings
- Invesco Exchange Traded FD TRSP
- Share
- 4.2%
- Value
- $29m
- Shares
- 134,059
New
- Invesco Exch Traded FD TR IIQQQM
- Share
- 2.8%
- Value
- $19m
- Shares
- 61,729
+39%
- Invesco Exchange Traded FD TSPHQ
- Share
- 2.6%
- Value
- $17m
- Shares
- 192,698
+52%
- American Centy ETF TRAVSC
- Share
- 2.6%
- Value
- $17m
- Shares
- 233,664
+16%
- Invesco Exchange Traded FD TXMHQ
- Share
- 2.5%
- Value
- $17m
- Shares
- 148,069
+47%
- Vaneck ETF TrustPIT
- Share
- 1.8%
- Value
- $12m
- Shares
- 180,386
+49%
- Neos ETF TrustSPYI
- Share
- 1.7%
- Value
- $12m
- Shares
- 220,325
+39%
- Simplify Exchange Traded FUNMTBA
- Share
- 1.4%
- Value
- $10m
- Shares
- 194,583
Held
- Janus Detroit STR TRJIII
- Share
- 1.4%
- Value
- $9m
- Shares
- 189,626
Held
- Neos ETF TrustIWMI
- Share
- 1.4%
- Value
- $9m
- Shares
- 175,355
+88%
- Invesco Actively Managed EXCRSPA
- Share
- 1.3%
- Value
- $9m
- Shares
- 169,378
Held
- Invesco Actively Managed EXCEFAA
- Share
- 1.3%
- Value
- $9m
- Shares
- 159,664
Held
- First TR Exchange-Traded FDKNG
- Share
- 1.3%
- Value
- $9m
- Shares
- 172,682
+2%
- Invesco Exch Traded FD TR IIBKLN
- Share
- 1.3%
- Value
- $9m
- Shares
- 426,236
Held
- Simplify Exchange Traded FUNAGGH
- Share
- 1.3%
- Value
- $8m
- Shares
- 420,950
Held
- Global X FDSSHLD
- Share
- 1.1%
- Value
- $8m
- Shares
- 126,408
+15%
- First TR Exchange Trad FD VIFTGC
- Share
- 1.0%
- Value
- $7m
- Shares
- 259,032
+46%
- Neos ETF TrustIYRI
- Share
- 1.0%
- Value
- $7m
- Shares
- 140,905
Held
- J P Morgan Exchange Traded FJPHY
- Share
- 1.0%
- Value
- $7m
- Shares
- 136,535
Held
- Morgan Stanley ETF TrustEVSD
- Share
- 0.9%
- Value
- $6m
- Shares
- 121,407
+179%
- American Centy ETF TRSDSI
- Share
- 0.9%
- Value
- $6m
- Shares
- 113,854
+40%
- Goldman Sachs ETF TRGPIQ
- Share
- 0.8%
- Value
- $5m
- Shares
- 91,748
-23%
- Pgim ETF TRPAAA
- Share
- 0.8%
- Value
- $5m
- Shares
- 101,185
Held
- American Centy ETF TRAVEM
- Share
- 0.7%
- Value
- $5m
- Shares
- 48,741
+46%
- Simplify Exchange Traded FUNPINK
- Share
- 0.7%
- Value
- $5m
- Shares
- 118,256
New
- American Centy ETF TRAVUS
- Share
- 0.7%
- Value
- $5m
- Shares
- 35,268
+47%
- Dimensional ETF TrustDFIV
- Share
- 0.6%
- Value
- $4m
- Shares
- 79,842
+88%
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $4m
- Shares
- 5,696
+51%
- Pgim ETF TRPULS
- Share
- 0.6%
- Value
- $4m
- Shares
- 77,610
+222%
- Neos ETF TrustQQQI
- Share
- 0.6%
- Value
- $4m
- Shares
- 65,417
-51%
- Invesco Actively Managed EXCQQA
- Share
- 0.6%
- Value
- $4m
- Shares
- 64,445
-52%
- Proshares TRISPY
- Share
- 0.5%
- Value
- $3m
- Shares
- 71,082
+43%
- Ishares TRTLTW
- Share
- 0.5%
- Value
- $3m
- Shares
- 147,659
-64%
- American Centy ETF TRQGRO
- Share
- 0.5%
- Value
- $3m
- Shares
- 26,889
+68%
- Invesco Actively Managed EXCVRIG
- Share
- 0.5%
- Value
- $3m
- Shares
- 121,119
+29%
- Dimensional ETF TrustDFAS
- Share
- 0.4%
- Value
- $3m
- Shares
- 32,969
+27%
- American Centy ETF TRAVDV
- Share
- 0.3%
- Value
- $2m
- Shares
- 20,817
+45%
- Vaneck ETF TrustRAAX
- Share
- 0.3%
- Value
- $2m
- Shares
- 52,375
+25%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.3%
- Value
- $2m
- Shares
- 55,140
+44%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco Exchange Traded FD TRSP | 4.2% | $29m | 134,059 | New |
| Invesco Exch Traded FD TR IIQQQM | 2.8% | $19m | 61,729 | +39% |
| Invesco Exchange Traded FD TSPHQ | 2.6% | $17m | 192,698 | +52% |
| American Centy ETF TRAVSC | 2.6% | $17m | 233,664 | +16% |
| Invesco Exchange Traded FD TXMHQ | 2.5% | $17m | 148,069 | +47% |
| Eli LillyLLY | 1.8% | $12m | 10,078 | New |
| Vaneck ETF TrustPIT | 1.8% | $12m | 180,386 | +49% |
| Neos ETF TrustSPYI | 1.7% | $12m | 220,325 | +39% |
| JPMorgan ChaseJPM | 1.6% | $11m | 33,415 | +34% |
| O'Reilly AutomotiveORLY | 1.6% | $11m | 114,437 | +186% |
| AlphabetGOOG | 1.5% | $10m | 27,625 | New |
| Arista NetworksANET | 1.4% | $10m | 56,275 | New |
| Simplify Exchange Traded FUNMTBA | 1.4% | $10m | 194,583 | Held |
| NextEra EnergyNEE | 1.4% | $10m | 108,428 | New |
| Uber TechnologiesUBER | 1.4% | $9m | 131,375 | New |
| Janus Detroit STR TRJIII | 1.4% | $9m | 189,626 | Held |
| Neos ETF TrustIWMI | 1.4% | $9m | 175,355 | +88% |
| GE VernovaGEV | 1.4% | $9m | 7,758 | -10% |
| Invesco Actively Managed EXCRSPA | 1.3% | $9m | 169,378 | Held |
| American TowerAMT | 1.3% | $9m | 54,433 | New |
| Invesco Actively Managed EXCEFAA | 1.3% | $9m | 159,664 | Held |
| Monolithic Power SystemsMPWR | 1.3% | $9m | 6,401 | +162% |
| MKSMKSI | 1.3% | $9m | 19,862 | New |
| First TR Exchange-Traded FDKNG | 1.3% | $9m | 172,682 | +2% |
| Invesco Exch Traded FD TR IIBKLN | 1.3% | $9m | 426,236 | Held |
| Simplify Exchange Traded FUNAGGH | 1.3% | $8m | 420,950 | Held |
| Annaly Capital ManagementNLY | 1.1% | $8m | 343,174 | +59% |
| Global X FDSSHLD | 1.1% | $8m | 126,408 | +15% |
| Bank of AmericaBAC | 1.1% | $7m | 130,924 | New |
| Wells Fargo & CompanyWFC | 1.1% | $7m | 89,518 | New |
| Gaming & Leisure PropertiesGLPI | 1.1% | $7m | 158,377 | +152% |
| First TR Exchange Trad FD VIFTGC | 1.0% | $7m | 259,032 | +46% |
| Neos ETF TrustIYRI | 1.0% | $7m | 140,905 | Held |
| J P Morgan Exchange Traded FJPHY | 1.0% | $7m | 136,535 | Held |
| Federal Realty Investment TrustFRT | 1.0% | $7m | 55,595 | +8% |
| Amazon.comAMZN | 0.9% | $6m | 26,565 | -37% |
| Quanta ServicesPWR | 0.9% | $6m | 8,591 | New |
| Morgan Stanley ETF TrustEVSD | 0.9% | $6m | 121,407 | +179% |
| American Centy ETF TRSDSI | 0.9% | $6m | 113,854 | +40% |
| FTAI AviationFTAI | 0.9% | $6m | 21,357 | Held |
| Goldman Sachs ETF TRGPIQ | 0.8% | $5m | 91,748 | -23% |
| Rithm CapitalRITM | 0.8% | $5m | 552,791 | +6% |
| Pgim ETF TRPAAA | 0.8% | $5m | 101,185 | Held |
| L3harris TechnologiesLHX | 0.8% | $5m | 17,748 | +15% |
| NvidiaNVDA | 0.8% | $5m | 25,205 | -35% |
| MastecMTZ | 0.7% | $5m | 11,761 | -17% |
| Crown CastleCCI | 0.7% | $5m | 63,944 | New |
| Vertiv HoldingsVRT | 0.7% | $5m | 14,290 | -15% |
| EatonETN | 0.7% | $5m | 11,047 | New |
| American Centy ETF TRAVEM | 0.7% | $5m | 48,741 | +46% |
| Carpenter TechnologyCRS | 0.7% | $5m | 7,602 | +5% |
| nVent ElectricNVT | 0.7% | $5m | 27,492 | New |
| Simplify Exchange Traded FUNPINK | 0.7% | $5m | 118,256 | New |
| American Centy ETF TRAVUS | 0.7% | $5m | 35,268 | +47% |
| Viavi SolutionsVIAV | 0.7% | $4m | 93,352 | New |
| Westinghouse Air Brake TechnologiesWAB | 0.7% | $4m | 16,373 | New |
| UnitedHealth GroupUNH | 0.6% | $4m | 10,448 | +42% |
| VSEVSEC | 0.6% | $4m | 18,946 | +43% |
| Dimensional ETF TrustDFIV | 0.6% | $4m | 79,842 | +88% |
| VisaV | 0.6% | $4m | 12,251 | +659% |
| Sterling InfrastructureSTRL | 0.6% | $4m | 4,980 | -65% |
| Vanguard Index FDSVOO | 0.6% | $4m | 5,696 | +51% |
| WalmartWMT | 0.6% | $4m | 34,410 | +736% |
| Pgim ETF TRPULS | 0.6% | $4m | 77,610 | +222% |
| MerckMRK | 0.6% | $4m | 29,458 | +45% |
| CitigroupC | 0.6% | $4m | 26,923 | -30% |
| Neos ETF TrustQQQI | 0.6% | $4m | 65,417 | -51% |
| Invesco Actively Managed EXCQQA | 0.6% | $4m | 64,445 | -52% |
| AGNC InvestmentAGNC | 0.5% | $4m | 333,084 | New |
| AppleAAPL | 0.5% | $4m | 12,462 | -6% |
| PepsiCoPEP | 0.5% | $4m | 26,529 | New |
| Coca-ColaKO | 0.5% | $4m | 43,896 | +52% |
| US BancorpUSB | 0.5% | $4m | 58,836 | +35% |
| Goldman Sachs GroupGS | 0.5% | $4m | 3,469 | +160% |
| Truist FinancialTFC | 0.5% | $3m | 70,187 | +37% |
| EvergyEVRG | 0.5% | $3m | 40,179 | +40% |
| Altria GroupMO | 0.5% | $3m | 47,710 | +35% |
| Proshares TRISPY | 0.5% | $3m | 71,082 | +43% |
| Lowe's CompaniesLOW | 0.5% | $3m | 15,259 | New |
| APi GroupAPG | 0.5% | $3m | 78,676 | +18% |
| Ishares TRTLTW | 0.5% | $3m | 147,659 | -64% |
| Xcel EnergyXEL | 0.5% | $3m | 40,527 | +45% |
| MckessonMCK | 0.5% | $3m | 4,291 | +47% |
| StrideLRN | 0.5% | $3m | 37,317 | +14% |
| Modine ManufacturingMOD | 0.5% | $3m | 11,901 | -53% |
| American Centy ETF TRQGRO | 0.5% | $3m | 26,889 | +68% |
| FirstCash HoldingsFCFS | 0.5% | $3m | 14,509 | Held |
| IntuitINTU | 0.5% | $3m | 11,834 | New |
| Invesco Actively Managed EXCVRIG | 0.5% | $3m | 121,119 | +29% |
| Johnson & JohnsonJNJ | 0.5% | $3m | 11,950 | +76% |
| Abbott LaboratoriesABT | 0.4% | $3m | 31,178 | New |
| Waste ManagementWM | 0.4% | $3m | 12,674 | New |
| Dimensional ETF TrustDFAS | 0.4% | $3m | 32,969 | +27% |
| Union PacificUNP | 0.4% | $3m | 9,970 | New |
| InvescoIVZ | 0.4% | $3m | 96,506 | New |
| Mondelez InternationalMDLZ | 0.4% | $2m | 40,953 | +167% |
| American Centy ETF TRAVDV | 0.3% | $2m | 20,817 | +45% |
| MicrosoftMSFT | 0.3% | $2m | 5,645 | -80% |
| Vaneck ETF TrustRAAX | 0.3% | $2m | 52,375 | +25% |
| Ishares Bitcoin Trust ETFIBIT | 0.3% | $2m | 55,140 | +44% |
Showing the largest 100 of 197.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 50.7% since 30 June 2025.
Where the money is
Industrials12.1%
Financial services9.5%
Technology8.9%
Real estate4.9%
Health care4.5%
Retail & consumer4.2%
Everyday goods2.7%
Utilities2.5%
Media & telecom1.8%
Energy0.2%
Other48.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.