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Latest PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Stock Portfolio

$776Million | No. of Holdings #283

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Performance

2026 Q3-2.95%
YTD+4.92%
2025+5.01%

About PREVAIL INNOVATIVE WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported an equity portfolio of $776.5 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC are NVDA, BAB, CSD. The fund has invested 2.5% of it's portfolio in NVIDIA CORPORATION and 2.4% of portfolio in INVESCO EXCH TRADED FD TR II. <br><br> The fund managers got completely rid off VANECK ETF TRUST (BUZZ), MONOLITHIC PWR SYS INC (MPWR) and GAMING & LEISURE P (GLPI) stocks. They significantly reduced their stock positions in AMERICAN TOWER CORP (AMT), INTUIT (INTU) and BANK OF AMER CORP (BAC). PREVAIL INNOVATIVE WEALTH ADVISORS, LLC opened new stock positions in CREDO TECHNOLOGY GROUP HOLDI (CRDO), KLA CORP (KLAC) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to SEAGATE TECHNOLOGY HLDNGS PL (STX), CUMMINS INC (CMI) and LAM RESEARCH CORP (LRCX).
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$776Million
  as of Oct 20, 2026

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PREVAIL INNOVATIVE WEALTH ADVISORS, LLC made a return of -2.95% in the last quarter. In trailing 12 months, it's portfolio return was 5.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
credo technology group holdi11,685,000
kla corp7,103,400
teradyne inc6,937,260
cohen & steers etf trust4,923,280
advisors inner circle fd iii3,707,020
eqt corp3,433,580
old dominion freight line in3,404,550
neos etf trust3,087,020
New stocks bought by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
seagate technology hldngs pl5,052
cummins inc4,060
lam research corp1,972
meta platforms inc854
micron technology inc700
t-mobile us inc684
j p morgan exchange traded f681
alphabet inc637
Additions to existing portfolio by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
american tower corp-94.13
intuit-94.12
bank of amer corp-94.04
pepsico inc-92.69
unitedhealth group inc-91.66
american centy etf tr-87.59
nextera energy inc-85.96
invesco exchange traded fd t-80.17
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vaneck etf trust-11,907,300
gaming & leisure p-7,052,530
ishares tr-3,298,700
psq holdings inc-46,648
pgim etf tr-5,187,760
viavi solutions inc-4,457,560
crown castle inc-4,842,480
federal rlty invt tr new-6,862,650
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has about 42.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
  • Real Estate
  • Energy
Sector%
Others42.4
Technology17.2
Industrials12.7
Financial Services6.9
Communication Services5
Healthcare4.4
Consumer Cyclical4.4
Consumer Defensive2.1
Utilities1.9
Real Estate1.5
Energy1.1

Market Cap. Distribution

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has about 54.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED42.4
LARGE-CAP32
MEGA-CAP22.9
MID-CAP2.7

Stocks belong to which Index?

About 49.2% of the stocks held by PREVAIL INNOVATIVE WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others50.8
S&P 50044.3
RUSSELL 20004.9
Top 5 Winners (%)%
mobile infrastructure corp
102.9 %
PLTR
palantir technologies inc
51.3 %
ishares bitcoin trust etf
36.9 %
LITE
lumentum hldgs inc
29.2 %
DELL
dell technologies inc
27.6 %
Top 5 Winners ($)$
ANET
arista networks inc
2.5 M
NVDA
nvidia corporation
2.0 M
MSFT
microsoft corp
1.6 M
FTGC
first tr exchange trad fd vi
0.9 M
ishares bitcoin trust etf
0.8 M
Top 5 Losers (%)%
APH
amphenol corp
-41.4 %
MTZ
mastec inc
-36.1 %
CRS
carpenter technology corp
-35.1 %
FTAI
ftai aviation ltd
-32.7 %
MKSI
mks inc.
-32.1 %
Top 5 Losers ($)$
MKSI
mks inc.
-5.1 M
MTZ
mastec inc
-4.8 M
FTAI
ftai aviation ltd
-2.3 M
CRS
carpenter technology corp
-1.8 M
CMI
cummins inc
-1.6 M

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has 283 stocks in it's portfolio. About 20.1% of the portfolio is in top 10 stocks. MKSI proved to be the most loss making stock for the portfolio. ANET was the most profitable stock for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC last quarter.

$776.47MTotal Value
307Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.07%5,342
$513.3K
0.07%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in Alps Etf Tr over time
0.31%45,545
$2.38M
0.31%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
2.18%243,585
$16.96M
2.18%
increased 4.25 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
0.61%36,579
$4.76M
0.61%
increased 3.72 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
0.61%94,312
$4.76M
0.61%
decreased 17.16 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
0.61%49,991
$4.75M
0.61%
increased 2.56 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
0.4%26,312
$3.11M
0.4%
decreased 2.15 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
0.04%2,584
$279.2K
0.04%
decreased 87.59 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.33%63,225
$2.55M
0.33%
increased 20.72 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off