Prevail Innovative Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Prevail Innovative Wealth Advisors, LLC reported 197 stock positions worth $671.3 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 4.2% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 2.8%) and Invesco S&P 500 Quality ETF (SPHQ, 2.6%). Compared with Q1 2026, it opened 67 new positions, sold out of 48, added to 78 and reduced 47. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale an exit from JPMorgan Active Bond ETF (JBND).
- Most Recent 13F
- Q2 2026
- Location
- LEAWOOD, KS
- CIK
- 0001989941
- Portfolio Value
- $671.3M (Q2 2026)
- SEC Filing
- 0001104659-26-084978 ↗ filed Jul 20, 2026
Holdings Value
Holdings 197 stocks · $671.3M
| RSP Invesco S&P 500 Equal Weight | 4.25% | 134,059 | $28.5M | New |
| QQQM Invesco Nasdaq 100 ETF | 2.79% | 61,729 | $18.7M | Add +39.1% |
| SPHQ Invesco S&P 500 Quality ETF | 2.59% | 192,698 | $17.4M | Add +51.8% |
| AVSC Avantis US Small Cap Equity | 2.55% | 233,664 | $17.1M | Add +16.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.49% | 148,069 | $16.7M | Add +46.8% |
| LLY Eli Lilly & Co. | 1.80% | 10,078 | $12.1M | New |
| PIT Vaneck Commodity Strat ETF | 1.77% | 180,386 | $11.9M | Add +48.8% |
| SPYI Neos S&P 500 High Income ETF | 1.74% | 220,325 | $11.7M | Add +39.4% |
| JPM JPMorgan Chase & Co. | 1.63% | 33,415 | $10.9M | Add +33.5% |
| ORLY O'reilly Automotive Inc. | 1.57% | 114,437 | $10.5M | Add +185.7% |
| GOOG Alphabet Inc. Class C | 1.45% | 27,625 | $9.8M | New |
| ANET Arista Networks Inc. | 1.42% | 56,275 | $9.6M | New |
| MTBA Simplify MBS ETF | 1.42% | 194,583 | $9.5M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 1.42% | 108,428 | $9.5M | New |
| UBER Uber Technologies Inc. | 1.41% | 131,375 | $9.5M | New |
| JIII JNS Hndrsn Incm ETF | 1.41% | 189,626 | $9.5M | Reduce -1.0% |
| IWMI Neos Russell 2000 High Inc. | 1.40% | 175,355 | $9.4M | Add +88.4% |
| GEV GE Vernova Inc. | 1.36% | 7,758 | $9.1M | Reduce -10.4% |
| RSPA Invesco S&P 500 Ew Income Ad | 1.35% | 169,378 | $9.0M | Add +1.0% |
| AMT American Tower Corp. | 1.33% | 54,433 | $8.9M | New |
| EFAA Invesco MSCI Eafe Income Adv | 1.33% | 159,664 | $8.9M | Add +1.1% |
| MPWR Monolithic Power Systems Inc. | 1.32% | 6,401 | $8.8M | Add +161.8% |
| MKSI MKS Inc. | 1.32% | 19,862 | $8.8M | New |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.30% | 172,682 | $8.7M | Add +2.2% |
| BKLN Invesco Senior Loan ETF | 1.29% | 426,236 | $8.7M | Reduce -0.9% |
| AGGH Simplify Aggregate Bond ETF | 1.26% | 420,950 | $8.5M | Reduce -0.5% |
| NLY Annaly Capital Management Inc. | 1.14% | 343,174 | $7.7M | Add +58.7% |
| SHLD Global X Defense Tech ETF | 1.12% | 126,408 | $7.5M | Add +14.7% |
| BAC Bank of America Corp. | 1.11% | 130,924 | $7.5M | New |
| WFC Wells Fargo & Co. | 1.10% | 89,518 | $7.4M | New |
| GLPI Gaming and Leisure Propertie | 1.05% | 158,377 | $7.1M | Add +151.5% |
| FTGC First Trust Global Tactical | 1.04% | 259,032 | $7.0M | Add +46.0% |
| IYRI Neos Real Est HGH Inc. ETF | 1.03% | 140,905 | $6.9M | Add +1.6% |
| JPHY JPMorgan Active H Yield ETF | 1.03% | 136,535 | $6.9M | Reduce -0.9% |
| FRT Federal Realty Invs Trust | 1.02% | 55,595 | $6.9M | Add +7.9% |
| AMZN Amazon.com Inc. | 0.94% | 26,565 | $6.3M | Reduce -37.1% |
| PWR Quanta Services Inc. | 0.92% | 8,591 | $6.2M | New |
| EVSD Eaton Vance SHRT Dur Inc. | 0.92% | 121,407 | $6.2M | Add +178.8% |
| SDSI Amer Cent SH Dur Strat Inc. | 0.87% | 113,854 | $5.8M | Add +39.6% |
| FTAI Ftai Aviation Ltd. | 0.86% | 21,357 | $5.8M | Reduce -1.1% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.81% | 91,748 | $5.4M | Reduce -23.0% |
| RITM Rithm Capital Corp. | 0.77% | 552,791 | $5.2M | Add +5.8% |
| PAAA Pgim Aaa Clo ETF | 0.77% | 101,185 | $5.2M | Add +0.2% |
| LHX L3HARRIS Technologies Inc. | 0.77% | 17,748 | $5.2M | Add +14.6% |
| NVDA Nvidia Corp. | 0.75% | 25,205 | $5.0M | Reduce -34.6% |
| MTZ Mastec Inc. | 0.73% | 11,761 | $4.9M | Reduce -17.3% |
| CCI Crown Castle Inc. | 0.72% | 63,944 | $4.8M | New |
| VRT Vertiv Holdings Co. Class A | 0.71% | 14,290 | $4.8M | Reduce -15.2% |
| ETN Eaton Corp. PLC | 0.70% | 11,047 | $4.7M | New |
| AVEM Avantis Emerging Markets Eq | 0.70% | 48,741 | $4.7M | Add +45.6% |
| CRS Carpenter Technology | 0.70% | 7,602 | $4.7M | Add +4.7% |
| NVT Nvent Electric PLC | 0.69% | 27,492 | $4.7M | New |
| PINK Simplify Health Care ETF | 0.69% | 118,256 | $4.6M | New |
| AVUS Avantis U.S. Equity ETF | 0.67% | 35,268 | $4.5M | Add +46.7% |
| VIAV Viavi Solutions Inc. | 0.66% | 93,352 | $4.5M | New |
| WAB Wabtec Corp. | 0.66% | 16,373 | $4.4M | New |
| UNH Unitedhealth Group Inc. | 0.65% | 10,448 | $4.3M | Add +41.6% |
| VSEC Vse Corp. | 0.64% | 18,946 | $4.3M | Add +42.8% |
| DFIV Dimensional International Va | 0.64% | 79,842 | $4.3M | Add +87.9% |
| V Visa Inc. Class A | 0.63% | 12,251 | $4.2M | Add +659.0% |
| STRL Sterling Infrastructure Inc. | 0.62% | 4,980 | $4.2M | Reduce -65.1% |
| VOO Vanguard S&P 500 ETF | 0.58% | 5,696 | $3.9M | Add +50.9% |
| WMT Walmart Inc. | 0.58% | 34,410 | $3.9M | Add +736.4% |
| PULS Pgim Ultra Short Bond ETF | 0.57% | 77,610 | $3.8M | Add +222.3% |
| MRK Merck & Co. Inc. | 0.56% | 29,458 | $3.8M | Add +45.0% |
| C Citigroup Inc. | 0.56% | 26,923 | $3.8M | Reduce -29.8% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.55% | 65,417 | $3.7M | Reduce -50.8% |
| QQA Invesco QQQ Income Adv ETF | 0.55% | 64,445 | $3.7M | Reduce -52.3% |
| AGNC AGNC Investment Corp. | 0.54% | 333,084 | $3.6M | New |
| AAPL Apple Inc. | 0.54% | 12,462 | $3.6M | Reduce -6.0% |
| PEP Pepsico Inc. | 0.54% | 26,529 | $3.6M | New |
| KO The Coca-Cola Co. | 0.53% | 43,896 | $3.6M | Add +52.5% |
| USB US Bancorp | 0.53% | 58,836 | $3.6M | Add +35.1% |
| GS Goldman Sachs Group Inc. | 0.52% | 3,469 | $3.5M | Add +159.8% |
| TFC Truist Financial Corp. | 0.52% | 70,187 | $3.5M | Add +37.1% |
| EVRG Evergy Inc. | 0.52% | 40,179 | $3.5M | Add +40.3% |
| MO Altria Group Inc. | 0.51% | 47,710 | $3.4M | Add +34.5% |
| ISPY Proshares S&P High Incom ETF | 0.51% | 71,082 | $3.4M | Add +42.6% |
| LOW Lowe's Cos Inc. | 0.50% | 15,259 | $3.4M | New |
| APG Api Group Corp. | 0.50% | 78,676 | $3.3M | Add +18.4% |
| TLTW iShares 20+ Bond Buywrite | 0.49% | 147,659 | $3.3M | Reduce -64.5% |
| XEL Xcel Energy Inc. | 0.48% | 40,527 | $3.3M | Add +44.9% |
| MCK McKesson Corp. | 0.48% | 4,291 | $3.2M | Add +47.2% |
| LRN Stride Inc. | 0.48% | 37,317 | $3.2M | Add +14.2% |
| MOD Modine Manufacturing Co. | 0.47% | 11,901 | $3.2M | Reduce -52.5% |
| QGRO American Century US Quality | 0.47% | 26,889 | $3.2M | Add +68.0% |
| FCFS Firstcash Holdings Inc. | 0.47% | 14,509 | $3.1M | Reduce -1.6% |
| INTU Intuit Inc. | 0.46% | 11,834 | $3.1M | New |
| VRIG Invesco Variable Rate Invest | 0.45% | 121,119 | $3.0M | Add +28.7% |
| JNJ Johnson & Johnson | 0.45% | 11,950 | $3.0M | Add +75.6% |
| ABT Abbott Laboratories | 0.42% | 31,178 | $2.8M | New |
| WM Waste Management Inc. | 0.42% | 12,674 | $2.8M | New |
| DFAS Dimensional US Small Cap ETF | 0.40% | 32,969 | $2.7M | Add +27.2% |
| UNP Union Pacific Corp. | 0.40% | 9,970 | $2.7M | New |
| IVZ Invesco Ltd. | 0.38% | 96,506 | $2.5M | New |
| MDLZ Mondelez International Inc. Class A | 0.35% | 40,953 | $2.4M | Add +166.9% |
| AVDV Avantis Intl S/C Value ETF | 0.32% | 20,817 | $2.1M | Add +45.5% |
| MSFT Microsoft Corp. | 0.31% | 5,645 | $2.1M | Reduce -80.3% |
| RAAX Vaneck Real Assets ETF | 0.31% | 52,375 | $2.1M | Add +25.3% |
| IBIT iShares Bitcoin Trust ETF | 0.27% | 55,140 | $1.8M | Add +43.7% |
Portfolio Sells Q1 2026 → Q2 2026
| JBND JPMorgan Active Bond ETF | Sold out | 0.00% | −2.29 |
| XOM Exxon Mobil Corp. | Reduce -90.7% | 0.15% | −2.05 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −1.48 |
| MSFT Microsoft Corp. | Reduce -80.3% | 0.31% | −1.47 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −1.42 |
| MLPA Global X MLP ETF | Sold out | 0.00% | −1.40 |
| IHE iShares US Pharmaceuticals E | Sold out | 0.00% | −1.36 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −1.29 |
| ROKU Roku Inc. | Sold out | 0.00% | −1.28 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −1.25 |
| AVGO Broadcom Inc. | Reduce -92.6% | 0.10% | −1.20 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −1.19 |
| LRCX Lam Research Corp. | Reduce -98.3% | 0.04% | −1.18 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −1.18 |
| CDX Simplify High Yield ETF | Sold out | 0.00% | −1.14 |
| SBAR Simplify Barrier Income ETF | Sold out | 0.00% | −1.12 |
| TLTW iShares 20+ Bond Buywrite | Reduce -64.5% | 0.49% | −1.09 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.89 |
| JEPI JPMorgan Equity Premium Inco | Reduce -94.4% | 0.05% | −0.89 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.80 |
| GE General Electric | Reduce -92.6% | 0.07% | −0.74 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.73 |
| QQA Invesco QQQ Income Adv ETF | Reduce -52.3% | 0.55% | −0.58 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Reduce -50.8% | 0.55% | −0.56 |
| MU Micron Technology Inc. | Reduce -90.0% | 0.24% | −0.56 |
| AMZN Amazon.com Inc. | Reduce -37.1% | 0.94% | −0.54 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.48 |
| JPIE JPMorgan Income ETF | Sold out | 0.00% | −0.46 |
| MOD Modine Manufacturing Co. | Reduce -52.5% | 0.47% | −0.44 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.42 |
| CVX Chevron Corp. | Reduce -84.1% | 0.05% | −0.42 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.41 |
| JMBS Janus Henderson Mortg Backed | Sold out | 0.00% | −0.41 |
| KEY Keycorp | Sold out | 0.00% | −0.39 |
| NVDA Nvidia Corp. | Reduce -34.6% | 0.75% | −0.38 |
| TNL Travel + Leisure Co. | Sold out | 0.00% | −0.38 |
| O Realty Income Corp. | Sold out | 0.00% | −0.38 |
| JBBB Janus Henderson B-BBB Clo Et | Sold out | 0.00% | −0.37 |
| APLE Apple Hospitality REIT Inc. | Sold out | 0.00% | −0.36 |
| LXP LXP Industrial Trust | Sold out | 0.00% | −0.36 |
| IQQQ Proshares NDX High Incom ETF | Sold out | 0.00% | −0.36 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.36 |
| STRL Sterling Infrastructure Inc. | Reduce -65.1% | 0.62% | −0.35 |
| KORP American Century Diversified | Sold out | 0.00% | −0.34 |
| BNDI Neos Enhanced Inc. Agg BD ETF | Sold out | 0.00% | −0.34 |
| BSJS Invesco Bulletshares 2028 HY | Sold out | 0.00% | −0.33 |
| HD Home Depot Inc. | Reduce -79.1% | 0.08% | −0.31 |
| CNS Cohen & Steers Inc. | Sold out | 0.00% | −0.27 |
| VRP Invesco Variable Rate Prefer | Reduce -68.4% | 0.11% | −0.27 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.25 |
Portfolio Buys Q1 2026 → Q2 2026
| RSP Invesco S&P 500 Equal Weight | New | 4.25% | +4.25 |
| LLY Eli Lilly & Co. | New | 1.80% | +1.80 |
| GOOG Alphabet Inc. Class C | New | 1.45% | +1.45 |
| ANET Arista Networks Inc. | New | 1.42% | +1.42 |
| NEE Nextera Energy Inc. | New | 1.42% | +1.42 |
| UBER Uber Technologies Inc. | New | 1.41% | +1.41 |
| AMT American Tower Corp. | New | 1.33% | +1.33 |
| MKSI MKS Inc. | New | 1.32% | +1.32 |
| BAC Bank of America Corp. | New | 1.11% | +1.11 |
| WFC Wells Fargo & Co. | New | 1.10% | +1.10 |
| QQQM Invesco Nasdaq 100 ETF | Add +39.1% | 2.79% | +1.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +51.8% | 2.59% | +0.98 |
| ORLY O'reilly Automotive Inc. | Add +185.7% | 1.57% | +0.95 |
| PWR Quanta Services Inc. | New | 0.92% | +0.92 |
| MPWR Monolithic Power Systems Inc. | Add +161.8% | 1.32% | +0.87 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +46.8% | 2.49% | +0.73 |
| CCI Crown Castle Inc. | New | 0.72% | +0.72 |
| ETN Eaton Corp. PLC | New | 0.70% | +0.70 |
| NVT Nvent Electric PLC | New | 0.69% | +0.69 |
| PINK Simplify Health Care ETF | New | 0.69% | +0.69 |
| VIAV Viavi Solutions Inc. | New | 0.66% | +0.66 |
| WAB Wabtec Corp. | New | 0.66% | +0.66 |
| IWMI Neos Russell 2000 High Inc. | Add +88.4% | 1.40% | +0.66 |
| GLPI Gaming and Leisure Propertie | Add +151.5% | 1.05% | +0.58 |
| EVSD Eaton Vance SHRT Dur Inc. | Add +178.8% | 0.92% | +0.55 |
| V Visa Inc. Class A | Add +659.0% | 0.63% | +0.54 |
| AGNC AGNC Investment Corp. | New | 0.54% | +0.54 |
| PEP Pepsico Inc. | New | 0.54% | +0.54 |
| LOW Lowe's Cos Inc. | New | 0.50% | +0.50 |
| WMT Walmart Inc. | Add +736.4% | 0.58% | +0.49 |
| INTU Intuit Inc. | New | 0.46% | +0.46 |
| AVSC Avantis US Small Cap Equity | Add +16.2% | 2.55% | +0.44 |
| SPYI Neos S&P 500 High Income ETF | Add +39.4% | 1.74% | +0.43 |
| ABT Abbott Laboratories | New | 0.42% | +0.42 |
| WM Waste Management Inc. | New | 0.42% | +0.42 |
| UNP Union Pacific Corp. | New | 0.40% | +0.40 |
| JPM JPMorgan Chase & Co. | Add +33.5% | 1.63% | +0.39 |
| IVZ Invesco Ltd. | New | 0.38% | +0.38 |
| NLY Annaly Capital Management Inc. | Add +58.7% | 1.14% | +0.37 |
| PULS Pgim Ultra Short Bond ETF | Add +222.3% | 0.57% | +0.37 |
| GS Goldman Sachs Group Inc. | Add +159.8% | 0.52% | +0.33 |
| UNH Unitedhealth Group Inc. | Add +41.6% | 0.65% | +0.31 |
| PIT Vaneck Commodity Strat ETF | Add +48.8% | 1.77% | +0.30 |
| DFIV Dimensional International Va | Add +87.9% | 0.64% | +0.27 |
| HONA Honeywell Aerospace Inc. | New | 0.26% | +0.26 |
| HON Honeywell International Inc. | New | 0.25% | +0.25 |
| AVEM Avantis Emerging Markets Eq | Add +45.6% | 0.70% | +0.25 |
| VSEC Vse Corp. | Add +42.8% | 0.64% | +0.23 |
| AVUS Avantis U.S. Equity ETF | Add +46.7% | 0.67% | +0.22 |
| CRS Carpenter Technology | Add +4.7% | 0.70% | +0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 197 | $671.3M | RSP, QQQM, SPHQ, AVSC, XMHQ |
| Q1 2026 | 178 | $594.1M | JBND, XOM, AVSC, MSFT, QQQM |
| Q4 2025 | 188 | $558.1M | FLBL, SRLN, TLTW, AVSC, XOM |
| Q3 2025 | 201 | $515.1M | FLBL, SRLN, TLTW, XOM, QQQM |
| Q2 2025 | 193 | $445.5M | FLBL, SRLN, NVDA, AAPL, VCIT |
| Q1 2025 | 168 | $375.4M | FLBL, SRLN, VCIT, XMHQ, SLB |
| Q4 2024 | 162 | $345.4M | FLBL, RSP, SPY, VCIT, AVSC |
| Q3 2024 | 157 | $328.2M | VCIT, FLBL, JEPI, AVSC, JEPQ |
| Q2 2024 | 145 | $282.6M | VCIT, JEPI, USFR, FLBL, JEPQ |
| Q1 2024 | 157 | $269.0M | VCIT, JEPI, USFR, RYLD, JEPQ |