Prevail Innovative Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Prevail Innovative Wealth Advisors, LLC reported 178 stock positions worth $594.1 million. Its top holding was JPMorgan Active Bond ETF (JBND) at 2.3% of the portfolio, followed by Exxon Mobil (XOM, 2.2%) and Avantis US Small Cap Equity (AVSC, 2.1%). Compared with Q4 2025, it opened 52 new positions, sold out of 62, added to 71 and reduced 48. The biggest buy was a new position in JPMorgan Active Bond ETF (JBND) and the biggest sale an exit from Franklin Senior Loan ETF (FLBL).
- Most Recent 13F
- Q2 2026
- Location
- LEAWOOD, KS
- CIK
- 0001989941
- Portfolio Value
- $594.1M (Q1 2026)
- SEC Filing
- 0001104659-26-052511 ↗ filed Apr 30, 2026
Holdings Value
Holdings 178 stocks · $594.1M
| JBND JPMorgan Active Bond ETF | 2.29% | 253,549 | $13.6M | New |
| XOM Exxon Mobil Corp. | 2.20% | 76,945 | $13.1M | Reduce -11.1% |
| AVSC Avantis US Small Cap Equity | 2.11% | 201,160 | $12.5M | Add +6.7% |
| MSFT Microsoft Corp. | 1.78% | 28,587 | $10.6M | Add +104.7% |
| QQQM Invesco Nasdaq 100 ETF | 1.78% | 44,382 | $10.5M | Add +15.5% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.76% | 100,886 | $10.4M | Add +5.5% |
| MTBA Simplify MBS ETF | 1.63% | 195,398 | $9.7M | Add +169.4% |
| SPHQ Invesco S&P 500 Quality ETF | 1.61% | 126,937 | $9.5M | Reduce -6.8% |
| JIII JNS Hndrsn Incm ETF | 1.60% | 191,568 | $9.5M | Add +177.3% |
| TLTW iShares 20+ Bond Buywrite | 1.58% | 415,618 | $9.4M | Reduce -36.5% |
| AMZN Amazon.com Inc. | 1.48% | 42,255 | $8.8M | Add +60.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.48% | 352,024 | $8.8M | Add +47.8% |
| BKLN Invesco Senior Loan ETF | 1.48% | 430,169 | $8.8M | Add +220.7% |
| PIT Vaneck Commodity Strat ETF | 1.48% | 121,254 | $8.8M | Add +4.9% |
| AGGH Simplify Aggregate Bond ETF | 1.45% | 423,120 | $8.6M | Add +223.7% |
| BKR Baker Hughes Co. | 1.42% | 138,362 | $8.4M | Reduce -0.8% |
| RSPA Invesco S&P 500 Ew Income Ad | 1.41% | 167,721 | $8.4M | Add +166.0% |
| EFAA Invesco MSCI Eafe Income Adv | 1.40% | 157,919 | $8.3M | Add +118.0% |
| MLPA Global X MLP ETF | 1.40% | 153,980 | $8.3M | New |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.38% | 168,898 | $8.2M | Add +259.3% |
| IHE iShares US Pharmaceuticals E | 1.36% | 93,112 | $8.1M | Add +74.4% |
| SHLD Global X Defense Tech ETF | 1.31% | 110,207 | $7.8M | Add +1.2% |
| SPYI Neos S&P 500 High Income ETF | 1.31% | 158,074 | $7.8M | Add +16.7% |
| AVGO Broadcom Inc. | 1.31% | 25,097 | $7.8M | Add +3890.0% |
| NRG NRG Energy Inc. | 1.29% | 52,307 | $7.6M | Add +85.8% |
| ROKU Roku Inc. | 1.28% | 80,640 | $7.6M | New |
| GEV GE Vernova Inc. | 1.27% | 8,656 | $7.6M | Reduce -8.6% |
| CDNS Cadence Design SYS Inc. | 1.25% | 26,822 | $7.5M | New |
| JPM JPMorgan Chase & Co. | 1.24% | 25,028 | $7.4M | Add +20.6% |
| LRCX Lam Research Corp. | 1.22% | 33,817 | $7.2M | New |
| CRDO Credo Technology Group Holdi | 1.19% | 75,050 | $7.0M | New |
| APP AppLovin Corp. Class A | 1.18% | 17,578 | $7.0M | New |
| JPHY JPMorgan Active H Yield ETF | 1.16% | 137,806 | $6.9M | Add +175.4% |
| CDX Simplify High Yield ETF | 1.14% | 316,279 | $6.7M | Add +220.7% |
| QQA Invesco QQQ Income Adv ETF | 1.14% | 135,211 | $6.7M | Add +82.4% |
| NVDA Nvidia Corp. | 1.13% | 38,557 | $6.7M | Add +11.2% |
| SBAR Simplify Barrier Income ETF | 1.12% | 271,391 | $6.7M | Add +179.4% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 1.11% | 132,975 | $6.6M | Add +420.9% |
| IYRI Neos Real Est HGH Inc. ETF | 1.10% | 138,746 | $6.6M | Add +394.1% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.99% | 119,193 | $5.9M | Add +281.0% |
| STRL Sterling Infrastructure Inc. | 0.98% | 14,251 | $5.8M | Reduce -8.5% |
| JEPI JPMorgan Equity Premium Inco | 0.93% | 97,919 | $5.6M | Add +28.6% |
| FRT Federal Realty Invs Trust | 0.92% | 51,541 | $5.5M | Add +6.4% |
| MOD Modine Manufacturing Co. | 0.91% | 25,060 | $5.4M | New |
| LHX L3HARRIS Technologies Inc. | 0.90% | 15,491 | $5.3M | Reduce -5.6% |
| NFLX Netflix Inc. | 0.89% | 55,229 | $5.3M | New |
| FTAI Ftai Aviation Ltd. | 0.89% | 21,606 | $5.3M | Reduce -20.1% |
| PAAA Pgim Aaa Clo ETF | 0.87% | 100,950 | $5.2M | Add +34.4% |
| FTGC First Trust Global Tactical | 0.86% | 177,415 | $5.1M | New |
| RITM Rithm Capital Corp. | 0.83% | 522,511 | $5.0M | New |
| GE General Electric filed as GE AEROSPACE | 0.81% | 16,971 | $4.8M | Add +7.4% |
| MU Micron Technology Inc. | 0.80% | 14,082 | $4.8M | Add +170.6% |
| NOW ServiceNow Inc. | 0.80% | 45,448 | $4.8M | New |
| MTZ Mastec Inc. | 0.77% | 14,228 | $4.6M | Reduce -19.1% |
| NLY Annaly Capital Management Inc. | 0.77% | 216,252 | $4.6M | New |
| IWMI Neos Russell 2000 High Inc. | 0.74% | 93,070 | $4.4M | New |
| JPST JPMorgan Ultra-Short Income | 0.73% | 86,082 | $4.4M | Add +95.7% |
| C Citigroup Inc. | 0.73% | 38,354 | $4.3M | New |
| VRT Vertiv Holdings Co. Class A | 0.71% | 16,852 | $4.2M | Reduce -23.2% |
| SDSI Amer Cent SH Dur Strat Inc. | 0.70% | 81,557 | $4.2M | Reduce -1.7% |
| ORLY O'reilly Automotive Inc. | 0.62% | 40,052 | $3.7M | Reduce -0.5% |
| AAPL Apple Inc. | 0.57% | 13,264 | $3.4M | Reduce -5.1% |
| LRN Stride Inc. | 0.48% | 32,683 | $2.9M | New |
| CRS Carpenter Technology | 0.48% | 7,258 | $2.9M | New |
| AMKR Amkor Technology Inc. | 0.48% | 62,817 | $2.8M | New |
| GLPI Gaming and Leisure Propertie | 0.47% | 62,962 | $2.8M | Reduce -21.1% |
| CVX Chevron Corp. | 0.47% | 13,459 | $2.8M | Add +10.7% |
| FCFS Firstcash Holdings Inc. | 0.47% | 14,751 | $2.8M | New |
| JPIE JPMorgan Income ETF | 0.46% | 59,131 | $2.7M | Add +3.7% |
| AVEM Avantis Emerging Markets Eq | 0.45% | 33,480 | $2.7M | Add +8.8% |
| APG Api Group Corp. | 0.45% | 66,463 | $2.7M | New |
| MPWR Monolithic Power Systems Inc. | 0.45% | 2,445 | $2.7M | New |
| AVUS Avantis U.S. Equity ETF | 0.45% | 24,042 | $2.7M | Reduce -14.9% |
| MCK McKesson Corp. | 0.42% | 2,915 | $2.5M | New |
| IAU iShares Gold Trust | 0.42% | 28,458 | $2.5M | New |
| SPHY SS SPDR P High Yield ETF | 0.41% | 105,742 | $2.5M | Add +40.8% |
| VSEC Vse Corp. | 0.41% | 13,267 | $2.4M | New |
| JMBS Janus Henderson Mortg Backed | 0.41% | 54,123 | $2.4M | Add +3.2% |
| MRK Merck & Co. Inc. | 0.41% | 20,313 | $2.4M | New |
| VRIG Invesco Variable Rate Invest | 0.40% | 94,129 | $2.4M | Reduce -11.0% |
| TFC Truist Financial Corp. | 0.40% | 51,195 | $2.4M | Add +20.1% |
| EVRG Evergy Inc. | 0.40% | 28,649 | $2.3M | Add +15.9% |
| MO Altria Group Inc. | 0.39% | 35,470 | $2.3M | Add +28.6% |
| KEY Keycorp | 0.39% | 114,897 | $2.3M | Add +13.6% |
| HD Home Depot Inc. | 0.38% | 6,944 | $2.3M | Add +705.6% |
| USB US Bancorp | 0.38% | 43,553 | $2.3M | Add +14.3% |
| VOO Vanguard S&P 500 ETF | 0.38% | 3,776 | $2.3M | Reduce -25.1% |
| TNL Travel + Leisure Co. | 0.38% | 32,411 | $2.2M | Add +10.6% |
| DFIV Dimensional International Va | 0.38% | 42,484 | $2.2M | Add +30.2% |
| O Realty Income Corp. | 0.38% | 36,423 | $2.2M | Add +26.3% |
| XEL Xcel Energy Inc. | 0.37% | 27,968 | $2.2M | New |
| EVSD Eaton Vance SHRT Dur Inc. | 0.37% | 43,548 | $2.2M | Reduce -24.5% |
| VRP Invesco Variable Rate Prefer | 0.37% | 92,012 | $2.2M | Add +7.5% |
| JBBB Janus Henderson B-BBB Clo Et | 0.37% | 47,338 | $2.2M | Add +16.9% |
| KO The Coca-Cola Co. | 0.37% | 28,793 | $2.2M | New |
| APLE Apple Hospitality REIT Inc. | 0.36% | 187,783 | $2.2M | New |
| ISPY Proshares S&P High Incom ETF | 0.36% | 49,840 | $2.2M | New |
| LXP LXP Industrial Trust | 0.36% | 46,438 | $2.1M | New |
| IQQQ Proshares NDX High Incom ETF | 0.36% | 51,422 | $2.1M | New |
| STWD Starwood Property Trust Inc. | 0.36% | 122,959 | $2.1M | Add +51.7% |
Portfolio Sells Q4 2025 → Q1 2026
| FLBL Franklin Senior Loan ETF | Sold out | 0.00% | −3.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -95.5% | 0.11% | −2.66 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -87.9% | 0.16% | −1.33 |
| HELO JPMorgan Hedged Equity ETF | Reduce -93.2% | 0.09% | −1.30 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −1.27 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −1.22 |
| META Meta Platforms Inc. Class A | Reduce -96.4% | 0.04% | −1.22 |
| TLTW iShares 20+ Bond Buywrite | Reduce -36.5% | 1.58% | −1.08 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −1.08 |
| VST Vistra Corp. | Sold out | 0.00% | −1.01 |
| EXLS Exlservice Holdings Inc. | Sold out | 0.00% | −0.91 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.91 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.88 |
| AVDE Avantis International Equity | Sold out | 0.00% | −0.88 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.88 |
| GFS Globalfoundries Inc. | Sold out | 0.00% | −0.86 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.86 |
| PFFA Virtus Infracap US Pref STCK | Reduce -82.0% | 0.16% | −0.85 |
| HTGC Hercules Capital Inc. | Sold out | 0.00% | −0.81 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Sold out | 0.00% | −0.80 |
| USDU Wisdomtree BBG Usd Bullish | Sold out | 0.00% | −0.79 |
| ICSH iShares Ultra Short Duration | Reduce -69.8% | 0.29% | −0.72 |
| MPLX MPLX LP | Sold out | 0.00% | −0.72 |
| XYLD Global X S&P 500 Cove Call E | Sold out | 0.00% | −0.72 |
| WES Western Midstream Partners L | Sold out | 0.00% | −0.71 |
| QYLD Global X Nasd 100 Cov Call | Reduce -94.5% | 0.04% | −0.70 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.70 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.68 |
| EFC Ellington Financial Inc. | Sold out | 0.00% | −0.59 |
| REM iShares Mortgage Real Estate | Sold out | 0.00% | −0.59 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Sold out | 0.00% | −0.58 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Sold out | 0.00% | −0.55 |
| NFJ Virtus DVD Intrst & PRM STR | Sold out | 0.00% | −0.49 |
| XJQCX Nuveen Credit Strategies Inc. | Sold out | 0.00% | −0.41 |
| XAODX Abrdn Total Dynamic Dividend | Sold out | 0.00% | −0.41 |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | Sold out | 0.00% | −0.40 |
| XAWFX Alliancebernstein GL Hi Inc. | Sold out | 0.00% | −0.40 |
| ETV Eaton Vance T/M Buy-Writ Opp | Sold out | 0.00% | −0.39 |
| DPG Duff & Phelps Utility & Inc. | Sold out | 0.00% | −0.38 |
| HQH Abrdn Healthcare Investors | Sold out | 0.00% | −0.37 |
| WIW Western Asst Infl-LNK Opp | Sold out | 0.00% | −0.37 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Sold out | 0.00% | −0.37 |
| RA Brookfield Real Assets Incom | Sold out | 0.00% | −0.36 |
| JRI Nuveen Real Asset Inc. & GRW | Sold out | 0.00% | −0.36 |
| LNC Lincoln National Corp. | Sold out | 0.00% | −0.36 |
| TRIN Trinity Capital Inc. | Sold out | 0.00% | −0.36 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.36 |
| NCZ Virtus Convertible & Income | Sold out | 0.00% | −0.36 |
| JFR Nuveen Floating Rate Income | Sold out | 0.00% | −0.35 |
| JSI JH Securitized Income ETF | Reduce -54.5% | 0.25% | −0.34 |
Portfolio Buys Q4 2025 → Q1 2026
| JBND JPMorgan Active Bond ETF | New | 2.29% | +2.29 |
| MLPA Global X MLP ETF | New | 1.40% | +1.40 |
| ROKU Roku Inc. | New | 1.28% | +1.28 |
| AVGO Broadcom Inc. | Add +3890.0% | 1.31% | +1.27 |
| CDNS Cadence Design SYS Inc. | New | 1.25% | +1.25 |
| LRCX Lam Research Corp. | New | 1.22% | +1.22 |
| CRDO Credo Technology Group Holdi | New | 1.19% | +1.19 |
| APP AppLovin Corp. Class A | New | 1.18% | +1.18 |
| JIII JNS Hndrsn Incm ETF | Add +177.3% | 1.60% | +0.97 |
| BKLN Invesco Senior Loan ETF | Add +220.7% | 1.48% | +0.97 |
| MTBA Simplify MBS ETF | Add +169.4% | 1.63% | +0.97 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +259.3% | 1.38% | +0.97 |
| AGGH Simplify Aggregate Bond ETF | Add +223.7% | 1.45% | +0.96 |
| MOD Modine Manufacturing Co. | New | 0.91% | +0.91 |
| NFLX Netflix Inc. | New | 0.89% | +0.89 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +420.9% | 1.11% | +0.87 |
| IYRI Neos Real Est HGH Inc. ETF | Add +394.1% | 1.10% | +0.86 |
| FTGC First Trust Global Tactical | New | 0.86% | +0.86 |
| RSPA Invesco S&P 500 Ew Income Ad | Add +166.0% | 1.41% | +0.84 |
| RITM Rithm Capital Corp. | New | 0.83% | +0.83 |
| NOW ServiceNow Inc. | New | 0.80% | +0.80 |
| NLY Annaly Capital Management Inc. | New | 0.77% | +0.77 |
| IWMI Neos Russell 2000 High Inc. | New | 0.74% | +0.74 |
| CDX Simplify High Yield ETF | Add +220.7% | 1.14% | +0.74 |
| C Citigroup Inc. | New | 0.73% | +0.73 |
| JPHY JPMorgan Active H Yield ETF | Add +175.4% | 1.16% | +0.71 |
| EFAA Invesco MSCI Eafe Income Adv | Add +118.0% | 1.40% | +0.70 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Add +281.0% | 0.99% | +0.70 |
| SBAR Simplify Barrier Income ETF | Add +179.4% | 1.12% | +0.67 |
| MSFT Microsoft Corp. | Add +104.7% | 1.78% | +0.57 |
| IHE iShares US Pharmaceuticals E | Add +74.4% | 1.36% | +0.55 |
| MU Micron Technology Inc. | Add +170.6% | 0.80% | +0.53 |
| LRN Stride Inc. | New | 0.48% | +0.48 |
| NRG NRG Energy Inc. | Add +85.8% | 1.29% | +0.48 |
| CRS Carpenter Technology | New | 0.48% | +0.48 |
| AMKR Amkor Technology Inc. | New | 0.48% | +0.48 |
| FCFS Firstcash Holdings Inc. | New | 0.47% | +0.47 |
| APG Api Group Corp. | New | 0.45% | +0.45 |
| MPWR Monolithic Power Systems Inc. | New | 0.45% | +0.45 |
| QQA Invesco QQQ Income Adv ETF | Add +82.4% | 1.14% | +0.43 |
| MCK McKesson Corp. | New | 0.42% | +0.42 |
| IAU iShares Gold Trust | New | 0.42% | +0.42 |
| VSEC Vse Corp. | New | 0.41% | +0.41 |
| MRK Merck & Co. Inc. | New | 0.41% | +0.41 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +47.8% | 1.48% | +0.40 |
| AMZN Amazon.com Inc. | Add +60.0% | 1.48% | +0.39 |
| PIT Vaneck Commodity Strat ETF | Add +4.9% | 1.48% | +0.38 |
| XEL Xcel Energy Inc. | New | 0.37% | +0.37 |
| KO The Coca-Cola Co. | New | 0.37% | +0.37 |
| APLE Apple Hospitality REIT Inc. | New | 0.36% | +0.36 |
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 |