Prevail Innovative Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $446 Billion distributed in 193 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 $16.2B, Ssga Active Trust with a value of $13.5B, Nvidia Corp with a value of $11.4B, Apple Inc. with a value of $8.73B, and Vanguard Intermediate Term Cor with a value of $8.16B.
Examining the 13F form we can see an increase of $70.2B in the current position value, from $375B to 446B.
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
$446 Billion
ETFs: $154 Billion
Financial Services: $56.7 Billion
Technology: $47.9 Billion
Real Estate: $44.4 Billion
Energy: $31 Billion
Industrials: $23.8 Billion
Consumer Cyclical: $23.7 Billion
Consumer Defensive: $7.16 Billion
Other: $16.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
