Prevail Innovative Wealth Advisors, LLC Portfolio Holdings

Prevail Innovative Wealth Advisors, LLC

  • $446 Billion
  • Q2 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$11.4 Billion 2.55% of portfolio
72,050
Q2 2025 Added 5.82%
$3.69T
$8.73 Billion 1.96% of portfolio
42,543
Q2 2025 Added 400.04%
$442B
$7.44 Billion 1.67% of portfolio
69,043
Q2 2025 Added 56.99%
$3.95T
$6.55 Billion 1.47% of portfolio
13,176
Q2 2025 Reduced 0.73%
$2.26T
$5.35 Billion 1.2% of portfolio
24,394
Q2 2025 Added 36.04%
$306B
$4.68 Billion 1.05% of portfolio
66,191
Q2 2025 New
$1.78T
$4.59 Billion 1.03% of portfolio
6,219
Q2 2025 Added 17.83%
$381B
$4.56 Billion 1.02% of portfolio
96,266
Q2 2025 Added 8.57%
$302B
$4.38 Billion 0.98% of portfolio
54,679
Q2 2025 Added 7.79%
$232B
$3.83 Billion 0.86% of portfolio
14,027
Q2 2025 New
$302B
$985 Million 0.22% of portfolio
6,882
Q2 2025 Added 25.4%
$1.21T
$834 Million 0.19% of portfolio
4,732
Q2 2025 Reduced 8.13%
$621B
$825 Million 0.19% of portfolio
1,699
Q2 2025 Added 7.26%
$351B
$862 Million 0.19% of portfolio
4,642
Q2 2025 Added 5.79%
$452B
$670 Million 0.15% of portfolio
4,389
Q2 2025 Reduced 3.33%
$551B
$572 Million 0.13% of portfolio
1,611
Q2 2025 Added 59.35%
$859B
$421 Million 0.09% of portfolio
1,453
Q2 2025 Added 14.77%
$281B
$360 Million 0.08% of portfolio
3,684
Q2 2025 Reduced 4.24%
$405B
$280 Million 0.06% of portfolio
764
Q2 2025 New
$1.08T
$270 Million 0.06% of portfolio
849
Q2 2025 Reduced 23.03%
$684B
$237 Million 0.05% of portfolio
1,083
Q2 2025 New
$282B
$222 Million 0.05% of portfolio
1,566
Q2 2025 Reduced 97.68%
$608B
$219 Million 0.05% of portfolio
281
Q2 2025 Reduced 24.66%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $446 Billion
  • Prior Value $375 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 65 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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