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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$3.64 Billion 0.82% of portfolio
40,440
Q2 2025 Added 1,411.21%
$7.51B
$3.53 Billion 0.79% of portfolio
37,168
Q2 2025 New
$6.14B
$3.22 Billion 0.72% of portfolio
160,310
Q2 2025 Reduced 42.31%
$5.22B
$2.87 Billion 0.64% of portfolio
311,910
Q2 2025 Added 12.56%
$3.1B
$2.55 Billion 0.57% of portfolio
158,658
Q2 2025 Added 92.34%
$5.08B
$2.2 Billion 0.49% of portfolio
194,926
Q2 2025 Added 29.39%
$5.27B
$1.98 Billion 0.44% of portfolio
138,181
Q2 2025 Added 14.19%
$2.45B
$1.61 Billion 0.36% of portfolio
88,148
Q2 2025 New
$4.98B
$1.48 Billion 0.33% of portfolio
48,286
Q2 2025 New
$2.27B
$1.11 Billion 0.25% of portfolio
134,979
Q2 2025 New
$3.36B
$956 Million 0.21% of portfolio
52,321
Q2 2025 New
$4.92B
$884 Million 0.2% of portfolio
17,119
Q2 2025 Added 32.26%
$3.9B
$891 Million 0.2% of portfolio
21,822
Q2 2025 Added 98.04%
$6.76B
$746 Million 0.17% of portfolio
21,571
Q2 2025 New
$2.59B
$551 Million 0.12% of portfolio
25,382
Q2 2025 New

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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