1y return+20.7%S&P 500 +20.9%
3y return+46.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $146 against $168 in the S&P 500.2
Prevail Innovative Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RSPInvesco Exchange Traded Fd T | $28.5M | 4.2% | New |
| QQQMInvesco Exch Traded Fd Tr II | $18.7M | 2.8% | +39.1% |
| SPHQInvesco Exchange Traded Fd T | $17.4M | 2.6% | +51.8% |
| AVSCAmerican Centy Etf Tr | $17.1M | 2.6% | +16.2% |
| XMHQInvesco Exchange Traded Fd T | $16.7M | 2.5% | +46.8% |
| LLYEli Lilly & Co | $12.1M | 1.8% | New |
| PITVaneck Etf Trust | $11.9M | 1.8% | +48.8% |
| SPYINeos Etf Trust | $11.7M | 1.7% | +39.4% |
| JPMJpmorgan Chase & Co | $10.9M | 1.6% | +33.5% |
| ORLYOreilly Automotive Inc | $10.5M | 1.6% | +185.7% |
| GOOGAlphabet Inc | $9.8M | 1.5% | New |
| ANETArista Networks Inc | $9.6M | 1.4% | New |
| MTBASimplify Exchange Traded Fun | $9.5M | 1.4% | |
| NEENextera Energy Inc | $9.5M | 1.4% | New |
| UBERUber Technologies Inc | $9.5M | 1.4% | New |
| JIIIJanus Detroit Str Tr | $9.5M | 1.4% | −1.0% |
| IWMINeos Etf Trust | $9.4M | 1.4% | +88.4% |
| GEVGe Vernova Inc | $9.1M | 1.4% | −10.4% |
| RSPAInvesco Actively Managed Exc | $9.0M | 1.3% | |
| AMTAmerican Tower Corp | $8.9M | 1.3% | New |
| EFAAInvesco Actively Managed Exc | $8.9M | 1.3% | +1.1% |
| MPWRMonolithic Pwr Sys Inc | $8.8M | 1.3% | +161.8% |
| MKSIMks Inc. | $8.8M | 1.3% | New |
| KNGFirst Tr Exchange-traded Fd | $8.7M | 1.3% | +2.2% |
| BKLNInvesco Exch Traded Fd Tr II | $8.7M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| QQQMInvesco Exch Traded Fd Tr II | June 30, 2023 | +99.3% | $18.7M |
| GEVGe Vernova Inc | September 30, 2025 | +91.1% | $9.1M |
| AMZNAmazon Com Inc | June 30, 2023 | +82.8% | $6.3M |
| SPHQInvesco Exchange Traded Fd T | June 30, 2023 | +78.6% | $17.4M |
| Ftai Aviation LtdCUSIP G3730V105 | September 30, 2025 | +62.1% | $5.8M |
| JPMJpmorgan Chase & Co | September 30, 2024 | +55.2% | $10.9M |
| ORLYOreilly Automotive Inc | June 30, 2023 | +44.6% | $10.5M |
| AVSCAmerican Centy Etf Tr | December 31, 2023 | +43.6% | $17.1M |
| XMHQInvesco Exchange Traded Fd T | September 30, 2023 | +40.2% | $16.7M |
| FRTFederal Rlty Invt Tr New | June 30, 2025 | +30.0% | $6.9M |
Sold off last quarter
- JBNDJ P Morgan Exchange Traded F was $13.6M
- SJNKSpdr Series Trust was $8.8M
- BKRBaker Hughes Company was $8.4M
- MLPAGlobal X Fds was $8.3M
- IHEIshares Tr was $8.1M
- NRGNrg Energy Inc was $7.6M
- ROKURoku Inc was $7.6M
- CDNSCadence Design System Inc was $7.5M
- Credo Technology Group HoldiCUSIP G25457105 was $7.0M
- APPApplovin Corp was $7.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.5% | +14.8% |
| March 31, 2026 | +1.3% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +2.6% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +5.8% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prevail Innovative Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1989941&type=13F-HR&dateb=&owner=include&count=40CIK 1989941
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1989941/000110465926084978/Filed July 20, 2026 · accession 0001104659-26-084978