Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC (CIK 1989941) reported $594.1M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JBND ($13.6M, 2.29%), XOM ($13.1M, 2.20%), AVSC ($12.5M, 2.11%), QQQM ($10.5M, 1.78%), MSFT ($10.6M, 1.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | $13.6M | 2.29% | 253,549 | New |
| 2 | XOM | EXXON MOBIL CORP | $13.1M | 2.20% | 76,945 | Trimmed |
| 3 | AVSC | AMERICAN CENTY ETF TR | $12.5M | 2.11% | 201,160 | Added |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $10.5M | 1.78% | 44,382 | Added |
| 5 | MSFT | MICROSOFT CORP | $10.6M | 1.78% | 28,587 | Added |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | $10.4M | 1.76% | 100,886 | Added |
| 7 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $9.7M | 1.63% | 195,398 | Added |
| 8 | SPHQ | INVESCO EXCHANGE TRADED FD T | $9.5M | 1.61% | 126,937 | Trimmed |
| 9 | JIII | JANUS DETROIT STR TR | $9.5M | 1.60% | 191,568 | Added |
| 10 | TLTW | ISHARES TR | $9.4M | 1.58% | 415,618 | Trimmed |
| 11 | PIT | VANECK ETF TRUST | $8.8M | 1.48% | 121,254 | Added |
| 12 | AMZN | AMAZON COM INC | $8.8M | 1.48% | 42,255 | Added |
| 13 | SJNK | SPDR SERIES TRUST | $8.8M | 1.48% | 352,024 | Added |
| 14 | BKLN | INVESCO EXCH TRADED FD TR II | $8.8M | 1.48% | 430,169 | Added |
| 15 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $8.6M | 1.45% | 423,120 | Added |
| 16 | BKR | BAKER HUGHES COMPANY | $8.4M | 1.42% | 138,362 | Trimmed |
| 17 | RSPA | INVESCO ACTIVELY MANAGED EXC | $8.4M | 1.41% | 167,721 | Added |
| 18 | MLPA | GLOBAL X FDS | $8.3M | 1.40% | 153,980 | New |
| 19 | EFAA | INVESCO ACTIVELY MANAGED EXC | $8.3M | 1.40% | 157,919 | Added |
| 20 | KNG | FIRST TR EXCHANGE-TRADED FD | $8.2M | 1.38% | 168,898 | Added |
| 21 | IHE | ISHARES TR | $8.1M | 1.36% | 93,112 | Added |
| 22 | AVGO | BROADCOM INC | $7.8M | 1.31% | 25,097 | Added |
| 23 | SHLD | GLOBAL X FDS | $7.8M | 1.31% | 110,207 | Added |
| 24 | SPYI | NEOS ETF TRUST | $7.8M | 1.31% | 158,074 | Added |
| 25 | NRG | NRG ENERGY INC | $7.6M | 1.29% | 52,307 | Added |
Source: SEC Form 13F filings · as of 2026-03-31