PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

CIK 0001989941 • 7 13F filings • May 2, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $375.4M168 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$919K	0.2%	4,388 SH
ABRDN HEALTHCARE INVESTORS	SH BEN INT	$1.0M	0.3%	62,394 SH
ABRDN TOTAL DYNAMIC DIVIDEND	COM SH BEN INT	$1.4M	0.4%	168,255 SH
ADVANCED MICRO DEVICES INC	COM	$6.9M	1.8%	67,457 SH
AGNC INVT CORP	COM	$2.7M	0.7%	277,103 SH
ALLIANCEBERNSTEIN GLOBAL HIG	COM	$1.4M	0.4%	126,861 SH
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$422K	0.1%	11,019 SH
ALPHABET INC	CAP STK CL A	$797K	0.2%	5,151 SH
ALPS ETF TR	ALERIAN MLP	$1.7M	0.5%	33,553 SH
ALTRIA GROUP INC	COM	$746K	0.2%	12,434 SH
AMAZON COM INC	COM	$3.4M	0.9%	17,931 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.2M	0.3%	19,452 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$6.0M	1.6%	123,283 SH
AMERICAN CENTY ETF TR	SHORT DURTN STRG	$1.1M	0.3%	20,508 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.9M	0.5%	20,088 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$1.3M	0.3%	13,354 SH
APPLE INC	COM	$1.9M	0.5%	8,508 SH
APPLIED INDL TECHNOLOGIES IN	COM	$2.7M	0.7%	11,818 SH
BANK AMERICA CORP	COM	$3.7M	1.0%	88,664 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$844K	0.2%	1,584 SH
BLACKROCK CAP ALLOCATION TER	COM	$1.6M	0.4%	111,173 SH
BLACKROCK ENHANCED EQUITY DI	COM	$1.3M	0.3%	149,039 SH
BLACKROCK INNOVATION AND GRW	SHS BEN INT	$1.5M	0.4%	240,248 SH
BLACKROCK SCIENCE & TECHNOLO	SHS BEN INT	$1.0M	0.3%	57,011 SH
BLUE OWL CAPITAL CORPORATION	COM	$1.8M	0.5%	121,010 SH
BROADSTONE NET LEASE INC	COM	$1.4M	0.4%	82,489 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$639K	0.2%	21,440 SH
BROOKFIELD REAL ASSETS INCOM	SHS BEN INT	$1.4M	0.4%	108,199 SH
BROWN & BROWN INC	COM	$1.7M	0.4%	13,490 SH
CBRE GBL REAL ESTATE INC FD	COM	$1.5M	0.4%	283,880 SH
CHEVRON CORP NEW	COM	$918K	0.2%	5,488 SH
CLEARSIGN TECHNOLOGIES CORP	COM	$29K	0.0%	38,306 SH
COHERENT CORP	COM	$2.5M	0.7%	37,874 SH
CONOCOPHILLIPS	COM	$6.0M	1.6%	57,281 SH
CONSTELLATION ENERGY CORP	COM	$4.4M	1.2%	21,688 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$2.0M	0.5%	49,920 SH
CTO RLTY GROWTH INC NEW	COM	$4.5M	1.2%	234,835 SH
DELL TECHNOLOGIES INC	CL C	$2.5M	0.7%	27,325 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.1M	0.3%	28,247 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.5M	0.4%	24,387 SH
DOW INC	COM	$2.5M	0.7%	70,788 SH
DUFF & PHELPS UTLITY AND INF	COM	$1.4M	0.4%	117,487 SH
EATON CORP PLC	SHS	$3.5M	0.9%	13,047 SH
EATON VANCE LTD DURATION INC	COM	$1.5M	0.4%	146,719 SH
EATON VANCE TAX ADVT DIV INC	COM	$1.4M	0.4%	58,852 SH
EATON VANCE TAX-MANAGED BUY-	COM	$1.3M	0.3%	98,770 SH
EATON VANCE TAX-MANAGED GLOB	COM	$2.1M	0.6%	258,758 SH
ELI LILLY & CO	COM	$308K	0.1%	373 SH
ELLINGTON FINANCIAL INC	COM	$2.1M	0.6%	158,641 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$2.2M	0.6%	117,312 SH
ETF SER SOLUTIONS	AAM LW DUR PFD	$1.7M	0.5%	83,784 SH
ETFIS SER TR I	VIRTUS INFRCAP	$4.7M	1.2%	221,131 SH
EXXON MOBIL CORP	COM	$5.2M	1.4%	43,980 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.7M	0.5%	33,554 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$576K	0.2%	19,411 SH
FISERV INC	COM	$384K	0.1%	1,739 SH
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$15.2M	4.1%	633,401 SH
GABELLI DIVID & INCOME TR	COM	$1.4M	0.4%	56,779 SH
GLOBAL X FDS	GLBL X MLP ETF	$685K	0.2%	12,860 SH
GLOBAL X FDS	NASDAQ 100 COVER	$2.2M	0.6%	132,184 SH
GLOBAL X FDS	RUSSELL 2000	$5.9M	1.6%	393,361 SH
GLOBAL X FDS	S&P 500 COVERED	$4.6M	1.2%	115,992 SH
GOLDEN OCEAN GROUP LTD	SHS NEW	$2.4M	0.6%	294,869 SH
GOLDMAN SACHS GROUP INC	COM	$2.8M	0.8%	5,168 SH
HONEYWELL INTL INC	COM	$690K	0.2%	3,257 SH
INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$1.1M	0.3%	45,246 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$5.5M	1.5%	28,450 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$3.1M	0.8%	151,896 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$887K	0.2%	36,605 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$1.0M	0.3%	45,531 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$8.7M	2.3%	94,627 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.6M	1.8%	38,137 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$6.0M	1.6%	90,201 SH
INVESCO QQQ TR	UNIT SER 1	$226K	0.1%	483 SH
IRON MTN INC DEL	COM	$2.7M	0.7%	31,648 SH
ISHARES TR	7-10 YR TRSY BD	$241K	0.1%	2,532 SH
ISHARES TR	CORE S&P500 ETF	$259K	0.1%	461 SH
ISHARES TR	CORE US AGGBD ET	$2.2M	0.6%	22,693 SH
ISHARES TR	FLTG RATE NT ETF	$250K	0.1%	4,902 SH
ISHARES TR	MORTGE REL ETF	$2.2M	0.6%	97,754 SH
ISHARES TR	PFD AND INCM SEC	$3.4M	0.9%	109,302 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.1M	1.4%	89,666 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$432K	0.1%	7,242 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$5.0M	1.3%	95,858 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$790K	0.2%	15,609 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$2.7M	0.7%	55,900 SH
JANUS DETROIT STR TR	HENDERSON MTG	$1.8M	0.5%	38,752 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.7M	0.7%	54,116 SH
JOHNSON & JOHNSON	COM	$753K	0.2%	4,540 SH
JPMORGAN CHASE & CO.	COM	$311K	0.1%	1,266 SH
KEYCORP	COM	$651K	0.2%	40,696 SH
KIMBELL RTY PARTNERS LP	UNIT	$2.2M	0.6%	155,448 SH
KKR REAL ESTATE FIN TR INC	COM	$1.8M	0.5%	162,286 SH
LIBERTY ALL-STAR GROWTH FD I	COM	$488K	0.1%	99,889 SH
LOWES COS INC	COM	$234K	0.1%	1,002 SH
MARTIN MARIETTA MATLS INC	COM	$5.7M	1.5%	11,818 SH
MASTEC INC	COM	$2.6M	0.7%	21,969 SH
META PLATFORMS INC	CL A	$3.0M	0.8%	5,278 SH
MICROSOFT CORP	COM	$5.0M	1.3%	13,273 SH
MOBILE INFRASTRUCTURE CORP	COM SHS	$72K	0.0%	17,329 SH
MONDELEZ INTL INC	CL A	$752K	0.2%	11,077 SH
MPLX LP	COM UNIT REP LTD	$2.2M	0.6%	40,526 SH
NEUBERGER BERMAN ENERGY INFR	COM	$1.5M	0.4%	162,677 SH
NEUBERGER BERMAN NEXT GENERA	COMMON STOCK	$1.4M	0.4%	112,695 SH
NEW MTN FIN CORP	COM	$2.1M	0.6%	192,281 SH
NUTRIEN LTD	COM	$666K	0.2%	13,409 SH
NUVEEN CORE PLUS IMPACT FUND	COM BEN INT	$522K	0.1%	48,822 SH
NUVEEN CR STRATEGIES INCOME	COM SHS	$1.4M	0.4%	261,847 SH
NUVEEN FLOATING RATE INCOME	COM	$707K	0.2%	83,418 SH
NUVEEN REAL ASSET INCOME & G	COM	$1.5M	0.4%	119,683 SH
NVIDIA CORPORATION	COM	$7.4M	2.0%	68,087 SH
OREILLY AUTOMOTIVE INC	COM	$3.8M	1.0%	2,676 SH
ORGANON & CO	COMMON STOCK	$451K	0.1%	30,262 SH
PALO ALTO NETWORKS INC	COM	$387K	0.1%	2,267 SH
PARK HOTELS & RESORTS INC	COM	$2.5M	0.7%	231,115 SH
PAYCOR HCM INC	COM	$2.0M	0.5%	89,165 SH
PENNYMAC MTG INVT TR	COM	$925K	0.2%	63,120 SH
PERMIAN RESOURCES CORP	CLASS A COM	$418K	0.1%	30,169 SH
PGIM ETF TR	PGIM ULTRA SH BD	$1.6M	0.4%	32,103 SH
PIMCO ETF TR	INV GRD CRP BD	$799K	0.2%	8,253 SH
PSQ HOLDINGS INC	CL A	$265K	0.1%	115,810 SH
PULTE GROUP INC	COM	$3.9M	1.1%	38,354 SH
QUANTA SVCS INC	COM	$6.4M	1.7%	25,238 SH
REALTY INCOME CORP	COM	$701K	0.2%	12,084 SH
RITHM CAPITAL CORP	COM NEW	$1.7M	0.5%	150,651 SH
SCHLUMBERGER LTD	COM STK	$7.9M	2.1%	188,482 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$2.5M	0.7%	99,733 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$732K	0.2%	33,983 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$852K	0.2%	30,468 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$219K	0.1%	9,927 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$808K	0.2%	30,054 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$538K	0.1%	5,583 SH
SELECT SECTOR SPDR TR	FINANCIAL	$593K	0.2%	11,902 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$534K	0.1%	2,585 SH
SIMPLIFY EXCHANGE TRADED FUN	ENHANCED INM ETF	$2.6M	0.7%	117,631 SH
SOUTHERN CO	COM	$221K	0.1%	2,405 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$632K	0.2%	17,345 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.2M	1.7%	11,086 SH
SPDR SER TR	BLOOMBERG INVT	$897K	0.2%	29,109 SH
SPDR SER TR	PORTFLI HIGH YLD	$848K	0.2%	36,202 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$13.7M	3.6%	332,409 SH
STARWOOD PPTY TR INC	COM	$5.5M	1.5%	277,867 SH
TESLA INC	COM	$286K	0.1%	1,103 SH
THERMO FISHER SCIENTIFIC INC	COM	$3.7M	1.0%	7,340 SH
TRAVEL PLUS LEISURE CO	COM	$599K	0.2%	12,943 SH
TRUIST FINL CORP	COM	$753K	0.2%	18,303 SH
UNITED PARCEL SERVICE INC	CL B	$732K	0.2%	6,653 SH
VANECK ETF TRUST	IG FLOATING RATE	$791K	0.2%	30,975 SH
VANECK ETF TRUST	MORTGAGE REIT	$1.8M	0.5%	159,900 SH
VANECK ETF TRUST	REAL ASSETS ETF	$617K	0.2%	20,274 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$731K	0.2%	14,979 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$247K	0.1%	897 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10.1M	2.7%	123,668 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$800K	0.2%	10,135 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$328K	0.1%	2,545 SH
VERIZON COMMUNICATIONS INC	COM	$980K	0.3%	21,615 SH
VERTIV HOLDINGS CO	COM CL A	$4.9M	1.3%	67,388 SH
VICI PPTYS INC	COM	$2.2M	0.6%	66,523 SH
VIRTUS CONVERTIBLE & INC FD	COM	$1.0M	0.3%	86,723 SH
VIRTUS DIVIDEND INTEREST & P	COM	$1.1M	0.3%	87,364 SH
VISA INC	COM CL A	$354K	0.1%	1,011 SH
VISTRA CORP	COM	$6.0M	1.6%	51,159 SH
WABTEC	COM	$2.8M	0.8%	15,697 SH
WALMART INC	COM	$338K	0.1%	3,847 SH
WELLS FARGO CO NEW	COM	$3.6M	1.0%	50,725 SH
WESTERN ASSET DIVERSIFIED IN	COM SHS BEN INT	$1.4M	0.4%	97,208 SH
WESTERN AST INFL LKD OPP & I	COM	$1.5M	0.4%	166,278 SH
WISDOMTREE TR	FLOATNG RAT TREA	$1.5M	0.4%	29,146 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001104659-26-117239	—	View
Feb 6, 2026	Q4 2025	13F-HR	0001104659-26-011384	$558.1M	View
Nov 13, 2025	Q3 2025