Prevail Innovative Wealth Advisors, LLC

Prevail Innovative Wealth Advisors, LLC reported 197 holdings worth US$671M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 20, 2026

Prevail Innovative Wealth Advisors, LLC reported 197 holdings worth US$671M as of Jun 30, 2026. Largest: Eli Lilly And Company, Jp Morgan Chase & Co. and Alphabet Inc (google) Class C. Filed Jul 20, 2026 (Form 13F).

Holdings
197
Value as reported
US$671M

The filing in full

CompanySharesValue as reported% of portfolio
Eli Lilly And Company10,078US$12.1M1.8%
Jp Morgan Chase & Co.33,415US$10.9M1.6%
Alphabet Inc (google) Class C29,801US$10.6M1.6%
O'reilly Automotive, Inc.114KUS$10.5M1.6%
Arista Networks, Inc.56,275US$9.56M1.4%
Nextera Energy, Inc.108KUS$9.52M1.4%
Uber Technologies, Inc.131KUS$9.48M1.4%
Ge Vernova Inc.7,758US$9.11M1.4%
American Tower Corporation (reit)54,433US$8.9M1.3%
Monolithic Power Systems, Inc.6,401US$8.85M1.3%
Mks Inc.19,862US$8.83M1.3%
Annaly Capital Management Inc.343KUS$7.67M1.1%
Bank Of America Corporation131KUS$7.46M1.1%
Wells Fargo & Company89,518US$7.4M1.1%
Gaming And Leisure Properties, Inc.158KUS$7.05M1.1%
Federal Realty Investment Trust55,595US$6.86M1.0%
Amazon.com, Inc.26,565US$6.33M0.94%
Quanta Services, Inc.8,591US$6.19M0.92%
Ftai Aviation Ltd.21,357US$5.78M0.86%
Rithm Capital Corp.553KUS$5.19M0.77%
L3harris Technologies, Inc.17,748US$5.16M0.77%
Nvidia Corporation25,205US$5.04M0.75%
Mastec, Inc.11,761US$4.89M0.73%
Crown Castle Inc.63,944US$4.84M0.72%
Vertiv Holdings, Llc14,290US$4.78M0.71%
Carpenter Technology Corporation7,602US$4.69M0.70%
Viavi Solutions Inc.93,352US$4.46M0.66%
Westinghouse Air Brake Technologies Corporation16,373US$4.41M0.66%
Unitedhealth Group Incorporated10,448US$4.34M0.65%
Vse Corporation18,946US$4.33M0.64%
Visa Inc.12,251US$4.2M0.63%
Sterling Infrastructure, Inc.4,980US$4.18M0.62%
Walmart Inc.34,410US$3.9M0.58%
Merck & Company, Inc.29,458US$3.79M0.56%
Citigroup, Inc.26,923US$3.77M0.56%
Agnc Investment Corp.333KUS$3.63M0.54%
Apple Inc12,462US$3.61M0.54%
Pepsico, Inc.26,529US$3.59M0.54%
Coca-cola Company (the)43,896US$3.57M0.53%
U.s. Bancorp58,836US$3.55M0.53%
Goldman Sachs Group, Inc. (the)3,469US$3.51M0.52%
Truist Financial Corporation70,187US$3.5M0.52%
Evergy, Inc.40,179US$3.47M0.52%
Altria Group, Inc.47,710US$3.43M0.51%
Lowe's Companies, Inc.15,259US$3.36M0.50%
Api Group Corporation78,676US$3.33M0.50%
Xcel Energy Inc.40,527US$3.25M0.48%
Mckesson Corporation4,291US$3.24M0.48%
Stride, Inc.37,317US$3.22M0.48%
Modine Manufacturing Company11,901US$3.18M0.47%
Firstcash Holdings, Inc.14,509US$3.14M0.47%
Intuit Inc.11,834US$3.09M0.46%
Johnson & Johnson11,950US$3.03M0.45%
Abbott Laboratories31,178US$2.83M0.42%
Waste Management, Inc.12,674US$2.82M0.42%
Union Pacific Corporation9,970US$2.71M0.40%
Invesco Ltd96,506US$2.55M0.38%
Mondelez International, Inc.40,953US$2.37M0.35%
Microsoft Corp.5,645US$2.11M0.31%
Micron Technology, Inc.1,413US$1.63M0.24%
Berkshire Hathaway Inc.2,140US$1.07M0.16%
Coreweave, Inc.10,354US$1.03M0.15%
Exxon Mobil Corporation7,150US$978K0.15%
Broadcom Inc.1,857US$701K0.10%
Tesla, Inc.1,636US$688K0.10%
T-mobile Us, Inc.3,908US$655K0.10%
Palo Alto Networks, Inc.1,745US$595K0.09%
Meta Platforms, Inc.927US$522K0.08%
Home Depot, Inc. (the)1,454US$513K0.08%
Dell Technologies Inc.1,150US$496K0.07%
International Business Machines Corporation1,734US$488K0.07%
Ge Aerospace1,251US$468K0.07%
Abbvie Inc.1,737US$437K0.07%
Advanced Micro Devices Inc748US$435K0.06%
Lockheed Martin Corporation814US$415K0.06%
Verizon Communications Inc.8,840US$374K0.06%
Energy Transfer Lp18,789US$359K0.05%
Chevron Corporation2,138US$354K0.05%
Texas Instruments Incorporated1,175US$350K0.05%
Cisco Systems, Inc.2,954US$347K0.05%
Stifel Financial Corporation4,870US$340K0.05%
Caterpillar, Inc.313US$334K0.05%
Western Digital Corporation503US$321K0.05%
Costco Wholesale Corporation333US$312K0.05%
Cummins Inc.394US$281K0.04%
Darling Ingredients Inc.5,082US$278K0.04%
Danaher Corporation1,457US$278K0.04%
Brown & Brown, Inc.4,289US$275K0.04%
Adobe Inc.1,306US$268K0.04%
Applied Materials, Inc.369US$267K0.04%
Colgate-palmolive Company2,873US$263K0.04%
Lam Research Corporation585US$253K0.04%
Marsh1,498US$250K0.04%
Intel Corporation1,762US$246K0.04%
Oracle Corporation1,602US$235K0.03%
Southern Company (the)2,451US$235K0.03%
Tjx Companies, Inc. (the)1,538US$233K0.03%
Illinois Tool Works Inc.843US$228K0.03%
Thermo Fisher Scientific Inc423US$212K0.03%
Amphenol Corporation1,197US$211K0.03%

Every holding of Prevail Innovative Wealth Advisors, LLC

Source

View original at SEC

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