Institutional Fund
Prevail Innovative Wealth Advisors, LLC
Leawood, KSCIK 19899415 filings on record
Portfolio Value
$594.13M
Q1 2026
Holdings
178
Reported positions
New Buys
52
Opened this quarter
QoQ Change
+6.5%
from $558.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F2.3%
- Exxon Mobil Corp2.2%
- American Centy ETF Tr2.1%
- Microsoft Corp1.8%
- Invesco Exch Traded Fd Tr II1.8%
- Invesco Exchange Traded Fd T1.8%
- Other88.1%
Portfolio Holdings
178 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 253.5K | $13.63M | 2.3% | +253.5K | New |
| 2 | Exxon Mobil Corp | 76.9K | $13.05M | 2.2% | −9.6K | Reduced |
| 3 | American Centy ETF Tr | 201.2K | $12.53M | 2.1% | +12.7K | Added |
| 4 | Microsoft Corp | 28.6K | $10.58M | 1.8% | +14.6K | Added |
| 5 | Invesco Exch Traded Fd Tr II | 44.4K | $10.55M | 1.8% | +6.0K | Added |
| 6 | Invesco Exchange Traded Fd T | 100.9K | $10.43M | 1.8% | +5.3K | Added |
| 7 | Simplify Exchange Traded Fun | 195.4K | $9.66M | 1.6% | +122.9K | Added |
| 8 | Invesco Exchange Traded Fd T | 126.9K | $9.54M | 1.6% | −9.3K | Reduced |
| 9 | Janus Detroit Str Tr | 191.6K | $9.50M | 1.6% | +122.5K | Added |
| 10 | Ishares Tr | 415.6K | $9.40M | 1.6% | −239.3K | Reduced |
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