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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
hedge fundUpdated 16 days agoManaged by Prevail Innovative Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$776.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
50.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $515.1M |
| Q4 2025 | $558.1M |
| Q1 2026 | $594.1M |
| Q2 2026 | $671.3M |
| Q3 2026 | $776.5M |
Top holdings
285 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $19.6M | 82.5K | 2.52% | Added(+227.2%) | |
| 2 | $18.8M | 60.1K | 2.42% | Trimmed(-2.6%) | |
| 3 | $17.2M | 152.3K | 2.21% | Added(+2.8%) | |
| 4 | ? N/A AMERICAN CENTY ETF TR | $17M | 243.6K | 2.18% | Added(+4.3%) |
| 5 | $16.6M | 194.6K | 2.14% | Added(+1.0%) | |
| 6 | $16.1M | 46.3K | 2.07% | Added(+67.7%) | |
| 7 | $13.3M | 18.9K | 1.71% | Added(+120.0%) | |
| 8 | $12.8M | 49.2K | 1.65% | Added(+85.3%) | |
| 9 | $12.3M | 11.3K | 1.59% | Added(+700.8%) | |
| 10 | $12.2M | 226.7K | 1.58% | Added(+2.9%) | |
| 11 | $11.7M | 53.1K | 1.50% | — | |
| 12 | ? N/A INVESCO ACTIVELY MANAGED EXC | $11.5M | 221.2K | 1.49% | Added(+30.6%) |
| 13 | $11.5M | 135.3K | 1.47% | Added(+18.3%) | |
| 14 | $11.2M | 9.4K | 1.44% | Trimmed(-6.5%) | |
| 15 | $11.1M | 33.6K | 1.43% | Added(+0.6%) | |
| 16 | $11M | 51.1K | 1.42% | Trimmed(-9.2%) | |
| 17 | $10.7M | 39.3K | 1.38% | Added(+97.9%) | |
| 18 | $10.2M | 148.5K | 1.31% | Added(+13.0%) | |
| 19 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $10.1M | 267.7K | 1.30% | Added(+126.3%) |
| 20 | $9.6M | 163.2K | 1.23% | Added(+29.1%) |