PREVAIL INNOVATIVE WEALTH ADVISORS, LLC - Portfolio Stock Holdings

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC disclosed 240 stock positions in a recent SEC 13F filing. $591,918,695 of stock holdings were filed, with the largest holdings including JBND, XOM, and AVSC. This filing represented positions held on March 31, 2026, and was filed on April 30, 2026.

We estimate the fund has a total AUM of $931,844,457 and has 41 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.