Prevail Innovative Wealth Advisors, LLC reported 197 positions worth $462.22M for the quarter ended Sep 30, 2026, up 33.3% on the prior quarter. It opened 92 new positions, added to 84, trimmed 20 and exited 15. Its largest holding is Nvidia Corp at 4.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +57.3K | +227.2% | $13.60M | 4.24% |
| CRDO Credo Technology Group Holding Ltd | +53.1K | – | $11.68M | 2.53% |
| MU Micron Technology Inc | +9,902 | +700.8% | $10.77M | 2.66% |
| STX Seagate Technology Holdings plc | +10.7K | +5,052.6% | $8.61M | 1.9% |
| CMI Cummins Inc | +16.0K | +4,060.9% | $8.28M | 1.83% |
| PWR Quanta Services, Inc. | +10.3K | +120.0% | $7.23M | 2.87% |
| KLAC Kla Corp | +36.1K | – | $7.10M | 1.54% |
| TER Teradyne, Inc | +16.8K | – | $6.94M | 1.5% |
| GOOG Alphabet Inc. | +18.7K | +67.7% | $6.50M | 3.48% |
| MTZ Mastec Inc | +26.5K | +224.9% | $5.91M | 1.85% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MPWR Monolithic Power Systems, Inc. | -6,401 | -100.0% | $8.85M | Exited |
| AMT American Tower Corp | -51.2K | -94.1% | $8.51M | 0.115% |
| NEE Nextera Energy Inc | -93.2K | -86.0% | $7.18M | 0.254% |
| GLPI Gaming & Leisure Properties, Inc. | -158.4K | -100.0% | $7.05M | Exited |
| FRT Federal Realty Investment Trust | -55.6K | -100.0% | $6.86M | Exited |
| BAC Bank Of America Corp | -123.1K | -94.0% | $6.59M | 0.09% |
| CCI Crown Castle Inc. | -63.9K | -100.0% | $4.84M | Exited |
| NVT nVent Electric plc | -27.5K | -100.0% | $4.66M | Exited |
| VIAV Viavi Solutions Inc. | -93.4K | -100.0% | $4.46M | Exited |
| STRL Sterling Infrastructure, Inc. | -4,980 | -100.0% | $4.18M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CRDO Credo Technology Group Holding Ltd | +53.1K | $11.68M | 2.53% |
| KLAC Kla Corp | +36.1K | $7.10M | 1.54% |
| TER Teradyne, Inc | +16.8K | $6.94M | 1.5% |
| EQT EQT Corp | +65.6K | $3.43M | 0.743% |
| ODFL Old Dominion Freight Line, Inc. | +19.4K | $3.40M | 0.737% |
| HII Huntington Ingalls Industries, Inc. | +11.7K | $3.05M | 0.659% |
| DIS Walt Disney Co | +25.4K | $2.66M | 0.577% |
| RTX RTX Corp | +14.3K | $2.58M | 0.557% |
| ETR Entergy Corp | +24.6K | $2.53M | 0.548% |
| WCC Wesco International Inc | +6,716 | $2.46M | 0.532% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MPWR Monolithic Power Systems, Inc. | -6,401 | $8.85M | 2.55% |
| GLPI Gaming & Leisure Properties, Inc. | -158.4K | $7.05M | 2.03% |
| FRT Federal Realty Investment Trust | -55.6K | $6.86M | 1.98% |
| CCI Crown Castle Inc. | -63.9K | $4.84M | 1.4% |
| NVT nVent Electric plc | -27.5K | $4.66M | 1.34% |
| VIAV Viavi Solutions Inc. | -93.4K | $4.46M | 1.29% |
| STRL Sterling Infrastructure, Inc. | -4,980 | $4.18M | 1.21% |
| LOW Lowes Companies Inc | -15.3K | $3.36M | 0.97% |
| MDLZ Mondelez International, Inc. | -41.0K | $2.37M | 0.683% |
| HONA Honeywell Aerospace Inc. | -7,814 | $1.73M | 0.498% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 82.5K | $19.59M | 4.24% | +57.3K | +227.2% | Added | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 46.3K | $16.09M | 3.48% | +18.7K | +67.7% | Added | 0% |
| 3 | PWR Quanta Services, Inc. | Industrials | 18.9K | $13.25M | 2.87% | +10.3K | +120.0% | Added | 0.01% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 49.2K | $12.79M | 2.77% | +22.6K | +85.3% | Added | 0% |
| 5 | MU Micron Technology Inc | Technology | 11.3K | $12.31M | 2.66% | +9,902 | +700.8% | Added | 0% |
| 6 | CRDO Credo Technology Group Holding Ltd | Technology | 53.1K | $11.68M | 2.53% | +53.1K | – | New | 0.03% |
| 7 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 135.3K | $11.45M | 2.48% | +20.9K | +18.3% | Added | 0.02% |
| 8 | LLY ELI LILLY & Co | Healthcare | 9,418 | $11.20M | 2.42% | -660 | -6.5% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 33.6K | $11.08M | 2.4% | +201 | +0.6% | Added | 0% |
| 10 | ANET Arista Networks, Inc. | Technology | 51.1K | $11.02M | 2.39% | -5,197 | -9.2% | Reduced | 0% |
| 11 | MKSI Mks Inc | Technology | 39.3K | $10.74M | 2.32% | +19.4K | +97.9% | Added | 0.06% |
| 12 | UBER Uber Technologies, Inc | Technology | 148.5K | $10.17M | 2.2% | +17.1K | +13.0% | Added | 0.01% |
| 13 | GEV GE Vernova Inc. | Industrials | 9,379 | $9.35M | 2.02% | +1,621 | +20.9% | Added | 0% |
| 14 | STX Seagate Technology Holdings plc | Technology | 10.9K | $8.78M | 1.9% | +10.7K | +5,052.6% | Added | 0% |
| 15 | MTZ Mastec Inc | Industrials | 38.2K | $8.54M | 1.85% | +26.5K | +224.9% | Added | 0.05% |
Tip. Select a row to see that position’s full history at Prevail Innovative Wealth Advisors.
As of its Q3 2026 13F filing, Prevail Innovative Wealth Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 4.2%, Alphabet Inc. (GOOG) at 3.5%, Quanta Services, Inc. (PWR) at 2.9%, Amazon Com Inc (AMZN) at 2.8%, Micron Technology Inc (MU) at 2.7% of the reported portfolio.
Prevail Innovative Wealth Advisors, LLC reported a 13F portfolio worth $462.22M across 197 positions for Q3 2026. That is up 33.3% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($13.60M), Credo Technology Group Holding Ltd ($11.68M), Micron Technology Inc ($10.77M). It opened 92 new positions.
Its largest sales by value were Monolithic Power Systems, Inc. ($8.85M), American Tower Corp ($8.51M), Nextera Energy Inc ($7.18M). It exited 15 positions entirely.
From the Form 13F-HR reports Prevail Innovative Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.