Managers / Q2 2023 · view latest →
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941 · 4745 W. 136TH STREET, LEAWOOD, KS, 66224 · 913-689-2444
Reported Value
$182M
Q2 2023
Positions
107
Filings on Record
12
2019–present window
Filed
Aug 15, 2023
original filing
Summary
Prevail Innovative Wealth Advisors, Llc reported $182M in U.S.-listed holdings across 107 positions for Q2 2023.
Its largest position, Ishares Tr, represents 8.0% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 49.2% · $90M
- Common Stock · 24.0% · $44M
- Closed-End Fund · 12.8% · $23M
- MLP · 5.4% · $10M
- REIT · 4.4% · $8M
- Other · 4.2% · $8M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $594M | 178 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $558M | 188 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $515M | 201 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $446M | 193 | Aug 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $375M | 168 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $345M | 163 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $328M | 158 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $283M | 146 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $269M | 158 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $210M | 134 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $193M | 120 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $182M | 107 | Aug 15, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.