Managers / Q1 2024 · view latest →
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941 · 4745 W. 136TH STREET, LEAWOOD, KS, 66224 · 913-689-2444
Reported Value
$269M
Q1 2024
Positions
158
Filings on Record
12
2019–present window
Filed
May 10, 2024
original filing
Summary
Prevail Innovative Wealth Advisors, Llc reported $269M in U.S.-listed holdings across 158 positions for Q1 2024.
Its largest position, Vanguard Scottsdale Fds, represents 3.4% of the portfolio.
Compared with Q4 2023, the fund opened 61 new positions and exited 37.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 35.1% · $95M
- Common Stock · 34.0% · $92M
- Closed-End Fund · 7.7% · $21M
- MLP · 7.6% · $20M
- REIT · 7.3% · $20M
- Other · 8.2% · $22M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
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 ↗.