PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001989941
13F-HR · 72 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
42.5%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — $280M AUM allocation strategy
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC files SEC Form 13F and reports $280M of long US equity value across 72 reported holdings for 2026-03-31.
Its largest sector bet is Financials 20.7%, followed by Information Technology 14.2% and Energy 7.7%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$280M
total across 72 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +260K sh · +$932K+$SPGI +106K sh · −$2.09M+$QQQ +61.1K sh · +$2.73M
Biggest trims (shares)
−$SCHW −44.2K sh · −$4.92M−$VZ −39.4K sh · −$1.55M−$MS −14.1K sh · −$749K
Exited to nil (held last quarter, gone now)
$BEN ($16.9M last qtr)$VRTX ($7.08M last qtr)$MA ($6.01M last qtr)$VST ($5.63M last qtr)$MPC ($4.01M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks12.0%—
- Semiconductors5.2%—
- Integrated Oil & Gas4.7%—
- Systems Software3.8%—
- Financial Exchanges & Data3.6%—
- Broadline Retail3.2%—
- Oil & Gas Equipment & Services3.0%—
- Independent Power Producers & Energy Traders2.7%—
- Other holdings61.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 859K | $33.6M | +260K | 12.0% |
| $XOM | ExxonMobil Holdings Corporation | 76.9K | $13.1M | -9.58K | 4.7% |
| $MSFT | Microsoft Corporation | 28.6K | $10.6M | +14.6K | 3.8% |
| $SPGI | S&P Global Inc | 376K | $9.87M | +106K | 3.5% |
| $AMZN | Amazon.com Inc | 42.3K | $8.8M | +15.8K | 3.1% |
| $BKR | Baker Hughes Company | 138K | $8.45M | -1.17K | 3.0% |
| $AVGO | Broadcom Inc | 25.1K | $7.77M | +24.5K | 2.8% |
…and 65 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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