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Portfolio (Quarterly) Guide ↗

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

· CIK 0001989941
13F Portfolio $594.1B AUM 178 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 70 Added 46 Reduced 62 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 AGNC AGNC INVT CORP Real Estate 11,877 $127K 0.02% SOLD
62 CLEARSIGN TECHNOLOGIES CORP 38,306 $21K 0.00% SOLD
Page 4 of 4  ·  62 positions
Sector Allocation
Technology 28.2%
Industrials 13.2%
Financial Services 12.2%
Energy 9.7%
Consumer Cyclical 8.7%
Utilities 7.7%
Real Estate 7.6%
Communication Services 5.8%
Consumer Defensive 3.5%
Healthcare 3.4%