Prevail Innovative Wealth Advisors, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$594.1M
Holdings
178
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JBND
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.3%
02
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 79.1k shares)
2.2%
03
$AVSC
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 51.1k shares)
2.1%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 43.5% (2.9k → 1.7k shares)
1.8%
05
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 31.7k shares)
1.8%
06
$XMHQ
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 73.0k shares)
1.8%
07
$MTBA
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
1.6%
08
$SPHQ
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 106.8k shares)
1.6%
09
$JIII
JANUS DETROIT STR TR
Held since at least Q1 2024
1.6%
10
$TLTW
ISHARES TR
Q4 2025: Exited (was 489.6k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.