PREVAIL INNOVATIVE WEALTH ADVISORS, LLC - Portfolio overview

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has 272 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FLBL - FRANKLIN TEMPLETON ETF TR, 2.18%
2. JBND - J P MORGAN EXCHANGE TRADED F, 1.68%
3. XOM - EXXON MOBIL CORP, 1.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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