PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
•CIK: 1989941•Filing: Q4 2025
**PREVAIL INNOVATIVE WEALTH ADVISORS, LLC** manages $558M across a diverse portfolio of 188 positions. The fund exhibits notable concentration in technology and energy, with top holdings including FLBL at $16.9M and SRLN at $15.5M. Significant allocations are also visible in TLTW ($14.8M) and AVSC ($11.1M), alongside core market exposure via XOM ($10.4M) and QQQM ($9.7M). This structure suggests a tactical approach balancing high-conviction thematic bets with established market benchmarks.
Total AUM
$558.1M
QoQ Performance
+8.3%
Positions
133
Top 10 Concentration
20.5%
Latest Filing
Q4 2025
Top Holdings Allocation
FLBL3.0%
SRLN2.8%
TLTW2.7%
AVSC2.0%
XOM1.9%
SPHQ1.8%
XMHQ1.8%
QQQM1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.1%
Technology4.7%
Financial3.9%
ETF2.1%
Energy1.9%
Industrial1.4%
Consumer1.3%
Healthcare1.0%
🚪 Exited Positionssold since Q3 2025
+38 more exited positions
Changes from Q3 2025
NEW30 new positions
↑123 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023