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Andrew Stafford

Prevail Innovative Wealth Advisors, Llc

Assets Managed
$594.132M
Holdings
178
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
6.46%(2Q avg: 7.4%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Prevail Innovative Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Prevail Innovative Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 594.132M in assets, with a quarterly growth rate of 6.46% and a 2-quarter average growth rate of 7.4%. The portfolio is managed by Andrew Stafford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JBND
Jpmorgan Active Bond Etf
Recent Activity
New Position
2.3%
$13.633M
253,549 shares@ $53.78 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -11.07%
2.2%
$13.055M
76,945 shares@ $169.67 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 6.72%
2.11%
$12.532M
201,160 shares@ $62.31 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 104.67%
1.79%
$10.582M
28,587 shares@ $370.18 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 15.51%
1.78%
$10.546M
44,382 shares@ $237.63 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 5.5%
1.76%
$10.429M
100,886 shares@ $103.38 avg price
MTBA
Simplify Mbs Etf
Recent Activity
Increased 169.4%
1.63%
$9.664M
195,398 shares@ $49.46 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -6.84%
1.61%
$9.544M
126,937 shares@ $75.2 avg price
JIII
Jns Hndrsn Incm Etf
Recent Activity
Increased 177.25%
1.6%
$9.498M
191,568 shares@ $49.58 avg price
TLTW
Ishares 20+ Bond Buywrite
Recent Activity
Decreased -36.54%
1.59%
$9.401M
415,618 shares@ $22.62 avg price

1-10 of 178