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Andrew Stafford

Prevail Innovative Wealth Advisors, Llc

Assets Managed
$671.337M
Holdings
197
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13%(2Q avg: 9.73%)
Sustained Growth
12 quarters

Portfolio positions

This chart displays the top 10 holdings in Prevail Innovative Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 197 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 12 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 671.337M in assets, with a quarterly growth rate of 13% and a 2-quarter average growth rate of 9.73%. The portfolio is managed by Andrew Stafford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RSP
Invesco S&p 500 Equal Weight
Recent Activity
New Position
4.25%
$28.524M
134,059 shares@ $212.77 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 39.09%
2.79%
$18.702M
61,729 shares@ $302.97 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 51.81%
2.59%
$17.362M
192,698 shares@ $90.11 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 16.16%
2.56%
$17.137M
233,664 shares@ $73.34 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 46.77%
2.49%
$16.714M
148,069 shares@ $112.89 avg price
LLY
Eli Lilly & Co
Recent Activity
New Position
1.81%
$12.088M
10,078 shares@ $1199.44 avg price
PIT
Vaneck Commodity Strat Etf
Recent Activity
Increased 48.77%
1.78%
$11.907M
180,386 shares@ $66.02 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 39.39%
1.75%
$11.697M
220,325 shares@ $53.09 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 33.52%
1.63%
$10.938M
33,415 shares@ $327.34 avg price
ORLY
O'reilly Automotive Inc
Recent Activity
Increased 185.73%
1.57%
$10.539M
114,437 shares@ $92.09 avg price

1-10 of 197