PREVAIL INNOVATIVE WEALTH ADVISORS LLC
Q2 2024 Form 13-F
LEAWOOD, KANSAS
CIK 0001989941
· CRD 288641
· SEC-registered investment adviser
$282.6M Reported Value Total
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reports 1,398 total accounts under management (AUM). There are 1,372 discretionary accounts valued at $486,853,825, and 26 non-discretionary accounts valued at $14,394,143.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $21.2M gross asset value
Venture Capital Fund: $21.2M
Source: Form ADV filed 2026-09-30
Reported value
$282.6M
Quarter over quarter
0.0%
Holdings
145
Top-10 concentration
21.8%
Key People
Form ADV owners & control persons
Bradley Christopher Lawing
VICE PRESIDENT AND MEMBER
Kerry Lee Lawing
CHIEF EXECUTIVE OFFICER AND MEMBER
Andrew Franklin Stafford
CHIEF COMPLIANCE OFFICER, PRESIDENT AND MEMBER
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | August 08, 2024 |
| Form | 13F-HR |
| Reported value | $282.6M |
| Positions | 145 |
| Change in reported value | +5.1% |
| New positions | 40 |
| Exited positions | 52 |
| Position turnover | 46.7% |
| Top-10 concentration | 21.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 20, 2026
|
285 | $776.5M |
|
Q2 2026 13F
Filed Jul 20, 2026
|
197 | $671.3M |
|
Q1 2026 13F
Filed Apr 30, 2026
|
178 | $594.1M |
|
Q4 2025 13F
Filed Feb 6, 2026
|
188 | $558.1M |
|
Q3 2025 13F
Filed Nov 13, 2025
|
201 | $515.1M |
|
Q2 2025 13F
Filed Aug 15, 2025
|
193 | $445.5M |
|
Q1 2025 13F
Filed May 2, 2025
|
168 | $375.4M |
|
Q4 2024 13F
Filed Feb 12, 2025
|
162 | $345.4M |
|
Q3 2024 13F
Filed Nov 13, 2024
|
157 | $328.2M |
|
Q2 2024 13F
Filed Aug 8, 2024
|
145 | $282.6M |
|
Q1 2024 13F
Filed May 10, 2024
|
157 | $269.0M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
134 | $209.6M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
119 | $192.7M |
|
Q2 2023 13F
Filed Aug 15, 2023
|
107 | $182.4M |
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VCIT VANGUARD SCOTTSDALE FDS | $9.5M | 3.37% |
| 2 | JEPI J P MORGAN EXCHANGE TRADED F | $8.7M | 3.07% |
| 3 | USFR WISDOMTREE TR | $7.0M | 2.48% |
| 4 | FLBL FRANKLIN TEMPLETON ETF TR | $5.9M | 2.08% |
| 5 | JEPQ J P MORGAN EXCHANGE TRADED F | $5.9M | 2.07% |
| 6 | RYLD GLOBAL X FDS | $5.4M | 1.9% |
| 7 | AVSC AMERICAN CENTY ETF TR | $5.3M | 1.87% |
| 8 | ADX ADAMS DIVERSIFIED EQUITY FD | $4.7M | 1.67% |
| 9 | ZTS ZOETIS INC | $4.6M | 1.63% |
| 10 | GTM ZOOMINFO TECHNOLOGIES INC | $4.6M | 1.63% |
| 11 | ET ENERGY TRANSFER L P | $4.6M | 1.61% |
| 12 | AMT AMERICAN TOWER CORP NEW | $4.3M | 1.51% |
| 13 | LULU LULULEMON ATHLETICA INC | $4.3M | 1.51% |
| 14 | IWM ISHARES TR | $4.2M | 1.48% |
| 15 | CIVI CIVITAS RESOURCES INC | $4.1M | 1.46% |
| 16 | VICI VICI PPTYS INC | $4.1M | 1.44% |
| 17 | JMBS JANUS DETROIT STR TR | $3.5M | 1.24% |
| 18 | AMZN AMAZON COM INC | $3.4M | 1.22% |
| 19 | ENB ENBRIDGE INC | $3.4M | 1.19% |
| 20 | BKLN INVESCO EXCH TRADED FD TR II | $3.3M | 1.18% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.