LLYELI LILLY & Co
What Prevail Innovative Wealth Advisors, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1989941 · Filed Jul 20, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 134.1K | New | $28.5M | 4.2% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 61.7K | +39.1% | $18.7M | 2.8% |
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 192.7K | +51.8% | $17.4M | 2.6% |
AMERICAN CENTY ETF TRAVAN US SMAL ETF |
| 233.7K |
| New |
| $17.1M |
| 2.6% |
INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY | 148.1K | +46.8% | $16.7M | 2.5% |
LLYELI LILLY & Co | 10.1K | New | $12.1M | 1.8% |
VANECK ETF TRUSTCOMMODITY STGY | 180.4K | +48.8% | $11.9M | 1.8% |
NEOS ETF TRUSTNEOS S&P 500 HI | 220.3K | +39.4% | $11.7M | 1.7% |
JPMJPMorgan Chase & Co | 33.4K | +33.5% | $10.9M | 1.6% |
ORLYO Reilly Automotive Inc | 114.4K | +185.7% | $10.5M | 1.6% |
GOOGAlphabet Inc. | 27.6K | New | $9.8M | 1.5% |
ANETArista Networks, Inc. | 56.3K | New | $9.6M | 1.4% |
SIMPLIFY EXCHANGE TRADED FUNMBS ETF | 194.6K | −0.4% | $9.5M | 1.4% |
NEENextEra Energy Inc | 108.4K | New | $9.5M | 1.4% |
UBERUber Technologies, Inc | 131.4K | New | $9.5M | 1.4% |
JANUS DETROIT STR TRHENDE INCOM ETF | 189.6K | New | $9.5M | 1.4% |
NEOS ETF TRUSTRUSS 2000 HI ETF | 175.4K | New | $9.4M | 1.4% |
GEVGE Vernova Inc. | 7.8K | −10.4% | $9.1M | 1.4% |
INVESCO ACTIVELY MANAGED EXCS&P 500 EQUA ETF | 169.4K | New | $9M | 1.3% |
AMTAmerican Tower Corp | 54.4K | New | $8.9M | 1.3% |
INVESCO ACTIVELY MANAGED EXCMSCI EAFE IN ETF | 159.7K | New | $8.9M | 1.3% |
MPWRMonolithic Power Systems, Inc. | 6.4K | +161.8% | $8.8M | 1.3% |
MKSIMKS Inc | 19.9K | New | $8.8M | 1.3% |
FIRST TR EXCHANGE-TRADED FDFT VEST S&P 500 | 172.7K | +2.2% | $8.7M | 1.3% |
INVESCO EXCH TRADED FD TR IISR LN ETF | 426.2K | −0.9% | $8.7M | 1.3% |
SIMPLIFY EXCHANGE TRADED FUNAGGREGATE BD ETF | 421K | New | $8.5M | 1.3% |
NLYAnnaly Capital Management Inc | 343.2K | +58.7% | $7.7M | 1.1% |
GLOBAL X FDSDEFENSE TECH ETF | 126.4K | +14.7% | $7.5M | 1.1% |
BACBank of America Corp | 130.9K | New | $7.5M | 1.1% |
WFCWells Fargo & Company | 89.5K | New | $7.4M | 1.1% |
GLPIGaming & Leisure Properties, Inc. | 158.4K | +151.5% | $7.1M | 1.1% |
FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD | 259K | +46.0% | $7M | 1% |
NEOS ETF TRUSTREAL EST HIG ETF | 140.9K | New | $6.9M | 1% |
J P MORGAN EXCHANGE TRADED FACTI HIGH YI ETF | 136.5K | New | $6.9M | 1% |
FRTFederal Realty Investment Trust | 55.6K | +7.9% | $6.9M | 1% |
AMZNAmazon Com Inc | 26.6K | −37.1% | $6.3M | 0.9% |
PWRQuanta Services, Inc. | 8.6K | New | $6.2M | 0.9% |
MORGAN STANLEY ETF TRUSTEATO VA DURA ETF | 121.4K | New | $6.2M | 0.9% |
AMERICAN CENTY ETF TRSHORT DURTN STRG | 113.9K | +39.6% | $5.8M | 0.9% |
FTAIFTAI Aviation Ltd. | 21.4K | −1.2% | $5.8M | 0.9% |
GOLDMAN SACHS ETF TRNASDA 100 ETF | 91.7K | New | $5.4M | 0.8% |
RITMRithm Capital Corp. | 552.8K | +5.8% | $5.2M | 0.8% |
PGIM ETF TRAAA CLO ETF | 101.2K | +0.2% | $5.2M | 0.8% |
LHXL3HARRIS Technologies, Inc. | 17.7K | +14.6% | $5.2M | 0.8% |
NVDANVIDIA Corp | 25.2K | −34.6% | $5M | 0.8% |
MTZMastec Inc | 11.8K | −17.3% | $4.9M | 0.7% |
CCICrown Castle Inc. | 63.9K | New | $4.8M | 0.7% |
VRTVertiv Holdings Co | 14.3K | −15.2% | $4.8M | 0.7% |
ETNEaton Corp plc | 11K | New | $4.7M | 0.7% |
AMERICAN CENTY ETF TRAVANTIS EMGMKT | 48.7K | +45.6% | $4.7M | 0.7% |
CRSCarpenter Technology Corp | 7.6K | +4.7% | $4.7M | 0.7% |
NVTnVent Electric plc | 27.5K | New | $4.7M | 0.7% |
SIMPLIFY EXCHANGE TRADED FUNHEALTH CARE ETF | 118.3K | New | $4.6M | 0.7% |
AMERICAN CENTY ETF TRUS EQT ETF | 35.3K | +46.7% | $4.5M | 0.7% |
VIAVVIAVI Solutions Inc. | 93.4K | New | $4.5M | 0.7% |
WABWestinghouse Air Brake Technologies Corp | 16.4K | New | $4.4M | 0.7% |
UNHUnitedHealth Group Inc | 10.4K | +41.6% | $4.3M | 0.6% |
VSECVSE Corp | 18.9K | +42.8% | $4.3M | 0.6% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL | 79.8K | +87.9% | $4.3M | 0.6% |
VVisa Inc. | 12.3K | +659.0% | $4.2M | 0.6% |
STRLSterling Infrastructure, Inc. | 5K | −65.1% | $4.2M | 0.6% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 5.7K | +50.8% | $3.9M | 0.6% |
WMTWalmart Inc. | 34.4K | +736.4% | $3.9M | 0.6% |
PGIM ETF TRPGIM ULTRA SH BD | 77.6K | +222.3% | $3.8M | 0.6% |
MRKMerck & Co., Inc. | 29.5K | +45.0% | $3.8M | 0.6% |
CCitigroup Inc | 26.9K | −29.8% | $3.8M | 0.6% |
NEOS ETF TRUSTNASDAQ 100 HIGH | 65.4K | −50.8% | $3.7M | 0.6% |
INVESCO ACTIVELY MANAGED EXCQQQ INC ADV ETF | 64.4K | New | $3.7M | 0.6% |
AGNCAGNC Investment Corp. | 333.1K | New | $3.6M | 0.5% |
AAPLApple Inc. | 12.5K | −6.0% | $3.6M | 0.5% |
PEPPepsiCo Inc | 26.5K | New | $3.6M | 0.5% |
KOCoca Cola Co | 43.9K | +52.5% | $3.6M | 0.5% |
USBUS Bancorp de | 58.8K | +35.1% | $3.6M | 0.5% |
GSGoldman Sachs Group Inc | 3.5K | +159.9% | $3.5M | 0.5% |
TFCTruist Financial Corp | 70.2K | +37.1% | $3.5M | 0.5% |
EVRGEvergy, Inc. | 40.2K | +40.2% | $3.5M | 0.5% |
MOAltria Group, Inc. | 47.7K | +34.5% | $3.4M | 0.5% |
PROSHARES TRS&P 500 HIGH ETF | 71.1K | New | $3.4M | 0.5% |
LOWLowe's Companies Inc | 15.3K | New | $3.4M | 0.5% |
APGAPi Group Corp | 78.7K | +18.4% | $3.3M | 0.5% |
ISHARES TR20+ YEAR TR BD | 147.7K | −64.5% | $3.3M | 0.5% |
XELXcel Energy Inc | 40.5K | +44.9% | $3.3M | 0.5% |
MCKMcKesson Corp | 4.3K | +47.2% | $3.2M | 0.5% |
LRNStride, Inc. | 37.3K | +14.2% | $3.2M | 0.5% |
MODModine Manufacturing Co | 11.9K | −52.5% | $3.2M | 0.5% |
AMERICAN CENTY ETF TRUS QUALITY GROW | 26.9K | +68.0% | $3.2M | 0.5% |
FCFSFirstCash Holdings, Inc. | 14.5K | −1.6% | $3.1M | 0.5% |
INTUIntuit Inc. | 11.8K | New | $3.1M | 0.5% |
INVESCO ACTIVELY MANAGED EXCVAR RATE INVT | 121.1K | +28.7% | $3M | 0.5% |
JNJJohnson & Johnson | 12K | +75.6% | $3M | 0.5% |
ABTAbbott Laboratories | 31.2K | New | $2.8M | 0.4% |
WMWaste Management Inc | 12.7K | New | $2.8M | 0.4% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 33K | +27.2% | $2.7M | 0.4% |
UNPUnion Pacific Corp | 10K | New | $2.7M | 0.4% |
IVZInvesco Ltd. | 96.5K | New | $2.5M | 0.4% |
MDLZMondelez International, Inc. | 41K | +166.9% | $2.4M | 0.4% |
AMERICAN CENTY ETF TRINTL SMCP VLU | 20.8K | +45.5% | $2.1M | 0.3% |
MSFTMicrosoft Corp | 5.6K | −80.3% | $2.1M | 0.3% |
VANECK ETF TRUSTREAL ASSETS ETF | 52.4K | +25.3% | $2.1M | 0.3% |
IBITiShares Bitcoin Trust ETF | 55.1K | +43.7% | $1.8M | 0.3% |
HONAHoneywell Aerospace Inc. | 7.8K | New | $1.7M | 0.3% |
QQQInvesco QQQ Trust, Series 1 | 2.3K | +2.9% | $1.7M | 0.3% |
HONHoneywell International Inc | 7.5K | New | $1.7M | 0.2% |
MUMicron Technology Inc | 1.4K | −90.0% | $1.6M | 0.2% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 53.8K | −1.5% | $1.6M | 0.2% |
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28 | 76.2K | +405.7% | $1.6M | 0.2% |
SPDR INDEX SHS FDSST STR PO EX ETF | 30.7K | New | $1.5M | 0.2% |
GLOBAL X FDSARTIFICIAL ETF | 22.9K | +25.1% | $1.5M | 0.2% |
HARBOR ETF TRUSTLONG TERM GROWER | 43K | New | $1.4M | 0.2% |
ISHARES TRRUS 1000 GRW ETF | 8.8K | +1,163.8% | $1.1M | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 2.1K | +41.0% | $1.1M | 0.2% |
J P MORGAN EXCHANGE TRADED FINFL MANA BD ETF | 22.3K | New | $1.1M | 0.2% |
VANECK ETF TRUSTURANI NUCLE ETF | 9K | New | $1M | 0.2% |
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | 20.5K | New | $1M | 0.2% |
CRWVCoreWeave, Inc. | 10.4K | New | $1M | 0.2% |
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | 19.8K | New | $1M | 0.2% |
VANGUARD INDEX FDSTOTAL STK MKT | 2.7K | −17.3% | $983.6K | 0.1% |
EXXON MOBIL CORPCOM | 7.2K | −90.7% | $977.6K | 0.1% |
GOOGLAlphabet Inc. | 2.5K | −52.1% | $889.1K | 0.1% |
SPYSPDR S&P 500 ETF Trust | 1.1K | −26.1% | $821.4K | 0.1% |
SPDR SERIES TRUSTST STR P500ETF | 8.4K | New | $735.9K | 0.1% |
INVESCO EXCH TRADED FD TR IIVAR RATE PFD | 29.1K | −68.4% | $706.6K | 0.1% |
AVGOBroadcom Inc. | 1.9K | −92.6% | $701.4K | 0.1% |
TSLATesla, Inc. | 1.6K | +87.2% | $688.1K | 0.1% |
TMUST-Mobile US, Inc. | 3.9K | +228.1% | $655.5K | 0.1% |
PANWPalo Alto Networks Inc | 1.7K | +1.9% | $595.1K | 0.1% |
ADXAdams Diversified Equity Fund, Inc. | 22.4K | New | $573.5K | 0.1% |
METAMeta Platforms, Inc. | 927 | +140.2% | $522.2K | 0.1% |
HDHome Depot, Inc. | 1.5K | −79.1% | $512.9K | 0.1% |
SCHWAB STRATEGIC TRUS AGGREGATE B | 22K | −3.8% | $509.3K | 0.1% |
DELLDell Technologies Inc. | 1.2K | −17.4% | $496.2K | 0.1% |
IBMInternational Business Machines Corp | 1.7K | New | $487.6K | 0.1% |
ISHARES TRCORE S&P500 ETF | 636 | +98.1% | $476.3K | 0.1% |
GEGeneral Electric Co | 1.3K | −92.6% | $467.5K | 0.1% |
ABBVAbbVie Inc. | 1.7K | +74.9% | $437.1K | 0.1% |
AMDAdvanced Micro Devices Inc | 748 | −59.3% | $434.5K | 0.1% |
LMTLockheed Martin Corp | 814 | +118.2% | $414.7K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 12.8K | ±0% | $405.9K | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 1.7K | New | $405.1K | 0.1% |
ISHARES TRULTRA SHORT DUR | 7.7K | −76.9% | $390.6K | 0.1% |
VZVerizon Communications Inc | 8.8K | +46.4% | $374.3K | 0.1% |
BTXBlackRock Technology & Private Equity Term Trust | 40.7K | New | $367.5K | 0.1% |
BSTZBlackRock Science & Technology Term Trust | 12.1K | New | $364.4K | 0.1% |
ETEnergy Transfer LP | 18.8K | −10.9% | $359.3K | 0.1% |
USALiberty ALL Star Equity Fund | 61.5K | New | $357.1K | 0.1% |
RVTRoyce Small-Cap Trust, Inc. | 19.3K | New | $356.8K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | 9.7K | New | $354.6K | 0.1% |
CVXChevron Corp | 2.1K | −84.1% | $354.5K | 0.1% |
BSTBlackRock Science & Technology Trust | 6.9K | New | $350.6K | 0.1% |
TXNTexas Instruments Inc | 1.2K | New | $350.2K | 0.1% |
CSCOCisco Systems, Inc. | 3K | New | $347K | 0.1% |
SFStifel Financial Corp | 4.9K | +8.2% | $339.8K | 0.1% |
CATCaterpillar Inc | 313 | New | $333.5K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 3.8K | +424.0% | $331.3K | 0.1% |
WDCWestern Digital Corp | 503 | New | $321.3K | 0.1% |
ISHARES TRCORE MSCI EAFE | 3.3K | −21.3% | $315.5K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 5.5K | −94.4% | $311.6K | 0.1% |
COSTCostco Wholesale Corp | 333 | New | $311.5K | 0.1% |
VANGUARD INDEX FDSMID CAP ETF | 3.8K | +272.6% | $306.5K | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 1.6K | New | $305.8K | 0.1% |
GLDSPDR Gold Trust | 824 | +67.1% | $303.5K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 1.3K | −10.7% | $291.6K | 0.1% |
CMICummins Inc | 394 | New | $281K | 0.1% |
DARDarling Ingredients Inc. | 5.1K | +13.4% | $277.6K | 0.1% |
DHRDanaher Corp | 1.5K | New | $277.5K | 0.1% |
BROBrown & Brown, Inc. | 4.3K | +3.7% | $275.1K | 0.1% |
WISDOMTREE TRFLOATNG RAT TREA | 5.4K | −11.9% | $274.1K | 0.1% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 9.7K | −0.7% | $269.1K | 0.1% |
ADBEAdobe Inc. | 1.3K | +21.7% | $267.8K | 0.1% |
AMATApplied Materials Inc | 369 | New | $266.8K | 0.1% |
CLColgate Palmolive Co | 2.9K | New | $263.4K | 0.1% |
ISHARES TRCORE S&P TTL STK | 1.6K | ±0% | $262.8K | 0.1% |
GRMNGarmin Ltd | 1.1K | New | $258.7K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 2.2K | New | $257.2K | 0.1% |
LRCXLAM Research Corp | 585 | −98.3% | $253.5K | 0.1% |
MRSHMarsh & McLennan Companies, Inc. | 1.5K | New | $249.7K | 0.1% |
INTCIntel Corp | 1.8K | New | $246K | 0.1% |
ETFIS SER TR IVIRTUS INFRCAP | 11.9K | −74.7% | $245.5K | 0.1% |
SLBSLB Limited | 5.2K | +3.2% | $242.4K | 0.1% |
ORCLOracle Corp | 1.6K | New | $234.8K | 0.1% |
SOSouthern Co | 2.5K | +1.4% | $234.6K | 0.1% |
GLOBAL X FDSNASDAQ 100 COVER | 12.7K | −0.3% | $233.8K | 0.1% |
TJXTJX Companies Inc | 1.5K | New | $233K | 0.1% |
ITWIllinois Tool Works Inc | 843 | New | $228K | 0.1% |
TMOThermo Fisher Scientific Inc. | 423 | New | $212.1K | 0.1% |
APHAmphenol Corp | 1.2K | New | $211.1K | 0.1% |
FIXComfort Systems USA Inc | 106 | New | $210.1K | 0.1% |
PLTRPalantir Technologies Inc. | 1.8K | New | $210K | 0.1% |
LITELumentum Holdings Inc. | 242 | New | $207.7K | 0.1% |
COFCapital One Financial Corp | 1K | New | $205K | 0.1% |
STXSeagate Technology Holdings plc | 211 | New | $203.6K | 0.1% |
PMPhilip Morris International Inc. | 1.1K | New | $203.3K | 0.1% |
CRCrane Co | 908 | New | $202.5K | 0.1% |
PCGPG&E Corp | 10.5K | New | $177.2K | 0.1% |
AEYEAudioeye Inc | 24.5K | New | $142.4K | 0.1% |
PSQHPSQ Holdings, Inc. | 115.8K | ±0% | $46.6K | 0.1% |
BEEPMobile Infrastructure Corp | 17.3K | ±0% | $23.9K | 0.1% |
