Prevail Innovative Wealth Advisors, LLC has filed its latest 13F-HR report, revealing that the firm manages approximately $776 million in assets as of September 30, 2026. This filing is significant as it reflects the firm's growth and strategic positioning within the investment advisory industry.
Based in Leawood, Kansas, Prevail Innovative Wealth Advisors operates under the Central Index Key (CIK) 0001989941. The firm primarily focuses on wealth management and investment advisory services, catering to a diverse clientele. The latest filing follows previous submissions, including a 13F-HR on July 20, 2026, and another on April 30, 2026, indicating a consistent reporting schedule.
The recent filing states, "The report includes a total of 285 entries, with a total value of $776,473,378." This showcases a diverse investment strategy, with notable holdings in significant companies such as Abbott Laboratories, Amazon, and Alphabet Inc. These investments reflect the firm’s approach to capitalizing on established companies with strong market positions.
The report may impact various stakeholders, including clients, competitors, and industry analysts. Clients may view this growth as a positive indicator of the firm's performance and investment acumen. Competitors in the wealth management sector may analyze Prevail's investment choices and strategies as they seek to enhance their own portfolios.
What’s next for Prevail Innovative Wealth Advisors is not explicitly stated in the filing. However, the firm is expected to continue its reporting practices and may provide further updates in future filings.