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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001989941

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

LEAWOOD, KS · File #028-23369

Latest AUM
$558.1M
Positions
188
Top-10 Concentration
34.8%
Filings
10

Sector Allocation

Financials
16.4%$91.8M
Industrials
5.7%$31.7M
Technology
5.5%$30.7M
Energy
4.1%$22.8M
Healthcare
2.3%$12.8M
Utilities
2.2%$12.1M
Real Estate
0.6%$3.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FRANKLIN TEMPLETON ETF TRFGDL721,609$16.9M5.13%
2SSGA ACTIVE ETF TR78467V608374,854$15.5M4.70%
3ISHARES TR46436E338654,962$14.8M4.51%
4AMERICAN CENTY ETF TR025072323188,507$11.1M3.36%
5EXXON MOBIL CORPXOM86,528$10.4M3.16%
6INVESCO EXCHANGE TRADED FD TIVZ136,258$10.2M3.10%
7INVESCO EXCHANGE TRADED FD TIVZ95,633$9.8M2.97%
8INVESCO EXCH TRADED FD TR IIIVZ38,423$9.7M2.95%
9SPDR S&P 500 ETF TRSPY12,257$8.4M2.54%
10J P MORGAN EXCHANGE TRADED F46654Q724115,952$7.7M2.34%
11NEOS ETF TRUST78433H303135,402$7.1M2.16%
12VERTEX PHARMACEUTICALS INCVRTX15,613$7.1M2.15%
13GLOBAL X FDS37960A529108,870$7.1M2.14%
14META PLATFORMS INCMETA10,594$7.0M2.12%
15ISHARES TR46428743278,264$6.8M2.07%
16MICROSOFT CORPMSFT13,968$6.8M2.05%
17JPMORGAN CHASE & CO.VYLD20,750$6.7M2.03%
18NVIDIA CORPORATIONNVDA34,669$6.5M1.96%
19BAKER HUGHES COMPANYBKR139,535$6.4M1.93%
20GE VERNOVA INCGEV9,469$6.2M1.88%