Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Prasad Wealth Partners

Latest statistics and disclosures from Prasad Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are ONEQ, BUFF, HEFA, RSP, RSPT, and represent 24.58% of Prasad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: NOBL (+$8.6M), FSMD (+$8.4M), VHT (+$6.9M), JMBS (+$6.0M), IGIB, BRK.B, RSP, SLV, VTI, FTNT.
Started 13 new stock positions in MPC, VTI, JMBS, VHT, ABBV, GE, XLF, TSM, SLV, NOBL. FSMD, FTNT, VGT.
Reduced shares in these 10 stocks: KNG (-$10M), OUSM (-$9.6M), JSI, SMTH, HEFA, AMZN, STIP, NVDA, MU, EMXC.
Sold out of its positions in AIQ, INTC, ACWV, EEMV, IQLT, MSTR, QCOM, SRLN.
Prasad Wealth Partners was a net buyer of stock by $8.9M.
Prasad Wealth Partners has $375M in assets under management (AUM), dropping by 4.48%.
Central Index Key (CIK): 0002048885

Tip: Access up to 7 years of quarterly data

Positions held by Prasad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Prasad Wealth Partners

Prasad Wealth Partners holds 145 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	6.1	$23M		248k	91.40	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	5.2	$20M	+2%	393k	49.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	4.8	$18M	-3%	436k	41.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.5	$17M	+5%	89k	191.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	4.0	$15M		326k	45.51	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	3.6	$14M		254k	53.36	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.2	$12M	-3%	116k	102.39	View chart
Alps Etf Tr Smith Core Plus (SMTH)	2.7	$10M	-16%	387k	26.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.7	$10M		67k	148.69	View chart
Ishares Msci Emrg Chn (EMXC)	2.6	$9.8M	-3%	135k	72.68	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.6	$9.6M	+2%	381k	25.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.6	$9.6M		189k	50.58	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	2.4	$9.1M	+4%	311k	29.31	View chart
Amazon (AMZN)	2.4	$9.0M	-6%	39k	230.82	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.3	$8.6M	NEW	83k	104.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$8.5M		27k	313.00	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.3	$8.4M		65k	128.93	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	2.2	$8.4M	-2%	223k	37.87	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	2.2	$8.4M	NEW	190k	44.13	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.2	$8.2M	+2%	449k	18.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$8.1M		12k	684.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$7.9M	+2%	13k	627.15	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.0	$7.5M	+45%	140k	53.88	View chart
Vanguard World Health Car Etf (VHT)	1.8	$6.9M	NEW	24k	287.85	View chart
Microsoft Corporation (MSFT)	1.8	$6.8M		14k	483.60	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.6	$6.0M	NEW	132k	45.69	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.5	$5.6M	-34%	107k	52.06	View chart
NVIDIA Corporation (NVDA)	1.3	$5.0M	-8%	27k	186.50	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$4.2M	+7%	156k	26.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$4.1M	+3%	6.1k	681.87	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	1.1	$3.9M		25k	160.97	View chart
Apple (AAPL)	0.8	$2.9M	+9%	11k	271.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.6M	+119%	5.2k	502.62	View chart
Tesla Motors (TSLA)	0.7	$2.6M		5.8k	449.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.7	$2.6M		72k	35.84	View chart
Pepsi (PEP)	0.6	$2.3M		16k	143.52	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.5	$2.0M		76k	25.74	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.9M	-9%	11k	177.75	View chart
Visa Com Cl A (V)	0.5	$1.8M	+2%	5.2k	350.71	View chart
Parker-Hannifin Corporation (PH)	0.5	$1.8M	-3%	2.1k	878.86	View chart
On Hldg Namen Akt A (ONON)	0.5	$1.8M	-2%	38k	46.48	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.5	$1.7M	-3%	104k	16.74	View chart
Citigroup Com New (C)	0.4	$1.6M	-3%	14k	116.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.4M	-6%	4.3k	313.78	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.3M		14k	96.84	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$1.3M	+6%	39k	33.51	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	+8%	2.0k	660.20	View chart
Eaton Corp SHS (ETN)	0.3	$1.3M	+16%	4.1k	318.54	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		3.7k	322.19	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M		1.0k	1075.20	View chart
International Business Machines (IBM)	0.3	$1.1M		3.6k	296.20	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M	+39%	1.2k	862.57	View chart
Micron Technology (MU)	0.2	$881k	-33%	3.1k	285.40	View chart
Fifth Third Ban (FITB)	0.2	$814k		17k	46.81	View chart
Oracle Corporation (ORCL)	0.2	$799k		4.1k	194.90	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$790k	+16%	13k	59.93	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$770k	-5%	7.0k	109.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$754k	-3%	8.0k	94.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.2	$728k	-6%	22k	33.00	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$728k	-2%	6.4k	113.86	View chart
Goldman Sachs (GS)	0.2	$709k		806.00	879.24	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.2	$697k	+9%	13k	55.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$693k	+4%	1.1k	614.19	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.2	$673k	-22%	12k	58.32	View chart
UnitedHealth (UNH)	0.2	$635k		1.9k	330.11	View chart
MercadoLibre (MELI)	0.2	$631k	-3%	313.00	2016.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$631k	+3%	9.6k	66.00	View chart
Lam Research Corp Com New (LRCX)	0.2	$623k	+4%	3.6k	171.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$568k		2.7k	212.07	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$565k	NEW	8.8k	64.42	View chart
CVS Caremark Corporation (CVS)	0.1	$555k		7.0k	79.36	View chart
Broadcom (AVGO)	0.1	$545k		1.6k	346.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$545k	NEW	1.6k	335.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$532k	-7%	1.4k	373.39	View chart
Exxon Mobil Corporation (XOM)	0.1	$531k	+66%	4.4k	120.35	View chart
Home Depot (HD)	0.1	$509k		1.5k	344.21	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$493k	-29%	1.8k	276.93	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$463k		3.6k	129.53	View chart
Raytheon Technologies Corp (RTX)	0.1	$462k		2.5k	183.37	View chart
Beone Medicines Sponsored Ads (ONC)	0.1	$461k		1.5k	303.81	View chart
AutoZone (AZO)	0.1	$458k	-2%	135.00	3395.70	View chart
Procter & Gamble Company (PG)	0.1	$456k	+141%	3.2k	143.31	View chart
Fortinet (FTNT)	0.1	$451k	NEW	5.7k	79.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$445k		10k	44.41	View chart
Exelixis (EXEL)	0.1	$438k		10k	43.83	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$413k	-96%	8.4k	49.15	View chart
Public Service Enterprise (PEG)	0.1	$410k		5.1k	80.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$400k	+58%	1.8k	219.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$397k		3.2k	123.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$396k		837.00	473.15	View chart
Sherwin-Williams Company (SHW)	0.1	$368k		1.1k	323.97	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$368k	-3%	9.6k	38.32	View chart
Exp World Holdings Inc equities (EXPI)	0.1	$365k	-3%	40k	9.05	View chart
Block Cl A (XYZ)	0.1	$356k	-5%	5.5k	65.09	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$350k	-4%	3.8k	92.52	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$349k	-96%	8.0k	43.74	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$339k	-2%	3.8k	89.43	View chart
Shift4 Pmts Cl A (FOUR)	0.1	$338k	-4%	5.4k	62.97	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$337k		3.0k	113.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$331k		579.00	571.04	View chart
Advanced Micro Devices (AMD)	0.1	$326k	-15%	1.5k	214.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$318k		1.7k	190.96	View chart
Sofi Technologies (SOFI)	0.1	$311k		12k	26.18	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$308k	-13%	2.0k	156.61	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$305k	+17%	4.0k	76.23	View chart
Wynn Resorts (WYNN)	0.1	$301k		2.5k	120.33	View chart
Abbvie (ABBV)	0.1	$301k	NEW	1.3k	228.54	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$280k		10k	28.03	View chart
Caterpillar (CAT)	0.1	$279k		487.00	572.77	View chart
Chipotle Mexican Grill (CMG)	0.1	$274k	-31%	7.4k	37.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$274k		6.7k	40.72	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$272k		15k	17.96	View chart
Johnson & Johnson (JNJ)	0.1	$270k	+5%	1.3k	207.02	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$270k		3.5k	77.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$269k		1.4k	198.60	View chart
Waste Management (WM)	0.1	$268k	+10%	1.2k	219.67	View chart
salesforce (CRM)	0.1	$264k	-7%	995.00	264.96	View chart
Fiserv (FI)	0.1	$260k	-6%	3.9k	67.17	View chart
Bank of America Corporation (BAC)	0.1	$257k		4.7k	55.00	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.1	$256k	-4%	4.5k	56.69	View chart
Biogen Idec (BIIB)	0.1	$256k		1.5k	176.04	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$252k	-30%	11k	23.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$252k		867.00	290.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$251k	+2%	2.4k	102.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.1	$251k		7.6k	32.88	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$242k	-6%	849.00	284.90	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$239k	-57%	5.9k	40.35	View chart
Omega Healthcare Investors (OHI)	0.1	$238k		5.4k	44.34	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$232k		482.00	480.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$229k	NEW	304.00	753.60	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.1	$229k	-11%	6.8k	33.60	View chart
RPM International (RPM)	0.1	$226k	-2%	2.2k	103.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$225k	-6%	568.00	396.31	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$225k		7.7k	29.06	View chart
Walt Disney Company (DIS)	0.1	$219k	+9%	1.9k	113.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$218k	-45%	1.8k	120.20	View chart
Marathon Petroleum Corp (MPC)	0.1	$218k	NEW	1.3k	162.58	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$216k		4.7k	46.08	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.1	$216k		2.0k	107.77	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$215k	NEW	707.00	303.84	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$211k	NEW	3.8k	54.77	View chart
Ge Aerospace Com New (GE)	0.1	$210k	NEW	683.00	308.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$205k		7.8k	26.23	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$205k		3.4k	60.34	View chart
TFS Financial Corporation (TFSL)	0.0	$158k	+8%	12k	13.38	View chart

Past Filings by Prasad Wealth Partners

SEC 13F filings are viewable for Prasad Wealth Partners going back to 2025

Prasad Wealth Partners 2025 Q4 filed Jan. 27, 2026
Prasad Wealth Partners 2025 Q3 filed Nov. 5, 2025
Prasad Wealth Partners 2025 Q2 filed July 23, 2025
Prasad Wealth Partners 2025 Q1 filed May 12, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z