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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 24.99% of Prasad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: QBUF (+$8.5M), STIP, SMTH, JSI, UCON, IBM, KNG, FPE, MU, FTSM.
Started 23 new stock positions in FXO, FVD, IBM, AIQ, MU, IQLT, ONC, NXTG, SCHB, MSTR. NOVM, QBUF, OHI, SDVY, ZJUL, SLVR, JNJ, FTSM, UNH, QCOM, CAT, GLD, BIIB.
Reduced shares in these 10 stocks: XLRE (-$5.8M), ITOT, ONEQ, RSPT, FFLC, EMXC, VOO, IVV, DELL, RSP.
Sold out of its positions in CNXC, CRWD, DELL, EW, NFLX, TRI.
Prasad Wealth Partners was a net seller of stock by $-3.0M.
Prasad Wealth Partners has $359M in assets under management (AUM), dropping by 5.05%.
Central Index Key (CIK): 0002048885

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Portfolio Holdings for Prasad Wealth Partners

Prasad Wealth Partners holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	6.2	$22M	-15%	250k	89.13	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	5.2	$19M	+3%	385k	48.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	5.0	$18M	-2%	453k	39.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.5	$16M	-2%	85k	189.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	4.1	$15M	-14%	328k	44.58	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	3.6	$13M	-8%	249k	52.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.5	$12M	+17%	120k	103.36	View chart
Alps Etf Tr Smith Core Plus (SMTH)	3.4	$12M	+15%	462k	26.16	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	2.9	$10M	+9%	212k	49.31	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	2.8	$10M	-2%	227k	44.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.7	$9.9M	-31%	68k	145.65	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.7	$9.6M	+4%	189k	50.78	View chart
Ishares Msci Emrg Chn (EMXC)	2.6	$9.5M	-10%	141k	67.51	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.6	$9.4M	+12%	372k	25.19	View chart
Amazon (AMZN)	2.5	$9.1M	+4%	41k	219.57	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	2.4	$8.8M		229k	38.29	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	2.4	$8.5M	+16%	164k	52.27	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	2.4	$8.5M	NEW	298k	28.70	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.3	$8.2M	-5%	65k	126.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.2	$8.0M	+10%	438k	18.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$8.0M	-9%	12k	669.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$7.5M	-10%	12k	612.36	View chart
Microsoft Corporation (MSFT)	2.1	$7.4M	-3%	14k	517.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$6.8M	-5%	28k	243.10	View chart
NVIDIA Corporation (NVDA)	1.5	$5.4M	-7%	29k	186.58	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.4	$5.2M	+13%	96k	54.09	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$3.9M		5.9k	666.13	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$3.9M	+12%	144k	26.84	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	1.0	$3.7M	-2%	25k	148.61	View chart
Tesla Motors (TSLA)	0.7	$2.6M	-8%	5.9k	444.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.7	$2.5M		72k	34.84	View chart
Apple (AAPL)	0.7	$2.5M		9.8k	254.64	View chart
Pepsi (PEP)	0.6	$2.3M	-5%	16k	140.44	View chart
Palantir Technologies Cl A (PLTR)	0.6	$2.1M	-2%	12k	182.42	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.5	$1.9M		76k	25.26	View chart
Visa Com Cl A (V)	0.5	$1.7M	-3%	5.1k	341.35	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.5	$1.7M	-14%	107k	16.01	View chart
On Hldg Namen Akt A (ONON)	0.5	$1.6M	-8%	39k	42.35	View chart
Parker-Hannifin Corporation (PH)	0.5	$1.6M	-10%	2.2k	758.02	View chart
Citigroup Com New (C)	0.4	$1.5M	-3%	14k	101.50	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.4M	-2%	14k	98.59	View chart
Meta Platforms Cl A (META)	0.4	$1.3M	-15%	1.8k	734.51	View chart
Eaton Corp SHS (ETN)	0.4	$1.3M	-11%	3.5k	374.28	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M	-7%	3.8k	315.47	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$1.2M	+7%	37k	32.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.2M	-7%	2.4k	502.67	View chart
Oracle Corporation (ORCL)	0.3	$1.2M	-24%	4.1k	281.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M		4.6k	243.56	View chart
Arm Holdings Sponsored Ads (ARM)	0.3	$1.1M	-13%	7.4k	141.49	View chart
International Business Machines (IBM)	0.3	$1.0M	NEW	3.6k	282.17	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.2	$849k	-34%	15k	56.92	View chart
Costco Wholesale Corporation (COST)	0.2	$810k	-9%	875.00	925.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$789k		8.3k	95.14	View chart
Eli Lilly & Co. (LLY)	0.2	$785k		1.0k	763.27	View chart
Fifth Third Ban (FITB)	0.2	$778k		18k	44.55	View chart
Micron Technology (MU)	0.2	$773k	NEW	4.6k	167.33	View chart
MercadoLibre (MELI)	0.2	$763k	-5%	326.00	2339.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.2	$760k	-18%	24k	32.18	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$748k		6.6k	113.62	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$690k	+17%	2.5k	273.65	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$680k	NEW	11k	59.91	View chart
UnitedHealth (UNH)	0.2	$662k	NEW	1.9k	345.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$647k	-20%	1.1k	600.50	View chart
Goldman Sachs (GS)	0.2	$640k	-4%	803.00	796.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$604k		9.3k	65.26	View chart
AutoZone (AZO)	0.2	$597k	-17%	139.00	4295.40	View chart
Home Depot (HD)	0.2	$592k		1.5k	405.08	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$585k	-90%	14k	42.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$560k		1.5k	365.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$550k		2.7k	206.55	View chart
Fiserv (FI)	0.1	$535k		4.1k	128.93	View chart
CVS Caremark Corporation (CVS)	0.1	$525k		7.0k	75.39	View chart
Beone Medicines Sponsored Ads (ONC)	0.1	$517k	NEW	1.5k	340.70	View chart
Broadcom (AVGO)	0.1	$513k		1.6k	329.88	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.1	$505k	NEW	11k	44.33	View chart
Lam Research Corp Com New (LRCX)	0.1	$465k	-21%	3.5k	133.90	View chart
Exp World Holdings Inc equities (EXPI)	0.1	$443k	-5%	42k	10.66	View chart
Shift4 Pmts Cl A (FOUR)	0.1	$437k		5.6k	77.40	View chart
Public Service Enterprise (PEG)	0.1	$426k		5.1k	83.46	View chart
Chipotle Mexican Grill (CMG)	0.1	$423k	-11%	11k	39.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$421k		9.8k	42.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$421k	-11%	2.5k	167.36	View chart
Block Cl A (XYZ)	0.1	$417k		5.8k	72.27	View chart
Exelixis (EXEL)	0.1	$413k		10k	41.30	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$400k		3.6k	111.82	View chart
Sherwin-Williams Company (SHW)	0.1	$394k	+4%	1.1k	346.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$393k	+3%	3.3k	118.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$392k		836.00	468.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$388k		3.2k	120.73	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$377k	NEW	9.9k	38.02	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$370k	-2%	4.0k	93.65	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$366k		16k	23.12	View chart
Strategy Cl A New (MSTR)	0.1	$355k	NEW	1.1k	322.15	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$353k		2.3k	155.43	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$346k		3.9k	88.97	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$341k	+44%	3.4k	99.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$329k		579.00	568.83	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$325k	NEW	7.4k	44.19	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$324k		3.0k	109.68	View chart
Wynn Resorts (WYNN)	0.1	$321k		2.5k	128.27	View chart
Sofi Technologies (SOFI)	0.1	$314k		12k	26.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$309k		1.7k	186.47	View chart
Exxon Mobil Corporation (XOM)	0.1	$299k		2.6k	112.75	View chart
Advanced Micro Devices (AMD)	0.1	$293k	-27%	1.8k	161.78	View chart
Intel Corporation (INTC)	0.1	$293k	-16%	8.7k	33.55	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$272k		10k	27.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$267k		6.7k	39.69	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$265k		3.5k	76.34	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.1	$265k		4.7k	55.90	View chart
RPM International (RPM)	0.1	$263k		2.2k	117.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$262k		1.3k	194.47	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$257k	-3%	4.0k	63.82	View chart
salesforce (CRM)	0.1	$255k		1.1k	236.89	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$254k		15k	17.06	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.1	$254k		7.7k	33.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$254k		864.00	293.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$248k		1.1k	215.74	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$245k	-22%	5.9k	41.58	View chart
Waste Management (WM)	0.1	$245k	-50%	1.1k	220.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.1	$245k	NEW	7.6k	32.17	View chart
Bank of America Corporation (BAC)	0.1	$240k		4.6k	51.59	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$239k		2.4k	99.96	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$237k		910.00	259.84	View chart
Qualcomm (QCOM)	0.1	$232k	NEW	1.4k	166.34	View chart
Caterpillar (CAT)	0.1	$232k	NEW	486.00	476.98	View chart
Johnson & Johnson (JNJ)	0.1	$229k	NEW	1.2k	185.44	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$226k	NEW	7.9k	28.73	View chart
Omega Healthcare Investors (OHI)	0.1	$224k	NEW	5.3k	42.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$224k		482.00	463.78	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$217k		1.8k	119.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$216k	NEW	608.00	355.47	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$214k	NEW	4.6k	46.24	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$210k	NEW	4.2k	49.39	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.1	$207k	NEW	2.0k	103.60	View chart
Biogen Idec (BIIB)	0.1	$204k	NEW	1.5k	140.12	View chart
Procter & Gamble Company (PG)	0.1	$202k	-8%	1.3k	153.70	View chart
Walt Disney Company (DIS)	0.1	$202k	-8%	1.8k	114.51	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$201k	NEW	3.4k	59.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$201k	NEW	7.8k	25.71	View chart
TFS Financial Corporation (TFSL)	0.0	$142k		11k	13.17	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 Q3 filed Nov. 5, 2025
Prasad Wealth Partners 2025 Q2 filed July 23, 2025
Prasad Wealth Partners 2025 Q1 filed May 12, 2025

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