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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 25.21% of Prasad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: NFLX, TEL, ADSK, VTI, IGIB, F, MELI, JMBS, RSP, ONEQ.
Started 13 new stock positions in NFLX, IWD, PLD, MARM, TEL, D, F, ADSK, PNC, VWO. PWR, BMY, VZ.
Reduced shares in these 10 stocks: , ZDEK, AMZN, EXPI, SOFI, CMG, AAPL, , FISV, GOOGL.
Sold out of its positions in CMG, DIS, EXPI, FXO, EMLP, JULM, FISV, ZJUL, CRM, SCHB. XLF, SOFI.
Prasad Wealth Partners was a net buyer of stock by $3.3M.
Prasad Wealth Partners has $367M in assets under management (AUM), dropping by -1.98%.
Central Index Key (CIK): 0002048885

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Portfolio Holdings for Prasad Wealth Partners

Prasad Wealth Partners holds 146 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	5.9	$22M	+2%	254k	84.91	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	5.4	$20M		398k	49.41	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	5.1	$19M		441k	42.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.8	$18M	+3%	92k	191.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	4.1	$15M		332k	45.26	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	3.6	$13M	+2%	262k	51.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.3	$12M		117k	103.43	View chart
Ishares Msci Emrg Chn (EMXC)	2.8	$10M		133k	78.66	View chart
Alps Etf Tr Smith Core Plus (SMTH)	2.8	$10M	+3%	399k	25.75	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.7	$9.9M	+4%	399k	24.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.6	$9.7M		68k	142.43	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.6	$9.6M		191k	50.37	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	2.5	$9.3M	+2%	319k	29.21	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.5	$9.1M	+3%	86k	106.01	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	2.4	$8.8M	+3%	197k	44.72	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.3	$8.3M	+4%	467k	17.75	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.2	$8.1M	+8%	152k	53.22	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.2	$8.0M	+4%	68k	117.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$8.0M	+5%	13k	597.56	View chart
Amazon (AMZN)	2.1	$7.7M	-4%	37k	208.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$7.7M		12k	653.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$7.6M	-3%	26k	287.56	View chart
Vanguard World Health Car Etf (VHT)	1.9	$6.9M	+5%	25k	272.33	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.8	$6.5M	+9%	144k	45.18	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.5	$5.7M	+3%	110k	51.55	View chart
Microsoft Corporation (MSFT)	1.5	$5.5M	+5%	15k	370.18	View chart
NVIDIA Corporation (NVDA)	1.2	$4.6M		26k	174.40	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.2	$4.4M	+6%	166k	26.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$4.3M	+7%	6.5k	650.38	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.8	$3.0M	+3%	25k	118.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.9M	+16%	6.1k	479.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.8	$2.9M	+14%	83k	35.32	View chart
Pepsi (PEP)	0.7	$2.5M		16k	155.29	View chart
Apple (AAPL)	0.7	$2.4M	-9%	9.6k	253.79	View chart
Tesla Motors (TSLA)	0.6	$2.1M	-2%	5.6k	371.75	View chart
Parker-Hannifin Corporation (PH)	0.5	$1.9M		2.1k	895.04	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.6M		11k	146.27	View chart
Citigroup Com New (C)	0.4	$1.6M		14k	113.41	View chart
Visa Com Cl A (V)	0.4	$1.5M	-4%	5.0k	302.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.5M	+189%	4.7k	320.84	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.4	$1.5M	+13%	44k	33.47	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.4	$1.5M	-2%	101k	14.37	View chart
Netflix (NFLX)	0.4	$1.4M	NEW	15k	96.15	View chart
Eaton Corp SHS (ETN)	0.4	$1.4M	-5%	3.8k	357.66	View chart
On Hldg Namen Akt A (ONON)	0.4	$1.3M		39k	34.02	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$1.3M		14k	93.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M		4.2k	286.85	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.3	$1.2M	-39%	46k	25.62	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M	-2%	1.2k	996.16	View chart
MercadoLibre (MELI)	0.3	$1.1M	+110%	660.00	1729.05	View chart
Meta Platforms Cl A (META)	0.3	$1.1M		2.0k	572.16	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.1M	+2%	3.8k	294.15	View chart
Arm Holdings Sponsored Ads (ARM)	0.3	$1.1M		7.0k	151.29	View chart
Micron Technology (MU)	0.3	$1.0M		3.1k	337.87	View chart
Te Connectivity Ord Shs (TEL)	0.3	$1.0M	NEW	4.8k	209.01	View chart
Autodesk (ADSK)	0.3	$1.0M	NEW	4.2k	239.40	View chart
Eli Lilly & Co. (LLY)	0.3	$952k		1.0k	919.77	View chart
International Business Machines (IBM)	0.3	$931k	+6%	3.8k	242.41	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$831k	+5%	14k	59.78	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$782k	+30%	12k	68.14	View chart
Lam Research Corp Com New (LRCX)	0.2	$778k		3.6k	213.68	View chart
Fifth Third Ban (FITB)	0.2	$766k	-5%	17k	46.46	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$764k	+2%	8.2k	92.74	View chart
Exxon Mobil Corporation (XOM)	0.2	$757k		4.5k	169.66	View chart
Goldman Sachs (GS)	0.2	$744k	+9%	879.00	846.46	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.2	$739k		13k	59.18	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$650k	-5%	6.0k	107.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$647k		9.6k	67.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$629k	-3%	1.1k	577.35	View chart
UnitedHealth (UNH)	0.2	$618k	+18%	2.3k	270.58	View chart
Ford Motor Company (F)	0.2	$600k	NEW	52k	11.54	View chart
Oracle Corporation (ORCL)	0.2	$597k		4.1k	147.10	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.2	$586k		11k	51.50	View chart
Fortinet (FTNT)	0.2	$586k	+26%	7.2k	81.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$556k		2.6k	211.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$549k	-26%	16k	33.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$509k		1.4k	356.62	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$506k	-4%	3.4k	147.48	View chart
CVS Caremark Corporation (CVS)	0.1	$506k		7.0k	71.82	View chart
Raytheon Technologies Corp (RTX)	0.1	$487k		2.5k	192.88	View chart
Broadcom (AVGO)	0.1	$484k		1.6k	309.56	View chart
Home Depot (HD)	0.1	$480k		1.5k	328.97	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$458k		10k	45.65	View chart
AutoZone (AZO)	0.1	$456k		135.00	3374.96	View chart
Beone Medicines Sponsored Ads (ONC)	0.1	$451k		1.5k	296.87	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$443k		1.8k	248.88	View chart
Exelixis (EXEL)	0.1	$429k		10k	42.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$424k	+8%	2.0k	215.03	View chart
Public Service Enterprise (PEG)	0.1	$414k		5.1k	80.95	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$399k	+5%	10k	39.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$387k	+8%	907.00	426.63	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$376k	-8%	7.7k	48.71	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$369k	+56%	6.3k	59.03	View chart
Sherwin-Williams Company (SHW)	0.1	$368k		1.1k	320.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$353k	-2%	3.1k	113.12	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$352k		3.8k	92.76	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$344k		15k	22.33	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$334k		3.8k	87.85	View chart
Procter & Gamble Company (PG)	0.1	$332k	-27%	2.3k	144.41	View chart
Marathon Petroleum Corp (MPC)	0.1	$328k		1.3k	244.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$328k		1.7k	196.17	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$326k		3.0k	109.77	View chart
Block Cl A (XYZ)	0.1	$324k		5.4k	60.18	View chart
Johnson & Johnson (JNJ)	0.1	$323k		1.3k	244.42	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$315k	-3%	1.9k	165.71	View chart
Advanced Micro Devices (AMD)	0.1	$311k		1.5k	203.48	View chart
Caterpillar (CAT)	0.1	$309k	-10%	436.00	708.22	View chart
Shift4 Pmts Cl A (FOUR)	0.1	$305k	+30%	7.0k	43.73	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$298k	NEW	8.9k	33.48	View chart
Abbvie (ABBV)	0.1	$289k		1.3k	217.55	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$274k		10k	27.39	View chart
Waste Management (WM)	0.1	$273k	-2%	1.2k	229.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$270k		6.7k	40.10	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.1	$270k	-3%	4.4k	61.79	View chart
Mastercard Incorporated Cl A (MA)	0.1	$268k	-7%	537.00	499.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$266k	+2%	1.4k	191.77	View chart
Biogen Idec (BIIB)	0.1	$266k		1.5k	183.35	View chart
Wynn Resorts (WYNN)	0.1	$254k		2.5k	101.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$253k	NEW	4.7k	54.05	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$251k		11k	22.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$250k		869.00	287.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.1	$249k		7.6k	32.71	View chart
Ge Aerospace Com New (GE)	0.1	$245k	+26%	864.00	283.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$244k		568.00	430.29	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$244k		3.5k	70.20	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$243k	+9%	5.2k	47.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$241k	+7%	1.9k	124.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$239k		706.00	338.16	View chart
Omega Healthcare Investors (OHI)	0.1	$237k		5.4k	43.82	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$235k	-6%	2.3k	102.27	View chart
Bank of America Corporation (BAC)	0.1	$229k		4.7k	48.75	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$226k	-35%	5.2k	43.74	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.1	$225k		2.0k	111.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$224k		483.00	462.82	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$218k	-9%	5.3k	40.83	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$213k	-37%	527.00	404.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$212k		304.00	698.15	View chart
PNC Financial Services (PNC)	0.1	$212k	NEW	1.0k	208.01	View chart
RPM International (RPM)	0.1	$211k	-2%	2.1k	99.38	View chart
Prologis (PLD)	0.1	$209k	NEW	1.6k	132.22	View chart
Dominion Resources (D)	0.1	$208k	NEW	3.4k	61.82	View chart
Quanta Services (PWR)	0.1	$203k	NEW	369.00	549.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$202k	NEW	943.00	213.75	View chart
Bristol Myers Squibb (BMY)	0.1	$201k	NEW	3.3k	60.66	View chart
Verizon Communications (VZ)	0.1	$201k	NEW	4.0k	50.21	View chart
TFS Financial Corporation (TFSL)	0.0	$166k		12k	14.05	View chart

Past Filings by Prasad Wealth Partners

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

Prasad Wealth Partners 2026 Q1 filed April 27, 2026
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

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