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, RSP, FFLC, BUFY, and represent 23.84% of Prasad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: BUFY (+$15M), BALT (+$10M), FXH (+$9.9M), ELFY (+$8.9M), CLOA (+$5.6M), NOBL (+$5.6M), MINO, QBUF, IYF, RSP.
Started 21 new stock positions in ZJUN, ELFY, ZMAR, MAYM, ZMAY, BUFY, FXO, XLF, INTC, DE. PANW, FHLC, CLOA, ALL, JANM, DELL, KLAC, ZJUL, SPCX, SCHB, MINO.
Reduced shares in these 10 stocks: HEFA (-$18M), EMXC (-$12M), VHT (-$7.4M), RSPT (-$7.2M), JAAA (-$6.1M), ITOT, VTI, IGIB, JSI, SMTH.
Sold out of its positions in BMY, PLD, PWR, FOUR, OIH, VWO, VZ.
Prasad Wealth Partners was a net buyer of stock by $9.1M.
Prasad Wealth Partners has $416M in assets under management (AUM), dropping by 13.11%.
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 160 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	6.3	$26M		253k	103.22	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	5.2	$22M	+3%	411k	52.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.1	$21M	+7%	99k	212.77	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	3.7	$15M		259k	58.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	3.6	$15M	NEW	639k	23.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	3.4	$14M	-33%	220k	64.50	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	2.9	$12M	+22%	390k	30.77	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	2.9	$12M	+688%	348k	34.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.8	$12M		115k	102.16	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	2.5	$11M		198k	52.85	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.5	$11M	+116%	186k	56.16	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.5	$10M	+18%	81k	127.51	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	2.5	$10M	+2724%	84k	122.40	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	2.4	$10M	+2%	408k	24.88	View chart
Alps Etf Tr Smith Core Plus (SMTH)	2.3	$9.8M	-5%	379k	25.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$9.3M		26k	357.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$9.3M		14k	686.80	View chart
Alps Etf Tr Electrification (ELFY)	2.2	$8.9M	NEW	199k	44.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$8.9M		12k	748.91	View chart
Amazon (AMZN)	2.1	$8.7M		37k	238.34	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.0	$8.4M		471k	17.88	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.7	$7.0M	-13%	131k	53.17	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.6	$6.9M	+5%	152k	44.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$6.2M	-44%	38k	164.27	View chart
Microsoft Corporation (MSFT)	1.4	$5.7M	+3%	15k	373.03	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	1.4	$5.6M	NEW	109k	51.91	View chart
NVIDIA Corporation (NVDA)	1.2	$5.2M		26k	200.09	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	1.2	$5.1M	-10%	99k	51.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$4.8M		6.4k	746.82	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$4.6M	+4%	174k	26.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$3.5M	-63%	70k	50.49	View chart
Micron Technology (MU)	0.8	$3.4M	-3%	3.0k	1154.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.7	$3.1M	-4%	79k	39.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$3.1M		6.1k	500.36	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.7	$2.9M	NEW	64k	45.76	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.7	$2.9M		26k	114.18	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.7	$2.8M	-86%	60k	46.93	View chart
Apple (AAPL)	0.7	$2.7M	-3%	9.3k	289.35	View chart
Arm Holdings Sponsored Ads (ARM)	0.6	$2.3M	-6%	6.6k	354.59	View chart
Pepsi (PEP)	0.5	$2.2M		16k	135.40	View chart
Parker-Hannifin Corporation (PH)	0.5	$2.0M		2.1k	978.14	View chart
Citigroup Com New (C)	0.5	$1.9M		14k	139.96	View chart
Tesla Motors (TSLA)	0.5	$1.9M	-19%	4.5k	420.61	View chart
Visa Com Cl A (V)	0.4	$1.7M		5.0k	343.06	View chart
Eaton Corp SHS (ETN)	0.4	$1.6M		3.8k	426.12	View chart
Lam Research Corp Com New (LRCX)	0.4	$1.6M		3.6k	433.29	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.5M	-2%	13k	114.88	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.4M	+13%	12k	116.67	View chart
On Hldg Namen Akt A (ONON)	0.3	$1.4M		38k	35.42	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.3	$1.3M		100k	13.36	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$1.3M	-90%	13k	102.30	View chart
MercadoLibre (MELI)	0.3	$1.3M	+15%	763.00	1697.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.3M	-13%	3.7k	353.34	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	+2%	3.9k	327.36	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3M		1.0k	1199.99	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.3	$1.2M		46k	26.42	View chart
Fortinet (FTNT)	0.3	$1.1M	+2%	7.4k	153.62	View chart
International Business Machines (IBM)	0.3	$1.1M	+2%	3.9k	281.19	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M		1.2k	935.58	View chart
Netflix (NFLX)	0.3	$1.1M		15k	71.40	View chart
Meta Platforms Cl A (META)	0.2	$1.0M	-7%	1.8k	563.36	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM)	0.2	$1.0M	NEW	31k	32.91	View chart
Te Connectivity Ord Shs (TEL)	0.2	$983k		4.9k	201.60	View chart
UnitedHealth (UNH)	0.2	$952k		2.3k	415.70	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$921k	-5%	3.2k	284.92	View chart
Fifth Third Ban (FITB)	0.2	$908k	-2%	16k	56.37	View chart
Goldman Sachs (GS)	0.2	$892k		882.00	1010.93	View chart
Autodesk (ADSK)	0.2	$857k	+5%	4.4k	194.42	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$831k		14k	59.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$802k		1.1k	736.62	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$797k		8.3k	96.46	View chart
Advanced Micro Devices (AMD)	0.2	$743k	-16%	1.3k	581.06	View chart
CVS Caremark Corporation (CVS)	0.2	$741k		7.2k	103.46	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$740k		6.1k	122.29	View chart
Ford Motor Company (F)	0.2	$723k		52k	13.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$702k	-4%	9.1k	77.11	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.2	$645k	NEW	24k	27.39	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.2	$627k		13k	50.19	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$613k		12k	53.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$612k		16k	37.23	View chart
Exxon Mobil Corporation (XOM)	0.1	$605k		4.4k	136.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$601k		2.6k	227.08	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.1	$599k	-2%	11k	53.79	View chart
Oracle Corporation (ORCL)	0.1	$591k		4.0k	146.55	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$586k		1.4k	409.55	View chart
Broadcom (AVGO)	0.1	$580k		1.5k	377.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$578k	-66%	1.6k	370.10	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.1	$550k	NEW	21k	25.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$517k		1.8k	290.65	View chart
Home Depot (HD)	0.1	$513k		1.5k	352.66	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$512k		10k	50.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$481k		2.5k	189.75	View chart
Caterpillar (CAT)	0.1	$465k		437.00	1063.82	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$455k	+34%	952.00	477.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$451k	+300%	3.6k	124.17	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$437k		10k	43.14	View chart
Beone Medicines Sponsored Ads (ONC)	0.1	$432k		1.5k	284.88	View chart
AutoZone (AZO)	0.1	$431k		135.00	3193.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$430k		3.1k	137.54	View chart
Public Service Enterprise (PEG)	0.1	$416k		5.1k	81.16	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$411k	NEW	2.4k	170.86	View chart
Kla Corp Com New (KLAC)	0.1	$396k	NEW	1.3k	301.69	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$395k		7.8k	50.50	View chart
Sherwin-Williams Company (SHW)	0.1	$391k		1.1k	344.21	View chart
Block Cl A (XYZ)	0.1	$385k	-5%	5.1k	76.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$379k	-18%	1.6k	236.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$366k		1.7k	217.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$364k		3.8k	95.61	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$357k		3.8k	93.91	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$348k		16k	22.26	View chart
Marathon Petroleum Corp (MPC)	0.1	$344k		1.3k	255.73	View chart
Procter & Gamble Company (PG)	0.1	$338k		2.3k	146.62	View chart
Johnson & Johnson (JNJ)	0.1	$337k		1.3k	254.05	View chart
Abbvie (ABBV)	0.1	$337k		1.3k	251.73	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$327k	-2%	1.9k	176.64	View chart
Exelixis (EXEL)	0.1	$327k	-40%	6.0k	54.41	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$319k		6.3k	51.05	View chart
Biogen Idec (BIIB)	0.1	$313k		1.5k	216.08	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.1	$309k		2.0k	153.35	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.1	$306k		4.4k	69.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$305k		1.4k	219.44	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$304k		8.9k	34.13	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$303k		10k	30.34	View chart
Dell Technologies CL C (DELL)	0.1	$292k	NEW	677.00	431.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$290k		6.7k	43.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$288k		1.9k	148.28	View chart
Bank of America Corporation (BAC)	0.1	$288k	+7%	5.1k	56.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$281k	+300%	3.5k	80.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$276k		537.00	513.77	View chart
Palo Alto Networks (PANW)	0.1	$271k	NEW	796.00	340.93	View chart
Intel Corporation (INTC)	0.1	$267k	NEW	1.9k	139.64	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$266k		3.5k	76.56	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$252k		483.00	522.24	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$250k		5.2k	48.18	View chart
Waste Management (WM)	0.1	$248k	-6%	1.1k	222.95	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$246k		5.2k	47.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$244k	-2%	11k	22.78	View chart
Wynn Resorts (WYNN)	0.1	$243k		2.5k	97.09	View chart
Ge Aerospace Com New (GE)	0.1	$240k	-25%	643.00	373.48	View chart
PNC Financial Services (PNC)	0.1	$239k	-4%	969.00	246.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.1	$237k	-7%	7.0k	33.73	View chart
RPM International (RPM)	0.1	$237k		2.1k	111.16	View chart
Dominion Resources (D)	0.1	$232k		3.4k	68.28	View chart
Omega Healthcare Investors (OHI)	0.1	$231k	-10%	4.9k	47.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$229k		946.00	242.51	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$229k	-2%	5.2k	44.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$227k	NEW	7.8k	28.96	View chart
Allstate Corporation (ALL)	0.1	$221k	NEW	927.00	237.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$220k	+5%	598.00	368.38	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.1	$213k	NEW	3.4k	62.46	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$213k	-15%	1.9k	110.16	View chart
Deere & Company (DE)	0.1	$213k	NEW	335.00	634.40	View chart
TFS Financial Corporation (TFSL)	0.1	$211k		12k	17.72	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$208k	NEW	3.9k	53.61	View chart
Vanguard World Health Car Etf (VHT)	0.0	$206k	-97%	690.00	298.96	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.0	$206k	NEW	6.9k	29.97	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.0	$205k	NEW	7.3k	28.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.0	$203k	NEW	6.0k	33.84	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$202k	NEW	2.6k	77.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$201k	+453%	1.7k	119.52	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 Q2 filed July 29, 2026
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

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