Prasad Wealth Partners

Prasad Wealth Partners as of Dec. 31, 2025

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