Prasad Wealth Partners, LLC
- SEC CIK
- 0002048885
- Latest filing
- Jul 29, 2026
The latest 13F from Prasad Wealth Partners, LLC covers Q2 2026 (filed Jul 29, 2026): 160 long positions worth $415.6M. The top 10 holdings make up 38.4% of the portfolio, and the largest is Fidelity Comwlth Tr at 6.3%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 21
- Est. +$38.2M
- Added
- 67
- Est. +$29.1M
- Reduced
- 55
- Est. −$62.3M
- Sold out
- 7
- Est. −$1.59M
Top 5 holdings
Share of this quarter's portfolio value
- Fidelity Comwlth Tr3159128086.3%$26.1M
- Innovator ETFs Trust45783Y8145.2%$21.6M
- Invesco Exchange Traded FD T46137V3575.1%$21.0M
- Fidelity Covington Trust3160923603.7%$15.3M
- First Tr Exchng Traded FD VI33740F1693.6%$15.0M
Biggest buys
New and added positions, by estimated amount bought
- First Tr Exchng Traded FD VI33740F169+$15.0MNew
- Innovator ETFs Trust45783Y855+$10.4MAdded
- First Tr Exchange Traded FD33734X143+$9.89MAdded
- Alps ETF Tr00162Q338+$8.94MNew
- BlackRock ETF Trust II092528504+$5.65MNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- First Tr Exchng Traded FD VI33740F169+3.60 pp0.0% → 3.6%
- Innovator ETFs Trust45783Y855+2.47 pp0.4% → 2.9%
- First Tr Exchange Traded FD33734X143+2.38 pp0.1% → 2.5%
- Alps ETF Tr00162Q338+2.15 pp0.0% → 2.2%
- BlackRock ETF Trust II092528504+1.36 pp0.0% → 1.4%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Tr46434V803−$17.9MReduced
- iShares Inc46434G764−$12.3MReduced
- Vanguard Health Care ETF92204A504−$7.36MReduced
- Invesco S&P 500 Equal Weight Technology ETF46137V282−$7.21MReduced
- Janus Detroit STR Tr47103U845−$6.12MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Tr46434V803−4.43 pp5.1% → 0.7%
- iShares Inc46434G764−2.53 pp2.8% → 0.3%
- Vanguard Health Care ETF92204A504−1.83 pp1.9% → <0.1%
- Janus Detroit STR Tr47103U845−1.77 pp2.6% → 0.9%
- iShares Tr464287150−1.15 pp2.6% → 1.5%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $415.6M
- +$48.2M (+13.1%) vs. prior quarter
- Positions
- 160
- +14 vs. prior quarter
- Top 10 concentration
- 38.4%
- Top 10 as share of value
- Turnover
- 16.3%
- Q2 2026, one quarter
- Average holding period
- 5.7 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $415.6M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 29, 2026 | 160 | $415.6M | Fidelity Comwlth TrInnovator ETFs TrustInvesco Exchange Traded FD T | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 27, 2026 | 146 | $367.4M | Fidelity Comwlth TrInnovator ETFs TrustiShares Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 27, 2026 | 145 | $374.8M | Fidelity Comwlth TrInnovator ETFs TrustiShares Tr | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 5, 2025 | 140 | $358.8M | Fidelity Comwlth TrInnovator ETFs TrustiShares Tr | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 23, 2025 | 123 | $341.5M | Fidelity Comwlth TriShares TrInnovator ETFs Trust | vs. Q1 2025 | SEC |
| Q1 2025 | May 12, 2025 | 115 | $306.2M | Fidelity Comwlth TriShares TrJanus Detroit STR Tr | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 4, 2025 | 113 | $309.1M | Fidelity Comwlth TriShares TrJanus Detroit STR Tr | – | SEC |