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Prasad Wealth Partners, LLC

SEC CIK
0002048885
Latest filing
Jul 29, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 5, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
140
+17 vs. Q2 2025
Portfolio value
$358.8M
+$17.2M (+5.0%) vs. Q2 2025
Filed
Nov 5, 2025
SEC
Holdings of Prasad Wealth Partners, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Fidelity Comwlth Tr315912808NASDAQ COMPSIT249,978$22.3M6.2%−46,416−15.7%Reduced–
Innovator ETFs Trust45783Y814LADERD ALCTN PWR384,581$18.8M5.2%+12,891+3.5%Added–
iShares Tr46434V803HDG MSCI EAFE452,737$17.9M5.0%−10,283−2.2%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT84,622$16.1M4.5%−2,348−2.7%Reduced–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF327,888$14.6M4.1%−57,365−14.9%Reduced–
Fidelity Covington Trust316092360FUN LAR COR ETF249,369$13.0M3.6%−22,062−8.1%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF120,145$12.4M3.5%+18,014+17.6%Added–
Alps ETF Tr00162Q346SMITH CORE PLUS461,659$12.1M3.4%+63,166+15.9%Added–
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500211,896$10.4M2.9%+17,756+9.1%Added–
Alps ETF Tr00162Q395OSHARES US SMLCP226,868$10.2M2.8%−5,479−2.4%Reduced–
iShares Tr464287150CORE S&P TTL STK67,684$9.86M2.7%−31,441−31.7%Reduced–
Janus Detroit STR Tr47103U845HENDRSON AAA CL189,334$9.61M2.7%+8,466+4.7%Added–
iShares Inc46434G764MSCI EMRG CHN140,515$9.49M2.6%−15,658−10.0%Reduced–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF371,964$9.37M2.6%+41,461+12.5%Added–
AMZNAmazon Com IncStock41,368$9.08M2.5%+1,913+4.8%AddedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY229,061$8.77M2.4%−3,382−1.5%Reduced–
Janus Detroit STR Tr47103U746HEND SECU IN ETF163,486$8.55M2.4%+23,367+16.7%Added–
Innovator ETFs Trust45783Y160NASD 100 10 BUFF297,543$8.54M2.4%+297,543New–
iShares Tr464287788U.S. FINLS ETF64,602$8.18M2.3%−3,415−5.0%Reduced–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF437,848$7.99M2.2%+42,420+10.7%Added–
iShares Core S&P 500 ETF464287200ETF11,918$7.98M2.2%−1,237−9.4%Reduced–
Vanguard S&P 500 ETF922908363ETF12,287$7.52M2.1%−1,410−10.3%Reduced–
MSFTMicrosoft CorpStock14,280$7.40M2.1%−477−3.2%ReducedHistory
GOOGLAlphabet Inc.Stock27,788$6.76M1.9%−1,744−5.9%ReducedHistory
NVDANVIDIA CorpStock29,120$5.43M1.5%−2,197−7.0%ReducedHistory
iShares Tr464288638ISHS 5-10YR INVT95,911$5.19M1.4%+11,098+13.1%Added–
SPYSPDR S&P 500 ETF TrustETF5,868$3.91M1.1%+4+0.1%AddedHistory
PIMCO ETF Tr72201R585MULTISECTOR BD144,377$3.88M1.1%+16,462+12.9%Added–
SHOPShopify Inc.Stock24,825$3.69M1.0%−663−2.6%ReducedHistory
TSLATesla, Inc.Stock5,903$2.63M0.7%−530−8.2%ReducedHistory
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF71,524$2.49M0.7%+876+1.2%Added–
AAPLApple Inc.Stock9,761$2.49M0.7%+68+0.7%AddedHistory
PEPPepsiCo IncStock16,235$2.28M0.6%−892−5.2%ReducedHistory
PLTRPalantir Technologies Inc.Stock11,716$2.14M0.6%−313−2.6%ReducedHistory
Innovator ETFs Trust45784N858EQUITY DEFINED P76,135$1.92M0.5%00.0%Unchanged–
VVisa Inc.Stock5,111$1.74M0.5%−192−3.6%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A107,019$1.71M0.5%−18,758−14.9%ReducedHistory
ONONOn Holding AGStock38,905$1.65M0.5%−3,733−8.8%ReducedHistory
PHParker-Hannifin CorpStock2,162$1.64M0.5%−263−10.8%ReducedHistory
CCitigroup IncStock14,445$1.47M0.4%−482−3.2%ReducedHistory
First Tr Exchange Traded FD33738R118NASD TECH DIV13,701$1.35M0.4%−333−2.4%Reduced–
METAMeta Platforms, Inc.Stock1,818$1.34M0.4%−322−15.0%ReducedHistory
ETNEaton Corp plcStock3,500$1.31M0.4%−459−11.6%ReducedHistory
JPMJPMorgan Chase & CoStock3,807$1.20M0.3%−292−7.1%ReducedHistory
Innovator ETFs Trust45783Y855DEFINED WLT SHLD36,571$1.20M0.3%+2,536+7.5%Added–
BRK.BBerkshire Hathaway IncStock2,384$1.20M0.3%−205−7.9%ReducedHistory
ORCLOracle CorpStock4,097$1.15M0.3%−1,343−24.7%ReducedHistory
GOOGAlphabet Inc.Stock4,588$1.12M0.3%+16+0.3%AddedHistory
ARMArm Holdings PLCADR7,436$1.05M0.3%−1,113−13.0%ReducedHistory
IBMInternational Business Machines CorpStock3,569$1.01M0.3%+3,569NewHistory
First Tr Exch TRD Alphdx FD33737J802INDIA NFTY50 EQW14,907$848.5K0.2%−7,707−34.1%Reduced–
COSTCostco Wholesale CorpStock875$809.8K0.2%−95−9.8%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF8,296$789.2K0.2%−20.0%Reduced–
LLYEli Lilly & CoStock1,028$784.6K0.2%−4−0.4%ReducedHistory
FITBFifth Third BancorpCOM17,456$777.7K0.2%+132+0.8%AddedHistory
MUMicron Technology IncStock4,621$773.3K0.2%+4,621NewHistory
MELIMercadolibre IncCOM326$762.7K0.2%−19−5.5%ReducedHistory
First Tr Exchng Traded FD VI33740F581FT VEST NAS23,623$760.2K0.2%−5,338−18.4%Reduced–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF6,580$747.6K0.2%−7−0.1%Reduced–
iShares Russell Top 200 Growth ETF464289438ETF2,521$689.9K0.2%+384+18.0%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW11,355$680.3K0.2%+11,355New–
UNHUnitedHealth Group IncStock1,918$662.4K0.2%+1,918NewHistory
Invesco QQQ Trust Series I46090E103ETF1,077$646.7K0.2%−274−20.3%Reduced–
GSGoldman Sachs Group IncStock803$639.5K0.2%−42−5.0%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF9,256$604.1K0.2%+29+0.3%Added–
AZOAutoZone IncCOM139$597.1K0.2%−29−17.3%ReducedHistory
HDHome Depot, Inc.Stock1,461$591.8K0.2%+6+0.4%AddedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF13,874$584.5K0.2%−138,834−90.9%Reduced–
iShares Tr464287622RUS 1000 ETF1,533$560.1K0.2%+4+0.3%Added–
iShares S&P 500 Value ETF464287408ETF2,664$550.2K0.2%+11+0.4%Added–
FISVFiserv IncStock4,149$534.9K0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock6,963$524.9K0.1%−4−0.1%ReducedHistory
ONCBeOne Medicines Ltd.ADR1,517$516.8K0.1%+1,517NewHistory
AVGOBroadcom Inc.Stock1,555$513.0K0.1%−3−0.2%ReducedHistory
Sprott FDS Tr85208P873SILVER MINERS11,390$504.9K0.1%+11,390New–
LRCXLam Research CorpStock3,470$464.6K0.1%−941−21.3%ReducedHistory
AGNTAGNT, Inc.COM41,556$443.0K0.1%−2,395−5.4%ReducedHistory
FOURShift4 Payments, Inc.CL A5,646$437.0K0.1%−31−0.5%ReducedHistory
PEGPublic Service Enterprise Group IncCOM5,108$426.3K0.1%+5+0.1%AddedHistory
CMGChipotle Mexican Grill IncCOM10,797$423.1K0.1%−1,381−11.3%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF9,849$421.4K0.1%00.0%Unchanged–
RTXRTX CorpStock2,513$420.6K0.1%−315−11.1%ReducedHistory
XYZBlock, Inc.CL A5,765$416.6K0.1%−70−1.2%ReducedHistory
EXELExelixis, Inc.COM10,000$413.0K0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR3,573$399.5K0.1%+3+0.1%Added–
SHWSherwin Williams CoCOM1,138$393.9K0.1%+49+4.5%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF3,310$393.4K0.1%+127+4.0%Added–
iShares Russell 1000 Growth ETF464287614ETF836$391.5K0.1%+1+0.1%Added–
iShares S&P 500 Growth ETF464287309ETF3,213$387.9K0.1%+4+0.1%Added–
First Tr Exchange Traded FD33741X102SMID RISNG ETF9,917$377.0K0.1%+9,917New–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF3,950$369.9K0.1%−112−2.8%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF15,821$365.8K0.1%−20.0%Reduced–
MSTRStrategy IncStock1,101$354.7K0.1%+1,101NewHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN2,270$352.8K0.1%−20−0.9%Reduced–
WisdomTree Tr97717X669US QTLY DIV GRT3,892$346.3K0.1%+9+0.2%Added–
FBTCFidelity Wise Origin Bitcoin FundSHS3,413$340.7K0.1%+1,050+44.4%AddedHistory
MAMastercard IncStock579$329.4K0.1%+7+1.2%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY7,363$325.4K0.1%+7,363New–
First Tr Exchange Traded FD33734X143HLTH CARE ALPH2,956$324.2K0.1%+15+0.5%Added–
WYNNWynn Resorts LtdCOM2,500$320.7K0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (6)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Prasad Wealth Partners, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
DELLDell Technologies Inc.Stock3,642$446.6K0.1%History
CRWDCrowdStrike Holdings, Inc.Stock868$442.1K0.1%History
EWEdwards Lifesciences CorpStock3,765$294.5K0.1%History
CNXCConcentrix CorpStock4,175$220.7K0.1%History
NFLXNetflix IncStock158$211.6K0.1%History
TRIThomson Reuters CorpCOM NO PAR1,014$203.9K0.1%History