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Prasad Wealth Partners, LLC

SEC CIK
0002048885
Latest filing
Jul 29, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 27, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
145
+5 vs. Q3 2025
Portfolio value
$374.8M
+$16.1M (+4.5%) vs. Q3 2025
Filed
Jan 27, 2026
SEC
Holdings of Prasad Wealth Partners, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Fidelity Comwlth Tr315912808NASDAQ COMPSIT248,186$22.7M6.1%−1,792−0.7%Reduced–
Innovator ETFs Trust45783Y814LADERD ALCTN PWR392,553$19.6M5.2%+7,972+2.1%Added–
iShares Tr46434V803HDG MSCI EAFE435,920$18.0M4.8%−16,817−3.7%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT88,880$17.0M4.5%+4,258+5.0%Added–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF325,724$14.8M4.0%−2,164−0.7%Reduced–
Fidelity Covington Trust316092360FUN LAR COR ETF254,316$13.6M3.6%+4,947+2.0%Added–
iShares Tr46429B7470-5 YR TIPS ETF115,459$11.8M3.2%−4,686−3.9%Reduced–
Alps ETF Tr00162Q346SMITH CORE PLUS387,020$10.1M2.7%−74,639−16.2%Reduced–
iShares Tr464287150CORE S&P TTL STK67,017$9.96M2.7%−667−1.0%Reduced–
iShares Inc46434G764MSCI EMRG CHN135,432$9.84M2.6%−5,083−3.6%Reduced–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF380,530$9.58M2.6%+8,566+2.3%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL189,131$9.57M2.6%−203−0.1%Reduced–
Innovator ETFs Trust45783Y160NASD 100 10 BUFF310,943$9.11M2.4%+13,400+4.5%Added–
AMZNAmazon Com IncStock38,883$8.98M2.4%−2,485−6.0%ReducedHistory
ProShares Tr74348A467S&P 500 DV ARIST82,898$8.63M2.3%+82,898New–
GOOGLAlphabet Inc.Stock27,249$8.53M2.3%−539−1.9%ReducedHistory
iShares Tr464287788U.S. FINLS ETF65,415$8.43M2.3%+813+1.3%Added–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY222,641$8.43M2.2%−6,420−2.8%Reduced–
Fidelity Covington Trust316092527SML MID MLTFCT190,174$8.39M2.2%+190,174New–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF449,289$8.19M2.2%+11,441+2.6%Added–
iShares Core S&P 500 ETF464287200ETF11,809$8.09M2.2%−109−0.9%Reduced–
Vanguard S&P 500 ETF922908363ETF12,586$7.89M2.1%+299+2.4%Added–
iShares Tr464288638ISHS 5-10YR INVT139,838$7.53M2.0%+43,927+45.8%Added–
Vanguard Health Care ETF92204A504ETF23,879$6.87M1.8%+23,879New–
MSFTMicrosoft CorpStock14,083$6.81M1.8%−197−1.4%ReducedHistory
Janus Detroit STR Tr47103U852HENDERSON MTG131,845$6.02M1.6%+131,845New–
Janus Detroit STR Tr47103U746HEND SECU IN ETF106,628$5.55M1.5%−56,858−34.8%Reduced–
NVDANVIDIA CorpStock26,746$4.99M1.3%−2,374−8.2%ReducedHistory
PIMCO ETF Tr72201R585MULTISECTOR BD155,748$4.16M1.1%+11,371+7.9%Added–
SPYSPDR S&P 500 ETF TrustETF6,086$4.15M1.1%+218+3.7%AddedHistory
SHOPShopify Inc.Stock24,451$3.94M1.1%−374−1.5%ReducedHistory
AAPLApple Inc.Stock10,685$2.90M0.8%+924+9.5%AddedHistory
BRK.BBerkshire Hathaway IncStock5,239$2.63M0.7%+2,855+119.8%AddedHistory
TSLATesla, Inc.Stock5,786$2.60M0.7%−117−2.0%ReducedHistory
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF72,225$2.59M0.7%+701+1.0%Added–
PEPPepsiCo IncStock16,349$2.35M0.6%+114+0.7%AddedHistory
Innovator ETFs Trust45784N858EQUITY DEFINED P76,135$1.96M0.5%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock10,546$1.87M0.5%−1,170−10.0%ReducedHistory
VVisa Inc.Stock5,237$1.84M0.5%+126+2.5%AddedHistory
PHParker-Hannifin CorpStock2,082$1.83M0.5%−80−3.7%ReducedHistory
ONONOn Holding AGStock38,033$1.77M0.5%−872−2.2%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A103,748$1.74M0.5%−3,271−3.1%ReducedHistory
CCitigroup IncStock13,905$1.62M0.4%−540−3.7%ReducedHistory
GOOGAlphabet Inc.Stock4,306$1.35M0.4%−282−6.1%ReducedHistory
First Tr Exchange Traded FD33738R118NASD TECH DIV13,778$1.33M0.4%+77+0.6%Added–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD38,939$1.30M0.3%+2,368+6.5%Added–
METAMeta Platforms, Inc.Stock1,972$1.30M0.3%+154+8.5%AddedHistory
ETNEaton Corp plcStock4,060$1.29M0.3%+560+16.0%AddedHistory
JPMJPMorgan Chase & CoStock3,736$1.20M0.3%−71−1.9%ReducedHistory
LLYEli Lilly & CoStock1,033$1.11M0.3%+5+0.5%AddedHistory
IBMInternational Business Machines CorpStock3,604$1.07M0.3%+35+1.0%AddedHistory
COSTCostco Wholesale CorpStock1,219$1.05M0.3%+344+39.3%AddedHistory
MUMicron Technology IncStock3,087$881.0K0.2%−1,534−33.2%ReducedHistory
FITBFifth Third BancorpCOM17,390$814.0K0.2%−66−0.4%ReducedHistory
ORCLOracle CorpStock4,099$798.9K0.2%+20.0%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW13,183$790.0K0.2%+1,828+16.1%Added–
ARMArm Holdings PLCADR7,046$770.2K0.2%−390−5.2%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF8,006$753.8K0.2%−290−3.5%Reduced–
First Tr Exchng Traded FD VI33740F581FT VEST NAS22,061$728.0K0.2%−1,562−6.6%Reduced–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF6,393$727.9K0.2%−187−2.8%Reduced–
GSGoldman Sachs Group IncStock806$708.7K0.2%+3+0.4%AddedHistory
Sprott FDS Tr85208P873SILVER MINERS12,490$696.9K0.2%+1,100+9.7%Added–
Invesco QQQ Trust Series I46090E103ETF1,129$693.4K0.2%+52+4.8%Added–
First Tr Exch TRD Alphdx FD33737J802INDIA NFTY50 EQW11,532$672.6K0.2%−3,375−22.6%Reduced–
UNHUnitedHealth Group IncStock1,923$634.8K0.2%+5+0.3%AddedHistory
MELIMercadolibre IncCOM313$631.2K0.2%−13−4.0%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF9,553$630.5K0.2%+297+3.2%Added–
LRCXLam Research CorpStock3,636$622.5K0.2%+166+4.8%AddedHistory
iShares S&P 500 Value ETF464287408ETF2,677$567.7K0.2%+13+0.5%Added–
SLViShares Silver TrustETF8,772$565.1K0.2%+8,772NewHistory
CVSCVS Health CorpStock6,999$555.4K0.1%+36+0.5%AddedHistory
AVGOBroadcom Inc.Stock1,576$545.4K0.1%+21+1.4%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,625$545.0K0.1%+1,625New–
iShares Tr464287622RUS 1000 ETF1,424$531.7K0.1%−109−7.1%Reduced–
XOMExxonMobil Holdings CorpCOM4,410$530.7K0.1%+1,761+66.5%AddedHistory
HDHome Depot, Inc.Stock1,479$509.1K0.1%+18+1.2%AddedHistory
iShares Russell Top 200 Growth ETF464289438ETF1,779$492.7K0.1%−742−29.4%Reduced–
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR3,576$463.2K0.1%+3+0.1%Added–
RTXRTX CorpStock2,519$461.9K0.1%+6+0.2%AddedHistory
ONCBeOne Medicines Ltd.ADR1,517$460.9K0.1%00.0%UnchangedHistory
AZOAutoZone IncCOM135$458.4K0.1%−4−2.9%ReducedHistory
PGProcter & Gamble CoStock3,183$456.1K0.1%+1,866+141.7%AddedHistory
FTNTFortinet, Inc.Stock5,685$451.4K0.1%+5,685NewHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF10,024$445.2K0.1%+175+1.8%Added–
EXELExelixis, Inc.COM10,000$438.3K0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33739Q705FT VEST S&P 5008,397$412.7K0.1%−203,499−96.0%Reduced–
PEGPublic Service Enterprise Group IncCOM5,110$410.3K0.1%+20.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,819$399.8K0.1%+671+58.4%Added–
iShares S&P 500 Growth ETF464287309ETF3,217$396.5K0.1%+4+0.1%Added–
iShares Russell 1000 Growth ETF464287614ETF837$396.0K0.1%+1+0.1%Added–
SHWSherwin Williams CoCOM1,136$368.0K0.1%−2−0.2%ReducedHistory
First Tr Exchange Traded FD33741X102SMID RISNG ETF9,599$367.8K0.1%−318−3.2%Reduced–
AGNTAGNT, Inc.COM40,291$364.6K0.1%−1,265−3.0%ReducedHistory
XYZBlock, Inc.CL A5,471$356.1K0.1%−294−5.1%ReducedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF3,784$350.1K0.1%−166−4.2%Reduced–
Alps ETF Tr00162Q395OSHARES US SMLCP7,980$349.1K0.1%−218,888−96.5%Reduced–
WisdomTree Tr97717X669US QTLY DIV GRT3,791$339.0K0.1%−101−2.6%Reduced–
FOURShift4 Payments, Inc.CL A5,367$338.0K0.1%−279−4.9%ReducedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH2,960$336.9K0.1%+4+0.1%Added–
MAMastercard IncStock579$330.6K0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (8)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Prasad Wealth Partners, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
MSTRStrategy IncStock1,101$354.7K0.1%History
iShares Tr46434V456MSCI INTL QUALTY7,363$325.4K0.1%–
INTCIntel CorpStock8,733$293.0K0.1%History
iShares Inc464286533MSCI EMERG MRKT4,027$257.0K0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF5,895$245.1K0.1%–
QCOMQualcomm IncStock1,394$231.9K0.1%History
iShares Inc464286525MSCI GBL MIN VOL1,809$216.9K0.1%–
Global X FDS37954Y632ARTIFICIAL ETF4,247$209.8K0.1%–