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Prasad Wealth Partners, LLC

SEC CIK
0002048885
Latest filing
Jul 29, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 27, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
146
+1 vs. Q4 2025
Portfolio value
$367.4M
−$7.43M (−2.0%) vs. Q4 2025
Filed
Apr 27, 2026
SEC
Holdings of Prasad Wealth Partners, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Fidelity Comwlth Tr315912808NASDAQ COMPSIT253,916$21.6M5.9%+5,730+2.3%Added–
Innovator ETFs Trust45783Y814LADERD ALCTN PWR398,244$19.7M5.4%+5,691+1.4%Added–
iShares Tr46434V803HDG MSCI EAFE441,387$18.8M5.1%+5,467+1.3%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT91,774$17.6M4.8%+2,894+3.3%Added–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF331,655$15.0M4.1%+5,931+1.8%Added–
Fidelity Covington Trust316092360FUN LAR COR ETF261,460$13.4M3.6%+7,144+2.8%Added–
iShares Tr46429B7470-5 YR TIPS ETF117,335$12.1M3.3%+1,876+1.6%Added–
iShares Inc46434G764MSCI EMRG CHN132,726$10.4M2.8%−2,706−2.0%Reduced–
Alps ETF Tr00162Q346SMITH CORE PLUS399,373$10.3M2.8%+12,353+3.2%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF398,932$9.88M2.7%+18,402+4.8%Added–
iShares Tr464287150CORE S&P TTL STK68,229$9.72M2.6%+1,212+1.8%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL191,311$9.64M2.6%+2,180+1.2%Added–
Innovator ETFs Trust45783Y160NASD 100 10 BUFF318,818$9.31M2.5%+7,875+2.5%Added–
ProShares Tr74348A467S&P 500 DV ARIST85,938$9.11M2.5%+3,040+3.7%Added–
Fidelity Covington Trust316092527SML MID MLTFCT197,268$8.82M2.4%+7,094+3.7%Added–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF467,297$8.29M2.3%+18,008+4.0%Added–
iShares Tr464288638ISHS 5-10YR INVT151,454$8.06M2.2%+11,616+8.3%Added–
iShares Tr464287788U.S. FINLS ETF68,233$8.03M2.2%+2,818+4.3%Added–
Vanguard S&P 500 ETF922908363ETF13,325$7.96M2.2%+739+5.9%Added–
AMZNAmazon Com IncStock37,071$7.72M2.1%−1,812−4.7%ReducedHistory
iShares Core S&P 500 ETF464287200ETF11,753$7.68M2.1%−56−0.5%Reduced–
GOOGLAlphabet Inc.Stock26,412$7.60M2.1%−837−3.1%ReducedHistory
Vanguard Health Care ETF92204A504ETF25,308$6.89M1.9%+1,429+6.0%Added–
Janus Detroit STR Tr47103U852HENDERSON MTG144,355$6.52M1.8%+12,510+9.5%Added–
Janus Detroit STR Tr47103U746HEND SECU IN ETF110,026$5.67M1.5%+3,398+3.2%Added–
MSFTMicrosoft CorpStock14,820$5.49M1.5%+737+5.2%AddedHistory
NVDANVIDIA CorpStock26,220$4.57M1.2%−526−2.0%ReducedHistory
PIMCO ETF Tr72201R585MULTISECTOR BD166,222$4.36M1.2%+10,474+6.7%Added–
SPYSPDR S&P 500 ETF TrustETF6,543$4.26M1.2%+457+7.5%AddedHistory
SHOPShopify Inc.Stock25,241$2.99M0.8%+790+3.2%AddedHistory
BRK.BBerkshire Hathaway IncStock6,109$2.93M0.8%+870+16.6%AddedHistory
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF82,628$2.92M0.8%+10,403+14.4%Added–
PEPPepsiCo IncStock16,175$2.51M0.7%−174−1.1%ReducedHistory
AAPLApple Inc.Stock9,643$2.45M0.7%−1,042−9.8%ReducedHistory
TSLATesla, Inc.Stock5,633$2.09M0.6%−153−2.6%ReducedHistory
PHParker-Hannifin CorpStock2,071$1.85M0.5%−11−0.5%ReducedHistory
PLTRPalantir Technologies Inc.Stock10,692$1.56M0.4%+146+1.4%AddedHistory
CCitigroup IncStock13,737$1.56M0.4%−168−1.2%ReducedHistory
VVisa Inc.Stock5,026$1.52M0.4%−211−4.0%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF4,708$1.51M0.4%+3,083+189.7%Added–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD44,122$1.48M0.4%+5,183+13.3%Added–
NUNu Holdings Ltd.ORD SHS CL A100,953$1.45M0.4%−2,795−2.7%ReducedHistory
NFLXNetflix IncStock15,038$1.45M0.4%+15,038NewHistory
ETNEaton Corp plcStock3,836$1.37M0.4%−224−5.5%ReducedHistory
ONONOn Holding AGStock38,455$1.31M0.4%+422+1.1%AddedHistory
First Tr Exchange Traded FD33738R118NASD TECH DIV13,687$1.28M0.3%−91−0.7%Reduced–
GOOGAlphabet Inc.Stock4,245$1.22M0.3%−61−1.4%ReducedHistory
Innovator ETFs Trust45784N858EQUITY DEFINED P46,261$1.19M0.3%−29,874−39.2%Reduced–
COSTCostco Wholesale CorpStock1,186$1.18M0.3%−33−2.7%ReducedHistory
MELIMercadolibre IncCOM660$1.14M0.3%+347+110.9%AddedHistory
METAMeta Platforms, Inc.Stock1,972$1.13M0.3%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock3,831$1.13M0.3%+95+2.5%AddedHistory
ARMArm Holdings PLCADR6,999$1.06M0.3%−47−0.7%ReducedHistory
MUMicron Technology IncStock3,083$1.04M0.3%−4−0.1%ReducedHistory
TELTE Connectivity plcStock4,845$1.01M0.3%+4,845NewHistory
ADSKAutodesk, Inc.COM4,190$1.00M0.3%+4,190NewHistory
LLYEli Lilly & CoStock1,035$952.0K0.3%+2+0.2%AddedHistory
IBMInternational Business Machines CorpStock3,840$930.9K0.3%+236+6.5%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW13,895$830.6K0.2%+712+5.4%Added–
SLViShares Silver TrustETF11,472$781.7K0.2%+2,700+30.8%AddedHistory
LRCXLam Research CorpStock3,641$778.0K0.2%+5+0.1%AddedHistory
FITBFifth Third BancorpCOM16,493$766.3K0.2%−897−5.2%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF8,242$764.4K0.2%+236+2.9%Added–
XOMExxonMobil Holdings CorpCOM4,459$756.5K0.2%+49+1.1%AddedHistory
GSGoldman Sachs Group IncStock879$744.0K0.2%+73+9.1%AddedHistory
Sprott FDS Tr85208P873SILVER MINERS12,490$739.2K0.2%00.0%Unchanged–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF6,038$649.8K0.2%−355−5.6%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF9,576$646.7K0.2%+23+0.2%Added–
Invesco QQQ Trust Series I46090E103ETF1,089$628.7K0.2%−40−3.5%Reduced–
UNHUnitedHealth Group IncStock2,282$617.5K0.2%+359+18.7%AddedHistory
FFord Motor CoStock52,009$600.2K0.2%+52,009NewHistory
ORCLOracle CorpStock4,055$596.5K0.2%−44−1.1%ReducedHistory
First Tr Exch TRD Alphdx FD33737J802INDIA NFTY50 EQW11,381$586.1K0.2%−151−1.3%Reduced–
FTNTFortinet, Inc.Stock7,170$585.9K0.2%+1,485+26.1%AddedHistory
iShares S&P 500 Value ETF464287408ETF2,635$556.3K0.2%−42−1.6%Reduced–
First Tr Exchng Traded FD VI33740F581FT VEST NAS16,318$548.6K0.1%−5,743−26.0%Reduced–
iShares Tr464287622RUS 1000 ETF1,427$508.9K0.1%+3+0.2%Added–
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR3,431$506.0K0.1%−145−4.1%Reduced–
CVSCVS Health CorpStock7,039$505.5K0.1%+40+0.6%AddedHistory
RTXRTX CorpStock2,524$486.8K0.1%+5+0.2%AddedHistory
AVGOBroadcom Inc.Stock1,563$483.8K0.1%−13−0.8%ReducedHistory
HDHome Depot, Inc.Stock1,458$479.6K0.1%−21−1.4%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF10,024$457.6K0.1%00.0%Unchanged–
AZOAutoZone IncCOM135$455.6K0.1%00.0%UnchangedHistory
ONCBeOne Medicines Ltd.ADR1,518$450.7K0.1%+1+0.1%AddedHistory
iShares Russell Top 200 Growth ETF464289438ETF1,779$442.8K0.1%00.0%Unchanged–
EXELExelixis, Inc.COM10,000$428.9K0.1%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,973$424.3K0.1%+154+8.5%Added–
PEGPublic Service Enterprise Group IncCOM5,116$414.2K0.1%+6+0.1%AddedHistory
First Tr Exchange Traded FD33741X102SMID RISNG ETF10,112$398.7K0.1%+513+5.3%Added–
iShares Russell 1000 Growth ETF464287614ETF907$386.9K0.1%+70+8.4%Added–
First Tr Exchange-Traded FD33739Q705FT VEST S&P 5007,723$376.2K0.1%−674−8.0%Reduced–
FBTCFidelity Wise Origin Bitcoin FundSHS6,254$369.2K0.1%+2,258+56.5%AddedHistory
SHWSherwin Williams CoCOM1,149$368.4K0.1%+13+1.1%AddedHistory
iShares S&P 500 Growth ETF464287309ETF3,124$353.4K0.1%−93−2.9%Reduced–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF3,793$351.8K0.1%+9+0.2%Added–
PAAPlains All American Pipeline LPUNIT LTD PARTN15,398$343.8K0.1%+237+1.6%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT3,798$333.7K0.1%+7+0.2%Added–
PGProcter & Gamble CoStock2,300$332.1K0.1%−883−27.7%ReducedHistory
MPCMarathon Petroleum CorpStock1,343$328.0K0.1%+4+0.3%AddedHistory

Sold out since Q4 2025 (12)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Prasad Wealth Partners, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
First Tr Exchange-Traded FD33738D101NO AMER ENERGY222,641$8.43M2.2%–
AGNTAGNT, Inc.COM40,291$364.6K0.1%History
SOFISoFi Technologies, Inc.Stock11,872$310.8K0.1%History
CMGChipotle Mexican Grill IncCOM7,415$274.4K0.1%History
CRMSalesforce, Inc.Stock995$263.6K0.1%History
FISVFiserv IncStock3,865$259.6K0.1%History
First Tr Exchng Traded FD VI33740U570VEST US MAX BUFF6,800$228.5K0.1%–
Innovator ETFs Trust45783Y251EQUITY DEFINED P7,725$224.5K0.1%–
DISWalt Disney CoStock1,925$219.0K0.1%History
State Street Financial Select Sector SPDR ETF81369Y605ETF3,847$210.7K0.1%–
Schwab U.S. Broad Market ETF808524102ETF7,812$204.9K0.1%–
First Trust Financials Alphadex Fund33734X135ETF3,389$204.5K0.1%–