Prasad Wealth Partners, LLC

Est. AUM

$367.4M

13F long equity, this entity only

Positions

146

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$21.6M	253916	5.87%	SOLE
2	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$19.7M	398244	5.36%	SOLE
3	ISHARES TR	HDG MSCI EAFE	$18.8M	441387	5.11%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$17.6M	91774	4.79%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$15.0M	331655	4.09%	SOLE
6	FIDELITY COVINGTON TRUST	FUNDAMENTAL LARG	$13.4M	261460	3.65%	SOLE
7	ISHARES TR	0-5 YR TIPS ETF	$12.1M	117335	3.30%	SOLE
8	ISHARES INC	MSCI EMRG CHN	$10.4M	132726	2.84%	SOLE
9	ALPS ETF TR	SMITH CORE PLUS	$10.3M	399373	2.80%	SOLE
10	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$9.9M	398932	2.69%	SOLE
11	ISHARES TR	CORE S&P TTL STK	$9.7M	68229	2.65%	SOLE
12	JANUS DETROIT STR TR	HENDRSON AAA CL	$9.6M	191311	2.62%	SOLE
13	INNOVATOR ETFS TRUST	NASDAQ-100 10 BU	$9.3M	318818	2.53%	SOLE
14	PROSHARES TR	S&P 500 DV ARIST	$9.1M	85938	2.48%	SOLE
15	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$8.8M	197268	2.40%	SOLE
16	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$8.3M	467297	2.26%	SOLE
17	ISHARES TR	ISHS 5-10YR INVT	$8.1M	151454	2.19%	SOLE
18	ISHARES TR	U.S. FINLS ETF	$8.0M	68233	2.19%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.0M	13325	2.17%	SOLE
20	AMAZON COM INC	COM	$7.7M	37071	2.10%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$7.7M	11753	2.09%	SOLE
22	ALPHABET INC	CAP STK CL A	$7.6M	26412	2.07%	SOLE
23	VANGUARD WORLD FD	HEALTH CAR ETF	$6.9M	25308	1.88%	SOLE
24	JANUS DETROIT STR TR	HENDERSON MTG	$6.5M	144355	1.78%	SOLE
25	JANUS DETROIT STR TR	HENDERSON SECURI	$5.7M	110026	1.54%	SOLE
26	MICROSOFT CORP	COM	$5.5M	14820	1.49%	SOLE
27	NVIDIA CORPORATION	COM	$4.6M	26220	1.24%	SOLE
28	PIMCO ETF TR	MULTISECTOR BD	$4.4M	166222	1.19%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.3M	6543	1.16%	SOLE
30	SHOPIFY INC	CL A SUB VTG SHS	$3.0M	25241	0.81%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	6109	0.80%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.9M	82628	0.79%	SOLE
33	PEPSICO INC	COM	$2.5M	16175	0.68%	SOLE
34	APPLE INC	COM	$2.4M	9643	0.67%	SOLE
35	TESLA INC	COM	$2.1M	5633	0.57%	SOLE
36	PARKER-HANNIFIN CORP	COM	$1.9M	2071	0.50%	SOLE
37	PALANTIR TECHNOLOGIES INC	CL A	$1.6M	10692	0.43%	SOLE
38	CITIGROUP INC	COM NEW	$1.6M	13737	0.42%	SOLE
39	VISA INC	COM CL A	$1.5M	5026	0.41%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4708	0.41%	SOLE
41	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.5M	44122	0.40%	SOLE
42	NU HLDGS LTD	ORD SHS CL A	$1.5M	100953	0.39%	SOLE
43	NETFLIX INC.	COM	$1.4M	15038	0.39%	SOLE
44	EATON CORP PLC	SHS	$1.4M	3836	0.37%	SOLE
45	ON HLDG AG	NAMEN AKT A	$1.3M	38455	0.36%	SOLE
46	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.3M	13687	0.35%	SOLE
47	ALPHABET INC	CAP STK CL C	$1.2M	4245	0.33%	SOLE
48	INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.2M	46261	0.32%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1186	0.32%	SOLE
50	MERCADOLIBRE INC	COM	$1.1M	660	0.31%	SOLE

1–50 of 146

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.