Prasad Wealth Partners, LLC
Sector Allocation
- Other66.7%$277.2M
- Financials12.1%$50.4M
- Technology10.9%$45.3M
- Consumer Discretionary3.6%$15.2M
- Healthcare3.5%$14.7M
- Industrials1.2%$5.0M
- Consumer Staples0.9%$3.6M
- Energy0.3%$1.3M
- Communication Services0.3%$1.1M
- Utilities0.2%$895,627
AUM History
13fpro.ai/research/fund/prasad-wealth-partners-llc-2048885
Conviction and streaks
Diversifying · top 10 = 38.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIDELITY$26.1M
- INNOVATOR$21.6M
IVZ
$21.0M- FIDELITY$15.3M
- FIRST$15.0M
- $14.2M
- INNOVATOR$12.0M
- INNOVATOR$11.9M
- ISHARES$11.8M
- FIDELITY$10.5M
- PROSHARES$10.5M
- ISHARES$10.3M
- FIRST$10.3M
- FIRST$10.1M
ALPS
$9.8MGOOGL
$9.3M- VANGUARD$9.3M
- ALPS$8.9M
- ISHARES$8.9M
AMZN
$8.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/prasad-wealth-partners-llc-2048885
Prasad Wealth Partners, LLC 13F holdings — Q2 2026
$415.6M portfolio (+13.1% QoQ) · 160 holdings · Q2 2026 13F · top 10 are 38% of the stock portfolio
- 1
FIDELITY COMWLTH TR - NASDAQ COMPSIT
$26.1M
6.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
INNOVATOR ETFS TRUST - LADERD ALCTN PWR
$21.6M
5.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $21.0M
5.1% of stocks
+8%This quarter+1.6%Since filed7+ qtrsHeld- 4
FIDELITY COVINGTON TRUST - FUN LAR COR ETF
$15.3M
3.7% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF
$15.0M
3.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $14.2M
3.4% of stocks
-34%This quarter+1.6%Since filed7+ qtrsHeld- 7
INNOVATOR ETFS TRUST - NASD 100 10 BUFF
$12.0M
2.9% of stocks
+22%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
INNOVATOR ETFS TRUST - DEFINED WLT SHLD
$11.9M
2.9% of stocks
+689%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - 0-5 YR TIPS ETF
$11.8M
2.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
FIDELITY COVINGTON TRUST - SML MID MLTFCT
$10.5M
2.5% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $26.1M | 6.3% | -0.2% | — | — | — | — | |
| 2 | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | $21.6M | 5.2% | +3% | — | — | — | — | |
| 3 | $21.0M | 5.1% | +8% | +1.6% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | FIDELITY COVINGTON TRUST - FUN LAR COR ETF | $15.3M | 3.7% | -0.8% | — | — | — | — | |
| 5 | FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF | $15.0M | 3.6% | New | — | New this quarter | — | — | |
| 6 | $14.2M | 3.4% | -34% | +1.6% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | INNOVATOR ETFS TRUST - NASD 100 10 BUFF | $12.0M | 2.9% | +22% | — | — | — | — | |
| 8 | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $11.9M | 2.9% | +689% | — | — | — | — | |
| 9 | ISHARES TR - 0-5 YR TIPS ETF | $11.8M | 2.8% | -2% | — | — | — | — | |
| 10 | FIDELITY COVINGTON TRUST - SML MID MLTFCT | $10.5M | 2.5% | +0.4% | — | — | — | — |
All holdings — Prasad Wealth Partners, LLC (Q2 2026)
160 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PROSHARES TR - S&P 500 DV ARISTetf/fund | — | $10.5M | 2.5% | 186K | +117% | — | — | 13F |
| 12 | — | ISHARES TR - U.S. FINLS ETFetf/fund | — | $10.3M | 2.5% | 81K | +18% | — | — | 13F |
| 13 | — | FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH | — | $10.3M | 2.5% | 84K | +2725% | — | — | 13F |
| 14 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETFetf/fund | — | $10.1M | 2.4% | 408K | +2% | — | — | 13F |
| 15 | Alps Group Incetf/fund | Healthcare | $9.8M | 2.4% | 379K | -5% | 7+ qtrs | — | 13F | |
| 16 | Alphabet Inc. | Technology | $9.3M | 2.2% | 26K | -2% | 7+ qtrsTrimmed 4 qtrs in a row | 77.7 | 13F | |
| 17 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $9.3M | 2.2% | 13K | +1% | — | — | 13F |
| 18 | — | ALPS ETF TR - ELECTRIFICATIONetf/fund | — | $8.9M | 2.1% | 199K | New | — | — | 13F |
| 19 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $8.9M | 2.1% | 12K | +1% | — | — | 13F |
| 20 | AMAZON COM INC | Consumer Discretionary | $8.7M | 2.1% | 37K | -1% | 7+ qtrsTrimmed 3 qtrs in a row | 67.5 | 13F | |
| 21 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETFpreferred | — | $8.4M | 2.0% | 471K | +0.7% | — | — | 13F |
| 22 | — | ISHARES TR - ISHS 5-10YR INVTetf/fund | — | $7.0M | 1.7% | 131K | -13% | — | — | 13F |
| 23 | — | JANUS DETROIT STR TR - HENDERSON MTG | — | $6.9M | 1.6% | 152K | +5% | — | — | 13F |
| 24 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $6.2M | 1.5% | 38K | -44% | — | — | 13F |
| 25 | MICROSOFT CORP | Technology | $5.7M | 1.4% | 15K | +3% | 7+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 26 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | — | $5.6M | 1.4% | 109K | New | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $5.2M | 1.3% | 26K | -1% | |||
| 28 | — | JANUS DETROIT STR TR - HEND SECU IN ETF | — | $5.1M | 1.2% | 99K | -10% | |||
| 29 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.8M | 1.2% | 6,440 | -2% | |||
| 30 | — | PIMCO ETF TR - MULTISECTOR BD | — | $4.6M | 1.1% | 174K | +4% | |||
| 31 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $3.5M | 0.8% | 70K | -63% | |||
| 32 | $MU | MICRON TECHNOLOGY INC | Technology | $3.4M | 0.8% | 2,972 | -4% | |||
| 33 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | — | $3.1M | 0.8% | 79K | -4% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.1M | 0.7% | 6,103 | -0.1% | |||
| 35 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $2.9M | 0.7% | 64K | New | |||
| 36 | $SHOP | SHOPIFY INC. | Technology | $2.9M | 0.7% | 26K | +1% | |||
| 37 | — | ISHARES TR - HDG MSCI EAFE | — | $2.8M | 0.7% | 60K | -86% | |||
| 38 | $AAPL | Apple Inc. | Technology | $2.7M | 0.7% | 9,340 | -3% | |||
| 39 | $ARM | ARM HOLDINGS PLC /UK | Technology | $2.3M | 0.6% | 6,573 | -6% | |||
| 40 | $PEP | PEPSICO INC | Consumer Staples | $2.2M | 0.5% | 16K | +0.1% | |||
| 41 | $PH | Parker-Hannifin Corp | Industrials | $2.0M | 0.5% | 2,070 | -0.0% | |||
| 42 | $C | CITIGROUP INC | Financials | $1.9M | 0.5% | 14K | -0.1% | |||
| 43 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.9M | 0.5% | 4,508 | -20% | |||
| 44 | $V | VISA INC. | Financials | $1.7M | 0.4% | 5,048 | +0.4% | |||
| 45 | $ETN | Eaton Corp plc | Industrials | $1.6M | 0.4% | 3,814 | -0.6% | |||
| 46 | $LRCX | LAM RESEARCH CORP | Technology | $1.6M | 0.4% | 3,646 | +0.1% | |||
| 47 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $1.5M | 0.4% | 13K | -2% | |||
| 48 | $PLTR | Palantir Technologies Inc. | Technology | $1.4M | 0.3% | 12K | +14% | |||
| 49 | $ONON | On Holding AG | Consumer Discretionary | $1.4M | 0.3% | 38K | -0.4% | |||
| 50 | $NU | Nu Holdings Ltd. | Financials | $1.3M | 0.3% | 100K | -1% | |||
| 51 | — | ISHARES INC - MSCI EMRG CHN | — | $1.3M | 0.3% | 13K | -90% | |||
| 52 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.3M | 0.3% | 763 | +16% | |||
| 53 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.3% | 3,658 | -14% | |||
| 54 | $JPM | JPMORGAN CHASE & CO | Financials | $1.3M | 0.3% | 3,910 | +2% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.3% | 1,048 | +1% | |||
| 56 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 DECE | — | $1.2M | 0.3% | 46K | — | |||
| 57 | $FTNT | Fortinet, Inc. | Technology | $1.1M | 0.3% | 7,366 | +3% | |||
| 58 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.1M | 0.3% | 3,918 | +2% | |||
| 59 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.3% | 1,177 | -0.8% | |||
| 60 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.3% | 15K | +0.5% | |||
| 61 | $META | Meta Platforms, Inc. | Technology | $1.0M | 0.3% | 1,830 | -7% | |||
| 62 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQTY MAX | — | $1.0M | 0.3% | 31K | New | |||
| 63 | $TEL | TE Connectivity plc | Technology | $983K | 0.2% | 4,878 | +0.7% | |||
| 64 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $952K | 0.2% | 2,291 | +0.4% | |||
| 65 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | — | $921K | 0.2% | 3,232 | -6% | |||
| 66 | $FITB | FIFTH THIRD BANCORP | Financials | $908K | 0.2% | 16K | -2% | |||
| 67 | $GS | GOLDMAN SACHS GROUP INC | Financials | $892K | 0.2% | 882 | +0.3% | |||
| 68 | $ADSK | Autodesk, Inc. | Technology | $857K | 0.2% | 4,407 | +5% | |||
| 69 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $831K | 0.2% | 14K | +0.1% | |||
| 70 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $802K | 0.2% | 1,089 | — | |||
| 71 | — | ISHARES TR - MSCI USA MIN ETF | — | $797K | 0.2% | 8,260 | +0.2% | |||
| 72 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $743K | 0.2% | 1,278 | -16% | |||
| 73 | $CVS | CVS HEALTH Corp | Healthcare | $741K | 0.2% | 7,165 | +2% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $740K | 0.2% | 6,050 | +0.2% | |||
| 75 | $F | FORD MOTOR CO | Consumer Discretionary | $723K | 0.2% | 52K | +0.1% | |||
| 76 | — | ISHARES TR - CORE S&P MCP ETF | — | $702K | 0.2% | 9,104 | -5% | |||
| 77 | — | INNOVATOR ETFS TRUST - EQUITY DEFND 1YR | — | $645K | 0.2% | 24K | New | |||
| 78 | — | SPROTT FDS TR - SILVER MINERS | — | $627K | 0.1% | 12K | — | |||
| 79 | $SLV | iShares Silver Trust | Financials | $613K | 0.1% | 11K | — | |||
| 80 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $612K | 0.1% | 16K | +0.7% | |||
| 81 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $605K | 0.1% | 4,423 | -0.8% | |||
| 82 | — | ISHARES TR - S&P 500 VAL ETF | — | $601K | 0.1% | 2,645 | +0.4% | |||
| 83 | — | FIRST TR EXCH TRD ALPHDX FD - INDIA NFTY50 EQW | — | $599K | 0.1% | 11K | -2% | |||
| 84 | $ORCL | ORACLE CORP | Technology | $591K | 0.1% | 4,033 | -0.5% | |||
| 85 | — | ISHARES TR - RUS 1000 ETF | — | $586K | 0.1% | 1,430 | +0.2% | |||
| 86 | $AVGO | Broadcom Inc. | Technology | $580K | 0.1% | 1,534 | -2% | |||
| 87 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $578K | 0.1% | 1,562 | -67% | |||
| 88 | — | INNOVATOR ETFS TRUST - EQUIT PROTN MAY | — | $549K | 0.1% | 21K | New | |||
| 89 | — | ISHARES TR - RUS TP200 GR ETF | — | $517K | 0.1% | 1,780 | +0.1% | |||
| 90 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $513K | 0.1% | 1,454 | -0.3% | |||
| 91 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $512K | 0.1% | 10K | +1% | |||
| 92 | $RTX | RTX Corp | Industrials | $481K | 0.1% | 2,534 | +0.4% | |||
| 93 | $CAT | CATERPILLAR INC | Industrials | $465K | 0.1% | 437 | +0.2% | |||
| 94 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $455K | 0.1% | 952 | +35% | |||
| 95 | — | ISHARES TR - RUS 1000 GRW ETF | — | $451K | 0.1% | 3,633 | +301% | |||
| 96 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $437K | 0.1% | 10K | +0.1% | |||
| 97 | $ONC | BeOne Medicines Ltd. | Healthcare | $432K | 0.1% | 1,518 | — | |||
| 98 | $AZO | AUTOZONE INC | Consumer Discretionary | $431K | 0.1% | 135 | — | |||
| 99 | — | ISHARES TR - S&P 500 GRWT ETF | — | $430K | 0.1% | 3,127 | +0.1% | |||
| 100 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $416K | 0.1% | 5,121 | +0.1% | |||
| 101 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $411K | 0.1% | 2,406 | New | |||
| 102 | $KLAC | KLA CORP | Technology | $396K | 0.1% | 1,314 | New | |||
| 103 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $395K | 0.1% | 7,830 | +1% | |||
| 104 | $SHW | SHERWIN WILLIAMS CO | Materials | $391K | 0.1% | 1,136 | -1% | |||
| 105 | $XYZ | Block, Inc. | Technology | $384K | 0.1% | 5,059 | -6% | |||
| 106 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $379K | 0.1% | 1,603 | -19% | |||
| 107 | — | VANGUARD INDEX FDS - VALUE ETF | — | $365K | 0.1% | 1,677 | +0.4% | |||
| 108 | $WT | WisdomTree, Inc. | Financials | $364K | 0.1% | 3,807 | +0.2% | |||
| 109 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $357K | 0.1% | 3,801 | +0.2% | |||
| 110 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $348K | 0.1% | 16K | +1% | |||
| 111 | $MPC | Marathon Petroleum Corp | Energy | $344K | 0.1% | 1,345 | +0.1% | |||
| 112 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $338K | 0.1% | 2,303 | +0.1% | |||
| 113 | $JNJ | JOHNSON & JOHNSON | Healthcare | $337K | 0.1% | 1,327 | +0.4% | |||
| 114 | $ABBV | AbbVie Inc. | Healthcare | $337K | 0.1% | 1,338 | +0.8% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $327K | 0.1% | 1,853 | -3% | |||
| 116 | $EXEL | EXELIXIS, INC. | Healthcare | $326K | 0.1% | 6,000 | -40% | |||
| 117 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $319K | 0.1% | 6,254 | — | |||
| 118 | $BIIB | BIOGEN INC. | Healthcare | $313K | 0.1% | 1,450 | — | |||
| 119 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | — | $309K | 0.1% | 2,016 | +0.4% | |||
| 120 | — | FIRST TR EXCHANGE-TRADED ALP - SML CAP VAL ALPH | — | $306K | 0.1% | 4,382 | +0.4% | |||
| 121 | — | ISHARES TR - MSCI USA QLT FCT | — | $305K | 0.1% | 1,390 | +0.1% | |||
| 122 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M | — | $304K | 0.1% | 8,900 | — | |||
| 123 | — | INNOVATOR ETFS TRUST - INNOVATOR GW 100 | — | $303K | 0.1% | 10K | — | |||
| 124 | $DELL | Dell Technologies Inc. | Technology | $292K | 0.1% | 677 | New | |||
| 125 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $290K | 0.1% | 6,730 | — | |||
| 126 | — | ISHARES TR - CORE S&P SCP ETF | — | $288K | 0.1% | 1,945 | +0.3% | |||
| 127 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $288K | 0.1% | 5,061 | +8% | |||
| 128 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $280K | 0.1% | 3,481 | +301% | |||
| 129 | $MA | Mastercard Inc | Financials | $276K | 0.1% | 537 | — | |||
| 130 | $PANW | Palo Alto Networks Inc | Technology | $271K | 0.1% | 796 | New | |||
| 131 | $INTC | INTEL CORP | Technology | $267K | 0.1% | 1,915 | New | |||
| 132 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | — | $266K | 0.1% | 3,475 | — | |||
| 133 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $252K | 0.1% | 483 | — | |||
| 134 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $250K | 0.1% | 5,180 | +0.4% | |||
| 135 | $WM | WASTE MANAGEMENT INC | Utilities | $248K | 0.1% | 1,114 | -6% | |||
| 136 | $ALPS | Alps Group Inc | Healthcare | $246K | 0.1% | 5,167 | +0.2% | |||
| 137 | — | ISHARES TR - US TREAS BD ETF | — | $244K | 0.1% | 11K | -2% | |||
| 138 | $WYNN | WYNN RESORTS LTD | Consumer Discretionary | $243K | 0.1% | 2,500 | — | |||
| 139 | $GE | GENERAL ELECTRIC CO | Industrials | $240K | 0.1% | 643 | -26% | |||
| 140 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $239K | 0.1% | 969 | -5% | |||
| 141 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQ MA | — | $237K | 0.1% | 7,025 | -8% | |||
| 142 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $237K | 0.1% | 2,128 | +0.5% | |||
| 143 | $D | DOMINION ENERGY, INC | Utilities | $232K | 0.1% | 3,392 | +1.0% | |||
| 144 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $231K | 0.1% | 4,850 | -10% | |||
| 145 | — | ISHARES TR - RUS 1000 VAL ETF | — | $229K | 0.1% | 946 | +0.3% | |||
| 146 | $STT | STATE STREET CORP | Financials | $229K | 0.1% | 5,199 | -3% | |||
| 147 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $227K | 0.1% | 7,836 | New | |||
| 148 | $ALL | ALLSTATE CORP | Financials | $220K | 0.1% | 927 | New | |||
| 149 | $GLD | SPDR GOLD TRUST | Financials | $220K | 0.1% | 598 | +5% | |||
| 150 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | — | $213K | 0.1% | 3,416 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 70 added to, 54 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
- FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF$15.0M
first bought this quarter
- ALPS ETF TR - ELECTRIFICATION$8.9M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHARES AAA CLO$5.6M
first bought this quarter
- PIMCO ETF TR - MUNI INCOME OPP$2.9M
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - VEST US EQTY MAX$1.0M
first bought this quarter
- INNOVATOR ETFS TRUST - EQUITY DEFND 1YR$645K
first bought this quarter
+15 more in the Excel export
Added to (70)
- INNOVATOR ETFS TRUST - DEFINED WLT SHLD+689%
now $11.9M
- FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH+2725%
now $10.3M
- PROSHARES TR - S&P 500 DV ARIST+117%
now $10.5M
- INNOVATOR ETFS TRUST - NASD 100 10 BUFF+22%
now $12.0M
- ISHARES TR - U.S. FINLS ETF+18%
now $10.3M
now $21.0M · held 7+ qtrs
+64 more in the Excel export
Trimmed (54)
- ISHARES TR - HDG MSCI EAFE-86%
now $2.8M
- ISHARES INC - MSCI EMRG CHN-90%
now $1.3M
- VANGUARD WORLD FD - HEALTH CAR ETF-97%
now $206K
- JANUS DETROIT STR TR - HENDRSON AAA CL-63%
now $3.5M
- ISHARES TR - CORE S&P TTL STK-44%
now $6.2M
- VANGUARD INDEX FDS - TOTAL STK MKT-67%
now $578K
+48 more in the Excel export
Holdings by quarter
Every 13F Prasad Wealth Partners, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Prasad Wealth Partners?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Prasad Wealth Partners's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+3.4%
Value-weighted move of the 10 largest stock positions
Turnover
17%
Last quarter; 37% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Prasad Wealth Partners, LLC disclosed 160 positions worth $415.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 21 new positions and exited 7 and a full exit from $FOUR. The portfolio is most concentrated in Other (66.7% of disclosed assets). All figures are sourced directly from Prasad Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2048885.
Funds like this
managers whose biggest positions overlap Prasad Wealth Partners'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Prasad Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Prasad Wealth Partners, LLC (SEC CIK: 2048885), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Prasad Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.