Prasad Wealth Partners, LLC
13F Reported Value
ⓘ$367.4M
Holdings
146
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Prasad Wealth Partners, LLC disclosed 146 positions worth $367.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 11 new positions and exited 7 — including a new stake in $NFLX. The portfolio is most concentrated in Other (66.2% of disclosed assets). All figures are sourced directly from Prasad Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2048885.
AI Fund Analysis
Concentrating
$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
FIDELITY COMWLTH TR
—Quality
$21.6M253,916 shINNOVATOR ETFS TRUST
—Quality
$19.7M398,244 shISHARES TR
—Quality
$18.8M441,387 sh- —
Quality
$17.6M91,774 sh - —
Quality
$15.0M331,655 sh FIDELITY COVINGTON TRUST
—Quality
$13.4M261,460 shISHARES TR
—Quality
$12.1M117,335 shISHARES INC
—Quality
$10.4M132,726 sh- —
Quality
$10.3M399,373 sh FIRST TR EXCHNG TRADED FD VI
—Quality
$9.9M398,932 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FIDELITY COMWLTH TR | — | $21.6M | 253,916 |
| INNOVATOR ETFS TRUST | — | $19.7M | 398,244 |
| ISHARES TR | — | $18.8M | 441,387 |
| Invesco Ltd.$IVZ | — | $17.6M | 91,774 |
| Invesco Ltd.$IVZ | — | $15.0M | 331,655 |
| FIDELITY COVINGTON TRUST | — | $13.4M | 261,460 |
| ISHARES TR | — | $12.1M | 117,335 |
| ISHARES INC | — | $10.4M | 132,726 |
 Alps Group Inc$ALPS | — | $10.3M | 399,373 |
| FIRST TR EXCHNG TRADED FD VI | — | $9.9M | 398,932 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prasad Wealth Partners, LLC's 146 positions.
Showing top 10 of 146 holdings.
Sector Allocation
Other
$243.1M
Financials
$46.5M
Technology
$33.9M
Healthcare
$14.5M
Consumer Discretionary
$12.9M
Industrials
$8.9M
Consumer Staples
$2.8M
Communication Services
$1.6M
Full Holdings — Prasad Wealth Partners, LLC (Q1 2026)
All 146 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | FIDELITY COMWLTH TR | $21.6M | 5.9% | +2% | — |
| 2 | — | INNOVATOR ETFS TRUST | $19.7M | 5.4% | +1% | — |
| 3 | — | ISHARES TR | $18.8M | 5.1% | +1% | — |
| 4 | $IVZ | Invesco Ltd. | $17.6M | 4.8% | +3% | — |
| 5 | $IVZ | Invesco Ltd. | $15.0M | 4.1% | +2% | — |
| 6 | — | FIDELITY COVINGTON TRUST | $13.4M | 3.6% | +3% | — |
| 7 | — | ISHARES TR | $12.1M | 3.3% | +2% | — |
| 8 | — | ISHARES INC | $10.4M | 2.8% | -2% | — |
| 9 | $ALPS | Alps Group Inc | $10.3M | 2.8% | +3% | — |
| 10 | — | FIRST TR EXCHNG TRADED FD VI | $9.9M | 2.7% | +5% | — |
| 11 | — | ISHARES TR | $9.7M | 2.6% | +2% | — |
| 12 | — | JANUS DETROIT STR TR | $9.6M | 2.6% | +1% | — |
| 13 | — | INNOVATOR ETFS TRUST | $9.3M | 2.5% | +3% | — |
| 14 | — | PROSHARES TR | $9.1M | 2.5% | +4% | — |
| 15 | — | FIDELITY COVINGTON TRUST | $8.8M | 2.4% | +4% | — |
| 16 | — | FIRST TR EXCH TRADED FD III | $8.3M | 2.3% | +4% | — |
| 17 | — | ISHARES TR | $8.1M | 2.2% | +8% | — |
| 18 | — | ISHARES TR | $8.0M | 2.2% | +4% | — |
| 19 | — | VANGUARD INDEX FDS | $8.0M | 2.2% | +6% | — |
| 20 |  $AMZN | AMAZON COM INC | $7.7M | 2.1% | -5% | 74.6 |
| 21 | — | ISHARES TR | $7.7M | 2.1% | -0% | — |
| 22 |  $GOOG | Alphabet Inc. | $7.6M | 2.1% | -3% | 80.2 |
| 23 | — | VANGUARD WORLD FD | $6.9M | 1.9% | +6% | — |
| 24 | — | JANUS DETROIT STR TR | $6.5M | 1.8% | +9% | — |
| 25 | — | JANUS DETROIT STR TR | $5.7M | 1.5% | +3% | — |
| 26 |  $MSFT | MICROSOFT CORP | $5.5M | 1.5% | +5% | 83.7 |
| 27 |  $NVDA | NVIDIA CORP | $4.6M | 1.2% | -2% | 90.2 |
| 28 | — | PIMCO ETF TR | $4.4M | 1.2% | +7% | — |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $4.3M | 1.2% | +8% | — |
| 30 |  $SHOP | SHOPIFY INC. | $3.0M | 0.8% | +3% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.9M | 0.8% | +17% | 64.5 |
| 32 | — | FIRST TR EXCHNG TRADED FD VI | $2.9M | 0.8% | +14% | — |
| 33 |  $PEP | PEPSICO INC | $2.5M | 0.7% | -1% | 62.7 |
| 34 |  $AAPL | Apple Inc. | $2.4M | 0.7% | -10% | 76.1 |
| 35 |  $TSLA | Tesla, Inc. | $2.1M | 0.6% | -3% | 50.1 |
| 36 |  $PH | Parker-Hannifin Corp | $1.9M | 0.5% | -1% | 73.8 |
| 37 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.4% | +1% | 85.8 |
| 38 |  $C | CITIGROUP INC | $1.6M | 0.4% | -1% | 54.8 |
| 39 |  $V | VISA INC. | $1.5M | 0.4% | -4% | 83.5 |
| 40 | — | VANGUARD INDEX FDS | $1.5M | 0.4% | +190% | — |
| 41 | — | INNOVATOR ETFS TRUST | $1.5M | 0.4% | +13% | — |
| 42 |  $NU | Nu Holdings Ltd. | $1.5M | 0.4% | -3% | — |
| 43 |  $NFLX | NETFLIX INC | $1.4M | 0.4% | NEW | 86.7 |
| 44 |  $ETN | Eaton Corp plc | $1.4M | 0.4% | -6% | — |
| 45 |  $ONON | On Holding AG | $1.3M | 0.4% | +1% | — |
| 46 | — | FIRST TR EXCHANGE TRADED FD | $1.3M | 0.3% | -1% | — |
| 47 |  $GOOGL | Alphabet Inc. | $1.2M | 0.3% | -1% | 80.2 |
| 48 | — | INNOVATOR ETFS TRUST | $1.2M | 0.3% | -39% | — |
| 49 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.3% | -3% | 67 |
| 50 |  $MELI | MERCADOLIBRE INC | $1.1M | 0.3% | +111% | 77.5 |
| 51 |  $META | Meta Platforms, Inc. | $1.1M | 0.3% | +0% | 80.9 |
| 52 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.3% | +3% | 35.6 |
| 53 |  $ARM | ARM HOLDINGS PLC /UK | $1.1M | 0.3% | -1% | — |
| 54 |  $MU | MICRON TECHNOLOGY INC | $1.0M | 0.3% | -0% | 88.4 |
| 55 |  $TEL | TE Connectivity plc | $1.0M | 0.3% | NEW | — |
| 56 |  $ADSK | Autodesk, Inc. | $1.0M | 0.3% | NEW | 76.4 |
| 57 |  $LLY | ELI LILLY & Co | $951,960 | 0.3% | +0% | 89.3 |
| 58 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $930,860 | 0.3% | +7% | 66.7 |
| 59 | — | FIRST TR EXCHANGE-TRADED FD | $830,641 | 0.2% | +5% | — |
| 60 |  $SLV | iShares Silver Trust | $781,675 | 0.2% | +31% | — |
| 61 |  $LRCX | LAM RESEARCH CORP | $778,010 | 0.2% | +0% | 82.4 |
| 62 |  $FITB | FIFTH THIRD BANCORP | $766,261 | 0.2% | -5% | — |
| 63 | — | ISHARES TR | $764,361 | 0.2% | +3% | — |
| 64 |  $XOM | EXXON MOBIL CORP | $756,529 | 0.2% | +1% | 61.8 |
| 65 |  $GS | GOLDMAN SACHS GROUP INC | $744,036 | 0.2% | +9% | — |
| 66 | — | SPROTT FDS TR | $739,158 | 0.2% | +0% | — |
| 67 | $IVZ | Invesco Ltd. | $649,762 | 0.2% | -6% | — |
| 68 | — | ISHARES TR | $646,660 | 0.2% | +0% | — |
| 69 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $628,739 | 0.2% | -4% | — |
| 70 |  $UNH | UNITEDHEALTH GROUP INC | $617,462 | 0.2% | +19% | 66.8 |
| 71 |  $F | FORD MOTOR CO | $600,184 | 0.2% | NEW | 58.5 |
| 72 |  $ORCL | ORACLE CORP | $596,488 | 0.2% | -1% | 67.2 |
| 73 | — | FIRST TR EXCH TRD ALPHDX FD | $586,085 | 0.2% | -1% | — |
| 74 |  $FTNT | Fortinet, Inc. | $585,914 | 0.2% | +26% | 78.1 |
| 75 | — | ISHARES TR | $556,345 | 0.1% | -2% | — |
| 76 | — | FIRST TR EXCHNG TRADED FD VI | $548,611 | 0.1% | -26% | — |
| 77 | — | ISHARES TR | $508,893 | 0.1% | +0% | — |
| 78 | — | FIRST TR EXCHANGE TRADED FD | $505,995 | 0.1% | -4% | — |
| 79 |  $CVS | CVS HEALTH Corp | $505,511 | 0.1% | +1% | 51.3 |
| 80 |  $RTX | RTX Corp | $486,838 | 0.1% | +0% | 70 |
| 81 |  $AVGO | Broadcom Inc. | $483,842 | 0.1% | -1% | 86.4 |
| 82 |  $HD | HOME DEPOT, INC. | $479,644 | 0.1% | -1% | 69.2 |
| 83 | — | SPDR INDEX SHS FDS | $457,608 | 0.1% | +0% | — |
| 84 |  $AZO | AUTOZONE INC | $455,619 | 0.1% | +0% | 66.5 |
| 85 |  $ONC | BeOne Medicines Ltd. | $450,655 | 0.1% | +0% | — |
| 86 | — | ISHARES TR | $442,762 | 0.1% | +0% | — |
| 87 |  $EXEL | EXELIXIS, INC. | $428,900 | 0.1% | +0% | 79.4 |
| 88 | — | VANGUARD SPECIALIZED FUNDS | $424,255 | 0.1% | +8% | — |
| 89 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $414,156 | 0.1% | +0% | 74.6 |
| 90 | — | FIRST TR EXCHANGE TRADED FD | $398,714 | 0.1% | +5% | — |
| 91 | — | ISHARES TR | $386,950 | 0.1% | +8% | — |
| 92 | — | FIRST TR EXCHANGE-TRADED FD | $376,210 | 0.1% | -8% | — |
| 93 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $369,175 | 0.1% | +57% | — |
| 94 |  $SHW | SHERWIN WILLIAMS CO | $368,353 | 0.1% | +1% | 65.3 |
| 95 | — | ISHARES TR | $353,395 | 0.1% | -3% | — |
| 96 | — | FIRST TR EXCHANGE-TRADED FD | $351,841 | 0.1% | +0% | — |
| 97 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $343,832 | 0.1% | +2% | 57.4 |
| 98 |  $WT | WisdomTree, Inc. | $333,659 | 0.1% | +0% | 62.9 |
| 99 |  $PG | PROCTER & GAMBLE Co | $332,140 | 0.1% | -28% | 72.9 |
| 100 |  $MPC | Marathon Petroleum Corp | $327,995 | 0.1% | +0% | 50.7 |
| 101 | — | VANGUARD INDEX FDS | $327,806 | 0.1% | +0% | — |
| 102 | — | FIRST TR EXCHANGE-TRADED FD | $325,478 | 0.1% | +0% | — |
| 103 |  $XYZ | Block, Inc. | $323,527 | 0.1% | -2% | 60.3 |
| 104 |  $JNJ | JOHNSON & JOHNSON | $323,126 | 0.1% | +1% | 72.8 |
| 105 | $IVZ | Invesco Ltd. | $315,017 | 0.1% | -3% | — |
| 106 |  $AMD | ADVANCED MICRO DEVICES INC | $310,707 | 0.1% | +0% | 78.8 |
| 107 |  $CAT | CATERPILLAR INC | $308,784 | 0.1% | -10% | 67.8 |
| 108 |  $FOUR | Shift4 Payments, Inc. | $305,324 | 0.1% | +30% | 60 |
| 109 | — | FIRST TR EXCHNG TRADED FD VI | $297,972 | 0.1% | -88% | — |
| 110 |  $ABBV | AbbVie Inc. | $288,909 | 0.1% | +1% | 59.3 |
| 111 | — | INNOVATOR ETFS TRUST | $273,911 | 0.1% | +0% | — |
| 112 |  $WM | WASTE MANAGEMENT INC | $273,448 | 0.1% | -3% | 70.7 |
| 113 | — | INNOVATOR ETFS TRUST | $269,873 | 0.1% | +0% | — |
| 114 | — | FIRST TR EXCHANGE-TRADED ALP | $269,712 | 0.1% | -3% | — |
| 115 |  $MA | Mastercard Inc | $268,316 | 0.1% | -7% | 81.7 |
| 116 | — | ISHARES TR | $266,172 | 0.1% | +3% | — |
| 117 |  $BIIB | BIOGEN INC. | $265,851 | 0.1% | -0% | 65.6 |
| 118 |  $WYNN | WYNN RESORTS LTD | $253,875 | 0.1% | +0% | — |
| 119 | — | VANGUARD INTL EQUITY INDEX F | $253,439 | 0.1% | NEW | — |
| 120 | — | ISHARES TR | $250,955 | 0.1% | +0% | — |
| 121 | — | VANGUARD INDEX FDS | $249,552 | 0.1% | +0% | — |
| 122 | — | FIRST TR EXCHNG TRADED FD VI | $249,447 | 0.1% | +0% | — |
| 123 |  $GE | GENERAL ELECTRIC CO | $245,153 | 0.1% | +27% | 74.8 |
| 124 |  $GLD | SPDR GOLD TRUST | $244,405 | 0.1% | +0% | — |
| 125 | — | FIDELITY COVINGTON TRUST | $243,945 | 0.1% | +0% | — |
| 126 | — | FIRST TR EXCHANGE-TRADED FD | $242,651 | 0.1% | +10% | — |
| 127 | — | ISHARES TR | $241,044 | 0.1% | +7% | — |
| 128 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $238,743 | 0.1% | -0% | — |
| 129 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $237,173 | 0.1% | +1% | 63.2 |
| 130 | — | ISHARES TR | $235,115 | 0.1% | -6% | — |
| 131 |  $BAC | BANK OF AMERICA CORP /DE/ | $229,257 | 0.1% | +1% | 68.4 |
| 132 | $ALPS | Alps Group Inc | $225,560 | 0.1% | -35% | — |
| 133 | — | FIRST TR EXCHANGE-TRADED FD | $224,787 | 0.1% | +0% | — |
| 134 | — | STATE STR SPDR DOW JONES IND | $223,541 | 0.1% | +0% | — |
| 135 |  $STT | STATE STREET CORP | $218,399 | 0.1% | -10% | 61.5 |
| 136 | — | VANECK ETF TRUST | $213,180 | 0.1% | -38% | — |
| 137 | — | VANGUARD WORLD FD | $212,239 | 0.1% | +0% | — |
| 138 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $211,551 | 0.1% | NEW | 70.9 |
| 139 |  $RPM | RPM INTERNATIONAL INC/DE/ | $210,481 | 0.1% | -3% | 57.3 |
| 140 |  $PLD | Prologis, Inc. | $209,304 | 0.1% | NEW | 67.5 |
| 141 |  $D | DOMINION ENERGY, INC | $207,662 | 0.1% | NEW | 74.9 |
| 142 |  $PWR | QUANTA SERVICES, INC. | $202,609 | 0.1% | NEW | 62.6 |
| 143 | — | ISHARES TR | $201,571 | 0.1% | -100% | — |
| 144 |  $BMY | BRISTOL MYERS SQUIBB CO | $201,074 | 0.1% | NEW | 70.1 |
| 145 |  $VZ | VERIZON COMMUNICATIONS INC | $200,822 | 0.1% | NEW | 71.6 |
| 146 |  $TFSL | TFS Financial CORP | $166,268 | 0.1% | +0% | — |
New Positions (11)
$NFLX NETFLIX INC$1.4M$TEL TE Connectivity plc$1.0M$ADSK Autodesk, Inc.$1.0M$F FORD MOTOR CO$600,184$PNC PNC FINANCIAL SERVICES GROUP, INC.$211,551$PLD Prologis, Inc.$209,304$D DOMINION ENERGY, INC$207,662$PWR QUANTA SERVICES, INC.$202,609$BMY BRISTOL MYERS SQUIBB CO$201,074$VZ VERIZON COMMUNICATIONS INC$200,822
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