Prasad Wealth Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2048885
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$415.6M

Holdings

160

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

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.

Sector Allocation

OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • FIDELITY COMWLTH TR - NASDAQ COMPSIT

    Quality

    $26.1M253,291 sh
  • INNOVATOR ETFS TRUST - LADERD ALCTN PWR

    Quality

    $21.6M410,619 sh
  • $21.0M98,829 sh
  • FIDELITY COVINGTON TRUST - FUN LAR COR ETF

    Quality

    $15.3M259,366 sh
  • FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF

    Quality

    $15.0M639,436 sh
  • $14.2M219,860 sh
  • INNOVATOR ETFS TRUST - NASD 100 10 BUFF

    Quality

    $12.0M389,781 sh
  • INNOVATOR ETFS TRUST - DEFINED WLT SHLD

    Quality

    $11.9M347,970 sh
  • ISHARES TR - 0-5 YR TIPS ETF

    Quality

    $11.8M115,320 sh
  • FIDELITY COVINGTON TRUST - SML MID MLTFCT

    Quality

    $10.5M197,968 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Prasad Wealth Partners, LLC's 160 positions.

Showing top 10 of 160 holdings.

Sector Allocation

Other

$277.2M

Financials

$50.4M

Technology

$42.9M

Healthcare

$14.7M

Consumer Discretionary

$14.1M

Industrials

$10.1M

Consumer Staples

$2.5M

Energy

$1.3M

Full Holdings — Prasad Wealth Partners, LLC (Q2 2026)

All 160 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
FIDELITY COMWLTH TR - NASDAQ COMPSIT$26.1M
INNOVATOR ETFS TRUST - LADERD ALCTN PWR$21.6M
IVZ$IVZInvesco Ltd.$21.0M
FIDELITY COVINGTON TRUST - FUN LAR COR ETF$15.3M
FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF$15.0M
IVZ$IVZInvesco Ltd.$14.2M
INNOVATOR ETFS TRUST - NASD 100 10 BUFF$12.0M
INNOVATOR ETFS TRUST - DEFINED WLT SHLD$11.9M
ISHARES TR - 0-5 YR TIPS ETF$11.8M
FIDELITY COVINGTON TRUST - SML MID MLTFCT$10.5M
PROSHARES TR - S&P 500 DV ARIST$10.5M
ISHARES TR - U.S. FINLS ETF$10.3M
FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH$10.3M
FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF$10.1M
ALPS$ALPSAlps Group Inc$9.8M
GOOG$GOOGAlphabet Inc.$9.3M
VANGUARD INDEX FDS - S&P 500 ETF SHS$9.3M
ALPS ETF TR - ELECTRIFICATION$8.9M
ISHARES TR - CORE S&P500 ETF$8.9M
AMZN$AMZNAMAZON COM INC$8.7M
FIRST TR EXCH TRADED FD III - PFD SECS INC ETF$8.4M
ISHARES TR - ISHS 5-10YR INVT$7.0M
JANUS DETROIT STR TR - HENDERSON MTG$6.9M
ISHARES TR - CORE S&P TTL STK$6.2M
MSFT$MSFTMICROSOFT CORP$5.7M
BLACKROCK ETF TRUST II - ISHARES AAA CLO$5.6M
NVDA$NVDANVIDIA CORP$5.2M
JANUS DETROIT STR TR - HEND SECU IN ETF$5.1M
SPY$SPYSPDR S&P 500 ETF TRUST$4.8M
PIMCO ETF TR - MULTISECTOR BD$4.6M
JANUS DETROIT STR TR - HENDRSON AAA CL$3.5M
MU$MUMICRON TECHNOLOGY INC$3.4M
FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF$3.1M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$3.1M
PIMCO ETF TR - MUNI INCOME OPP$2.9M
SHOP$SHOPSHOPIFY INC.$2.9M
ISHARES TR - HDG MSCI EAFE$2.8M
AAPL$AAPLApple Inc.$2.7M
ARM$ARMARM HOLDINGS PLC /UK$2.3M
PEP$PEPPEPSICO INC$2.2M
PH$PHParker-Hannifin Corp$2.0M
C$CCITIGROUP INC$1.9M
TSLA$TSLATesla, Inc.$1.9M
V$VVISA INC.$1.7M
ETN$ETNEaton Corp plc$1.6M
LRCX$LRCXLAM RESEARCH CORP$1.6M
FIRST TR EXCHANGE TRADED FD - NASD TECH DIV$1.5M
PLTR$PLTRPalantir Technologies Inc.$1.4M
ONON$ONONOn Holding AG$1.4M
NU$NUNu Holdings Ltd.$1.3M
ISHARES INC - MSCI EMRG CHN$1.3M
MELI$MELIMERCADOLIBRE INC$1.3M
GOOGL$GOOGLAlphabet Inc.$1.3M
JPM$JPMJPMORGAN CHASE & CO$1.3M
LLY$LLYELI LILLY & Co$1.3M
INNOVATOR ETFS TRUST - EQUI DEFI 1 DECE$1.2M
FTNT$FTNTFortinet, Inc.$1.1M
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$1.1M
COST$COSTCOSTCO WHOLESALE CORP /NEW$1.1M
NFLX$NFLXNETFLIX INC$1.1M
META$METAMeta Platforms, Inc.$1.0M
FIRST TR EXCHNG TRADED FD VI - VEST US EQTY MAX$1.0M
TEL$TELTE Connectivity plc$983,389
UNH$UNHUNITEDHEALTH GROUP INC$952,368
FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR$920,846
FITB$FITBFIFTH THIRD BANCORP$908,341
GS$GSGOLDMAN SACHS GROUP INC$891,640
ADSK$ADSKAutodesk, Inc.$856,809
FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW$830,825
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$802,182
ISHARES TR - MSCI USA MIN ETF$796,797
AMD$AMDADVANCED MICRO DEVICES INC$742,600
CVS$CVSCVS HEALTH Corp$741,257
IVZ$IVZInvesco Ltd.$739,848
F$FFORD MOTOR CO$723,439
ISHARES TR - CORE S&P MCP ETF$701,999
INNOVATOR ETFS TRUST - EQUITY DEFND 1YR$645,289
SPROTT FDS TR - SILVER MINERS$626,873
SLV$SLViShares Silver Trust$613,386
FIRST TR EXCHNG TRADED FD VI - FT VEST NAS$611,994
XOM.R34088$XOM.R34088EXXON MOBIL CORP$604,696
ISHARES TR - S&P 500 VAL ETF$600,625
FIRST TR EXCH TRD ALPHDX FD - INDIA NFTY50 EQW$599,036
ORCL$ORCLORACLE CORP$591,041
ISHARES TR - RUS 1000 ETF$585,657
AVGO$AVGOBroadcom Inc.$579,585
VANGUARD INDEX FDS - TOTAL STK MKT$578,091
INNOVATOR ETFS TRUST - EQUIT PROTN MAY$549,460
ISHARES TR - RUS TP200 GR ETF$517,361
HD$HDHOME DEPOT, INC.$512,771
SPDR INDEX SHS FDS - ST STR PO EX ETF$512,373
RTX$RTXRTX Corp$480,817
CAT$CATCATERPILLAR INC$464,888
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$454,650
ISHARES TR - RUS 1000 GRW ETF$451,119
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF$436,682
ONC$ONCBeOne Medicines Ltd.$432,445
AZO$AZOAUTOZONE INC$431,091
ISHARES TR - S&P 500 GRWT ETF$430,088
PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$415,637
SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$411,089
KLAC$KLACKLA CORP$396,417
FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500$395,392
SHW$SHWSHERWIN WILLIAMS CO$391,028
XYZ$XYZBlock, Inc.$384,484
VANGUARD SPECIALIZED FUNDS - DIV APP ETF$379,323
VANGUARD INDEX FDS - VALUE ETF$365,492
WT$WTWisdomTree, Inc.$363,990
FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF$356,968
PAA$PAAPLAINS ALL AMERICAN PIPELINE LP$347,556
MPC$MPCMarathon Petroleum Corp$343,962
PG$PGPROCTER & GAMBLE Co$337,675
JNJ$JNJJOHNSON & JOHNSON$337,129
ABBV$ABBVAbbVie Inc.$336,815
IVZ$IVZInvesco Ltd.$327,321
EXEL$EXELEXELIXIS, INC.$326,460
FBTC$FBTCFidelity Wise Origin Bitcoin Fund$319,268
BIIB$BIIBBIOGEN INC.$313,313
FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF$309,150
FIRST TR EXCHANGE-TRADED ALP - SML CAP VAL ALPH$305,909
ISHARES TR - MSCI USA QLT FCT$305,026
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M$303,771
INNOVATOR ETFS TRUST - INNOVATOR GW 100$303,395
DELL$DELLDell Technologies Inc.$292,028
INNOVATOR ETFS TRUST - US EQTY PWR BUF$289,794
ISHARES TR - CORE S&P SCP ETF$288,402
BAC$BACBANK OF AMERICA CORP /DE/$288,371
VANGUARD INDEX FDS - MID CAP ETF$280,492
MA$MAMastercard Inc$275,896
PANW$PANWPalo Alto Networks Inc$271,377
INTC$INTCINTEL CORP$267,408
FIDELITY COVINGTON TRUST - MSCI FINLS IDX$266,046
STATE STR SPDR DOW JONES IND - UT SER 1$252,242
FIRST TR EXCHANGE-TRADED FD - SHS$249,557
WM$WMWASTE MANAGEMENT INC$248,368
ALPS$ALPSAlps Group Inc$245,529
ISHARES TR - US TREAS BD ETF$243,877
WYNN$WYNNWYNN RESORTS LTD$242,725
GE$GEGENERAL ELECTRIC CO$240,147
PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$238,545
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQ MA$236,918
RPM$RPMRPM INTERNATIONAL INC/DE/$236,557
D$DDOMINION ENERGY, INC$231,622
OHI$OHIOMEGA HEALTHCARE INVESTORS INC$231,257
ISHARES TR - RUS 1000 VAL ETF$229,419
STT$STTSTATE STREET CORP$228,903
SCHWAB STRATEGIC TR - US BRD MKT ETF$226,921
ALL$ALLALLSTATE CORP$220,495
GLD$GLDSPDR GOLD TRUST$220,291
FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX$213,363
ISHARES TR - CORE S&P US VLU$213,154
DE$DEDEERE & CO$212,523
TFSL$TFSLTFS Financial CORP$210,483
SELECT SECTOR SPDR TR - ST STR FINL ETF$207,917
VANGUARD WORLD FD - HEALTH CAR ETF$206,283
INNOVATOR ETFS TRUST - EQUI DEFI 1 JULY$206,044
INNOVATOR ETFS TRUST - EQUI DEFI 1 MARC$204,559
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT$203,070
FIDELITY COVINGTON TRUST - MSCI HLTH CARE I$202,217
VANGUARD WORLD FD - INF TECH ETF$201,147

New Positions (21)

FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF$15.0M
ALPS ETF TR - ELECTRIFICATION$8.9M
BLACKROCK ETF TRUST II - ISHARES AAA CLO$5.6M
PIMCO ETF TR - MUNI INCOME OPP$2.9M
FIRST TR EXCHNG TRADED FD VI - VEST US EQTY MAX$1.0M
INNOVATOR ETFS TRUST - EQUITY DEFND 1YR$645,289
INNOVATOR ETFS TRUST - EQUIT PROTN MAY$549,460
SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$411,089
KLAC$KLAC KLA CORP$396,417
DELL$DELL Dell Technologies Inc.$292,028
PANW$PANW Palo Alto Networks Inc$271,377
INTC$INTC INTEL CORP$267,408
SCHWAB STRATEGIC TR - US BRD MKT ETF$226,921
ALL$ALL ALLSTATE CORP$220,495
FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX$213,363

Exited Positions (7)

FOUR$FOUR Shift4 Payments, Inc.
VANGUARD INTL EQUITY INDEX F
VANECK ETF TRUST
PLD$PLD Prologis, Inc.
PWR$PWR QUANTA SERVICES, INC.
BMY$BMY BRISTOL MYERS SQUIBB CO
VZ$VZ VERIZON COMMUNICATIONS INC

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