PRASAD WEALTH PARTNERS, LLC

Filed: 2/4/2025ACC: 0001765380-25-000040

📋 What this filing means

PRASAD WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $309.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

113

Positions

$309.08M

Total AUM (reported)

5.54M

Total Shares

Allocation by class

COM$41.03M13.3%

NASDAQ COMPSIT$27.00M8.7%

CORE S&P TTL STK$23.57M7.6%

HENDRSON AAA CL$17.46M5.6%

LADERD ALCTN PWR$16.79M5.4%

HDG MSCI EAFE$12.88M4.2%

SMITH CORE PLUS$12.45M4.0%

Portfolio Concentration

Top 3$68.03M22.0%

4–10$81.95M26.5%

11–25$96.80M31.3%

Rest$62.31M20.2%

Top 3 weight

22.0%

Top 10 weight

48.5%

Voting Authority Distribution

Total shares with voting rights: 5.54M

Sole

Full voting authority

5.52M

% of voting shares99.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

19.79K

% of voting shares0.4%

Investment Discretion (by position count)

Sole113

Shared0

Other0

Dominant voting typeSole · 99.6% of voting shares

Institutional Holdings113

Rows:

FIDELITY COMWLTH TR

SOLE

NASDAQ COMPSIT

Shares355.04K

TypeSH

Market value$27.00M

8.74%

Sole

354.42K

Shared

0.00

None

614.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares183.22K

TypeSH

Market value$23.57M

7.62%

Sole

182.69K

Shared

0.00

None

530.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares344.22K

TypeSH

Market value$17.46M

5.65%

Sole

343.14K

Shared

0.00

None

1.08K

INNOVATOR ETFS TRUST

SOLE

LADERD ALCTN PWR

Shares373.88K

TypeSH

Market value$16.79M

5.43%

Sole

373.88K

Shared

0.00

None

0.00

ISHARES TR

SOLE

HDG MSCI EAFE

Shares370.58K

TypeSH

Market value$12.88M

4.17%

Sole

369.62K

Shared

0.00

None

955.00

ALPS ETF TR

SOLE

SMITH CORE PLUS

Shares487.84K

TypeSH

Market value$12.45M

4.03%

Sole

487.54K

Shared

0.00

None

299.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL TEC

Shares288.03K

TypeSH

Market value$10.78M

3.49%

Sole

288.03K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

TCW UNCONSTRAI

Shares425.22K

TypeSH

Market value$10.48M

3.39%

Sole

423.33K

Shared

0.00

None

1.89K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares16.67K

TypeSH

Market value$9.81M

3.18%

Sole

16.67K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares39.90K

TypeSH

Market value$8.75M

2.83%

Sole

39.90K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares15.48K

TypeSH

Market value$8.34M

2.70%

Sole

15.41K

Shared

0.00

None

71.00

NVIDIA CORPORATION

SOLE

COM

Shares56.81K

TypeSH

Market value$7.63M

2.47%

Sole

56.81K

Shared

0.00

None

0.00

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares415.82K

TypeSH

Market value$7.36M

2.38%

Sole

411.76K

Shared

0.00

None

4.06K

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares130.78K

TypeSH

Market value$7.32M

2.37%

Sole

130.78K

Shared

0.00

None

0.00

ALPS ETF TR

SOLE

OSHARES US SMLCP

Shares167.27K

TypeSH

Market value$7.31M

2.37%

Sole

167.27K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares41.71K

TypeSH

Market value$7.31M

2.36%

Sole

41.71K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares145.15K

TypeSH

Market value$7.29M

2.36%

Sole

145.15K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares178.27K

TypeSH

Market value$7.25M

2.35%

Sole

178.27K

Shared

0.00

None

0.00

ISHARES TR

SOLE

US TREAS BD ETF

Shares300.40K

TypeSH

Market value$6.90M

2.23%

Sole

298.23K

Shared

0.00

None

2.17K

INVESCO EXCHANGE TRADED FD T

SOLE

AEROSPACE DEFN

Shares59.51K

TypeSH

Market value$6.83M

2.21%

Sole

59.51K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares13.54K

TypeSH

Market value$5.71M

1.85%

Sole

13.54K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares24.58K

TypeSH

Market value$4.65M

1.51%

Sole

24.58K

Shared

0.00

None

0.00

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares59.83K

TypeSH

Market value$4.52M

1.46%

Sole

59.83K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares82.75K

TypeSH

Market value$4.26M

1.38%

Sole

82.12K

Shared

0.00

None

635.00

SSGA ACTIVE ETF TR

SOLE

BLACKSTONE SENR

Shares98.48K

TypeSH

Market value$4.11M

1.33%

Sole

97.52K

Shared

0.00

None

958.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FIDELITY COMWLTH TRSOLE	NASDAQ COMPSIT	355.04K	SH	$27.00M 8.74%	354.42K	614.00
ISHARES TRSOLE	CORE S&P TTL STK	183.22K	SH	$23.57M 7.62%	182.69K	530.00
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	344.22K	SH	$17.46M 5.65%	343.14K	1.08K
INNOVATOR ETFS TRUSTSOLE	LADERD ALCTN PWR	373.88K	SH	$16.79M 5.43%	373.88K	0.00
ISHARES TRSOLE	HDG MSCI EAFE	370.58K	SH	$12.88M 4.17%	369.62K	955.00
ALPS ETF TRSOLE	SMITH CORE PLUS	487.84K	SH	$12.45M 4.03%	487.54K	299.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL TEC	288.03K	SH	$10.78M 3.49%	288.03K	0.00
FIRST TR EXCHNG TRADED FD VISOLE	TCW UNCONSTRAI	425.22K	SH	$10.48M 3.39%	423.33K	1.89K
ISHARES TRSOLE	CORE S&P500 ETF	16.67K	SH	$9.81M 3.18%	16.67K	0.00
AMAZON COM INCSOLE	COM	39.90K	SH	$8.75M 2.83%	39.90K	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	15.48K	SH	$8.34M 2.70%	15.41K	71.00
NVIDIA CORPORATIONSOLE	COM	56.81K	SH	$7.63M 2.47%	56.81K	0.00
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	415.82K	SH	$7.36M 2.38%	411.76K	4.06K
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	130.78K	SH	$7.32M 2.37%	130.78K	0.00
ALPS ETF TRSOLE	OSHARES US SMLCP	167.27K	SH	$7.31M 2.37%	167.27K	0.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	41.71K	SH	$7.31M 2.36%	41.71K	0.00
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	145.15K	SH	$7.29M 2.36%	145.15K	0.00
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	178.27K	SH	$7.25M 2.35%	178.27K	0.00
ISHARES TRSOLE	US TREAS BD ETF	300.40K	SH	$6.90M 2.23%	298.23K	2.17K
INVESCO EXCHANGE TRADED FD TSOLE	AEROSPACE DEFN	59.51K	SH	$6.83M 2.21%	59.51K	0.00
MICROSOFT CORPSOLE	COM	13.54K	SH	$5.71M 1.85%	13.54K	0.00
ALPHABET INCSOLE	CAP STK CL A	24.58K	SH	$4.65M 1.51%	24.58K	0.00
PALANTIR TECHNOLOGIES INCSOLE	CL A	59.83K	SH	$4.52M 1.46%	59.83K	0.00
ISHARES TRSOLE	ISHS 5-10YR INVT	82.75K	SH	$4.26M 1.38%	82.12K	635.00
SSGA ACTIVE ETF TRSOLE	BLACKSTONE SENR	98.48K	SH	$4.11M 1.33%	97.52K	958.00

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