PRASAD WEALTH PARTNERS, LLC

Filed: 5/12/2025ACC: 0001765380-25-000213

📋 What this filing means

PRASAD WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $306.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

115

Positions

$306.25M

Total AUM (reported)

5.74M

Total Shares

Allocation by class

COM$34.73M11.3%

NASDAQ COMPSIT$25.28M8.3%

CORE S&P TTL STK$23.78M7.8%

HENDRSON AAA CL$19.34M6.3%

LADERD ALCTN PWR$17.36M5.7%

HDG MSCI EAFE$14.80M4.8%

SMITH CORE PLUS$14.00M4.6%

Portfolio Concentration

Top 3$68.40M22.3%

4–10$85.91M28.1%

11–25$95.25M31.1%

Rest$56.69M18.5%

Top 3 weight

22.3%

Top 10 weight

50.4%

Voting Authority Distribution

Total shares with voting rights: 5.74M

Sole

Full voting authority

5.72M

% of voting shares99.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

22.71K

% of voting shares0.4%

Investment Discretion (by position count)

Sole115

Shared0

Other0

Dominant voting typeSole · 99.6% of voting shares

Institutional Holdings115

Rows:

FIDELITY COMWLTH TR

SOLE

NASDAQ COMPSIT

Shares371.37K

TypeSH

Market value$25.28M

8.25%

Sole

370.75K

Shared

0.00

None

615.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares194.87K

TypeSH

Market value$23.78M

7.76%

Sole

194.34K

Shared

0.00

None

532.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares381.44K

TypeSH

Market value$19.34M

6.32%

Sole

380.35K

Shared

0.00

None

1.08K

INNOVATOR ETFS TRUST

SOLE

LADERD ALCTN PWR

Shares393.65K

TypeSH

Market value$17.36M

5.67%

Sole

393.65K

Shared

0.00

None

0.00

ISHARES TR

SOLE

HDG MSCI EAFE

Shares407.74K

TypeSH

Market value$14.80M

4.83%

Sole

406.79K

Shared

0.00

None

955.00

ALPS ETF TR

SOLE

SMITH CORE PLUS

Shares540.72K

TypeSH

Market value$14.00M

4.57%

Sole

540.42K

Shared

0.00

None

299.00

FIRST TR EXCHNG TRADED FD VI

SOLE

TCW UNCONSTRAI

Shares446.76K

TypeSH

Market value$11.06M

3.61%

Sole

444.85K

Shared

0.00

None

1.91K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL TEC

Shares316.08K

TypeSH

Market value$10.81M

3.53%

Sole

316.08K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares15.95K

TypeSH

Market value$8.96M

2.93%

Sole

15.95K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares176.81K

TypeSH

Market value$8.93M

2.92%

Sole

176.81K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares16.93K

TypeSH

Market value$8.70M

2.84%

Sole

16.86K

Shared

0.00

None

71.00

ALPS ETF TR

SOLE

OSHARES US SMLCP

Shares200.89K

TypeSH

Market value$8.44M

2.76%

Sole

200.89K

Shared

0.00

None

0.00

FIRST TR EXCH TRD ALPHDX FD

SOLE

INDIA NFTY50 EQW

Shares150.89K

TypeSH

Market value$8.41M

2.75%

Sole

150.89K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares197.62K

TypeSH

Market value$8.27M

2.70%

Sole

197.62K

Shared

0.00

None

0.00

ISHARES TR

SOLE

10-20 YR TRS ETF

Shares77.70K

TypeSH

Market value$8.06M

2.63%

Sole

77.70K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares45.32K

TypeSH

Market value$7.85M

2.56%

Sole

45.32K

Shared

0.00

None

0.00

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares444.69K

TypeSH

Market value$7.82M

2.55%

Sole

440.57K

Shared

0.00

None

4.12K

AMAZON COM INC

SOLE

COM

Shares39.42K

TypeSH

Market value$7.50M

2.45%

Sole

39.42K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

NO AMER ENERGY

Shares170.72K

TypeSH

Market value$6.40M

2.09%

Sole

167.91K

Shared

0.00

None

2.82K

MICROSOFT CORP

SOLE

COM

Shares14.17K

TypeSH

Market value$5.32M

1.74%

Sole

14.17K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares87.07K

TypeSH

Market value$4.57M

1.49%

Sole

86.43K

Shared

0.00

None

635.00

ALPHABET INC

SOLE

CAP STK CL A

Shares24.35K

TypeSH

Market value$3.77M

1.23%

Sole

24.35K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares31.87K

TypeSH

Market value$3.45M

1.13%

Sole

31.87K

Shared

0.00

None

0.00

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares128.42K

TypeSH

Market value$3.38M

1.10%

Sole

128.26K

Shared

0.00

None

160.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares5.89K

TypeSH

Market value$3.29M

1.08%

Sole

5.89K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FIDELITY COMWLTH TRSOLE	NASDAQ COMPSIT	371.37K	SH	$25.28M 8.25%	370.75K	615.00
ISHARES TRSOLE	CORE S&P TTL STK	194.87K	SH	$23.78M 7.76%	194.34K	532.00
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	381.44K	SH	$19.34M 6.32%	380.35K	1.08K
INNOVATOR ETFS TRUSTSOLE	LADERD ALCTN PWR	393.65K	SH	$17.36M 5.67%	393.65K	0.00
ISHARES TRSOLE	HDG MSCI EAFE	407.74K	SH	$14.80M 4.83%	406.79K	955.00
ALPS ETF TRSOLE	SMITH CORE PLUS	540.72K	SH	$14.00M 4.57%	540.42K	299.00
FIRST TR EXCHNG TRADED FD VISOLE	TCW UNCONSTRAI	446.76K	SH	$11.06M 3.61%	444.85K	1.91K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL TEC	316.08K	SH	$10.81M 3.53%	316.08K	0.00
ISHARES TRSOLE	CORE S&P500 ETF	15.95K	SH	$8.96M 2.93%	15.95K	0.00
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	176.81K	SH	$8.93M 2.92%	176.81K	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	16.93K	SH	$8.70M 2.84%	16.86K	71.00
ALPS ETF TRSOLE	OSHARES US SMLCP	200.89K	SH	$8.44M 2.76%	200.89K	0.00
FIRST TR EXCH TRD ALPHDX FDSOLE	INDIA NFTY50 EQW	150.89K	SH	$8.41M 2.75%	150.89K	0.00
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	197.62K	SH	$8.27M 2.70%	197.62K	0.00
ISHARES TRSOLE	10-20 YR TRS ETF	77.70K	SH	$8.06M 2.63%	77.70K	0.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	45.32K	SH	$7.85M 2.56%	45.32K	0.00
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	444.69K	SH	$7.82M 2.55%	440.57K	4.12K
AMAZON COM INCSOLE	COM	39.42K	SH	$7.50M 2.45%	39.42K	0.00
FIRST TR EXCHANGE-TRADED FDSOLE	NO AMER ENERGY	170.72K	SH	$6.40M 2.09%	167.91K	2.82K
MICROSOFT CORPSOLE	COM	14.17K	SH	$5.32M 1.74%	14.17K	0.00
ISHARES TRSOLE	ISHS 5-10YR INVT	87.07K	SH	$4.57M 1.49%	86.43K	635.00
ALPHABET INCSOLE	CAP STK CL A	24.35K	SH	$3.77M 1.23%	24.35K	0.00
NVIDIA CORPORATIONSOLE	COM	31.87K	SH	$3.45M 1.13%	31.87K	0.00
PIMCO ETF TRSOLE	MULTISECTOR BD	128.42K	SH	$3.38M 1.10%	128.26K	160.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	5.89K	SH	$3.29M 1.08%	5.89K	0.00

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