PRASAD WEALTH PARTNERS, LLC

Filed: 7/23/2025ACC: 0001765380-25-000258

📋 What this filing means

PRASAD WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $341.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

123

Positions

$341.52M

Total AUM (reported)

5.81M

Total Shares

Allocation by class

COM$44.94M13.2%

NASDAQ COMPSIT$23.74M7.0%

HDG MSCI EAFE$17.58M5.1%

LADERD ALCTN PWR$17.47M5.1%

S&P500 EQL WGT$15.81M4.6%

S&P500 EQL TEC$15.71M4.6%

CORE S&P TTL STK$13.39M3.9%

Portfolio Concentration

Top 3$58.79M17.2%

4–10$89.02M26.1%

11–25$116.58M34.1%

Rest$77.14M22.6%

Top 3 weight

17.2%

Top 10 weight

43.3%

Voting Authority Distribution

Total shares with voting rights: 5.81M

Sole

Full voting authority

5.78M

% of voting shares99.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

22.89K

% of voting shares0.4%

Investment Discretion (by position count)

Sole123

Shared0

Other0

Dominant voting typeSole · 99.6% of voting shares

Institutional Holdings123

Rows:

FIDELITY COMWLTH TR

SOLE

NASDAQ COMPSIT

Shares296.39K

TypeSH

Market value$23.74M

6.95%

Sole

295.78K

Shared

0.00

None

616.00

ISHARES TR

SOLE

HDG MSCI EAFE

Shares463.02K

TypeSH

Market value$17.58M

5.15%

Sole

462.06K

Shared

0.00

None

955.00

INNOVATOR ETFS TRUST

SOLE

LADERD ALCTN PWR

Shares371.69K

TypeSH

Market value$17.47M

5.12%

Sole

371.69K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares86.97K

TypeSH

Market value$15.81M

4.63%

Sole

86.97K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL TEC

Shares385.25K

TypeSH

Market value$15.71M

4.60%

Sole

385.25K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares99.13K

TypeSH

Market value$13.39M

3.92%

Sole

98.59K

Shared

0.00

None

533.00

FIDELITY COVINGTON TRUST

SOLE

FUNDAMENTAL LARG

Shares271.43K

TypeSH

Market value$13.26M

3.88%

Sole

271.43K

Shared

0.00

None

0.00

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares102.13K

TypeSH

Market value$10.51M

3.08%

Sole

102.13K

Shared

0.00

None

0.00

ALPS ETF TR

SOLE

SMITH CORE PLUS

Shares398.49K

TypeSH

Market value$10.30M

3.02%

Sole

398.19K

Shared

0.00

None

299.00

ALPS ETF TR

SOLE

OSHARES US SMLCP

Shares232.35K

TypeSH

Market value$10.04M

2.94%

Sole

232.35K

Shared

0.00

None

0.00

ISHARES INC

SOLE

MSCI EMRG CHN

Shares156.17K

TypeSH

Market value$9.86M

2.89%

Sole

156.17K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares194.14K

TypeSH

Market value$9.53M

2.79%

Sole

194.14K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares180.87K

TypeSH

Market value$9.18M

2.69%

Sole

179.78K

Shared

0.00

None

1.08K

FIRST TR EXCHANGE-TRADED FD

SOLE

NO AMER ENERGY

Shares232.44K

TypeSH

Market value$8.72M

2.55%

Sole

229.60K

Shared

0.00

None

2.84K

AMAZON COM INC

SOLE

COM

Shares39.45K

TypeSH

Market value$8.66M

2.53%

Sole

39.45K

Shared

0.00

None

0.00

ISHARES TR

SOLE

U.S. FINLS ETF

Shares68.02K

TypeSH

Market value$8.23M

2.41%

Sole

68.02K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

SMITH UNCONSTRAI

Shares330.50K

TypeSH

Market value$8.23M

2.41%

Sole

328.57K

Shared

0.00

None

1.93K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares13.15K

TypeSH

Market value$8.17M

2.39%

Sole

13.15K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.70K

TypeSH

Market value$7.78M

2.28%

Sole

13.63K

Shared

0.00

None

71.00

JANUS DETROIT STR TR

SOLE

HENDERSON SECURI

Shares140.12K

TypeSH

Market value$7.37M

2.16%

Sole

140.12K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares14.76K

TypeSH

Market value$7.34M

2.15%

Sole

14.76K

Shared

0.00

None

0.00

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares395.43K

TypeSH

Market value$7.04M

2.06%

Sole

391.25K

Shared

0.00

None

4.18K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares152.71K

TypeSH

Market value$6.33M

1.85%

Sole

152.71K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares29.53K

TypeSH

Market value$5.20M

1.52%

Sole

29.53K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares31.32K

TypeSH

Market value$4.95M

1.45%

Sole

31.32K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FIDELITY COMWLTH TRSOLE	NASDAQ COMPSIT	296.39K	SH	$23.74M 6.95%	295.78K	616.00
ISHARES TRSOLE	HDG MSCI EAFE	463.02K	SH	$17.58M 5.15%	462.06K	955.00
INNOVATOR ETFS TRUSTSOLE	LADERD ALCTN PWR	371.69K	SH	$17.47M 5.12%	371.69K	0.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	86.97K	SH	$15.81M 4.63%	86.97K	0.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL TEC	385.25K	SH	$15.71M 4.60%	385.25K	0.00
ISHARES TRSOLE	CORE S&P TTL STK	99.13K	SH	$13.39M 3.92%	98.59K	533.00
FIDELITY COVINGTON TRUSTSOLE	FUNDAMENTAL LARG	271.43K	SH	$13.26M 3.88%	271.43K	0.00
ISHARES TRSOLE	0-5 YR TIPS ETF	102.13K	SH	$10.51M 3.08%	102.13K	0.00
ALPS ETF TRSOLE	SMITH CORE PLUS	398.49K	SH	$10.30M 3.02%	398.19K	299.00
ALPS ETF TRSOLE	OSHARES US SMLCP	232.35K	SH	$10.04M 2.94%	232.35K	0.00
ISHARES INCSOLE	MSCI EMRG CHN	156.17K	SH	$9.86M 2.89%	156.17K	0.00
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	194.14K	SH	$9.53M 2.79%	194.14K	0.00
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	180.87K	SH	$9.18M 2.69%	179.78K	1.08K
FIRST TR EXCHANGE-TRADED FDSOLE	NO AMER ENERGY	232.44K	SH	$8.72M 2.55%	229.60K	2.84K
AMAZON COM INCSOLE	COM	39.45K	SH	$8.66M 2.53%	39.45K	0.00
ISHARES TRSOLE	U.S. FINLS ETF	68.02K	SH	$8.23M 2.41%	68.02K	0.00
FIRST TR EXCHNG TRADED FD VISOLE	SMITH UNCONSTRAI	330.50K	SH	$8.23M 2.41%	328.57K	1.93K
ISHARES TRSOLE	CORE S&P500 ETF	13.15K	SH	$8.17M 2.39%	13.15K	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.70K	SH	$7.78M 2.28%	13.63K	71.00
JANUS DETROIT STR TRSOLE	HENDERSON SECURI	140.12K	SH	$7.37M 2.16%	140.12K	0.00
MICROSOFT CORPSOLE	COM	14.76K	SH	$7.34M 2.15%	14.76K	0.00
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	395.43K	SH	$7.04M 2.06%	391.25K	4.18K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	152.71K	SH	$6.33M 1.85%	152.71K	0.00
ALPHABET INCSOLE	CAP STK CL A	29.53K	SH	$5.20M 1.52%	29.53K	0.00
NVIDIA CORPORATIONSOLE	COM	31.32K	SH	$4.95M 1.45%	31.32K	0.00

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