PRASAD WEALTH PARTNERS, LLC

Filed: 1/27/2026ACC: 0001765380-26-000039

📋 What this filing means

PRASAD WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 145 equity positions with a total reported market value of $374.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

145

Positions

$374.83M

Total AUM (reported)

5.96M

Total Shares

Allocation by class

COM$49.33M13.2%

NASDAQ COMPSIT$22.68M6.1%

LADERD ALCTN PWR$19.57M5.2%

HDG MSCI EAFE$18.03M4.8%

S&P500 EQL WGT$17.03M4.5%

S&P500 EQL TEC$14.82M4.0%

FUNDAMENTAL LARG$13.57M3.6%

Portfolio Concentration

Top 3$60.29M16.1%

4–10$87.14M23.2%

11–25$125.03M33.4%

Rest$102.37M27.3%

Top 3 weight

16.1%

Top 10 weight

39.3%

Voting Authority Distribution

Total shares with voting rights: 5.96M

Sole

Full voting authority

5.94M

% of voting shares99.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

24.18K

% of voting shares0.4%

Investment Discretion (by position count)

Sole145

Shared0

Other0

Dominant voting typeSole · 99.6% of voting shares

Institutional Holdings145

Rows:

FIDELITY COMWLTH TR

SOLE

NASDAQ COMPSIT

Shares248.19K

TypeSH

Market value$22.68M

6.05%

Sole

247.57K

Shared

0.00

None

618.00

INNOVATOR ETFS TRUST

SOLE

LADERD ALCTN PWR

Shares392.55K

TypeSH

Market value$19.57M

5.22%

Sole

392.55K

Shared

0.00

None

0.00

ISHARES TR

SOLE

HDG MSCI EAFE

Shares435.92K

TypeSH

Market value$18.03M

4.81%

Sole

434.96K

Shared

0.00

None

955.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares88.88K

TypeSH

Market value$17.03M

4.54%

Sole

88.88K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL TEC

Shares325.72K

TypeSH

Market value$14.82M

3.95%

Sole

325.72K

Shared

0.00

None

0.00

FIDELITY COVINGTON TRUST

SOLE

FUNDAMENTAL LARG

Shares254.32K

TypeSH

Market value$13.57M

3.62%

Sole

254.32K

Shared

0.00

None

0.00

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares115.46K

TypeSH

Market value$11.82M

3.15%

Sole

115.46K

Shared

0.00

None

0.00

ALPS ETF TR

SOLE

SMITH CORE PLUS

Shares387.02K

TypeSH

Market value$10.09M

2.69%

Sole

386.72K

Shared

0.00

None

299.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares67.02K

TypeSH

Market value$9.96M

2.66%

Sole

66.48K

Shared

0.00

None

537.00

ISHARES INC

SOLE

MSCI EMRG CHN

Shares135.43K

TypeSH

Market value$9.84M

2.63%

Sole

135.43K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

SMITH UNCONSTRAI

Shares380.53K

TypeSH

Market value$9.58M

2.56%

Sole

378.55K

Shared

0.00

None

1.98K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares189.13K

TypeSH

Market value$9.57M

2.55%

Sole

188.05K

Shared

0.00

None

1.08K

INNOVATOR ETFS TRUST

SOLE

NASDAQ-100 10 BU

Shares310.94K

TypeSH

Market value$9.11M

2.43%

Sole

310.94K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares38.88K

TypeSH

Market value$8.98M

2.39%

Sole

38.88K

Shared

0.00

None

0.00

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares82.90K

TypeSH

Market value$8.63M

2.30%

Sole

82.90K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares27.25K

TypeSH

Market value$8.53M

2.28%

Sole

27.25K

Shared

0.00

None

0.00

ISHARES TR

SOLE

U.S. FINLS ETF

Shares65.42K

TypeSH

Market value$8.43M

2.25%

Sole

65.42K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

NO AMER ENERGY

Shares222.64K

TypeSH

Market value$8.43M

2.25%

Sole

219.75K

Shared

0.00

None

2.89K

FIDELITY COVINGTON TRUST

SOLE

SML MID MLTFCT

Shares190.17K

TypeSH

Market value$8.39M

2.24%

Sole

190.17K

Shared

0.00

None

0.00

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares449.29K

TypeSH

Market value$8.19M

2.18%

Sole

444.98K

Shared

0.00

None

4.31K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.81K

TypeSH

Market value$8.09M

2.16%

Sole

11.81K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.59K

TypeSH

Market value$7.89M

2.11%

Sole

12.52K

Shared

0.00

None

71.00

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares139.84K

TypeSH

Market value$7.53M

2.01%

Sole

139.20K

Shared

0.00

None

635.00

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares23.88K

TypeSH

Market value$6.87M

1.83%

Sole

23.88K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares14.08K

TypeSH

Market value$6.81M

1.82%

Sole

14.08K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FIDELITY COMWLTH TRSOLE	NASDAQ COMPSIT	248.19K	SH	$22.68M 6.05%	247.57K	618.00
INNOVATOR ETFS TRUSTSOLE	LADERD ALCTN PWR	392.55K	SH	$19.57M 5.22%	392.55K	0.00
ISHARES TRSOLE	HDG MSCI EAFE	435.92K	SH	$18.03M 4.81%	434.96K	955.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	88.88K	SH	$17.03M 4.54%	88.88K	0.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL TEC	325.72K	SH	$14.82M 3.95%	325.72K	0.00
FIDELITY COVINGTON TRUSTSOLE	FUNDAMENTAL LARG	254.32K	SH	$13.57M 3.62%	254.32K	0.00
ISHARES TRSOLE	0-5 YR TIPS ETF	115.46K	SH	$11.82M 3.15%	115.46K	0.00
ALPS ETF TRSOLE	SMITH CORE PLUS	387.02K	SH	$10.09M 2.69%	386.72K	299.00
ISHARES TRSOLE	CORE S&P TTL STK	67.02K	SH	$9.96M 2.66%	66.48K	537.00
ISHARES INCSOLE	MSCI EMRG CHN	135.43K	SH	$9.84M 2.63%	135.43K	0.00
FIRST TR EXCHNG TRADED FD VISOLE	SMITH UNCONSTRAI	380.53K	SH	$9.58M 2.56%	378.55K	1.98K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	189.13K	SH	$9.57M 2.55%	188.05K	1.08K
INNOVATOR ETFS TRUSTSOLE	NASDAQ-100 10 BU	310.94K	SH	$9.11M 2.43%	310.94K	0.00
AMAZON COM INCSOLE	COM	38.88K	SH	$8.98M 2.39%	38.88K	0.00
PROSHARES TRSOLE	S&P 500 DV ARIST	82.90K	SH	$8.63M 2.30%	82.90K	0.00
ALPHABET INCSOLE	CAP STK CL A	27.25K	SH	$8.53M 2.28%	27.25K	0.00
ISHARES TRSOLE	U.S. FINLS ETF	65.42K	SH	$8.43M 2.25%	65.42K	0.00
FIRST TR EXCHANGE-TRADED FDSOLE	NO AMER ENERGY	222.64K	SH	$8.43M 2.25%	219.75K	2.89K
FIDELITY COVINGTON TRUSTSOLE	SML MID MLTFCT	190.17K	SH	$8.39M 2.24%	190.17K	0.00
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	449.29K	SH	$8.19M 2.18%	444.98K	4.31K
ISHARES TRSOLE	CORE S&P500 ETF	11.81K	SH	$8.09M 2.16%	11.81K	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.59K	SH	$7.89M 2.11%	12.52K	71.00
ISHARES TRSOLE	ISHS 5-10YR INVT	139.84K	SH	$7.53M 2.01%	139.20K	635.00
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	23.88K	SH	$6.87M 1.83%	23.88K	0.00
MICROSOFT CORPSOLE	COM	14.08K	SH	$6.81M 1.82%	14.08K	0.00

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