Filed: 4/27/2026ACC: 0001765380-26-000125
๐ What this filing means
PRASAD WEALTH PARTNERS, LLC filed this quarterly 13FโHR report disclosing 146 equity positions with a total reported market value of $367.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$367.40M
Total AUM (reported)
5.88M
Total Shares
Allocation by class
COM$48.56M13.2%
NASDAQ COMPSIT$21.56M5.9%
LADERD ALCTN PWR$19.68M5.4%
HDG MSCI EAFE$18.76M5.1%
S&P500 EQL WGT$17.61M4.8%
S&P500 EQL TEC$15.01M4.1%
FUNDAMENTAL LARG$13.41M3.6%
Portfolio Concentration
Top 3$59.99M16.3%
4โ10$88.78M24.2%
11โ25$121.02M32.9%
Rest$97.60M26.6%
Top 3 weight
16.3%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 5.88M
Sole
Full voting authority
5.86M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.41K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole146
Shared0
Other0
Dominant voting typeSole ยท 99.6% of voting shares
Institutional Holdings146
Rows:
FIDELITY COMWLTH TR
SOLEShares253.92K
TypeSH
Market value$21.56M
5.87%
Sole
253.30K
Shared
0.00
None
619.00
INNOVATOR ETFS TRUST
SOLEShares398.24K
TypeSH
Market value$19.68M
5.36%
Sole
398.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares441.39K
TypeSH
Market value$18.76M
5.11%
Sole
440.43K
Shared
0.00
None
955.00
INVESCO EXCHANGE TRADED FD T
SOLEShares91.77K
TypeSH
Market value$17.61M
4.79%
Sole
91.77K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares331.65K
TypeSH
Market value$15.01M
4.09%
Sole
331.65K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares261.46K
TypeSH
Market value$13.41M
3.65%
Sole
261.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares117.33K
TypeSH
Market value$12.14M
3.30%
Sole
117.33K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares132.73K
TypeSH
Market value$10.44M
2.84%
Sole
132.73K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares399.37K
TypeSH
Market value$10.29M
2.80%
Sole
399.07K
Shared
0.00
None
299.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares398.93K
TypeSH
Market value$9.88M
2.69%
Sole
396.93K
Shared
0.00
None
2K
ISHARES TR
SOLEShares68.23K
TypeSH
Market value$9.72M
2.65%
Sole
67.69K
Shared
0.00
None
538.00
JANUS DETROIT STR TR
SOLEShares191.31K
TypeSH
Market value$9.64M
2.62%
Sole
190.23K
Shared
0.00
None
1.08K
INNOVATOR ETFS TRUST
SOLEShares318.82K
TypeSH
Market value$9.31M
2.53%
Sole
318.82K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares85.94K
TypeSH
Market value$9.11M
2.48%
Sole
85.94K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares197.27K
TypeSH
Market value$8.82M
2.40%
Sole
197.27K
Shared
0.00
None
0.00
FIRST TR EXCH TRADED FD III
SOLEShares467.30K
TypeSH
Market value$8.29M
2.26%
Sole
462.93K
Shared
0.00
None
4.37K
ISHARES TR
SOLEShares151.45K
TypeSH
Market value$8.06M
2.19%
Sole
150.82K
Shared
0.00
None
635.00
ISHARES TR
SOLEShares68.23K
TypeSH
Market value$8.03M
2.19%
Sole
68.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.32K
TypeSH
Market value$7.96M
2.17%
Sole
13.25K
Shared
0.00
None
71.00
AMAZON COM INC
SOLEShares37.07K
TypeSH
Market value$7.72M
2.10%
Sole
37.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.75K
TypeSH
Market value$7.68M
2.09%
Sole
11.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.41K
TypeSH
Market value$7.60M
2.07%
Sole
26.41K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares25.31K
TypeSH
Market value$6.89M
1.88%
Sole
25.31K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares144.35K
TypeSH
Market value$6.52M
1.78%
Sole
144.30K
Shared
0.00
None
57.00
JANUS DETROIT STR TR
SOLEShares110.03K
TypeSH
Market value$5.67M
1.54%
Sole
110.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 253.92K | SH | $21.56M 5.87% | 253.30K | 0.00 | 619.00 |
INNOVATOR ETFS TRUSTSOLE | LADERD ALCTN PWR | 398.24K | SH | $19.68M 5.36% | 398.24K | 0.00 | 0.00 |
ISHARES TRSOLE | HDG MSCI EAFE | 441.39K | SH | $18.76M 5.11% | 440.43K | 0.00 | 955.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 91.77K | SH | $17.61M 4.79% | 91.77K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 331.65K | SH | $15.01M 4.09% | 331.65K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | FUNDAMENTAL LARG | 261.46K | SH | $13.41M 3.65% | 261.46K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 117.33K | SH | $12.14M 3.30% | 117.33K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 132.73K | SH | $10.44M 2.84% | 132.73K | 0.00 | 0.00 |
ALPS ETF TRSOLE | SMITH CORE PLUS | 399.37K | SH | $10.29M 2.80% | 399.07K | 0.00 | 299.00 |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 398.93K | SH | $9.88M 2.69% | 396.93K | 0.00 | 2K |
ISHARES TRSOLE | CORE S&P TTL STK | 68.23K | SH | $9.72M 2.65% | 67.69K | 0.00 | 538.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 191.31K | SH | $9.64M 2.62% | 190.23K | 0.00 | 1.08K |
INNOVATOR ETFS TRUSTSOLE | NASDAQ-100 10 BU | 318.82K | SH | $9.31M 2.53% | 318.82K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 85.94K | SH | $9.11M 2.48% | 85.94K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 197.27K | SH | $8.82M 2.40% | 197.27K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | PFD SECS INC ETF | 467.30K | SH | $8.29M 2.26% | 462.93K | 0.00 | 4.37K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 151.45K | SH | $8.06M 2.19% | 150.82K | 0.00 | 635.00 |
ISHARES TRSOLE | U.S. FINLS ETF | 68.23K | SH | $8.03M 2.19% | 68.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.32K | SH | $7.96M 2.17% | 13.25K | 0.00 | 71.00 |
AMAZON COM INCSOLE | COM | 37.07K | SH | $7.72M 2.10% | 37.07K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.75K | SH | $7.68M 2.09% | 11.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 26.41K | SH | $7.60M 2.07% | 26.41K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 25.31K | SH | $6.89M 1.88% | 25.31K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 144.35K | SH | $6.52M 1.78% | 144.30K | 0.00 | 57.00 |
JANUS DETROIT STR TRSOLE | HENDERSON SECURI | 110.03K | SH | $5.67M 1.54% | 110.03K | 0.00 | 0.00 |
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