PRASAD WEALTH PARTNERS, LLC

Filed: 11/5/2025ACC: 0002048885-25-000002

📋 What this filing means

PRASAD WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $358.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

140

Positions

$358.77M

Total AUM (reported)

6.05M

Total Shares

Allocation by class

COM$48.98M13.7%

NASDAQ COMPSIT$22.28M6.2%

LADERD ALCTN PWR$18.79M5.2%

HDG MSCI EAFE$17.93M5.0%

S&P500 EQL WGT$16.05M4.5%

S&P500 EQL TEC$14.62M4.1%

FUNDAMENTAL LARG$12.98M3.6%

Portfolio Concentration

Top 3$59.00M16.4%

4–10$88.75M24.7%

11–25$124.52M34.7%

Rest$86.49M24.1%

Top 3 weight

16.4%

Top 10 weight

41.2%

Voting Authority Distribution

Total shares with voting rights: 6.05M

Sole

Full voting authority

6.03M

% of voting shares99.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

25.20K

% of voting shares0.4%

Investment Discretion (by position count)

Sole140

Shared0

Other0

Dominant voting typeSole · 99.6% of voting shares

Institutional Holdings140

Rows:

FIDELITY COMWLTH TR

SOLE

NASDAQ COMPSIT

Shares249.98K

TypeSH

Market value$22.28M

6.21%

Sole

249.36K

Shared

0.00

None

617.00

INNOVATOR ETFS TRUST

SOLE

LADERD ALCTN PWR

Shares384.58K

TypeSH

Market value$18.79M

5.24%

Sole

384.58K

Shared

0.00

None

0.00

ISHARES TR

SOLE

HDG MSCI EAFE

Shares452.74K

TypeSH

Market value$17.93M

5.00%

Sole

451.78K

Shared

0.00

None

955.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares84.62K

TypeSH

Market value$16.05M

4.47%

Sole

84.62K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL TEC

Shares327.89K

TypeSH

Market value$14.62M

4.07%

Sole

327.89K

Shared

0.00

None

0.00

FIDELITY COVINGTON TRUST

SOLE

FUNDAMENTAL LARG

Shares249.37K

TypeSH

Market value$12.98M

3.62%

Sole

249.37K

Shared

0.00

None

0.00

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares120.14K

TypeSH

Market value$12.42M

3.46%

Sole

120.14K

Shared

0.00

None

0.00

ALPS ETF TR

SOLE

SMITH CORE PLUS

Shares461.66K

TypeSH

Market value$12.08M

3.37%

Sole

461.36K

Shared

0.00

None

299.00

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares211.90K

TypeSH

Market value$10.45M

2.91%

Sole

211.90K

Shared

0.00

None

0.00

ALPS ETF TR

SOLE

OSHARES US SMLCP

Shares226.87K

TypeSH

Market value$10.16M

2.83%

Sole

226.87K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares67.68K

TypeSH

Market value$9.86M

2.75%

Sole

67.15K

Shared

0.00

None

535.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares189.33K

TypeSH

Market value$9.61M

2.68%

Sole

188.25K

Shared

0.00

None

1.08K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares140.51K

TypeSH

Market value$9.49M

2.64%

Sole

140.51K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI

SOLE

SMITH UNCONSTRAI

Shares371.96K

TypeSH

Market value$9.37M

2.61%

Sole

370.01K

Shared

0.00

None

1.95K

AMAZON COM INC

SOLE

COM

Shares41.37K

TypeSH

Market value$9.08M

2.53%

Sole

41.37K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

NO AMER ENERGY

Shares229.06K

TypeSH

Market value$8.77M

2.44%

Sole

226.20K

Shared

0.00

None

2.86K

JANUS DETROIT STR TR

SOLE

HENDERSON SECURI

Shares163.49K

TypeSH

Market value$8.55M

2.38%

Sole

163.49K

Shared

0.00

None

0.00

INNOVATOR ETFS TRUST

SOLE

NASDAQ-100 10 BU

Shares297.54K

TypeSH

Market value$8.54M

2.38%

Sole

297.54K

Shared

0.00

None

0.00

ISHARES TR

SOLE

U.S. FINLS ETF

Shares64.60K

TypeSH

Market value$8.18M

2.28%

Sole

64.60K

Shared

0.00

None

0.00

FIRST TR EXCH TRADED FD III

SOLE

PFD SECS INC ETF

Shares437.85K

TypeSH

Market value$7.99M

2.23%

Sole

433.61K

Shared

0.00

None

4.24K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.92K

TypeSH

Market value$7.98M

2.22%

Sole

11.92K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares12.29K

TypeSH

Market value$7.52M

2.10%

Sole

12.22K

Shared

0.00

None

71.00

MICROSOFT CORP

SOLE

COM

Shares14.28K

TypeSH

Market value$7.40M

2.06%

Sole

14.28K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares27.79K

TypeSH

Market value$6.76M

1.88%

Sole

27.79K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares29.12K

TypeSH

Market value$5.43M

1.51%

Sole

29.12K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FIDELITY COMWLTH TRSOLE	NASDAQ COMPSIT	249.98K	SH	$22.28M 6.21%	249.36K	617.00
INNOVATOR ETFS TRUSTSOLE	LADERD ALCTN PWR	384.58K	SH	$18.79M 5.24%	384.58K	0.00
ISHARES TRSOLE	HDG MSCI EAFE	452.74K	SH	$17.93M 5.00%	451.78K	955.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	84.62K	SH	$16.05M 4.47%	84.62K	0.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL TEC	327.89K	SH	$14.62M 4.07%	327.89K	0.00
FIDELITY COVINGTON TRUSTSOLE	FUNDAMENTAL LARG	249.37K	SH	$12.98M 3.62%	249.37K	0.00
ISHARES TRSOLE	0-5 YR TIPS ETF	120.14K	SH	$12.42M 3.46%	120.14K	0.00
ALPS ETF TRSOLE	SMITH CORE PLUS	461.66K	SH	$12.08M 3.37%	461.36K	299.00
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	211.90K	SH	$10.45M 2.91%	211.90K	0.00
ALPS ETF TRSOLE	OSHARES US SMLCP	226.87K	SH	$10.16M 2.83%	226.87K	0.00
ISHARES TRSOLE	CORE S&P TTL STK	67.68K	SH	$9.86M 2.75%	67.15K	535.00
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	189.33K	SH	$9.61M 2.68%	188.25K	1.08K
ISHARES INCSOLE	MSCI EMRG CHN	140.51K	SH	$9.49M 2.64%	140.51K	0.00
FIRST TR EXCHNG TRADED FD VISOLE	SMITH UNCONSTRAI	371.96K	SH	$9.37M 2.61%	370.01K	1.95K
AMAZON COM INCSOLE	COM	41.37K	SH	$9.08M 2.53%	41.37K	0.00
FIRST TR EXCHANGE-TRADED FDSOLE	NO AMER ENERGY	229.06K	SH	$8.77M 2.44%	226.20K	2.86K
JANUS DETROIT STR TRSOLE	HENDERSON SECURI	163.49K	SH	$8.55M 2.38%	163.49K	0.00
INNOVATOR ETFS TRUSTSOLE	NASDAQ-100 10 BU	297.54K	SH	$8.54M 2.38%	297.54K	0.00
ISHARES TRSOLE	U.S. FINLS ETF	64.60K	SH	$8.18M 2.28%	64.60K	0.00
FIRST TR EXCH TRADED FD IIISOLE	PFD SECS INC ETF	437.85K	SH	$7.99M 2.23%	433.61K	4.24K
ISHARES TRSOLE	CORE S&P500 ETF	11.92K	SH	$7.98M 2.22%	11.92K	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	12.29K	SH	$7.52M 2.10%	12.22K	71.00
MICROSOFT CORPSOLE	COM	14.28K	SH	$7.40M 2.06%	14.28K	0.00
ALPHABET INCSOLE	CAP STK CL A	27.79K	SH	$6.76M 1.88%	27.79K	0.00
NVIDIA CORPORATIONSOLE	COM	29.12K	SH	$5.43M 1.51%	29.12K	0.00

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