Prasad Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 2048885 · latest 13F-HR filed 2026-04-27
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$367.4M
Long-equity book
Holdings
146
Distinct positions
Period
2026-03-31
Filed 2026-04-27
Q/Q Activity
+13 / −12 / ↑37 / ↓43
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$965.6K +177.2%
- ISHARES INC$597.0K +6.1%
- ISHARES TR$525.9K +7.0%
- MERCADOLIBRE INC$510.0K +80.8%
- JANUS DETROIT STR TR$498.0K +8.3%
Top Trims
- MICROSOFT CORP-$1.3M -19.4%
- AMAZON COM INC-$1.3M -14.0%
- SHOPIFY INC-$941.8K -23.9%
- ALPHABET INC-$933.9K -10.9%
- INNOVATOR ETFS TRUST-$774.0K -39.5%
New Positions
- NETFLIX INC.$1.4M
- TE CONNECTIVITY PLC$1.0M
- AUTODESK INC$1.0M
- FORD MTR CO$600.2K
- FIRST TR EXCHNG TRADED FD VI$298.0K
Exited Positions
- FIRST TR EXCHANGE-TRADED FD$8.4M
- EXP WORLD HLDGS INC$364.6K
- SOFI TECHNOLOGIES INC$310.8K
- CHIPOTLE MEXICAN GRILL INC$274.4K
- SALESFORCE INC$263.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY COMWLTH TR | ONEQ | 315912808 | $21.6M | 5.87% | 253,916 | SH |
| 2 | INNOVATOR ETFS TRUST | BUFF | 45783Y814 | $19.7M | 5.36% | 398,244 | SH |
| 3 | ISHARES TR | HEFA | 46434V803 | $18.8M | 5.11% | 441,387 | SH |
| 4 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $17.6M | 4.79% | 91,774 | SH |
| 5 | INVESCO EXCHANGE TRADED FD T | RSPT | 46137V282 | $15.0M | 4.09% | 331,655 | SH |
| 6 | FIDELITY COVINGTON TRUST | FFLC | 316092360 | $13.4M | 3.65% | 261,460 | SH |
| 7 | ISHARES TR | STIP | 46429B747 | $12.1M | 3.30% | 117,335 | SH |
| 8 | ISHARES INC | EMXC | 46434G764 | $10.4M | 2.84% | 132,726 | SH |
| 9 | ALPS ETF TR | SMTH | 00162Q346 | $10.3M | 2.80% | 399,373 | SH |
| 10 | FIRST TR EXCHNG TRADED FD VI | UCON | 33740F888 | $9.9M | 2.69% | 398,932 | SH |
| 11 | ISHARES TR | ITOT | 464287150 | $9.7M | 2.65% | 68,229 | SH |
| 12 | JANUS DETROIT STR TR | JAAA | 47103U845 | $9.6M | 2.62% | 191,311 | SH |
| 13 | INNOVATOR ETFS TRUST | QBUF | 45783Y160 | $9.3M | 2.53% | 318,818 | SH |
| 14 | PROSHARES TR | NOBL | 74348A467 | $9.1M | 2.48% | 85,938 | SH |
| 15 | FIDELITY COVINGTON TRUST | FSMD | 316092527 | $8.8M | 2.40% | 197,268 | SH |
| 16 | FIRST TR EXCH TRADED FD III | FPE | 33739E108 | $8.3M | 2.26% | 467,297 | SH |
| 17 | ISHARES TR | IGIB | 464288638 | $8.1M | 2.19% | 151,454 | SH |
| 18 | ISHARES TR | IYF | 464287788 | $8.0M | 2.19% | 68,233 | SH |
| 19 | VANGUARD INDEX FDS | VOO | 922908363 | $8.0M | 2.17% | 13,325 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $7.7M | 2.10% | 37,071 | SH |
| 21 | ISHARES TR | IVV | 464287200 | $7.7M | 2.09% | 11,753 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $7.6M | 2.07% | 26,412 | SH |
| 23 | VANGUARD WORLD FD | VHT | 92204A504 | $6.9M | 1.88% | 25,308 | SH |
| 24 | JANUS DETROIT STR TR | JMBS | 47103U852 | $6.5M | 1.78% | 144,355 | SH |
| 25 | JANUS DETROIT STR TR | JSI | 47103U746 | $5.7M | 1.54% | 110,026 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $5.5M | 1.49% | 14,820 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.6M | 1.24% | 26,220 | SH |
| 28 | PIMCO ETF TR | PYLD | 72201R585 | $4.4M | 1.19% | 166,222 | SH |
| 29 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.3M | 1.16% | 6,543 | SH |
| 30 | SHOPIFY INC | SHOP | 82509L107 | $3.0M | 0.81% | 25,241 | SH |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.9M | 0.80% | 6,109 | SH |
| 32 | FIRST TR EXCHNG TRADED FD VI | BUFQ | 33740U752 | $2.9M | 0.79% | 82,628 | SH |
| 33 | PEPSICO INC | PEP | 713448108 | $2.5M | 0.68% | 16,175 | SH |
| 34 | APPLE INC | AAPL | 037833100 | $2.4M | 0.67% | 9,643 | SH |
| 35 | TESLA INC | TSLA | 88160R101 | $2.1M | 0.57% | 5,633 | SH |
| 36 | PARKER-HANNIFIN CORP | PH | 701094104 | $1.9M | 0.50% | 2,071 | SH |
| 37 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.6M | 0.43% | 10,692 | SH |
| 38 | CITIGROUP INC | C | 172967424 | $1.6M | 0.42% | 13,737 | SH |
| 39 | VISA INC | V | 92826C839 | $1.5M | 0.41% | 5,026 | SH |
| 40 | VANGUARD INDEX FDS | VTI | 922908769 | $1.5M | 0.41% | 4,708 | SH |
| 41 | INNOVATOR ETFS TRUST | BALT | 45783Y855 | $1.5M | 0.40% | 44,122 | SH |
| 42 | NU HLDGS LTD | NU | G6683N103 | $1.5M | 0.39% | 100,953 | SH |
| 43 | NETFLIX INC. | NFLX | 64110L106 | $1.4M | 0.39% | 15,038 | SH |
| 44 | EATON CORP PLC | ETN | G29183103 | $1.4M | 0.37% | 3,836 | SH |
| 45 | ON HLDG AG | ONON | H5919C104 | $1.3M | 0.36% | 38,455 | SH |
| 46 | FIRST TR EXCHANGE TRADED FD | TDIV | 33738R118 | $1.3M | 0.35% | 13,687 | SH |
| 47 | ALPHABET INC | GOOG | 02079K107 | $1.2M | 0.33% | 4,245 | SH |
| 48 | INNOVATOR ETFS TRUST | ZDEK | 45784N858 | $1.2M | 0.32% | 46,261 | SH |
| 49 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.2M | 0.32% | 1,186 | SH |
| 50 | MERCADOLIBRE INC | MELI | 58733R102 | $1.1M | 0.31% | 660 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $367.4M | 146 | 0001765380-26-000125 |
| 2025-12-31 | 2026-01-27 | $374.8M | 145 | 0001765380-26-000039 |