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Prasad Wealth Partners reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 29 July 2026, signed by 0001765380, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Prasad Wealth Partners’ reported 13F holdings total $416M across 160 positions as of 30 June 2026. The ten largest make up 38.4% of it, and its value rose 13.1% from the prior quarter.

$416M
Reported 13F value
160
Positions
38.4%
In the 10 largest
+13.1%
Value vs. prior quarter

Largest positions

Fidelity Comwlth TRNASDAQ COMPSIT$26.1M
Class
NASDAQ COMPSIT
Share
6.3%
Innovator ETFS TrustLADERD ALCTN PWR$21.6M
Class
LADERD ALCTN PWR
Share
5.2%
Invesco Exchange Traded FD TS&P500 EQL WGT$21M
Class
S&P500 EQL WGT
Share
5.1%
Fidelity Covington TrustFUN LAR COR ETF$15.3M
Class
FUN LAR COR ETF
Share
3.7%
First TR Exchng Traded FD VIFT VEST INTL ETF$15M
Class
FT VEST INTL ETF
Share
3.6%
Invesco Exchange Traded FD TS&P500 EQL TEC$14.2M
Class
S&P500 EQL TEC
Share
3.4%
Innovator ETFS TrustNASD 100 10 BUFF$12M
Class
NASD 100 10 BUFF
Share
2.9%
Innovator ETFS TrustDEFINED WLT SHLD$11.9M
Class
DEFINED WLT SHLD
Share
2.9%
iShares TR0-5 YR TIPS ETF$11.8M
Class
0-5 YR TIPS ETF
Share
2.8%
Fidelity Covington TrustSML MID MLTFCT$10.5M
Class
SML MID MLTFCT
Share
2.5%
Proshares TRS&P 500 DV ARIST$10.5M
Class
S&P 500 DV ARIST
Share
2.5%
iShares TRU.S. FINLS ETF$10.3M
Class
U.S. FINLS ETF
Share
2.5%
First TR Exchange-traded FDHLTH CARE ALPH$10.3M
Class
HLTH CARE ALPH
Share
2.5%
First TR Exchng Traded FD VISMIT UNCO BD ETF$10.1M
Class
SMIT UNCO BD ETF
Share
2.4%
Alps ETF TRSMITH CORE PLUS$9.75M
Class
SMITH CORE PLUS
Share
2.3%
Alphabet Inc.CAP STK CL A$9.28M
Class
CAP STK CL A
Share
2.2%
Vanguard Index FdsS&P 500 ETF SHS$9.26M
Class
S&P 500 ETF SHS
Share
2.2%
Alps ETF TRELECTRIFICATION$8.94M
Class
ELECTRIFICATION
Share
2.2%
iShares TRCORE S&P500 ETF$8.93M
Class
CORE S&P500 ETF
Share
2.1%
Amazon Com Inc.COM$8.72M
Class
COM
Share
2.1%
First TR Exch Traded FD IiiPFD SECS INC ETF$8.42M
Class
PFD SECS INC ETF
Share
2.0%
iShares TRISHS 5-10YR INVT$6.98M
Class
ISHS 5-10YR INVT
Share
1.7%
Janus Detroit Str TRHENDERSON MTG$6.85M
Class
HENDERSON MTG
Share
1.6%
iShares TRCORE S&P TTL STK$6.23M
Class
CORE S&P TTL STK
Share
1.5%
Microsoft Corp.COM$5.71M
Class
COM
Share
1.4%
Blackrock ETF Trust IIISHARES AAA CLO$5.65M
Class
ISHARES AAA CLO
Share
1.4%
Nvidia CorporationCOM$5.18M
Class
COM
Share
1.2%
Janus Detroit Str TRHEND SECU IN ETF$5.06M
Class
HEND SECU IN ETF
Share
1.2%
State Str SPDR S&P 500 ETF TTR UNIT$4.81M
Class
TR UNIT
Share
1.2%
Pimco ETF TRMULTISECTOR BD$4.6M
Class
MULTISECTOR BD
Share
1.1%
Janus Detroit Str TRHENDRSON AAA CL$3.54M
Class
HENDRSON AAA CL
Share
0.9%
Micron Technology Inc.COM$3.43M
Class
COM
Share
0.8%
First TR Exchng Traded FD VIFT VEST NASD ETF$3.1M
Class
FT VEST NASD ETF
Share
0.7%
Berkshire Hathaway Inc. DelCL B NEW$3.05M
Class
CL B NEW
Share
0.7%
Pimco ETF TRMUNI INCOME OPP$2.93M
Class
MUNI INCOME OPP
Share
0.7%
Shopify Inc.CL A SUB VTG SHS$2.92M
Class
CL A SUB VTG SHS
Share
0.7%
iShares TRHDG MSCI EAFE$2.82M
Class
HDG MSCI EAFE
Share
0.7%
Apple Inc.COM$2.7M
Class
COM
Share
0.7%
ARM Holdings PLCSPONSORED ADS$2.33M
Class
SPONSORED ADS
Share
0.6%
Pepsico Inc.COM$2.19M
Class
COM
Share
0.5%
Parker-hannifin Corp.COM$2.02M
Class
COM
Share
0.5%
Citigroup Inc.COM NEW$1.92M
Class
COM NEW
Share
0.5%
Tesla Inc.COM$1.9M
Class
COM
Share
0.5%
Visa Inc.COM CL A$1.73M
Class
COM CL A
Share
0.4%
Eaton Corp. PLCSHS$1.63M
Class
SHS
Share
0.4%
Lam Research Corp.COM NEW$1.58M
Class
COM NEW
Share
0.4%
First TR Exchange Traded FDNASD TECH DIV$1.54M
Class
NASD TECH DIV
Share
0.4%
Palantir Technologies Inc.CL A$1.42M
Class
CL A
Share
0.3%
ON Hldg AGNAMEN AKT A$1.36M
Class
NAMEN AKT A
Share
0.3%
NU Hldgs LtdORD SHS CL A$1.33M
Class
ORD SHS CL A
Share
0.3%

The share class is shown on a wider screen.

The 50 largest of 160 positions by value, with holdings of the same security combined. The 160 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
2048885
File number
028-24742
Options
0 call, 0 put
In the 25 largest
69.7%
Prior quarter
$367M at 31 March 2026
Positions opened
21
Positions closed
7

Common questions

What are Prasad Wealth Partners’ 13F holdings worth?

$416 million across 160 positions for the quarter ended 30 June 2026.

What is Prasad Wealth Partners’ largest 13F holding?

FIDELITY COMWLTH TR (NASDAQ COMPSIT) was the largest position at $26.1 million, or 6.3% of reported 13F value, as of 30 June 2026.

How concentrated is Prasad Wealth Partners’ 13F portfolio?

The ten largest positions accounted for 38.4% of reported value and the twenty-five largest for 69.7%, across 160 positions as of 30 June 2026.

Does Form 13F show everything Prasad Wealth Partners manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Prasad Wealth Partners file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Prasad Wealth Partners profile

Sources

  1. Form 13F-HR, accession 0001765380-26-000234, filed 29 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001765380-26-000125, filed 27 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Prasad Wealth Partners, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.