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