# Prasad Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2048885. Source: https://holderbook.com/funds/2048885-prasad-wealth-partners-llc/

- Reported value: $415.6M
- Positions: 160
- Weight of the ten largest: 38.4%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| FIDELITY COMWLTH TR | [ONEQ](https://holderbook.com/stocks/ONEQ/) | $26.1M | 253,291 | 6.3% | 7 |
| INNOVATOR ETFS TRUST | [BUFF](https://holderbook.com/stocks/BUFF/) | $21.6M | 410,619 | 5.2% | 7 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $21.0M | 98,829 | 5.1% | 7 |
| FIDELITY COVINGTON TRUST | [FFLC](https://holderbook.com/stocks/FFLC/) | $15.3M | 259,366 | 3.7% | 5 |
| FIRST TR EXCHNG TRADED FD VI | [BUFY](https://holderbook.com/stocks/BUFY/) | $15.0M | 639,436 | 3.6% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RSPT](https://holderbook.com/stocks/RSPT/) | $14.2M | 219,860 | 3.4% | 7 |
| INNOVATOR ETFS TRUST | [QBUF](https://holderbook.com/stocks/QBUF/) | $12.0M | 389,781 | 2.9% | 4 |
| INNOVATOR ETFS TRUST | [BALT](https://holderbook.com/stocks/BALT/) | $11.9M | 347,970 | 2.9% | 7 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $11.8M | 115,320 | 2.8% | 5 |
| FIDELITY COVINGTON TRUST | [FSMD](https://holderbook.com/stocks/FSMD/) | $10.5M | 197,968 | 2.5% | 3 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $10.5M | 186,184 | 2.5% | 3 |
| ISHARES TR | [IYF](https://holderbook.com/stocks/IYF/) | $10.3M | 80,854 | 2.5% | 5 |
| FIRST TR EXCHANGE TRADED FD | [FXH](https://holderbook.com/stocks/FXH/) | $10.3M | 83,752 | 2.5% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [UCON](https://holderbook.com/stocks/UCON/) | $10.1M | 407,632 | 2.4% | 7 |
| ALPS ETF TR | [SMTH](https://holderbook.com/stocks/SMTH/) | $9.8M | 378,849 | 2.3% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $9.3M | 25,962 | 2.2% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $9.3M | 13,477 | 2.2% | 7 |
| ALPS ETF TR | [ELFY](https://holderbook.com/stocks/ELFY/) | $8.9M | 198,882 | 2.2% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $8.9M | 11,927 | 2.1% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.7M | 36,584 | 2.1% | 7 |
| FIRST TR EXCH TRADED FD III | [FPE](https://holderbook.com/stocks/FPE/) | $8.4M | 470,663 | 2.0% | 7 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $7.0M | 131,233 | 1.7% | 7 |
| JANUS DETROIT STR TR | [JMBS](https://holderbook.com/stocks/JMBS/) | $6.9M | 152,257 | 1.6% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $6.2M | 37,896 | 1.5% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.7M | 15,298 | 1.4% | 7 |
| BLACKROCK ETF TRUST II | [CLOA](https://holderbook.com/stocks/CLOA/) | $5.6M | 108,759 | 1.4% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.2M | 25,912 | 1.2% | 7 |
| JANUS DETROIT STR TR | [JSI](https://holderbook.com/stocks/JSI/) | $5.1M | 98,872 | 1.2% | 5 |
| STATE STR SPDR S&amp;P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.8M | 6,440 | 1.2% | 7 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $4.6M | 173,521 | 1.1% | 7 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $3.5M | 70,015 | 0.9% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.4M | 2,972 | 0.8% | 4 |
| FIRST TR EXCHNG TRADED FD VI | [BUFQ](https://holderbook.com/stocks/BUFQ/) | $3.1M | 78,917 | 0.7% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.1M | 6,103 | 0.7% | 7 |
| PIMCO ETF TR | [MINO](https://holderbook.com/stocks/MINO/) | $2.9M | 63,964 | 0.7% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $2.9M | 25,531 | 0.7% | 7 |
| ISHARES TR | [HEFA](https://holderbook.com/stocks/HEFA/) | $2.8M | 60,144 | 0.7% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.7M | 9,340 | 0.7% | 7 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $2.3M | 6,573 | 0.6% | 7 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $2.2M | 16,185 | 0.5% | 5 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $2.0M | 2,070 | 0.5% | 7 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.9M | 13,722 | 0.5% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.9M | 4,508 | 0.5% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.7M | 5,048 | 0.4% | 7 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.6M | 3,814 | 0.4% | 7 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.6M | 3,646 | 0.4% | 7 |
| FIRST TR EXCHANGE-TRADED FD | [TDIV](https://holderbook.com/stocks/TDIV/) | $1.5M | 13,400 | 0.4% | 7 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.4M | 12,148 | 0.3% | 7 |
| ON HLDG AG | [ONON](https://holderbook.com/stocks/ONON/) | $1.4M | 38,311 | 0.3% | 7 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $1.3M | 99,843 | 0.3% | 7 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $1.3M | 12,793 | 0.3% | 5 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $1.3M | 763 | 0.3% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,658 | 0.3% | 7 |
| JPMORGAN CHASE &amp; CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.3M | 3,910 | 0.3% | 7 |
| ELI LILLY &amp; CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.3M | 1,048 | 0.3% | 7 |
| INNOVATOR ETFS TRUST | [ZDEK](https://holderbook.com/stocks/ZDEK/) | $1.2M | 46,261 | 0.3% | 7 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $1.1M | 7,366 | 0.3% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.1M | 3,918 | 0.3% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.1M | 1,177 | 0.3% | 7 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.1M | 15,118 | 0.3% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.0M | 1,830 | 0.2% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [MAYM](https://holderbook.com/stocks/MAYM/) | $1.0M | 30,970 | 0.2% | 1 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $983.4K | 4,878 | 0.2% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $952.4K | 2,291 | 0.2% | 4 |
| FIRST TR EXCHANGE-TRADED FD | [FTXL](https://holderbook.com/stocks/FTXL/) | $920.8K | 3,232 | 0.2% | 7 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $908.3K | 16,114 | 0.2% | 7 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $891.6K | 882 | 0.2% | 7 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $856.8K | 4,407 | 0.2% | 2 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $830.8K | 13,910 | 0.2% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $802.2K | 1,089 | 0.2% | 7 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $796.8K | 8,260 | 0.2% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $742.6K | 1,278 | 0.2% | 7 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $741.3K | 7,165 | 0.2% | 7 |
| INVESCO EXCHANGE TRADED FD T | [SPGP](https://holderbook.com/stocks/SPGP/) | $739.8K | 6,050 | 0.2% | 7 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $723.4K | 52,046 | 0.2% | 2 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $702.0K | 9,104 | 0.2% | 7 |
| INNOVATOR ETFS TRUST | [ZJUN](https://holderbook.com/stocks/ZJUN/) | $645.3K | 23,555 | 0.2% | 1 |
| SPROTT FDS TR | [SLVR](https://holderbook.com/stocks/SLVR/) | $626.9K | 12,490 | 0.2% | 4 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $613.4K | 11,472 | 0.1% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [QMAR](https://holderbook.com/stocks/QMAR/) | $612.0K | 16,436 | 0.1% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $604.7K | 4,423 | 0.1% | 5 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $600.6K | 2,645 | 0.1% | 7 |
| FIRST TR EXCH TRD ALPHDX FD | [NFTY](https://holderbook.com/stocks/NFTY/) | $599.0K | 11,136 | 0.1% | 7 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $591.0K | 4,033 | 0.1% | 7 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $585.7K | 1,430 | 0.1% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $579.6K | 1,534 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $578.1K | 1,562 | 0.1% | 3 |
| INNOVATOR ETFS TRUST | [ZMAY](https://holderbook.com/stocks/ZMAY/) | $549.5K | 21,160 | 0.1% | 1 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $517.4K | 1,780 | 0.1% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $512.8K | 1,454 | 0.1% | 7 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $512.4K | 10,168 | 0.1% | 7 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $480.8K | 2,534 | 0.1% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $464.9K | 437 | 0.1% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $454.6K | 952 | 0.1% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $451.1K | 3,633 | 0.1% | 7 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $436.7K | 10,122 | 0.1% | 4 |
| BEONE MEDICINES LTD | [ONC](https://holderbook.com/stocks/ONC/) | $432.4K | 1,518 | 0.1% | 4 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $431.1K | 135 | 0.1% | 7 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $430.1K | 3,127 | 0.1% | 7 |
| PUBLIC SVC ENTERPRISE GROUP | [PEG](https://holderbook.com/stocks/PEG/) | $415.6K | 5,121 | 0.1% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.2% | +14.8% | -2.6% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +5.9% | +7.8% | -1.9% | 100% |
| Q2 2025 | +8.5% | +10.5% | -1.9% | 100% |
| Q1 2025 | -4.1% | -4.6% | +0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $415.6M | 160 |
| Q1 2026 | $367.4M | 146 |
| Q4 2025 | $374.8M | 145 |
| Q3 2025 | $358.8M | 140 |
| Q2 2025 | $341.5M | 123 |
| Q1 2025 | $306.2M | 115 |
| Q4 2024 | $309.1M | 113 |

