CIK: 0002048885
Total reported value
$367.4M
Reporting period: 2026-03-31 · Number of holdings: 146
Prasad Wealth Partners, LLC disclosed 146 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $367.4M and a quarterly turnover rate of 10.9%.
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Prasad Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.026 — mathematically equivalent to about 38 equally-sized positions, well below its 146 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.69), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 17% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
+5.2% -$1.3M
Add HEFA
+1.3% $727.1K
Trim AMZN
-4.7% -$1.3M
Add VTI
+189.7% $965.6K
Add RSP
+3.3% $587.4K
Trim SHOP
+3.2% -$941.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 5.87% | -0.18% | +2.31% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-Other | 5.36% | — | +1.45% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.11% | +0.30% | +1.25% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.79% | +0.25% | +3.26% | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.09% | — | +1.82% | |
| 6 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 3.65% | — | +2.81% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.30% | +0.15% | +1.62% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.84% | +0.21% | -2.00% | |
| 9 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.80% | — | +3.19% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.69% | +0.13% | +4.84% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.65% | -0.02% | +1.81% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.62% | — | +1.15% | |
| 13 | QBUF | Innv Nasdaq -100 10 B - Qrt | ETF-Tech | 2.53% | — | +2.53% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.48% | +0.18% | +3.67% | |
| 15 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 2.40% | +0.16% | +3.73% | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-Other | 2.26% | — | +4.01% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.19% | +0.18% | +8.31% | |
| 18 | IYF | Ishares US Financials ETF | ETF-Other | 2.19% | -0.06% | +4.31% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | — | +5.87% | |
| 20 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.10% | -0.29% | -4.66% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | -0.07% | -0.47% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | -0.21% | -3.07% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 1.88% | — | +5.98% | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.78% | +0.17% | +9.49% | |
| 25 | JSI | Jh Securitized Income ETF | ETF-Other | 1.54% | — | +3.19% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.33% | +5.23% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | -0.09% | -1.97% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.19% | — | +6.72% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | — | +7.51% | |
| 30 | SHOP | Shopify INC - Class A | Stock-Tech | 0.81% | -0.23% | +3.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | +0.10% | +16.61% | |
| 32 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.79% | +0.10% | +14.40% | |
| 33 | PEP | Pepsico INC | Stock-Consumer Staples | 0.68% | — | -1.06% | |
| 34 | AAPL | Apple INC | Stock-Tech | 0.67% | -0.11% | -9.75% | |
| 35 | TSLA | Tesla INC | Stock-Consumer Disc | 0.57% | -0.12% | -2.64% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.50% | — | -0.53% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.07% | +1.38% | |
| 38 | C | Citigroup INC | Stock-Financials | 0.42% | — | -1.21% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.08% | -4.03% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.26% | +189.72% | |
| 41 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.40% | — | +13.31% | |
| 42 | NU | Nu Holdings Ltd. | Stock-Financials | 0.39% | -0.07% | -2.69% | |
| 43 | NFLX | Netflix INC | Stock-Comm Services | 0.39% | +0.39% | NEW | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.37% | — | -5.52% | |
| 45 | ✓ | On Hldg AG | Stock-Other | 0.36% | -0.11% | +1.11% | |
| 46 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.35% | — | -0.66% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | — | -1.42% | |
| 48 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.32% | -0.20% | -39.24% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | — | -2.71% | |
| 50 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.31% | +0.14% | +110.86% |
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+15%
Based on 72% of reported portfolio value with available pricing
Prasad Wealth Partners, LLC's most significant position changes for 2026-03-31: Sold out: First Trust North American E (EMLP); New buy: Netflix INC (NFLX); New buy: TE Connectivity plc (TEL); New buy: Autodesk INC (ADSK); New buy: Ford Motor Co (F).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HEFA | Isha Curr Hedged Msci Eafe | +0.3% | +1.25% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +189.72% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +3.26% | Add |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | -2.00% | Trim |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +8.31% | Add |
| 6 | NOBL | Proshares S&p 500 Dividend A | +0.2% | +3.67% | Add |
| 7 | JMBS | Janus Henderson Mortg Backed | +0.2% | +9.49% | Add |
| 8 | FSMD | Fidelity Small-mid Multifact | +0.2% | +3.73% | Add |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +1.62% | Add |
| 10 | MELI | Mercadolibre INC | +0.1% | +110.86% | Add |
| 11 | UCON | First Trust Smith Unconstrai | +0.1% | +4.84% | Add |
| 12 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.1% | +14.40% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.61% | Add |
| 14 | ARM | Arm Holdings Plc-adr | +0.1% | -0.67% | Trim |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +1.11% | Add |
| 16 | SLV | Ishares Silver Trust | +0.1% | +30.78% | Add |
| 17 | ITOT | Ishares Core S&p Total U.s. | 0% | +1.81% | Add |
| 18 | IYF | Ishares US Financials ETF | -0.1% | +4.31% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.47% | Trim |
| 20 | PLTR | Palantir Technologies Inc-a | -0.1% | +1.38% | Add |
| 21 | NU | Nu Holdings Ltd. | -0.1% | -2.69% | Trim |
| 22 | V | Visa Inc-class A Shares | -0.1% | -4.03% | Trim |
| 23 | NVDA | Nvidia CORP | -0.1% | -1.97% | Trim |
| 24 | ✓ | On Hldg AG | -0.1% | +1.11% | Add |
| 25 | AAPL | Apple INC | -0.1% | -9.75% | Trim |
| 26 | TSLA | Tesla INC | -0.1% | -2.64% | Trim |
| 27 | ONEQ | Fidelity Nasdaq Comp Indx | -0.2% | +2.31% | Add |
| 28 | ZDEK | Inno Equ Def Pro ETF - 1 De | -0.2% | -39.24% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.07% | Trim |
| 30 | SHOP | Shopify INC - Class A | -0.2% | +3.23% | Add |
| 31 | AMZN | Amazon.com INC | -0.3% | -4.66% | Trim |
| 32 | MSFT | Microsoft CORP | -0.3% | +5.23% | Add |
| 33 | EMLP | First Trust North American E | — | EXIT | Sold out |
| 34 | NFLX | Netflix INC | — | NEW | New buy |
| 35 | TEL | TE Connectivity plc | — | NEW | New buy |
| 36 | ADSK | Autodesk INC | — | NEW | New buy |
| 37 | F | Ford Motor Co | — | NEW | New buy |
| 38 | AGNT | Agnt INC | — | EXIT | Sold out |
| 39 | SOFI | Sofi Technologies INC | — | EXIT | Sold out |
| 40 | MARM | Ftvestus Max Buff ETF March | — | NEW | New buy |
| 41 | CMG | Chipotle Mexican Grill INC | — | EXIT | Sold out |
| 42 | CRM | Salesforce INC | — | EXIT | Sold out |
| 43 | FISV | Fiserv INC | — | EXIT | Sold out |
| 44 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 45 | JULM | Ft Vest US Eq Max Buf July | — | EXIT | Sold out |
| 46 | ZJUL | Innovator Edp ETF 1 Yr July | — | EXIT | Sold out |
| 47 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 48 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 49 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 50 | PLD | Prologis INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-27 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-27 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-05 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-23 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-04 | 13F-HR | View on EDGAR |
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