13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002048885
Total reported value
$415.6M
$415.6M
115 檔
24.2%
The Q1 2025 SEC filing reveals that Prasad Wealth Partners, LLC held a total portfolio value of $415.6M, covering 115 public equity positions.
During Q1 2025, Prasad Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ONEQ, ITOT, JAAA) accounted for 24.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 8.25% | +0.42% | +4.60% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.76% | -1.14% | +6.36% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 6.32% | -1.77% | +10.81% | |
| 4 | BUFF | Innovator Laddered Allocatio | ETF-Other | 5.67% | -0.15% | +5.29% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 4.83% | -4.43% | +10.03% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 4.57% | -0.45% | +10.84% | |
| 7 | UCON | First Trust Smith Unconstrai | ETF-Other | 3.61% | -0.25% | +5.06% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.53% | -0.68% | +9.74% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.93% | +0.06% | -4.34% | |
| 10 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.92% | — | +21.81% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | +0.06% | +9.39% | |
| 12 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 2.76% | — | +20.10% | |
| 13 | NFTY | First Trust India Nifty 50 E | ETF-Other | 2.75% | -0.02% | +15.38% | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.70% | — | +10.85% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.63% | — | — | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.56% | +0.27% | +8.67% | |
| 17 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.55% | -0.23% | +6.94% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | — | -1.21% | |
| 19 | EMLP | First Trust North American E | ETF-Other | 2.09% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.12% | +4.67% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.49% | -0.51% | +5.22% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.16% | -0.90% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.01% | -43.90% | |
| 24 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.10% | -0.08% | +13.30% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | — | -5.15% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.80% | -0.12% | -1.18% | |
| 27 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.68% | -0.04% | +16.30% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.68% | -0.02% | +2.55% | |
| 29 | ✓ | On Holding AG | Stock-Other | 0.62% | -0.03% | +3.13% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.01% | +0.39% | |
| 31 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.59% | -0.03% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.11% | -2.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.07% | +1.75% | |
| 34 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.45% | — | -34.33% | |
| 35 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.42% | — | — | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.40% | -0.01% | +3.00% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | -0.09% | -78.17% | |
| 38 | NU | Nu Holdings Ltd. | Stock-Financials | 0.36% | -0.07% | +220.53% | |
| 39 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.35% | +2.47% | +18.14% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.35% | +0.04% | -4.18% | |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.33% | +0.02% | +6.08% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.06% | +1.82% | |
| 43 | FISV | Fiserv Inc | Stock-Other | 0.30% | — | -2.49% | |
| 44 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.30% | +0.27% | +7.53% | |
| 45 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.30% | — | — | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.28% | -0.02% | -2.73% | |
| 47 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.28% | — | -0.79% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.02% | +5.63% | |
| 49 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.26% | -0.01% | -88.36% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | -0.02% | +12.18% |
According to official SEC Form 13F filings, Prasad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $415.6M across 115 disclosed positions in Q1 2025.
During Q1 2025, Prasad Wealth Partners, LLC's top holdings by market value included ONEQ (8.3%)、ITOT (7.8%)、JAAA (6.3%). The largest single position, ONEQ, represented 8.3% of total portfolio value.
In Q1 2025, Prasad Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.