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CIK: 0002048885
Total reported value
$415.6M
$415.6M
123 檔
21.7%
At the close of Q2 2025, Prasad Wealth Partners, LLC disclosed equity holdings valued at approximately $415.6M, spread across 123 reported holdings.
During Q2 2025, Prasad Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 6.95% | +0.42% | -20.19% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.15% | -4.43% | +13.56% | |
| 3 | BUFF | Innovator Laddered Allocatio | ETF-Other | 5.12% | -0.15% | -5.58% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.63% | +0.27% | +91.89% | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.60% | -0.68% | +21.88% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.92% | -1.14% | -49.13% | |
| 7 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 3.88% | +0.03% | — | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.08% | -0.46% | — | |
| 9 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 3.02% | -0.45% | -26.30% | |
| 10 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 2.94% | — | +15.66% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.89% | -2.53% | — | |
| 12 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.79% | — | +9.80% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.69% | -1.77% | -52.58% | |
| 14 | EMLP | First Trust North American E | ETF-Other | 2.55% | — | +36.15% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | — | +0.09% | |
| 16 | IYF | Ishares US Financials ETF | ETF-Other | 2.41% | +0.29% | — | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.41% | -0.25% | -26.02% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.39% | +0.06% | -17.51% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.06% | -19.10% | |
| 20 | JSI | Jh Securitized Income ETF | ETF-Other | 2.16% | -0.32% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.12% | +4.11% | |
| 22 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.06% | -0.23% | -11.08% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.85% | — | -22.72% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.16% | +21.26% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.01% | -1.74% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.32% | -0.51% | -2.59% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | — | -0.42% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.99% | -0.08% | -0.40% | |
| 29 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.86% | -0.12% | -0.20% | |
| 30 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.69% | -0.04% | +1.26% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.15% | — | |
| 32 | ✓ | On Holding AG | Stock-Other | 0.65% | -0.03% | -1.46% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.11% | -3.28% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.58% | -0.02% | +3.49% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | -1.58% | |
| 36 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.55% | -0.03% | — | |
| 37 | NU | Nu Holdings Ltd. | Stock-Financials | 0.51% | -0.07% | +17.57% | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 0.50% | -0.01% | +21.86% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.48% | -0.09% | -7.87% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.06% | +27.31% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.02% | +27.09% | |
| 42 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.40% | +0.27% | -1.84% | |
| 43 | NFTY | First Trust India Nifty 50 E | ETF-Other | 0.40% | -0.02% | -85.01% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.37% | +0.04% | +0.18% | |
| 45 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.37% | +0.02% | +0.72% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.07% | -3.25% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.02% | +4.88% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | — | +140.55% | |
| 49 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.32% | +2.47% | +0.47% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.06% | +36.43% |
According to official SEC Form 13F filings, Prasad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $415.6M across 123 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ONEQ, HEFA, BUFF) accounted for 21.7% of total reported equity market value during Q2 2025.
During Q2 2025, Prasad Wealth Partners, LLC's top holdings by market value included ONEQ (7.0%)、HEFA (5.2%)、BUFF (5.1%). The largest single position, ONEQ, represented 7.0% of total portfolio value.
In Q2 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.
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