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CIK: 0002048885
Total reported value
$415.6M
$415.6M
140 檔
21.6%
During the Q3 2025 filing period, Prasad Wealth Partners, LLC (CIK: 0002048885) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $415.6M across 140 reported positions.
In Q3 2025, Prasad Wealth Partners, LLC displayed an active expansion posture, initiating 34 new positions and adding to 51 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 6.21% | +0.42% | -15.66% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-Other | 5.24% | -0.15% | +3.47% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.00% | -4.43% | -2.22% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.47% | +0.27% | -2.70% | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.07% | -0.68% | -14.89% | |
| 6 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 3.62% | +0.03% | -8.13% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.46% | -0.46% | +17.64% | |
| 8 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 3.37% | -0.45% | +15.85% | |
| 9 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.91% | — | +9.15% | |
| 10 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 2.83% | — | -2.36% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.75% | -1.14% | -31.72% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.68% | -1.77% | +4.68% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.64% | -2.53% | -10.03% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.61% | -0.25% | +12.54% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | — | +4.85% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 2.44% | — | -1.46% | |
| 17 | JSI | Jh Securitized Income ETF | ETF-Other | 2.38% | -0.32% | +16.68% | |
| 18 | QBUF | Innv Nasdaq -100 10 B - Qrt | ETF-Tech | 2.38% | +0.36% | — | |
| 19 | IYF | Ishares US Financials ETF | ETF-Other | 2.28% | +0.29% | -5.02% | |
| 20 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.23% | -0.23% | +10.73% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | +0.06% | -9.40% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.06% | -10.29% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.12% | -3.23% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.16% | -5.91% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.01% | -7.02% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.45% | -0.51% | +13.09% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | — | +0.07% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.08% | -0.08% | +12.87% | |
| 29 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.03% | -0.12% | -2.60% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.11% | -8.24% | |
| 31 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.69% | -0.04% | +1.24% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.02% | +0.70% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.15% | -5.21% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.09% | -2.60% | |
| 35 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.54% | -0.03% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | -3.62% | |
| 37 | NU | Nu Holdings Ltd. | Stock-Financials | 0.48% | -0.07% | -14.91% | |
| 38 | ✓ | On Holding AG | Stock-Other | 0.46% | -0.03% | -8.76% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.46% | -0.01% | -10.85% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.41% | +0.04% | -3.23% | |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.38% | +0.02% | -2.37% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.06% | -15.05% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.37% | +0.02% | -11.59% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | — | -7.12% | |
| 45 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.33% | +2.47% | +7.45% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.07% | -7.92% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.02% | -24.69% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.02% | +0.35% | |
| 49 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.29% | +0.27% | -13.02% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.9% | -2.70% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -5.91% | Add |
| 3 | RSPT | Invesco S&p 500 Equal Weight | +0.5% | -14.89% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | -7.02% | Trim |
| 5 | EMLP | First Trust North American E | +0.4% | -1.46% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | -3.23% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | -2.60% | Trim |
| 8 | SHOP | Shopify Inc - Class A | +0.2% | -2.60% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -7.12% | Add |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | -2.22% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | -8.24% | Trim |
| 12 | NU | Nu Holdings Ltd. | +0.1% | -14.91% | Add |
| 13 | ETN | Eaton Corporation plc | +0.1% | -11.59% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +4.85% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | -24.69% | Trim |
| 16 | OUSM | Alps Oshares US Small-cap Qu | +0.1% | -2.36% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +0.35% | Trim |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | -4.97% | Add |
| 19 | PH | Parker Hannifin CORP | +0.1% | -10.85% | Add |
| 20 | C | Citigroup Inc | +0.1% | -3.23% | Trim |
| 21 | AVGO | Broadcom Inc | +0.1% | -0.19% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -15.05% | Add |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | -2.37% | Trim |
| 24 | LLY | Eli Lilly & Co | +0.1% | -0.39% | Add |
| 25 | SOFI | Sofi Technologies Inc | +0.1% | — | Add |
| 26 | IWY | Ishares Russell Top 200 Grow | 0% | +17.97% | Add |
| 27 | FTXL | First Trust Nasdaq Semicondu | 0% | +0.08% | Add |
| 28 | LRCX | Lam Research CORP | 0% | -21.33% | Trim |
| 29 | WYNN | Wynn Resorts LTD | 0% | — | Unchanged |
| 30 | XYZ | Block Inc | 0% | -1.20% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.07% | Trim |
| 32 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | 0% | +1.24% | Add |
| 33 | AAPL | Apple Inc | 0% | +0.70% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | -9.79% | Add |
| 35 | AGNT | Agnt Inc | 0% | -5.45% | Add |
| 36 | IWB | Ishares Russell 1000 ETF | 0% | +0.26% | Add |
| 37 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.12% | Add |
| 38 | IWF | Ishares Russell 1000 Growth | 0% | +0.12% | Add |
| 39 | FITB | Fifth Third Bancorp | — | +0.76% | Trim |
| 40 | AZO | Autozone Inc | — | -17.26% | Add |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | — | Add |
| 42 | IJR | Ishares Core S&p Small-cap E | — | +3.99% | Add |
| 43 | CVS | Cvs Health CORP | — | -0.06% | Add |
| 44 | RTX | Rtx CORP | — | -11.14% | Trim |
| 45 | AMD | Advanced Micro Devices | — | -27.49% | Trim |
| 46 | NFEB | Innov Grw-100 Por Bu ETF - F | — | — | Unchanged |
| 47 | QUAL | Ishares Msci USA Quality Fac | — | +0.22% | Add |
| 48 | VO | Vanguard Mid-cap ETF | — | +0.12% | Add |
| 49 | VIG | Vanguard Dividend Apprec ETF | — | +0.44% | Add |
| 50 | VTV | Vanguard Value ETF | — | +0.91% | Add |
According to official SEC Form 13F filings, Prasad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $415.6M across 140 disclosed positions in Q3 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including ONEQ, BUFF, HEFA) accounted for 21.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
FFLC
市值: $13.0M
Top Position Liquidated / Trimmed
TLH
前期市值: $8.1M
During Q3 2025, Prasad Wealth Partners, LLC's top holdings by market value included ONEQ (6.2%)、BUFF (5.2%)、HEFA (5.0%). The largest single position, ONEQ, represented 6.2% of total portfolio value.
In Q3 2025, Prasad Wealth Partners, LLC made 144 total portfolio adjustments, initiating 34 new buys, adding to 51 positions, trimming 50 holdings, and fully liquidating 9 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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