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CIK: 0002048885
Total reported value
$415.6M
$415.6M
145 檔
22.2%
The Q4 2025 SEC filing reveals that Prasad Wealth Partners, LLC held a total portfolio value of $415.6M, covering 145 public equity positions.
Prasad Wealth Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 8 holdings and trimming 58 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 6.05% | +0.42% | -0.72% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-Other | 5.22% | -0.15% | +2.07% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 4.81% | -4.43% | -3.71% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.54% | +0.27% | +5.03% | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.95% | -0.68% | -0.66% | |
| 6 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 3.62% | +0.03% | +1.98% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.15% | -0.46% | -3.90% | |
| 8 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.69% | -0.45% | -16.17% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.66% | -1.14% | -0.99% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.63% | -2.53% | -3.62% | |
| 11 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.56% | -0.25% | +2.30% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.55% | -1.77% | -0.11% | |
| 13 | QBUF | Innv Nasdaq -100 10 B - Qrt | ETF-Tech | 2.43% | +0.36% | +4.50% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | — | -6.01% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.30% | +0.04% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.16% | -1.94% | |
| 17 | IYF | Ishares US Financials ETF | ETF-Other | 2.25% | +0.29% | +1.26% | |
| 18 | EMLP | First Trust North American E | ETF-Other | 2.25% | — | -2.80% | |
| 19 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 2.24% | +0.12% | — | |
| 20 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.18% | -0.23% | +2.61% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +0.06% | -0.91% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.06% | +2.43% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.01% | -0.51% | +45.80% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 1.83% | -1.83% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.12% | -1.38% | |
| 26 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.61% | -0.13% | — | |
| 27 | JSI | Jh Securitized Income ETF | ETF-Other | 1.48% | -0.32% | -34.78% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.01% | -8.15% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.11% | -0.08% | +7.88% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | — | +3.72% | |
| 31 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.05% | -0.12% | -1.51% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.78% | -0.02% | +9.47% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.07% | +119.76% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.11% | -1.98% | |
| 35 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.69% | -0.04% | +0.98% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.15% | +0.70% | |
| 37 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.52% | -0.03% | — | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.09% | -9.99% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | +2.47% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.49% | -0.01% | -3.70% | |
| 41 | ✓ | On Holding AG | Stock-Other | 0.47% | -0.03% | -2.24% | |
| 42 | NU | Nu Holdings Ltd. | Stock-Financials | 0.46% | -0.07% | -3.06% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.43% | +0.04% | -3.74% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.02% | -6.15% | |
| 45 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.36% | +0.02% | +0.56% | |
| 46 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.35% | +2.47% | +6.48% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.06% | +8.47% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.35% | +0.02% | +16.00% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | — | -1.86% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.04% | +0.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +0.6% | +45.80% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.94% | Trim |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +119.76% | Add |
| 4 | AAPL | Apple Inc | +0.1% | +9.47% | Add |
| 5 | LLY | Eli Lilly & Co | +0.1% | +0.49% | Add |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +5.03% | Add |
| 7 | PG | Procter & Gamble Co/the | +0.1% | +141.69% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +66.48% | Add |
| 9 | QBUF | Innv Nasdaq -100 10 B - Qrt | +0.1% | +4.50% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +39.31% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -6.15% | Trim |
| 12 | SLVR | Sprott Slvr Miner & Phy Slvr | +0.1% | +9.66% | Add |
| 13 | LRCX | Lam Research CORP | 0% | +4.78% | Add |
| 14 | VIG | Vanguard Dividend Apprec ETF | 0% | +58.45% | Add |
| 15 | PYLD | Pimco Multisector Bond Actv | 0% | +7.88% | Add |
| 16 | PH | Parker Hannifin CORP | 0% | -3.70% | Trim |
| 17 | SHOP | Shopify Inc - Class A | 0% | -1.51% | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.72% | Add |
| 19 | C | Citigroup Inc | 0% | -3.74% | Trim |
| 20 | FTSM | First Trust Enh Short Mat Fd | 0% | +16.10% | Add |
| 21 | MU | Micron Technology Inc | 0% | -33.20% | Trim |
| 22 | BALT | Inn Defined Wealth Shield | 0% | +6.48% | Add |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +2.43% | Add |
| 24 | ✓ | On Holding AG | 0% | -2.24% | Trim |
| 25 | GS | Goldman Sachs Group Inc | 0% | +0.37% | Add |
| 26 | FTXL | First Trust Nasdaq Semicondu | 0% | +0.08% | Add |
| 27 | BIIB | Biogen Inc | 0% | — | Unchanged |
| 28 | CAT | Caterpillar Inc | 0% | +0.21% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +5.58% | Add |
| 30 | AMD | Advanced Micro Devices | 0% | -15.89% | Trim |
| 31 | AVGO | Broadcom Inc | 0% | +1.35% | Add |
| 32 | FFLC | Fidelity Fndmntl L/c Cor ETF | — | +1.98% | Add |
| 33 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | — | +0.98% | Add |
| 34 | V | Visa Inc-class A Shares | — | +2.47% | Add |
| 35 | IBM | Intl Business Machines CORP | — | +0.98% | Add |
| 36 | QQQ | Invesco Qqq Trust Series 1 | — | +4.83% | Add |
| 37 | RTX | Rtx CORP | — | +0.24% | Add |
| 38 | FITB | Fifth Third Bancorp | — | -0.38% | Trim |
| 39 | CVS | Cvs Health CORP | — | +0.52% | Add |
| 40 | IJH | Ishares Core S&p Midcap ETF | — | +3.21% | Add |
| 41 | EXEL | Exelixis Inc | — | — | Unchanged |
| 42 | WM | Waste Management Inc | — | +10.29% | Add |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | +1.78% | Add |
| 44 | PAA | Plains All Amer Pipeline LP | — | +1.69% | Add |
| 45 | IVE | Ishares S&p 500 Value ETF | — | +0.49% | Add |
| 46 | DIS | Walt Disney Co/the | — | +9.31% | Add |
| 47 | BAC | Bank Of America CORP | — | +0.41% | Add |
| 48 | TFSL | Tfs Financial CORP | — | +8.98% | Add |
| 49 | OHI | Omega Healthcare Investors | — | +1.11% | Add |
| 50 | FXH | First Trust Health Care Alph | — | +0.14% | 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 145 disclosed positions in Q4 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 22.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
NOBL
市值: $8.6M
Top Position Liquidated / Trimmed
MSTR
前期市值: $354.7K
During Q4 2025, Prasad Wealth Partners, LLC's top holdings by market value included ONEQ (6.0%)、BUFF (5.2%)、HEFA (4.8%). The largest single position, ONEQ, represented 6.0% of total portfolio value.
In Q4 2025, Prasad Wealth Partners, LLC made 142 total portfolio adjustments, initiating 13 new buys, adding to 63 positions, trimming 58 holdings, and fully liquidating 8 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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