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CIK: 0002048885
Total reported value
$415.6M
$415.6M
146 檔
22.3%
In Q1 2026, Prasad Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $415.6M, distributed across 146 disclosed stock positions.
In Q1 2026, Prasad Wealth Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 75 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 5.87% | +0.42% | +2.31% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-Other | 5.36% | -0.15% | +1.45% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.11% | -4.43% | +1.25% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.79% | +0.27% | +3.26% | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.09% | -0.68% | +1.82% | |
| 6 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 3.65% | +0.03% | +2.81% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.30% | -0.46% | +1.62% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.84% | -2.53% | -2.00% | |
| 9 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.80% | -0.45% | +3.19% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.69% | -0.25% | +4.84% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.65% | -1.14% | +1.81% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.62% | -1.77% | +1.15% | |
| 13 | QBUF | Innv Nasdaq -100 10 B - Qrt | ETF-Tech | 2.53% | +0.36% | +2.53% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.48% | +0.04% | +3.67% | |
| 15 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 2.40% | +0.12% | +3.73% | |
| 16 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.26% | -0.23% | +4.01% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.19% | -0.51% | +8.31% | |
| 18 | IYF | Ishares US Financials ETF | ETF-Other | 2.19% | +0.29% | +4.31% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.06% | +5.87% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | — | -4.66% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.06% | -0.47% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.16% | -3.07% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 1.88% | -1.83% | +5.98% | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.78% | -0.13% | +9.49% | |
| 25 | JSI | Jh Securitized Income ETF | ETF-Other | 1.54% | -0.32% | +3.19% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.12% | +5.23% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.01% | -1.97% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.19% | -0.08% | +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% | -0.12% | +3.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.07% | +16.61% | |
| 32 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.79% | -0.04% | +14.40% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.15% | -1.06% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.02% | -9.75% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.11% | -2.64% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.50% | -0.01% | -0.53% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.09% | +1.38% | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.42% | +0.04% | -1.21% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.01% | -4.03% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.27% | +189.72% | |
| 41 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.40% | +2.47% | +13.31% | |
| 42 | NU | Nu Holdings Ltd. | Stock-Financials | 0.39% | -0.07% | -2.69% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.13% | — | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.37% | +0.02% | -5.52% | |
| 45 | ✓ | On Holding AG | Stock-Other | 0.36% | -0.03% | +1.11% | |
| 46 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.35% | +0.02% | -0.66% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.02% | -1.42% | |
| 48 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.32% | -0.03% | -39.24% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.06% | -2.71% | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.31% | — | +110.86% |
According to official SEC Form 13F filings, Prasad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $415.6M across 146 disclosed positions in Q1 2026.
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 22.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
NFLX
市值: $1.4M
Top Position Liquidated / Trimmed
EMLP
前期市值: $8.4M
During Q1 2026, Prasad Wealth Partners, LLC's top holdings by market value included ONEQ (5.9%)、BUFF (5.4%)、HEFA (5.1%). The largest single position, ONEQ, represented 5.9% of total portfolio value.
In Q1 2026, Prasad Wealth Partners, LLC made 145 total portfolio adjustments, initiating 13 new buys, adding to 75 positions, trimming 45 holdings, and fully liquidating 12 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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