Prasad Wealth Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$367.4M

Reporting period: 2026-03-31 · Number of holdings: 146

Prasad Wealth Partners, LLC disclosed 146 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $367.4M and a quarterly turnover rate of 10.9%.

Personality snowflake

Concentration: 10.55
Portfolio Stability: 10.92
Momentum/Contrarian: 100
Sector conviction: 64.55
Diversification: 100
Sizing Uniformity: 83.06

Recent moves

Trim MSFT
+5.2%　-$1.3M
Add HEFA
+1.3%　$727.1K
Trim AMZN
-4.7%　-$1.3M
Add VTI
+189.7%　$965.6K
Add RSP
+3.3%　$587.4K
Trim SHOP
+3.2%　-$941.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ONEQ	Fidelity Nasdaq Comp Indx	ETF-Tech	5.87%	-0.18%	+2.31%
2	BUFF	Innovator Laddered Allocatio	ETF-Other	5.36%	—	+1.45%
3	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	5.11%	+0.30%	+1.25%
4	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	4.79%	+0.25%	+3.26%
5	RSPT	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	4.09%	—	+1.82%
6	FFLC	Fidelity Fndmntl L/c Cor ETF	ETF-Other	3.65%	—	+2.81%
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	3.30%	+0.15%	+1.62%
8	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	2.84%	+0.21%	-2.00%
9	SMTH	Alps Smth Cor Bd Plus ETF	ETF-Other	2.80%	—	+3.19%
10	UCON	First Trust Smith Unconstrai	ETF-Other	2.69%	+0.13%	+4.84%
11	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.65%	-0.02%	+1.81%
12	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	2.62%	—	+1.15%
13	QBUF	Innv Nasdaq -100 10 B - Qrt	ETF-Tech	2.53%	—	+2.53%
14	NOBL	Proshares S&p 500 Dividend A	ETF-Large Cap & Growth	2.48%	+0.18%	+3.67%
15	FSMD	Fidelity Small-mid Multifact	ETF-Other	2.40%	+0.16%	+3.73%
16	FPE	Ft-preferred Secur & INC ETF	ETF-Other	2.26%	—	+4.01%
17	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	2.19%	+0.18%	+8.31%
18	IYF	Ishares US Financials ETF	ETF-Other	2.19%	-0.06%	+4.31%
19	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.17%	—	+5.87%
20	AMZN	Amazon.com INC	Stock-Consumer Disc	2.10%	-0.29%	-4.66%
21	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.09%	-0.07%	-0.47%
22	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.07%	-0.21%	-3.07%
23	VHT	Vanguard Health Care ETF	ETF-Other	1.88%	—	+5.98%
24	JMBS	Janus Henderson Mortg Backed	ETF-Other	1.78%	+0.17%	+9.49%
25	JSI	Jh Securitized Income ETF	ETF-Other	1.54%	—	+3.19%
26	MSFT	Microsoft CORP	Stock-Tech	1.49%	-0.33%	+5.23%
27	NVDA	Nvidia CORP	Stock-Tech	1.24%	-0.09%	-1.97%
28	PYLD	Pimco Multisector Bond Actv	ETF-Other	1.19%	—	+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%	-0.23%	+3.23%
31	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.80%	+0.10%	+16.61%
32	BUFQ	Ft Vst Lad Nsdq Buf Etf-usdi	ETF-Other	0.79%	+0.10%	+14.40%
33	PEP	Pepsico INC	Stock-Consumer Staples	0.68%	—	-1.06%
34	AAPL	Apple INC	Stock-Tech	0.67%	-0.11%	-9.75%
35	TSLA	Tesla INC	Stock-Consumer Disc	0.57%	-0.12%	-2.64%
36	PH	Parker Hannifin CORP	Stock-Industrials	0.50%	—	-0.53%
37	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.43%	-0.07%	+1.38%
38	C	Citigroup INC	Stock-Financials	0.42%	—	-1.21%
39	V	Visa Inc-class A Shares	Stock-Financials	0.41%	-0.08%	-4.03%
40	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.41%	+0.26%	+189.72%
41	BALT	Inn Defined Wealth Shield	ETF-Other	0.40%	—	+13.31%
42	NU	Nu Holdings Ltd.	Stock-Financials	0.39%	-0.07%	-2.69%
43	NFLX	Netflix INC	Stock-Comm Services	0.39%	+0.39%	NEW
44	ETN	Eaton Corporation plc	Stock-Industrials	0.37%	—	-5.52%
45	✓	On Hldg AG	Stock-Other	0.36%	-0.11%	+1.11%
46	TDIV	Ft Nasdaq Tech Dvd Index Fd	ETF-Tech	0.35%	—	-0.66%
47	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.33%	—	-1.42%
48	ZDEK	Inno Equ Def Pro ETF - 1 De	ETF-Other	0.32%	-0.20%	-39.24%
49	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.32%	—	-2.71%
50	MELI	Mercadolibre INC	Stock-Consumer Disc	0.31%	+0.14%	+110.86%

1–50 of 146

Portfolio Performance

Performance for Q3 2026

+2.2%

Performance Last 4 Quarters

+15%

Based on 72% of reported portfolio value with available pricing

Stdev: +9.3%
Beta: +0.67
Alpha: +2.8%
Max Drawdown: -3.8%
Annualized Perf: +15.4%
Batting Avg vs S&P: +52.9%
Sortino: +3.43
Stutzer: +0.48
Treynor: +0.22
Sterling: +1.12
Calmar: +4.07
Information Ratio: -0.67
Tracking Error: +4.9%
Stdev Down: +4.3%
Winning Months %: +76.5%
Losing Months %: +23.5%
Best 12 Months: +23.8%
Worst 12 Months: +15%
Efficiency Ratio: +0.6
Sharpe: +1.59
Stdev Sectors: +10.8%
Skewness: +0.17
Kurtosis: +0.41
Upside Potential: +4.76

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	146	$367.4M	11	1ONEQ 2BUFF 3HEFA Top holdings2026-03-31 1.ONEQ 2.BUFF 3.HEFA 4.RSP 5.RSPT 6.FFLC 7.STIP 8.EMXC 9.SMTH 10.UCON
2025-12-31	145	$374.8M	22	1ONEQ 2BUFF 3HEFA Top holdings2025-12-31 1.ONEQ 2.BUFF 3.HEFA 4.RSP 5.RSPT 6.FFLC 7.STIP 8.SMTH 9.ITOT 10.EMXC
2025-09-30	140	$358.8M	52	1ONEQ 2BUFF 3HEFA Top holdings2025-09-30 1.ONEQ 2.BUFF 3.HEFA 4.RSP 5.RSPT 6.FFLC 7.STIP 8.SMTH 9.KNG 10.OUSM
2025-06-30	123	$341.5M	0	1ONEQ 2HEFA 3BUFF Top holdings2025-06-30 1.ONEQ 2.HEFA 3.BUFF 4.RSP 5.RSPT 6.ITOT 7.FFLC 8.STIP 9.SMTH 10.OUSM
2025-03-31	115	$306.2M	0	1ONEQ 2ITOT 3JAAA Top holdings2025-03-31 1.ONEQ 2.ITOT 3.JAAA 4.BUFF 5.HEFA 6.SMTH 7.UCON 8.RSPT 9.IVV 10.KNG
2024-12-31	113	$309.1M	0	1ONEQ 2ITOT 3JAAA Top holdings2024-12-31 1.ONEQ 2.ITOT 3.JAAA 4.BUFF 5.HEFA 6.SMTH 7.RSPT 8.UCON 9.IVV 10.AMZN

Holding changes this quarter

Prasad Wealth Partners, LLC's most significant position changes for 2026-03-31: Sold out: First Trust North American E (EMLP); New buy: Netflix INC (NFLX); New buy: TE Connectivity plc (TEL); New buy: Autodesk INC (ADSK); New buy: Ford Motor Co (F).

Position changes disclosed by Prasad Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	HEFA	Isha Curr Hedged Msci Eafe	+0.3%	+1.25%	Add
2	VTI	Vanguard Total Stock Mkt ETF	+0.3%	+189.72%	Add
3	RSP	Invesco S&p 500 Equal Weight	+0.3%	+3.26%	Add
4	EMXC	Ishares Msci Emr Mrk Ex Chna	+0.2%	-2.00%	Trim
5	IGIB	Ishares 5-10y Inv Grade CORP	+0.2%	+8.31%	Add
6	NOBL	Proshares S&p 500 Dividend A	+0.2%	+3.67%	Add
7	JMBS	Janus Henderson Mortg Backed	+0.2%	+9.49%	Add
8	FSMD	Fidelity Small-mid Multifact	+0.2%	+3.73%	Add
9	STIP	Ishares 0-5 Year Tips Bond E	+0.2%	+1.62%	Add
10	MELI	Mercadolibre INC	+0.1%	+110.86%	Add
11	UCON	First Trust Smith Unconstrai	+0.1%	+4.84%	Add
12	BUFQ	Ft Vst Lad Nsdq Buf Etf-usdi	+0.1%	+14.40%	Add
13	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+16.61%	Add
14	ARM	Arm Holdings Plc-adr	+0.1%	-0.67%	Trim
15	XOM	Exxon Mobil CORP	+0.1%	+1.11%	Add
16	SLV	Ishares Silver Trust	+0.1%	+30.78%	Add
17	ITOT	Ishares Core S&p Total U.s.	0%	+1.81%	Add
18	IYF	Ishares US Financials ETF	-0.1%	+4.31%	Add
19	IVV	Ishares Core S&p 500 ETF	-0.1%	-0.47%	Trim
20	PLTR	Palantir Technologies Inc-a	-0.1%	+1.38%	Add
21	NU	Nu Holdings Ltd.	-0.1%	-2.69%	Trim
22	V	Visa Inc-class A Shares	-0.1%	-4.03%	Trim
23	NVDA	Nvidia CORP	-0.1%	-1.97%	Trim
24	✓	On Hldg AG	-0.1%	+1.11%	Add
25	AAPL	Apple INC	-0.1%	-9.75%	Trim
26	TSLA	Tesla INC	-0.1%	-2.64%	Trim
27	ONEQ	Fidelity Nasdaq Comp Indx	-0.2%	+2.31%	Add
28	ZDEK	Inno Equ Def Pro ETF - 1 De	-0.2%	-39.24%	Trim
29	GOOGL	Alphabet Inc-cl A	-0.2%	-3.07%	Trim
30	SHOP	Shopify INC - Class A	-0.2%	+3.23%	Add
31	AMZN	Amazon.com INC	-0.3%	-4.66%	Trim
32	MSFT	Microsoft CORP	-0.3%	+5.23%	Add
33	EMLP	First Trust North American E	—	EXIT	Sold out
34	NFLX	Netflix INC	—	NEW	New buy
35	TEL	TE Connectivity plc	—	NEW	New buy
36	ADSK	Autodesk INC	—	NEW	New buy
37	F	Ford Motor Co	—	NEW	New buy
38	AGNT	Agnt INC	—	EXIT	Sold out
39	SOFI	Sofi Technologies INC	—	EXIT	Sold out
40	MARM	Ftvestus Max Buff ETF March	—	NEW	New buy
41	CMG	Chipotle Mexican Grill INC	—	EXIT	Sold out
42	CRM	Salesforce INC	—	EXIT	Sold out
43	FISV	Fiserv INC	—	EXIT	Sold out
44	VWO	Vanguard Ftse Emerging Marke	—	NEW	New buy
45	JULM	Ft Vest US Eq Max Buf July	—	EXIT	Sold out
46	ZJUL	Innovator Edp ETF 1 Yr July	—	EXIT	Sold out
47	DIS	Walt Disney Co/the	—	EXIT	Sold out
48	PNC	Pnc Financial Services Group	—	NEW	New buy
49	XLF	Ss Financial Select Sector	—	EXIT	Sold out
50	PLD	Prologis INC	—	NEW	New buy

FAQ

What is Prasad Wealth Partners, LLC and what type of investor is it?

Prasad Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $367.4M, spread across 146 disclosed positions.

What are Prasad Wealth Partners, LLC's largest equity positions?

Based on the latest 13F filing, Prasad Wealth Partners, LLC's top holdings by market value are: 1. Fidelity Nasdaq Comp Indx (ONEQ) — $21.6M (5.9%) 2. Innovator Laddered Allocatio (BUFF) — $19.7M (5.4%) 3. Isha Curr Hedged Msci Eafe (HEFA) — $18.8M (5.1%) 4. Invesco S&p 500 Equal Weight (RSP) — $17.6M (4.8%) 5. Invesco S&p 500 Equal Weight (RSPT) — $15.0M (4.1%)

What changes did Prasad Wealth Partners, LLC make in its most recent portfolio filing?

In the latest reported quarter, Prasad Wealth Partners, LLC made 50 notable position adjustments: 8 new positions were initiated, 21 existing holdings were added to, 11 positions were partially reduced, and 10 were completely exited. The largest of these moves: Sold out: First Trust North American E (EMLP); New buy: Netflix INC (NFLX); New buy: TE Connectivity plc (TEL); New buy: Autodesk INC (ADSK); New buy: Ford Motor Co (F)

What sectors does Prasad Wealth Partners, LLC focus on?

Prasad Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.1% • Consumer Discretionary: 18.6% • Communication Services: 18.1% • Financials: 13.6% • Consumer Staples: 6.3% • Health Care: 4.5%