Prasad Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Prasad Wealth Partners, LLC

Investment Activity

Prasad Wealth Partners, LLC has $415.56 million in total holdings as of September 30, 2025.
Prasad Wealth Partners, LLC owns shares of 160 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 17.53% of the portfolio was purchased this quarter.
About 15.34% of the portfolio was sold this quarter.
This quarter, Prasad Wealth Partners, LLC has purchased 146 new stocks and bought additional shares in 70 stocks.
Prasad Wealth Partners, LLC sold shares of 54 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Fidelity NASDAQ Composite Index ETF: $26,144,739
Innovator Laddered Allocation Power Buffer ETF: $21,631,425
Invesco S&P 500 Equal Weight ETF: $21,027,872
FIDELITY COVINGTON TRUST: $15,279,268
FIRST TR EXCHNG TRADED FD VI: $14,967,918

Largest New Holdings this Quarter

33740F169 - FIRST TR EXCHNG TRADED FD VI: $14,967,918 Holding
00162Q338 - ALPS ETF TR: $8,938,027 Holding
092528504 - iShares AAA CLO Active ETF: $5,645,669 Holding
72201R635 - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund: $2,927,003 Holding
33740U356 - FIRST TR EXCHNG TRADED FD VI: $1,019,207 Holding

Largest Purchases this Quarter

FIRST TR EXCHNG TRADED FD VI: 639,436 shares (about $14.97M)
Innovator Defined Wealth Shield ETF: 303,848 shares (about $10.41M)
First Trust Health Care AlphaDEX Fund: 80,787 shares (about $9.89M)
ALPS ETF TR: 198,882 shares (about $8.94M)
iShares AAA CLO Active ETF: 108,759 shares (about $5.65M)

Largest Sales this Quarter

iShares Currency Hedged MSCI EAFE ETF: 381,243 shares (about $17.89M)
iShares MSCI Emerging Markets ex China ETF: 119,933 shares (about $12.27M)
Vanguard Health Care ETF: 24,618 shares (about $7.36M)
Invesco S&P 500 Equal Weight Technology ETF: 111,795 shares (about $7.21M)
Janus Henderson AAA CLO ETF: 121,296 shares (about $6.12M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ONEQ Fidelity NASDAQ Composite Index ETF	$26,144,739	$64,513 ▼	-0.2%	253,291	6.3%	ETF
BUFF Innovator Laddered Allocation Power Buffer ETF	$21,631,425	$651,915 ▲	3.1%	410,619	5.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$21,027,872	$1,501,094 ▲	7.7%	98,829	5.1%	ETF
FIDELITY COVINGTON TRUST	$15,279,268	$123,358 ▼	-0.8%	259,366	3.7%	FUN LAR COR ETF
FIRST TR EXCHNG TRADED FD VI	$14,967,918	$14,967,918 ▲	New Holding	639,436	3.6%	FT VEST INTL ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$14,180,971	$7,210,778 ▼	-33.7%	219,860	3.4%	ETF
INNOVATOR ETFS TRUST	$11,992,026	$2,183,252 ▲	22.3%	389,781	2.9%	NASD 100 10 BUFF
BALT Innovator Defined Wealth Shield ETF	$11,924,932	$10,412,871 ▲	688.7%	347,970	2.9%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$11,781,140	$205,853 ▼	-1.7%	115,320	2.8%	ETF
FSMD Fidelity Small-Mid Multifactor ETF	$10,462,613	$36,995 ▲	0.4%	197,968	2.5%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$10,456,082	$5,629,809 ▲	116.6%	186,184	2.5%	ETF
IYF iShares U.S. Financials ETF	$10,309,680	$1,609,302 ▲	18.5%	80,854	2.5%	ETF
FXH First Trust Health Care AlphaDEX Fund	$10,251,229	$9,888,314 ▲	2,724.7%	83,752	2.5%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$10,141,877	$216,456 ▲	2.2%	407,632	2.4%	ETF
ALPS ETF TR	$9,751,571	$528,288 ▼	-5.1%	378,849	2.3%	SMITH CORE PLUS
GOOGL Alphabet	$9,277,926	$160,815 ▼	-1.7%	25,962	2.2%	Communication Services
VOO Vanguard S&P 500 ETF	$9,255,943	$104,393 ▲	1.1%	13,477	2.2%	ETF
ALPS ETF TR	$8,938,027	$8,938,027 ▲	New Holding	198,882	2.2%	ELECTRIFICATION
IVV iShares Core S&P 500 ETF	$8,932,255	$130,310 ▲	1.5%	11,927	2.1%	ETF
AMZN Amazon.com	$8,719,326	$116,070 ▼	-1.3%	36,584	2.1%	Consumer Discretionary
FPE First Trust Preferred Securities and Income ETF	$8,415,459	$60,184 ▲	0.7%	470,663	2.0%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$6,977,663	$1,075,151 ▼	-13.4%	131,233	1.7%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$6,850,046	$355,511 ▲	5.5%	152,257	1.6%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$6,225,223	$4,982,840 ▼	-44.5%	37,896	1.5%	ETF
MSFT Microsoft	$5,706,621	$178,309 ▲	3.2%	15,298	1.4%	Technology
CLOA iShares AAA CLO Active ETF	$5,645,669	$5,645,669 ▲	New Holding	108,759	1.4%	ETF
NVDA NVIDIA	$5,184,714	$61,628 ▼	-1.2%	25,912	1.2%	Technology
JANUS DETROIT STR TR	$5,063,218	$571,194 ▼	-10.1%	98,872	1.2%	HEND SECU IN ETF
SPY SPDR S&P 500 ETF Trust	$4,809,505	$76,922 ▼	-1.6%	6,440	1.2%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$4,601,778	$193,570 ▲	4.4%	173,521	1.1%	ETF
JAAA Janus Henderson AAA CLO ETF	$3,535,042	$6,124,208 ▼	-63.4%	70,015	0.9%	ETF
MU Micron Technology	$3,430,720	$128,133 ▼	-3.6%	2,972	0.8%	Technology
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$3,099,071	$145,731 ▼	-4.5%	78,917	0.7%	ETF
BRK.B Berkshire Hathaway	$3,053,685	$3,002 ▼	-0.1%	6,103	0.7%	Finance
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$2,927,003	$2,927,003 ▲	New Holding	63,964	0.7%	ETF
SHOPIFY INC	$2,915,184	$33,113 ▲	1.1%	25,531	0.7%	CL A SUB VTG SHS
HEFA iShares Currency Hedged MSCI EAFE ETF	$2,822,275	$17,889,941 ▼	-86.4%	60,144	0.7%	ETF
AAPL Apple	$2,702,494	$87,672 ▼	-3.1%	9,340	0.7%	Technology
ARM HOLDINGS PLC	$2,330,752	$151,057 ▼	-6.1%	6,573	0.6%	SPONSORED ADS
PEP PepsiCo	$2,191,412	$1,354 ▲	0.1%	16,185	0.5%	Consumer Staples
PH Parker-Hannifin	$2,024,749	$978 ▼	0.0%	2,070	0.5%	Industrials
C Citigroup	$1,920,563	$2,099 ▼	-0.1%	13,722	0.5%	Finance
TSLA Tesla	$1,896,094	$473,182 ▼	-20.0%	4,508	0.5%	Consumer Discretionary
V Visa	$1,731,772	$7,547 ▲	0.4%	5,048	0.4%	Finance
ETN Eaton	$1,625,223	$9,375 ▼	-0.6%	3,814	0.4%	Industrials
LAM RESEARCH CORP	$1,579,757	$2,166 ▲	0.1%	3,646	0.4%	COM NEW
TDIV First Trust NASDAQ Technology Dividend Index Fund	$1,539,380	$32,970 ▼	-2.1%	13,400	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$1,417,252	$169,865 ▲	13.6%	12,148	0.3%	CL A
ONON ON	$1,356,976	$5,100 ▼	-0.4%	38,311	0.3%	Consumer Discretionary
NU NU	$1,333,902	$14,830 ▼	-1.1%	99,843	0.3%	Finance
EMXC iShares MSCI Emerging Markets ex China ETF	$1,308,674	$12,268,678 ▼	-90.4%	12,793	0.3%	ETF
MELI MercadoLibre	$1,295,126	$174,834 ▲	15.6%	763	0.3%	Consumer Discretionary
GOOG Alphabet	$1,292,518	$207,411 ▼	-13.8%	3,658	0.3%	Communication Services
JPM JPMorgan Chase & Co.	$1,279,960	$25,861 ▲	2.1%	3,910	0.3%	Finance
LLY Eli Lilly and Company	$1,257,588	$15,600 ▲	1.3%	1,048	0.3%	Healthcare
INNOVATOR ETFS TRUST	$1,222,216		0.0%	46,261	0.3%	EQUI DEFI 1 DECE
FTNT Fortinet	$1,131,530	$30,109 ▲	2.7%	7,366	0.3%	Technology
IBM International Business Machines	$1,101,689	$21,933 ▲	2.0%	3,918	0.3%	Technology
COST Costco Wholesale	$1,101,172	$8,420 ▼	-0.8%	1,177	0.3%	Consumer Staples
NFLX Netflix	$1,079,434	$5,712 ▲	0.5%	15,118	0.3%	Communication Services
META Meta Platforms	$1,030,947	$79,997 ▼	-7.2%	1,830	0.2%	Communication Services
FIRST TR EXCHNG TRADED FD VI	$1,019,207	$1,019,207 ▲	New Holding	30,970	0.2%	VEST US EQTY MAX
TE CONNECTIVITY PLC	$983,389	$6,653 ▲	0.7%	4,878	0.2%	ORD SHS
UNH UnitedHealth Group	$952,368	$3,741 ▲	0.4%	2,291	0.2%	Healthcare
FTXL First Trust Nasdaq Semiconductor ETF	$920,846	$56,698 ▼	-5.8%	3,232	0.2%	ETF
FITB Fifth Third Bancorp	$908,341	$21,364 ▼	-2.3%	16,114	0.2%	Finance
GS The Goldman Sachs Group	$891,640	$3,033 ▲	0.3%	882	0.2%	Finance
ADSK Autodesk	$856,809	$42,189 ▲	5.2%	4,407	0.2%	Technology
FTSM First Trust Enhanced Short Maturity ETF	$830,825	$896 ▲	0.1%	13,910	0.2%	ETF
QQQ Invesco QQQ	$802,182		0.0%	1,089	0.2%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$796,797	$1,736 ▲	0.2%	8,260	0.2%	ETF
AMD Advanced Micro Devices	$742,600	$144,685 ▼	-16.3%	1,278	0.2%	Technology
CVS CVS Health	$741,257	$13,035 ▲	1.8%	7,165	0.2%	Healthcare
SPGP Invesco S&P 500 GARP ETF	$739,848	$1,467 ▲	0.2%	6,050	0.2%	ETF
F Ford Motor	$723,439	$514 ▲	0.1%	52,046	0.2%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$701,999	$36,395 ▼	-4.9%	9,104	0.2%	ETF
INNOVATOR ETFS TRUST	$645,289	$645,289 ▲	New Holding	23,555	0.2%	EQUITY DEFND 1YR
SPROTT FDS TR	$626,873		0.0%	12,490	0.2%	SILVER MINERS
SLV iShares Silver Trust	$613,386		0.0%	11,472	0.1%	ETF
QMAR FT Vest Nasdaq-100 Buffer ETF - March	$611,994	$4,394 ▲	0.7%	16,436	0.1%	ETF
XOM ExxonMobil	$604,696	$4,922 ▼	-0.8%	4,423	0.1%	Energy
IVE iShares S&P 500 Value ETF	$600,625	$2,271 ▲	0.4%	2,645	0.1%	ETF
NFTY First Trust India NIFTY 50 Equal Weight ETF	$599,036	$13,179 ▼	-2.2%	11,136	0.1%	ETF
ORCL Oracle	$591,041	$3,224 ▼	-0.5%	4,033	0.1%	Technology
IWB iShares Russell 1000 ETF	$585,657	$1,229 ▲	0.2%	1,430	0.1%	ETF
AVGO Broadcom	$579,585	$10,957 ▼	-1.9%	1,534	0.1%	Technology
VTI Vanguard Total Stock Market ETF	$578,091	$1,164,324 ▼	-66.8%	1,562	0.1%	ETF
INNOVATOR ETFS TRUST	$549,460	$549,460 ▲	New Holding	21,160	0.1%	EQUIT PROTN MAY
IWY iShares Russell Top 200 Growth ETF	$517,361	$291 ▲	0.1%	1,780	0.1%	ETF
HD Home Depot	$512,771	$1,411 ▼	-0.3%	1,454	0.1%	Consumer Discretionary
SPDW SPDR Portfolio Developed World ex-US ETF	$512,373	$7,256 ▲	1.4%	10,168	0.1%	ETF
RTX RTX	$480,817	$1,897 ▲	0.4%	2,534	0.1%	Industrials
CAT Caterpillar	$464,888	$1,064 ▲	0.2%	437	0.1%	Industrials
TSM Taiwan Semiconductor Manufacturing	$454,650	$117,483 ▲	34.8%	952	0.1%	Technology
IWF iShares Russell 1000 Growth ETF	$451,119	$338,494 ▲	300.6%	3,633	0.1%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$436,682	$431 ▲	0.1%	10,122	0.1%	ETF
BEONE MEDICINES LTD	$432,445		0.0%	1,518	0.1%	SPONSORED ADS
AZO AutoZone	$431,091		0.0%	135	0.1%	Consumer Discretionary
IVW iShares S&P 500 Growth ETF	$430,088	$413 ▲	0.1%	3,127	0.1%	ETF
PEG Public Service Enterprise Group	$415,637	$406 ▲	0.1%	5,121	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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Prasad Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Prasad Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Prasad Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Prasad Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrasad Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools