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Prasad Wealth Partners, LLC

Portfolio Manager
Prasad Wealth Partners, LLC
Performance
-1.13% (2026 Q1)
AUM (13F)
$367.40M
# of Holdings
146
Performance Rank
Allocation (Top 20)
64.09%

Prasad Wealth Partners, LLC Holdings Map

Top 50 Prasad Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ONEQ
FIDELITY COMWLTH TR
5.87%253.9K$21.6M
+2.31%(+5.73K)
2025-Q1: 371.4K shares2025-Q2: 296.4K shares2025-Q3: 250.0K shares2025-Q4: 248.2K shares2026-Q1: 253.9K shares
$74.08(+40.16%)
2026-03-31
BUFF
INNOVATOR ETFS TRUST
5.36%398.2K$19.7M
+1.45%(+5.69K)
2025-Q1: 393.7K shares2025-Q2: 371.7K shares2025-Q3: 384.6K shares2025-Q4: 392.6K shares2026-Q1: 398.2K shares
$44.79(+16.51%)
2026-03-31
HEFA
ISHARES TR
5.11%441.4K$18.8M
+1.25%(+5.47K)
2025-Q1: 407.7K shares2025-Q2: 463.0K shares2025-Q3: 452.7K shares2025-Q4: 435.9K shares2026-Q1: 441.4K shares
$35.46(+26.67%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
4.79%91.8K$17.6M
+3.26%(+2.89K)
2025-Q1: 45.3K shares2025-Q2: 87.0K shares2025-Q3: 84.6K shares2025-Q4: 88.9K shares2026-Q1: 91.8K shares
$177.98(+14.02%)
2026-03-31
RSPT
INVESCO EXCHANGE TRADED FD T
4.09%331.7K$15.0M
+1.82%(+5.93K)
2025-Q1: 316.1K shares2025-Q2: 385.3K shares2025-Q3: 327.9K shares2025-Q4: 325.7K shares2026-Q1: 331.7K shares
$37.57(+55.30%)
2026-03-31
FFLC
FIDELITY COVINGTON TRUST
3.65%261.5K$13.4M
+2.81%(+7.14K)
2025-Q1: 0 shares2025-Q2: 271.4K shares2025-Q3: 249.4K shares2025-Q4: 254.3K shares2026-Q1: 261.5K shares
$46.39(+25.49%)
2026-03-31
STIP
ISHARES TR
3.3%117.3K$12.1M
+1.62%(+1.88K)
2025-Q1: 0 shares2025-Q2: 102.1K shares2025-Q3: 120.1K shares2025-Q4: 115.5K shares2026-Q1: 117.3K shares
$102.60(+1.10%)
2026-03-31
EMXC
ISHARES INC
2.84%132.7K$10.4M
-2.00%(-2.71K)
2025-Q1: 0 shares2025-Q2: 156.2K shares2025-Q3: 140.5K shares2025-Q4: 135.4K shares2026-Q1: 132.7K shares
$59.16(+62.51%)
2026-03-31
SMTH
ALPS ETF TR
2.8%399.4K$10.3M
+3.19%(+12.35K)
2025-Q1: 540.7K shares2025-Q2: 398.5K shares2025-Q3: 461.7K shares2025-Q4: 387.0K shares2026-Q1: 399.4K shares
$25.95(-0.93%)
2026-03-31
UCON
FIRST TR EXCHNG TRADED FD VI
2.69%398.9K$9.9M
+4.84%(+18.40K)
2025-Q1: 446.8K shares2025-Q2: 330.5K shares2025-Q3: 372.0K shares2025-Q4: 380.5K shares2026-Q1: 398.9K shares
$24.90(+0.03%)
2026-03-31

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