Prasad Wealth Partners, LLC
CIK 0002048885 · INDEPENDENCE, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$415.6M
2026 Q2
Positions
160
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ONEQ
FIDELITY COMWLTH TR
6.3%
BUFF
INNOVATOR ETFS TRUST
5.2%
RSP
INVESCO EXCHANGE TRADED FD T
5.1%
FFLC
FIDELITY COVINGTON TRUST
3.7%
BUFY
FIRST TR EXCHNG TRADED FD VI
3.6%
RSPT
INVESCO EXCHANGE TRADED FD T
3.4%
QBUF
INNOVATOR ETFS TRUST
2.9%
BALT
INNOVATOR ETFS TRUST
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.