Prasad Wealth Partners, LLC holds a diversified book of 160 stocks worth $415.6M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ftvest Lddrdintlmod Buff ETF and trimmed Fidelity Nasdaq Comp Indx. Their largest long position is Fidelity Nasdaq Comp Indx at 6% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2048885/holdings"
Use Arkolith to show Prasad Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +23.5%, a 3.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Prasad Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Prasad Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $17.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.8B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $87.8B |
| LPL Financial LLC | 78 / 80 | $72.5B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $69.9B |
| Kestra Advisory Services, LLC | 78 / 80 | $8.2B |
| Advisory Services Network, LLC | 78 / 80 | $1.9B |
| HARBOUR INVESTMENTS, INC. | 78 / 80 | $1.4B |
Ranked by how many of Prasad Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Comwlth TR NASDAQ COMPSIT | $26.1M | 253.3K | 6.3% | ▼−0.2% Reduced · −625 sh | |
| 2 | Innovator Etfs Trust LADERD ALCTN PWR | $21.6M | 410.6K | 5.2% | ▲+3.1% Added · +12K sh | |
| 3 | Invesco Exchange Traded FD T S&P500 EQL WGT | $21.0M | 98.8K | 5.1% | ▲+7.7% Added · +7K sh | |
| 4 | Fidelity Covington Trust FUN LAR COR ETF | $15.3M | 259.4K | 3.7% | ▼−0.8% Reduced · −2K sh | |
| 5 | First TR Exchng Traded FD VI FT VEST INTL ETF | $15.0M | 639.4K | 3.6% | ▲New New position | |
| 6 | Invesco Exchange Traded FD T S&P500 EQL TEC | $14.2M | 219.9K | 3.4% | ▼−34% Reduced · −112K sh | |
| 7 | Innovator Etfs Trust NASD 100 10 BUFF | $12.0M | 389.8K | 2.9% | ▲+22% Added · +71K sh | |
| 8 | Innovator Etfs Trust DEFINED WLT SHLD | $11.9M | 348.0K | 2.9% | ▲+689% Added · +304K sh | |
| 9 | Ishares TR 0-5 YR TIPS ETF | $11.8M | 115.3K | 2.8% | ▼−1.7% Reduced · −2K sh | |
| 10 | Fidelity Covington Trust SML MID MLTFCT | $10.5M | 198.0K | 2.5% | ▲+0.3% Added · +700 sh | |
| 11 | Proshares TR S&P 500 DV ARIST | $10.5M | 186.2K | 2.5% | ▲+117% Added · +100K sh | |
| 12 | Ishares TR U.S. FINLS ETF | $10.3M | 80.9K | 2.5% | ▲+18% Added · +13K sh | |
| 13 | First TR Exchange-Traded FD HLTH CARE ALPH | $10.3M | 83.8K | 2.5% | ▲28× Added · +81K sh | |
| 14 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $10.1M | 407.6K | 2.4% | ▲+2.2% Added · +9K sh | |
| 15 | ALPS ETF TR SMITH CORE PLUS | $9.8M | 378.8K | 2.3% | ▼−5.1% Reduced · −21K sh | |
| 16 | Alphabet Inc CAP STK CL A | $9.3M | 26.0K | 2.2% | ▼−1.7% Reduced · −450 sh | |
| 17 | Vanguard Index FDS S&P 500 ETF SHS | $9.3M | 13.5K | 2.2% | ▲+1.1% Added · +152 sh | |
| 18 | ALPS ETF TR ELECTRIFICATION | $8.9M | 198.9K | 2.2% | ▲New New position | |
| 19 | Ishares TR CORE S&P500 ETF | $8.9M | 11.9K | 2.1% | ▲+1.5% Added · +174 sh | |
| 20 | Amazon Com Inc COM | $8.7M | 36.6K | 2.1% | ▼−1.3% Reduced · −487 sh | |
| 21 | First TR Exch Traded FD III PFD SECS INC ETF | $8.4M | 470.7K | 2.0% | ▲+0.7% Added · +3K sh | |
| 22 | Ishares TR ISHS 5-10YR INVT | $7.0M | 131.2K | 1.7% | ▼−13% Reduced · −20K sh | |
| 23 | Janus Detroit STR TR HENDERSON MTG | $6.9M | 152.3K | 1.6% | ▲+5.5% Added · +8K sh | |
| 24 | Ishares TR CORE S&P TTL STK | $6.2M | 37.9K | 1.5% | ▼−44% Reduced · −30K sh | |
| 25 | Microsoft Corp COM | $5.7M | 15.3K | 1.4% | ▲+3.2% Added · +478 sh | |
| 26 | BlackRock ETF Trust II ISHARES AAA CLO | $5.6M | 108.8K | 1.4% | ▲New New position | |
| 27 | Nvidia Corporation COM | $5.2M | 25.9K | 1.2% | ▼−1.2% Reduced · −308 sh | |
| 28 | Janus Detroit STR TR HEND SECU IN ETF | $5.1M | 98.9K | 1.2% | ▼−10% Reduced · −11K sh | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $4.8M | 6.4K | 1.2% | ▼−1.6% Reduced · −103 sh | |
| 30 | Pimco ETF TR MULTISECTOR BD | $4.6M | 173.5K | 1.1% | ▲+4.4% Added · +7K sh | |
| 31 | Janus Detroit STR TR HENDRSON AAA CL | $3.5M | 70.0K | 0.9% | ▼−63% Reduced · −121K sh | |
| 32 | Micron Technology Inc COM | $3.4M | 3.0K | 0.8% | ▼−3.6% Reduced · −111 sh | |
| 33 | First TR Exchng Traded FD VI FT VEST NASD ETF | $3.1M | 78.9K | 0.7% | ▼−4.5% Reduced · −4K sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $3.1M | 6.1K | 0.7% | ▼−0.1% Reduced · −6 sh | |
| 35 | Pimco ETF TR MUNI INCOME OPP | $2.9M | 64.0K | 0.7% | ▲New New position | |
| 36 | Shopify Inc CL A SUB VTG SHS | $2.9M | 25.5K | 0.7% | ▲+1.1% Added · +290 sh | |
| 37 | Ishares TR HDG MSCI EAFE | $2.8M | 60.1K | 0.7% | ▼−86% Reduced · −381K sh | |
| 38 | Apple Inc COM | $2.7M | 9.3K | 0.7% | ▼−3.1% Reduced · −303 sh | |
| 39 | Arm Holdings PLC SPONSORED ADS | $2.3M | 6.6K | 0.6% | ▼−6.1% Reduced · −426 sh | |
| 40 | Pepsico Inc COM | $2.2M | 16.2K | 0.5% | ▲+0.1% Added · +10 sh | |
| 41 | Parker-Hannifin Corp COM | $2.0M | 2.1K | 0.5% | ▼~0% Reduced · −1 sh | |
| 42 | Citigroup Inc COM NEW | $1.9M | 13.7K | 0.5% | ▼−0.1% Reduced · −15 sh | |
| 43 | Tesla Inc COM | $1.9M | 4.5K | 0.5% | ▼−20% Reduced · −1K sh | |
| 44 | Visa Inc COM CL A | $1.7M | 5.0K | 0.4% | ▲+0.4% Added · +22 sh | |
| 45 | Eaton Corp PLC SHS | $1.6M | 3.8K | 0.4% | ▼−0.6% Reduced · −22 sh | |
| 46 | Lam Research Corp COM NEW | $1.6M | 3.6K | 0.4% | ▲+0.1% Added · +5 sh | |
| 47 | First TR Exchange Traded FD NASD TECH DIV | $1.5M | 13.4K | 0.4% | ▼−2.1% Reduced · −287 sh | |
| 48 | Palantir Technologies Inc CL A | $1.4M | 12.1K | 0.3% | ▲+14% Added · +1K sh | |
| 49 | On Hldg AG NAMEN AKT A | $1.4M | 38.3K | 0.3% | ▼−0.4% Reduced · −144 sh | |
| 50 | Nu Hldgs Ltd ORD SHS CL A | $1.3M | 99.8K | 0.3% | ▼−1.1% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 160 | $415.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 146 | $367.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 145 | $374.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 140 | $358.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 123 | $341.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 115 | $306.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 113 | $309.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.