Prasad Wealth Partners, LLC holds a diversified book of 160 reported positions worth $415.6M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2025 would be +21% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Prasad Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +24.3%, a 3.4-point gap that is the cost of the ~29-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 each quarter's actual reporting lag, ~29 days for the latest filing, with 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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Prasad Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 30 / 80 | $1.0B |
| Prospect Hill Management, LLC | 9 / 80 | $241.4M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $173.3M |
| 9823 Capital, L.P. | 9 / 80 | $126.5M |
| H&H International Investment, LLC | 8 / 80 | $16.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Prasad Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Prasad Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 160 | $415.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 146 | $367.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 145 | $374.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 140 | $358.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 123 | $341.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 115 | $306.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 113 | $309.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.