Prasad Wealth Partners, LLC
CIK 2048885
13F filing for Q2 2026・No. 4,385
- Holdings
- US$415.56M
- Quarter change
- +US$48.16M
- Entries
- 160
- Net bought (estimate)
- +US$3.53M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 21
- Sold out 7
- Cut 55
- Added 69
- Corporate actions 0
- Unchanged 15
Largest holdings
160 stocks worth US$415.56M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FIDELITY COMWLTH TRNASDAQ COMPSIT | Cut | 253,291 | US$26.14M | 6.29% |
| INNOVATOR ETFS TRUSTLADERD ALCTN PWR | Added | 410,619 | US$21.63M | 5.21% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 98,829 | US$21.03M | 5.06% |
| FIDELITY COVINGTON TRUSTFUN LAR COR ETF | Cut | 259,366 | US$15.28M | 3.68% |
| FIRST TR EXCHNG TRADED FD VIFT VEST INTL ETF | New | 639,436 | US$14.97M | 3.60% |
| INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC | Cut | 219,860 | US$14.18M | 3.41% |
| INNOVATOR ETFS TRUSTNASD 100 10 BUFF | Added | 389,781 | US$11.99M | 2.89% |
| INNOVATOR ETFS TRUSTDEFINED WLT SHLD | Added | 347,970 | US$11.92M | 2.87% |
| ISHARES TR0-5 YR TIPS ETF | Cut | 115,320 | US$11.78M | 2.83% |
| FIDELITY COVINGTON TRUSTSML MID MLTFCT | Added | 197,968 | US$10.46M | 2.52% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.