13F-HR filed by Prasad Wealth Partners, LLC
Prasad Wealth Partners, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-23, with 123 holding rows worth $341,519,318.
- Accession
- 0001765380-25-000258
- Filer
- CIK 2048885
- Filed
- 2025-07-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 123 entries on the cover page, a total value of $341,519,318 stated on the cover page (in dollars after the unit check, H1), rows summing to $341,519,318 with VALUE read as dollars as filed, 13F file number 028-24742. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIDELITY COMWLTH TR | 315912808 | COM | 296,394 | $23,741,140 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 463,020 | $17,576,241 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y814 | LADERD ALCTN PWR | 371,690 | $17,469,421 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 86,970 | $15,805,869 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 385,253 | $15,710,610 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 99,125 | $13,385,775 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092360 | FUNDAMENTAL LARG | 271,431 | $13,262,108 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 102,131 | $10,510,344 | dollars as filed | |
| ALPS ETF TR | 00162Q346 | SMITH CORE PLUS | 398,493 | $10,301,044 | dollars as filed | |
| ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF | 00162Q395 | ETF | 232,347 | $10,039,709 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 156,173 | $9,860,779 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 194,140 | $9,532,258 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 180,868 | $9,179,044 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D101 | NO AMER ENERGY | 232,443 | $8,718,925 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 39,455 | $8,656,107 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 68,017 | $8,229,371 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F888 | TCW UNCONSTRAI | 330,503 | $8,226,224 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 13,155 | $8,168,055 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 13,697 | $7,780,586 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U746 | HEND SECU IN ETF | 140,119 | $7,373,050 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 14,757 | $7,340,151 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 395,428 | $7,038,618 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 152,708 | $6,325,172 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 29,532 | $5,204,410 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 31,317 | $4,947,724 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 84,813 | $4,519,677 | dollars as filed | |
| SPY | 78462F103 | SHS | 5,864 | $3,623,229 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 127,915 | $3,394,862 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 25,488 | $2,940,041 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U752 | FT VEST LADDERED | 70,648 | $2,345,514 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 17,127 | $2,261,444 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 42,638 | $2,219,308 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 6,433 | $2,043,507 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,693 | $1,988,639 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 5,303 | $1,882,840 | dollars as filed | |
| INNOVATOR TR ETF EQUITY DEFINED PROTN 1 YR DECEMBER | 45784N858 | ETF | 76,135 | $1,868,353 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 125,777 | $1,725,660 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 2,425 | $1,693,482 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 12,029 | $1,639,793 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,140 | $1,579,600 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 3,959 | $1,413,246 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 8,549 | $1,382,715 | dollars as filed | |
| FIRST TR EXCH TRD ALPHDX FD | 33737J802 | INDIA NFTY50 EQW | 22,614 | $1,356,164 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 14,927 | $1,270,547 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R118 | NASD TECH DIV | 14,034 | $1,265,441 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,589 | $1,257,741 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 5,440 | $1,189,338 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,099 | $1,188,238 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y855 | DEFINED WLT SHLD | 34,035 | $1,091,843 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 970 | $960,469 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 345 | $901,702 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F581 | FT VEST NAS | 28,961 | $897,501 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,572 | $811,060 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,032 | $804,671 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 8,298 | $778,921 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,351 | $745,139 | dollars as filed | |
| FISERV INC | 337738108 | COM | 4,149 | $715,329 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 17,324 | $712,551 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V431 | S&P 500 GARP ETF | 6,587 | $709,411 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 12,178 | $683,795 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 168 | $623,161 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 845 | $598,349 | dollars as filed | |
| IJH | 464287507 | COM | 9,227 | $572,239 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 5,677 | $562,650 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,455 | $533,395 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 2,137 | $526,765 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,529 | $519,049 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 2,653 | $518,497 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 2,234 | $511,072 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 6,967 | $480,612 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 3,642 | $446,561 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 868 | $442,081 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 10,000 | $440,750 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 5,103 | $429,605 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,558 | $429,584 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 4,411 | $429,347 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,828 | $412,954 | dollars as filed | |
| AGNT INC | 30212W100 | COM | 43,951 | $399,956 | dollars as filed | |
| SPDW | 78463X889 | COM | 9,849 | $398,777 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 5,835 | $396,372 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,089 | $373,790 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 4,062 | $369,237 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 15,823 | $363,604 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,499 | $354,608 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 835 | $354,571 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,209 | $353,364 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,183 | $347,894 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R811 | NASDQ SEMCNDTR | 3,570 | $342,522 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 3,883 | $325,151 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V100 | AEROSPACE DEFN | 2,290 | $324,426 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 572 | $321,680 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 7,560 | $314,441 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 2,941 | $304,887 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,088 | $296,692 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 3,765 | $294,461 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,644 | $290,574 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,640 | $284,571 | dollars as filed | |
| PLAINS ALL AMERN PIPELINE L | 726503105 | UNIT LTD PARTN | 14,677 | $268,877 | dollars as filed | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 4,173 | $262,046 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N791 | INNOVATOR GW 100 | 10,000 | $259,500 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 3,475 | $257,289 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C417 | US EQTY PWR BUF | 6,730 | $255,807 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,345 | $245,825 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U570 | CMN | 7,550 | $245,715 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 2,223 | $244,174 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 863 | $241,377 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M409 | SML CAP VAL ALPH | 4,765 | $240,310 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,926 | $238,792 | dollars as filed | |
| Intel Corp | 458140100 | COM | 10,499 | $235,169 | dollars as filed | |
| WYNN RESORTS LTD | 983134107 | COM | 2,500 | $234,175 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,143 | $234,011 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,438 | $229,028 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 2,384 | $225,551 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 2,363 | $222,100 | dollars as filed | |
| CONCENTRIX CORP | 20602D101 | COM | 4,175 | $220,673 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,625 | $218,840 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 11,872 | $216,189 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 1,809 | $214,484 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 482 | $212,277 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 158 | $211,583 | dollars as filed | |
| VANECK ETF TRUST | 92189H607 | OIL SERVICES ETF | 910 | $209,510 | dollars as filed | |
| THOMSON REUTERS CORP COM | 884903808 | Stock | 1,014 | $203,946 | dollars as filed | |
| TFS FINL CORP | 87240R107 | COM | 10,758 | $139,315 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-25-000258 | this filing | 2025-07-23 | acceptance time not in the bulk data set |