Data as of Q4 2025 (Dec 31, 2025)

Prasad Wealth Partners, LLC

•CIK: 2048885•Filing: Q4 2025

**Prasad Wealth Partners, LLC** manages $375M across a diversified portfolio of 145 positions. The strategy exhibits significant conviction in core holdings, notably allocating $22.7M to ONEQ and $19.6M to BUFF. Further concentration is evident with substantial positions in HEFA ($18.0M), RSP ($17.0M), and RSPT ($14.8M). This structure suggests a tactical, high-conviction approach across select market sectors.

Total AUM
$374.8M
QoQ Performance
+4.5%
Positions
96
Top 10 Concentration
39.3%
Latest Filing
Q4 2025

Top Holdings Allocation

ONEQ
BUFF
ONEQ6.1%
BUFF5.2%
HEFA4.8%
RSP4.5%
RSPT4.0%
FFLC3.6%
STIP3.2%
SMTH2.7%

📈 Biggest Buys

NOBL
PROSHARES TR
NEW
2.3% of portfolio
FSMD
FIDELITY COVINGTON TRUST
NEW
2.2% of portfolio
VHT
VANGUARD WORLD FD
NEW
1.8% of portfolio
JMBS
JANUS DETROIT STR TR
NEW
1.6% of portfolio
IGIB
ISHARES TR
+45.8%
2.0% of portfolio

📉 Biggest Sells

KNG
FIRST TR EXCHANGE-TRADED FD
-96.0%
0.1% of portfolio
OUSM
ALPS ETF TR
-96.5%
0.1% of portfolio
JSI
JANUS DETROIT STR TR
-34.8%
1.5% of portfolio
SMTH
ALPS ETF TR
-16.2%
2.7% of portfolio
HEFA
ISHARES TR
-3.7%
4.8% of portfolio

Sector Breakdown

Other79.0%
Technology7.9%
ETF5.4%
Consumer3.6%
Financial2.1%
Healthcare0.8%
Consumer Staples0.6%
Industrial0.3%

🚪 Exited Positionssold since Q3 2025

MIGA
STRATEGY INC
SOLD
$354.7K
IQLT
ISHARES TR
SOLD
$325.4K
INTC
INTEL CORP
SOLD
$293.0K
EEMV
ISHARES INC
SOLD
$257.0K
SRLN
SSGA ACTIVE ETF TR
SOLD
$245.1K
+3 more exited positions

Changes from Q3 2025

NEW13 new positions
↑63 increased
↓58 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

ONEQ6.1%
FIDELITY COMWLTH TR
$22.7M
BUFF5.2%
INNOVATOR ETFS TRUST
$19.6M
HEFA4.8%
ISHARES TR
$18.0M
RSP4.5%
INVESCO EXCHANGE TRADED FD T
$17.0M
RSPT4.0%
INVESCO EXCHANGE TRADED FD T
$14.8M

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