Prasad Wealth Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002048885

Type: FundHoldings: 115Value: $306.2MLatest: 2025Q1

Prasad Wealth Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 115 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  null,
  "ONON",
  "ARM",
  "PAA",
  "GOOGL",
  "AVGO",
  null,
  null,
  null,
  "FITB",
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  "LRCX",
  null,
  null,
  null,
  "MA",
  "EXEL",
  null,
  "MSFT",
  "NU",
  null,
  "IJR",
  "ORCL",
  null,
  "IWF",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PG",
  null,
  "SHW",
  "SHOP",
  "RTX",
  "SPDW",
  "VO",
  "ACWV",
  "VIG",
  null,
  null,
  "EW",
  "AMD",
  "FI",
  "WM",
  "FOUR",
  null,
  "AMZN",
  null,
  "IVE",
  null,
  "VOO",
  "VTV",
  "V",
  null,
  "WYNN",
  "EXPI",
  "SOFI",
  "MOH",
  null,
  "CRM",
  "DIA",
  null,
  null,
  null,
  "IUSV",
  null,
  "AZO",
  "BRK-B",
  null,
  "CMG",
  "C",
  "CNXC",
  "COST",
  "CRWD",
  "CVS",
  "DELL",
  "RSP",
  "USMV",
  "IWB",
  "QQQ",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PH",
  null,
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 115
Total Value: 306248216
Accession Number: 0001765380-25-000213
Form Type: 13F-HR
CIK: prasad-wealth-partners
Manager Name: Prasad-Wealth-Partners

Data Enrichment

65% identified

75 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $306.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

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315912808

Shares:371.4K

Value:$25.3M

% of Portfolio:8.3% ($25.3M/$306.2M)

464287150

ITOT|464287150

Shares:194.9K

Value:$23.8M

% of Portfolio:7.8% ($23.8M/$306.2M)

47103U845

Shares:381.4K

Value:$19.3M

% of Portfolio:6.3% ($19.3M/$306.2M)

45783Y814

Shares:393.7K

Value:$17.4M

% of Portfolio:5.7% ($17.4M/$306.2M)

46434V803

HEFA|46434V803

Shares:407.7K

Value:$14.8M

% of Portfolio:4.8% ($14.8M/$306.2M)

00162Q346

Shares:540.7K

Value:$14.0M

% of Portfolio:4.6% ($14.0M/$306.2M)

33740F888

Shares:446.8K

Value:$11.1M

% of Portfolio:3.6% ($11.1M/$306.2M)

46137V282

Shares:316.1K

Value:$10.8M

% of Portfolio:3.5% ($10.8M/$306.2M)

464287200

IVV|464287200

Shares:15.9K

Value:$9.0M

% of Portfolio:2.9% ($9.0M/$306.2M)

33739Q705

Shares:176.8K

Value:$8.9M

% of Portfolio:2.9% ($8.9M/$306.2M)

922908363

VOO|922908363

Shares:16.9K

Value:$8.7M

% of Portfolio:2.8% ($8.7M/$306.2M)

00162Q395

Shares:200.9K

Value:$8.4M

% of Portfolio:2.8% ($8.4M/$306.2M)

33737J802

Shares:150.9K

Value:$8.4M

% of Portfolio:2.7% ($8.4M/$306.2M)

81369Y860

Shares:197.6K

Value:$8.3M

% of Portfolio:2.7% ($8.3M/$306.2M)

464288653

Shares:77.7K

Value:$8.1M

% of Portfolio:2.6% ($8.1M/$306.2M)

46137V357

RSP|46137V357

Shares:45.3K

Value:$7.9M

% of Portfolio:2.6% ($7.9M/$306.2M)

33739E108

Shares:444.7K

Value:$7.8M

% of Portfolio:2.6% ($7.8M/$306.2M)

AMAZON COM INC

AMZN|023135106

Shares:39.4K

Value:$7.5M

% of Portfolio:2.4% ($7.5M/$306.2M)

33738D101

Shares:170.7K

Value:$6.4M

% of Portfolio:2.1% ($6.4M/$306.2M)

MICROSOFT CORP

MSFT|594918104

Shares:14.2K

Value:$5.3M

% of Portfolio:1.7% ($5.3M/$306.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip315912808)✕	371.4K	QoQ +4.59% (-16.3K) YoY-	All Managers (Combined)	$25.3M	8.3% ($25.3M/$306.2M)	QoQ -6.39% (-$1.7M) YoY-
(ITOTcusip464287150)	194.9K	QoQ +6.35% (+11.6K) YoY-	All Managers (Combined)	$23.8M	7.8% ($23.8M/$306.2M)	QoQ +0.89% (+$209.8K) YoY-
(cusip47103U845)✕	381.4K	QoQ +10.81% (+37.2K) YoY-	All Managers (Combined)	$19.3M	6.3% ($19.3M/$306.2M)	QoQ +10.81% (+$1.9M) YoY-
(cusip45783Y814)✕	393.7K	QoQ +5.28% (+19.8K) YoY-	All Managers (Combined)	$17.4M	5.7% ($17.4M/$306.2M)	QoQ +3.36% (+$565.1K) YoY-
(HEFAcusip46434V803)	407.7K	QoQ +10.02% (+37.2K) YoY-	All Managers (Combined)	$14.8M	4.8% ($14.8M/$306.2M)	QoQ +14.90% (+$1.9M) YoY-
(cusip00162Q346)✕	540.7K	QoQ +10.83% (+52.9K) YoY-	All Managers (Combined)	$14.0M	4.6% ($14.0M/$306.2M)	QoQ +12.42% (+$1.5M) YoY-
(cusip33740F888)✕	446.8K	QoQ +5.06% (+21.5K) YoY-	All Managers (Combined)	$11.1M	3.6% ($11.1M/$306.2M)	QoQ +5.49% (+$575.5K) YoY-
(cusip46137V282)✕	316.1K	QoQ +9.73% (+28.1K) YoY-	All Managers (Combined)	$10.8M	3.5% ($10.8M/$306.2M)	QoQ +0.29% (+$32.0K) YoY-
(IVVcusip464287200)	15.9K	QoQ -4.34% (-724) YoY-	All Managers (Combined)	$9.0M	2.9% ($9.0M/$306.2M)	QoQ -8.69% (-$853.2K) YoY-
(cusip33739Q705)✕	176.8K	QoQ +21.81% (+31.7K) YoY-	All Managers (Combined)	$8.9M	2.9% ($8.9M/$306.2M)	QoQ +22.56% (+$1.6M) YoY-
(VOOcusip922908363)	16.9K	QoQ +9.38% (+1.5K) YoY-	All Managers (Combined)	$8.7M	2.8% ($8.7M/$306.2M)	QoQ +4.33% (+$361.4K) YoY-
(cusip00162Q395)✕	200.9K	QoQ +20.10% (+33.6K) YoY-	All Managers (Combined)	$8.4M	2.8% ($8.4M/$306.2M)	QoQ +15.43% (+$1.1M) YoY-
(cusip33737J802)✕	150.9K	QoQ +15.37% (+20.1K) YoY-	All Managers (Combined)	$8.4M	2.7% ($8.4M/$306.2M)	QoQ +14.90% (+$1.1M) YoY-
(cusip81369Y860)✕	197.6K	QoQ +10.85% (+19.3K) YoY-	All Managers (Combined)	$8.3M	2.7% ($8.3M/$306.2M)	QoQ +14.06% (+$1.0M) YoY-
(cusip464288653)✕	77.7K	QoQ NEW(+77.7K) YoY-	All Managers (Combined)	$8.1M	2.6% ($8.1M/$306.2M)	QoQ NEW(+$8.1M) YoY-
(RSPcusip46137V357)	45.3K	QoQ +8.67% (+3.6K) YoY-	All Managers (Combined)	$7.9M	2.6% ($7.9M/$306.2M)	QoQ +7.43% (+$543.2K) YoY-
(cusip33739E108)✕	444.7K	QoQ +6.94% (+28.9K) YoY-	All Managers (Combined)	$7.8M	2.6% ($7.8M/$306.2M)	QoQ +6.27% (+$462.1K) YoY-
AMAZON COM INC(AMZNcusip023135106)	39.4K	QoQ -1.21% (-484) YoY-	All Managers (Combined)	$7.5M	2.4% ($7.5M/$306.2M)	QoQ -14.32% (-$1.3M) YoY-
(cusip33738D101)✕	170.7K	QoQ NEW(+170.7K) YoY-	All Managers (Combined)	$6.4M	2.1% ($6.4M/$306.2M)	QoQ NEW(+$6.4M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	14.2K	QoQ +4.66% (-632) YoY-	All Managers (Combined)	$5.3M	1.7% ($5.3M/$306.2M)	QoQ -6.78% (-$387.2K) YoY-