We are live on ! Find out more
PWP

Prasad Wealth Partners Portfolio holdings

AUM $416M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
+14.23%
1 Year Est. Return
+21.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$416M
AUM Growth
+$48.2M
Cap. Flow
+$5.01M
Cap. Flow %
1.21%
Top 10 Hldgs %
38.36%
Holding
167
New
21
Increased
69
Reduced
55
Closed
7

Top Buys

Rank Stock Value
1
BUFY
FT Vest Laddered International Moderate Buffer ETF
BUFY
+$14.8M
2
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$10.3M
3
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$9.26M
4
ELFY
ALPS Electrification Infrastructure ETF
ELFY
+$8.64M
5
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$5.64M

Top Sells

Rank Stock Value
1
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$17.2M
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$11.3M
3
VHT icon
Vanguard Health Care ETF
VHT
+$6.84M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$6.41M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.14M

Sector Composition

Rank Sector Weight
1 Miscellaneous 78.25%
2 Technology 8.02%
3 Consumer Discretionary 3.65%
4 Communication Services 3.05%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
76
iShares Core S&P Mid-Cap ETF
IJH
$125B
$702K 0.17%
9,104
-472
-5% -$34.6K
ZJUN
77
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$162M
$645K 0.16%
+23,555
New +$643K
SLVR
78
Sprott Silver Miners & Physical Silver ETF
SLVR
$807M
$627K 0.15%
12,490
– –
SLV icon
79
iShares Silver Trust
SLV
$32.1B
$613K 0.15%
11,472
– –
QMAR icon
80
FT Vest Growth-100 Buffer ETF March
QMAR
$594M
$612K 0.15%
16,436
+118
+0.7% +$4.29K
XOM icon
81
ExxonMobil
XOM
$657B
$605K 0.15%
4,423
-36
-0.8% -$5.39K
IVE icon
82
iShares S&P 500 Value ETF
IVE
$50.1B
$601K 0.14%
2,645
+10
+0.4% +$2.23K
NFTY icon
83
First Trust India Nifty 50 Equal Weight ETF
NFTY
$117M
$599K 0.14%
11,136
-245
-2% -$13.1K
ORCL icon
84
Oracle
ORCL
$453B
$591K 0.14%
4,033
-22
-0.5% -$3.99K
IWB icon
85
iShares Russell 1000 ETF
IWB
$49B
$586K 0.14%
1,430
+3
+0.2% +$1.19K
AVGO icon
86
Broadcom
AVGO
$1.69T
$580K 0.14%
1,534
-29
-2% -$11.6K
VTI icon
87
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$578K 0.14%
1,562
-3,146
-67% -$1.12M
ZMAY
88
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$82.9M
$549K 0.13%
+21,160
New +$547K
IWY icon
89
iShares Russell Top 200 Growth ETF
IWY
$16B
$517K 0.12%
1,780
+1
+0.1% +$282
HD icon
90
Home Depot
HD
$320B
$513K 0.12%
1,454
-4
-0.3% -$1.3K
SPDW icon
91
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.4B
$512K 0.12%
10,168
+144
+1% +$7.14K
RTX icon
92
RTX Corp
RTX
$270B
$481K 0.12%
2,534
+10
+0.4% +$1.83K
CAT icon
93
Caterpillar
CAT
$372B
$465K 0.11%
437
+1
+0.2% +$878
TSM icon
94
TSMC
TSM
$2.22T
$455K 0.11%
952
+246
+35% +$99.8K
IWF icon
95
iShares Russell 1000 Growth ETF
IWF
$126B
$451K 0.11%
3,633
+5
+0.1% +$603
SDVY icon
96
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.5B
$437K 0.11%
10,122
+10
+0.1% +$417
ONC
97
BeOne Medicines Ltd
ONC
$40.5B
$432K 0.1%
1,518
– –
AZO icon
98
AutoZone
AZO
$48.6B
$431K 0.1%
135
– –
IVW icon
99
iShares S&P 500 Growth ETF
IVW
$77B
$430K 0.1%
3,127
+3
+0.1% +$396
PEG icon
100
Public Service Enterprise Group
PEG
$36.7B
$416K 0.1%
5,121
+5
+0.1% +$399
2 3
4
5 6

Similar funds

WPI
Walter Public Investments Westmount, Canada $416M AUM 24.45% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
RSS
Rosenblum Silverman Sutton San Francisco, California $416M AUM 6.8% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Prasad Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Prasad Wealth Partners held 167 positions worth $416M, up 13% from $367M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Prasad Wealth Partners's Q2 2026 filing shows 21 new, 69 increased, 55 reduced and 7 closed positions. Its largest new stake was FT Vest Laddered International Moderate Buffer ETF: 639,436 shares worth $15M. The largest sale was iShares Currency Hedged MSCI EAFE ETF, an estimated $17.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, down from 79% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Prasad Wealth Partners's largest Q2 2026 buy was FT Vest Laddered International Moderate Buffer ETF: 639,436 shares worth $15M.
  • Prasad Wealth Partners added most to Innovator Defined Wealth Shield ETF in Q2 2026, an estimated $10.3M increase.
  • Prasad Wealth Partners's biggest Q2 2026 reduction was iShares Currency Hedged MSCI EAFE ETF, cutting an estimated $17.2M.
  • Prasad Wealth Partners fully exited Shift4 in Q2 2026, selling an estimated $305K.
  • Prasad Wealth Partners's ten largest holdings make up 38% of its $416M portfolio in Q2 2026.
  • Prasad Wealth Partners opened 21 new positions and closed 7 in Q2 2026.
  • Prasad Wealth Partners's portfolio value rose 13% quarter-over-quarter to $416M.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.