Prasad Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$8.57M |
| 2 |
Fidelity Small-Mid Multifactor ETF
FSMD
|
+$8.34M |
| 3 |
Vanguard Health Care ETF
VHT
|
+$6.67M |
| 4 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$6.04M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$2.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
+$9.97M |
| 2 |
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
|
+$9.62M |
| 3 |
Janus Henderson Securitized Income ETF
JSI
|
+$2.97M |
| 4 |
ALPS Smith Core Plus Bond ETF
SMTH
|
+$1.96M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$689K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.31% |
| 2 | Consumer Discretionary | 4.14% |
| 3 | Financials | 3.1% |
| 4 | Communication Services | 3.04% |
| 5 | Industrials | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Strategy Inc
MSTR
$35.1B
| – | – |
-1,101
| Closed | -$355K |
|
152
Qualcomm
QCOM
$169B
| – | – |
-1,394
| Closed | -$232K |
|
153
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
| – | – |
-5,895
| Closed | -$245K |
|
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Prasad Wealth Partners's Q4 2025 Portfolio in Review
As of Q4 2025, Prasad Wealth Partners held 153 positions worth $375M, up 4.5% from $359M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Prasad Wealth Partners's Q4 2025 filing shows 13 new, 63 increased, 58 reduced and 8 closed positions. Its largest new stake was ProShares S&P 500 Dividend Aristocrats ETF: 165,796 shares worth $8.63M. The largest sale was FT Vest S&P 500 Dividend Aristocrats Target Income ETF, an estimated $9.97M.
By sector, the portfolio is most concentrated in Technology at 7.3% of assets, down from 8.1% a quarter earlier, followed by Consumer Discretionary and Financials.
- Prasad Wealth Partners's largest Q4 2025 buy was ProShares S&P 500 Dividend Aristocrats ETF: 165,796 shares worth $8.63M.
- Prasad Wealth Partners added most to iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025, an estimated $2.37M increase.
- Prasad Wealth Partners's biggest Q4 2025 reduction was FT Vest S&P 500 Dividend Aristocrats Target Income ETF, cutting an estimated $9.97M.
- Prasad Wealth Partners fully exited Strategy Inc in Q4 2025, selling an estimated $355K.
- Prasad Wealth Partners's ten largest holdings make up 39% of its $375M portfolio in Q4 2025.
- Prasad Wealth Partners opened 13 new positions and closed 8 in Q4 2025.
- Prasad Wealth Partners's portfolio value rose 4.5% quarter-over-quarter to $375M.
Based on Prasad Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.