Institutional Fund
Prasad Wealth Partners, LLC
Independence, OHCIK 20488855 filings on record
Portfolio Value
$367.40M
Q1 2026
Holdings
146
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-2.0%
from $374.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fidelity Comwlth Tr5.9%
- Innovator Etfs Trust5.4%
- Ishares Tr5.1%
- Invesco Exchange Traded Fd T4.8%
- Invesco Exchange Traded Fd T4.1%
- Fidelity Covington Trust3.6%
- Other71.1%
Portfolio Holdings
146 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Comwlth Tr | 253.9K | $21.56M | 5.9% | +5.7K | Added |
| 2 | Innovator Etfs Trust | 398.2K | $19.68M | 5.4% | +5.7K | Added |
| 3 | Ishares Tr | 441.4K | $18.76M | 5.1% | +5.5K | Added |
| 4 | Invesco Exchange Traded Fd T | 91.8K | $17.61M | 4.8% | +2.9K | Added |
| 5 | Invesco Exchange Traded Fd T | 331.7K | $15.01M | 4.1% | +5.9K | Added |
| 6 | Fidelity Covington Trust | 261.5K | $13.41M | 3.6% | +7.1K | Added |
| 7 | Ishares Tr | 117.3K | $12.14M | 3.3% | +1.9K | Added |
| 8 | Ishares Inc | 132.7K | $10.44M | 2.8% | −2.7K | Reduced |
| 9 | Alps ETF Tr | 399.4K | $10.29M | 2.8% | +12.4K | Added |
| 10 | First Tr Exchng Traded Fd Vi | 398.9K | $9.88M | 2.7% | +18.4K | Added |
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