Prasad Wealth Partners, LLC - Portfolio overview

Prasad Wealth Partners, LLC has 165 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. ONEQ - FIDELITY COMWLTH TR, 5.65%
  2. BUFF - INNOVATOR ETFS TRUST, 5.16%
  3. HEFA - ISHARES TR, 4.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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