Prasad Wealth Partners, LLC Portfolio Holdings

Prasad Wealth Partners, LLC

  • $342 Billion
  • Q2 2025

Prasad Wealth Partners, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $342 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Nasdaq Composite Inde with a value of $23.7B, Ishares Currency Hedged Msci E with a value of $17.6B, Blue Buffalo Pet Products, Inc. with a value of $17.5B, Invesco S&P 500 Equal Weight E with a value of $15.8B, and Invesco S&P 500 Equal Weight T with a value of $15.7B.

Examining the 13F form we can see an increase of $35.3B in the current position value, from $306B to 342B.

Prasad Wealth Partners, LLC is based out at Independence, OH

Below you can find more details about Prasad Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $342 Billion
ETFs: $212 Billion
Technology: $24.1 Billion
Consumer Defensive: $20.9 Billion
Consumer Cyclical: $15.9 Billion
Financial Services: $9.53 Billion
Communication Services: $8.05 Billion
Industrials: $4.03 Billion
Healthcare: $2.02 Billion
Other: $2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.45B
$684 Million 0.2% of portfolio
12,178
Q2 2025 Reduced 8.37%
$1.7B
$400 Million 0.12% of portfolio
43,951
Q2 2025 Added 26.87%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $342 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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