DOSSIER · 13F-HR · Q1 2026

Prasad Wealth Partners, LLC

Prasad Wealth's pension fund based in San Francisco, CA — $367M in tracked AUM across 146 positions as of Q1 2026.

PW

Prasad Wealth·San Francisco, CA·Pension Fund

CIK 0002048885 · last filed Mar 31, 2026

Total AUM

$367M

▲ 6.8%

vs prior

Holdings

146

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

Top sector

Tech

43% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Prasad Wealth Partners, LLC 13F Filing

Portfolio Overview

Prasad Wealth Partners, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 61.7%, rising from $231.79M to $374.83M. This substantial growth suggests a combination of strong market performance in existing positions and significant net capital inflows from clients. The portfolio is highly diversified, holdin...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

FIDELITY COMWLTH TR

$22M254K5.9%

02

INNOVATOR ETFS TRUST

$20M398K5.4%

03

ISHARES TR

$19M441K5.1%

04

INVESCO EXCHANGE TRADED FD T

$18M92K4.8%

05

INVESCO EXCHANGE TRADED FD T

$15M332K4.1%

06

FIDELITY COVINGTON TRUST

$13M261K3.6%

07

ISHARES TR

$12M117K3.3%

08

ISHARES INC

$10M133K2.8%

09

ALPS ETF TR

$10M399K2.8%

10

FIRST TR EXCHNG TRADED FD VI

$10M399K2.7%

Filing history

Filing history loading…