Portfolio (Quarterly) Guide ↗

Prasad Wealth Partners, LLC

· CIK 0002048885

13F Portfolio $375M AUM 145 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 13 New 44 Added 55 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	NOBL	PROSHARES TR	—	82,898.0	$8.6M	2.30%	NEW	—	$104.07	+3.1%
2	FSMD	FIDELITY COVINGTON TRUST	—	190,174.0	$8.4M	2.24%	NEW	—	$44.13	+12.0%
3	VHT	VANGUARD WORLD FD	—	23,879.0	$6.9M	1.83%	NEW	—	$287.85	-3.9%
4	JMBS	JANUS DETROIT STR TR	—	131,845.0	$6.0M	1.61%	NEW	—	$45.69	-1.7%
5	SLV	ISHARES SILVER TR	Financial Services	8,772.0	$565K	0.15%	NEW	—	$64.42	+7.8%
6	VTI	VANGUARD INDEX FDS	—	1,625.0	$545K	0.14%	NEW	—	$335.37	+8.9%
7	—	FORTINET INC	—	5,685.0	$451K	0.12%	NEW	—	$79.41	—
8	ABBV	ABBVIE INC	Healthcare	1,316.0	$301K	0.08%	NEW	—	$228.54	-6.1%
9	VGT	VANGUARD WORLD FD	—	304.0	$229K	0.06%	NEW	—	$753.60	-84.8%
10	MPC	MARATHON PETE CORP	Energy	1,339.0	$218K	0.06%	NEW	—	$162.58	+52.8%
11	TSM	TAIWAN SEMICONDUCTOR MFG LTD	Technology	707.0	$215K	0.06%	NEW	—	$303.84	+32.2%
12	XLF	SELECT SECTOR SPDR TR	—	3,847.0	$211K	0.06%	NEW	—	$54.77	-5.5%
13	GE	GE AEROSPACE	Industrials	683.0	$210K	0.06%	NEW	—	$308.12	-2.1%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 32.0%

Consumer Cyclical 18.7%

Financial Services 18.2%

Communication Services 13.7%

Industrials 5.2%

Consumer Defensive 4.6%

Healthcare 4.3%

Energy 1.2%

Real Estate 0.7%

Basic Materials 0.7%