Fund Universe

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☆Prasad Wealth Partners, LLC

CIK 0002048885 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.209
AUM ($M)
416
Positions
160
Turnover
0.18
Top-10 wt
38%
Herfindahl
0.024
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 167 positions · portfolio value $416M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆ONEQ funds › FIDELITY COMWLTH TR TRIM — 6.3% +0.4% 26.1 253,291 -625 5 —
☆BUFF funds › INNOVATOR ETFS TRUST ADD — 5.2% -0.2% 21.6 410,619 +12,375 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 5.1% +0.3% 21.0 98,829 +7,055 5 —
☆FFLC funds › FIDELITY COVINGTON TRUST TRIM — 3.7% +0.0% 15.3 259,366 -2,094 5 —
☆BUFY funds › FIRST TR EXCHNG TRADED FD VI NEW — 3.6% +3.6% 15.0 639,436 +639,436 1 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T TRIM — 3.4% -0.7% 14.2 219,860 -111,795 5 —
☆QBUF funds › INNOVATOR ETFS TRUST ADD — 2.9% +0.4% 12.0 389,781 +70,963 4 —
☆BALT funds › INNOVATOR ETFS TRUST ADD — 2.9% +2.5% 11.9 347,970 +303,848 5 —
☆STIP funds › ISHARES TR TRIM — 2.8% -0.5% 11.8 115,320 -2,015 5 —
☆FSMD funds › FIDELITY COVINGTON TRUST ADD — 2.5% +0.1% 10.5 197,968 +700 3 —
☆NOBL funds › PROSHARES TR ADD — 2.5% +0.0% 10.5 186,184 +100,246 3 —
☆IYF funds › ISHARES TR ADD — 2.5% +0.3% 10.3 80,854 +12,621 5 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD ADD — 2.5% +2.4% 10.3 83,752 +80,787 5 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI ADD — 2.4% -0.2% 10.1 407,632 +8,700 5 —
☆SMTH funds › ALPS ETF TR TRIM ETP 2.3% -0.5% 9.8 378,849 -20,524 5 —
☆GOOGL funds › ALPHABET INC TRIM — 2.2% +0.2% 9.3 25,962 -450 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 2.2% +0.1% 9.3 13,477 +152 5 —
☆ELFY funds › ALPS ETF TR NEW ETP 2.2% +2.2% 8.9 198,882 +198,882 1 —
☆IVV funds › ISHARES TR ADD — 2.1% +0.1% 8.9 11,927 +174 5 —
☆AMZN funds › AMAZON COM INC TRIM — 2.1% -0.0% 8.7 36,584 -487 5 —
☆FPE funds › FIRST TR EXCH TRADED FD III ADD — 2.0% -0.2% 8.4 470,663 +3,366 5 —
☆IGIB funds › ISHARES TR TRIM — 1.7% -0.5% 7.0 131,233 -20,221 5 —
☆JMBS funds › JANUS DETROIT STR TR ADD — 1.6% -0.1% 6.9 152,257 +7,902 3 —
☆ITOT funds › ISHARES TR TRIM — 1.5% -1.1% 6.2 37,896 -30,333 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.4% -0.1% 5.7 15,298 +478 5 —
☆CLOA funds › BLACKROCK ETF TRUST II NEW — 1.4% +1.4% 5.6 108,759 +108,759 1 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.2% +0.0% 5.2 25,912 -308 5 —
☆JSI funds › JANUS DETROIT STR TR TRIM — 1.2% -0.3% 5.1 98,872 -11,154 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.2% -0.0% 4.8 6,440 -103 5 —
☆PYLD funds › PIMCO ETF TR ADD — 1.1% -0.1% 4.6 173,521 +7,299 5 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.9% -1.8% 3.5 70,015 -121,296 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.8% +0.5% 3.4 2,972 -111 4 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.7% -0.0% 3.1 78,917 -3,711 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.7% -0.1% 3.1 6,103 -6 5 —
☆MINO funds › PIMCO ETF TR NEW — 0.7% +0.7% 2.9 63,964 +63,964 1 —
☆SHOP funds › SHOPIFY INC ADD — 0.7% -0.1% 2.9 25,531 +290 5 —
☆HEFA funds › ISHARES TR TRIM — 0.7% -4.4% 2.8 60,144 -381,243 5 —
☆AAPL funds › APPLE INC TRIM — 0.7% -0.0% 2.7 9,340 -303 5 —
☆ARM funds › ARM HOLDINGS PLC TRIM — 0.6% +0.3% 2.3 6,573 -426 5 —
☆PEP funds › PEPSICO INC ADD — 0.5% -0.2% 2.2 16,185 +10 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.5% -0.0% 2.0 2,070 -1 5 —
☆C funds › CITIGROUP INC TRIM — 0.5% +0.0% 1.9 13,722 -15 5 —
☆TSLA funds › TESLA INC TRIM — 0.5% -0.1% 1.9 4,508 -1,125 5 —
☆V funds › VISA INC ADD — 0.4% +0.0% 1.7 5,048 +22 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.4% +0.0% 1.6 3,814 -22 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.4% +0.2% 1.6 3,646 +5 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.4% +0.0% 1.5 13,400 -287 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.3% -0.1% 1.4 12,148 +1,456 5 —
☆ONON funds › ON HLDG AG TRIM — 0.3% -0.0% 1.4 38,311 -144 5 —
☆NU funds › NU HLDGS LTD TRIM — 0.3% -0.1% 1.3 99,843 -1,110 5 —
☆EMXC funds › ISHARES INC TRIM — 0.3% -2.5% 1.3 12,793 -119,933 5 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.3% +0.0% 1.3 763 +103 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.3% -0.0% 1.3 3,658 -587 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.3% +0.0% 1.3 3,910 +79 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 1.3 1,048 +13 5 —
☆ZDEK funds › INNOVATOR ETFS TRUST HOLD — 0.3% -0.0% 1.2 46,261 +0 5 —
☆FTNT funds › FORTINET INC ADD — 0.3% +0.1% 1.1 7,366 +196 3 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.3% +0.0% 1.1 3,918 +78 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.3% -0.1% 1.1 1,177 -9 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.3% -0.1% 1.1 15,118 +80 2 —
☆META funds › META PLATFORMS INC TRIM — 0.2% -0.1% 1.0 1,830 -142 5 —
☆MAYM funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.2% +0.2% 1.0 30,970 +30,970 1 —
☆TEL funds › TE CONNECTIVITY PLC ADD — 0.2% -0.0% 1.0 4,878 +33 2 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.2% +0.1% 1.0 2,291 +9 4 —
☆FTXL funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.2% +0.1% 0.9 3,232 -199 5 —
☆FITB funds › FIFTH THIRD BANCORP TRIM — 0.2% +0.0% 0.9 16,114 -379 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% +0.0% 0.9 882 +3 5 —
☆ADSK funds › AUTODESK INC ADD — 0.2% -0.1% 0.9 4,407 +217 2 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% -0.0% 0.8 13,910 +15 4 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.2% +0.0% 0.8 1,089 +0 5 —
☆USMV funds › ISHARES TR ADD — 0.2% -0.0% 0.8 8,260 +18 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 0.7 1,278 -249 5 —
☆CVS funds › CVS HEALTH CORP ADD — 0.2% +0.0% 0.7 7,165 +126 5 —
☆SPGP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.0% 0.7 6,050 +12 5 —
☆F funds › FORD MTR CO ADD — 0.2% +0.0% 0.7 52,046 +37 2 —
☆IJH funds › ISHARES TR TRIM — 0.2% -0.0% 0.7 9,104 -472 5 —
☆ZJUN funds › INNOVATOR ETFS TRUST NEW — 0.2% +0.2% 0.6 23,555 +23,555 1 —
☆SLVR funds › SPROTT FDS TR HOLD — 0.2% -0.1% 0.6 12,490 +0 4 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.1% -0.1% 0.6 11,472 +0 3 —
☆QMAR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% -0.0% 0.6 16,436 +118 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.1% -0.1% 0.6 4,423 -36 5 —
☆IVE funds › ISHARES TR ADD — 0.1% -0.0% 0.6 2,645 +10 5 —
☆NFTY funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.1% -0.0% 0.6 11,136 -245 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.0% 0.6 4,033 -22 5 —
☆IWB funds › ISHARES TR ADD — 0.1% +0.0% 0.6 1,430 +3 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.1% +0.0% 0.6 1,534 -29 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.1% -0.3% 0.6 1,562 -3,146 3 —
☆ZMAY funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.5 21,160 +21,160 1 —
☆IWY funds › ISHARES TR ADD — 0.1% +0.0% 0.5 1,780 +1 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 0.5 1,454 -4 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 0.5 10,168 +144 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.5 2,534 +10 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 0.5 437 +1 4 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.1% +0.0% 0.5 952 +246 3 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 0.5 3,633 +2,726 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% -0.0% 0.4 10,122 +10 4 —
☆ONC funds › BEONE MEDICINES LTD HOLD — 0.1% -0.0% 0.4 1,518 +0 4 —
☆AZO funds › AUTOZONE INC HOLD — 0.1% -0.0% 0.4 135 +0 5 —
☆IVW funds › ISHARES TR ADD — 0.1% +0.0% 0.4 3,127 +3 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD — 0.1% -0.0% 0.4 5,121 +5 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.4 2,406 +2,406 1 —
☆KLAC funds › KLA CORP NEW — 0.1% +0.1% 0.4 1,314 +1,314 1 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 0.4 7,830 +107 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.1% -0.0% 0.4 1,136 -13 5 —
☆XYZ funds › BLOCK INC TRIM — 0.1% +0.0% 0.4 5,059 -317 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.4 1,603 -370 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.4 1,677 +6 5 —
☆DGRW funds › WISDOMTREE TR ADD — 0.1% -0.0% 0.4 3,807 +9 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 0.4 3,801 +8 5 —
☆PAA funds › PLAINS ALL AMERN PIPELINE L ADD — 0.1% -0.0% 0.3 15,613 +215 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.1% -0.0% 0.3 1,345 +2 3 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 0.3 2,303 +3 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.3 1,327 +5 4 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 0.3 1,338 +10 3 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 0.3 1,853 -48 5 —
☆EXEL funds › EXELIXIS INC TRIM — 0.1% -0.0% 0.3 6,000 -4,000 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD — 0.1% -0.0% 0.3 6,254 +0 5 —
☆BIIB funds › BIOGEN INC HOLD — 0.1% +0.0% 0.3 1,450 +0 4 —
☆NXTG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 0.3 2,016 +8 4 —
☆FYT funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.1% +0.0% 0.3 4,382 +17 5 —
☆QUAL funds › ISHARES TR ADD — 0.1% +0.0% 0.3 1,390 +2 5 —
☆MARM funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.3 8,900 +0 2 —
☆NFEB funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.3 10,000 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.3 677 +677 1 —
☆PFEB funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.3 6,730 +0 5 —
☆IJR funds › ISHARES TR ADD — 0.1% +0.0% 0.3 1,945 +6 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 0.3 5,061 +358 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.3 3,481 +2,612 5 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.1% -0.0% 0.3 537 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.3 796 +796 1 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.3 1,915 +1,915 1 —
☆FNCL funds › FIDELITY COVINGTON TRUST HOLD — 0.1% -0.0% 0.3 3,475 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.1% -0.0% 0.3 483 +0 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 0.2 5,180 +21 4 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 0.2 1,114 -76 5 —
☆OUSM funds › ALPS ETF TR ADD ETP 0.1% -0.0% 0.2 5,167 +10 5 —
☆GOVT funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 10,706 -248 5 —
☆WYNN funds › WYNN RESORTS LTD HOLD — 0.1% -0.0% 0.2 2,500 +0 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% -0.0% 0.2 643 -221 3 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.1% -0.0% 0.2 969 -48 2 —
☆NOVM funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.2 7,025 -600 4 —
☆RPM funds › RPM INTL INC ADD — 0.1% -0.0% 0.2 2,128 +10 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.1% -0.0% 0.2 3,392 +33 2 —
☆OHI funds › OMEGA HEALTHCARE INVS INC TRIM — 0.1% -0.0% 0.2 4,850 -562 4 —
☆IWD funds › ISHARES TR ADD — 0.1% +0.0% 0.2 946 +3 2 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.2 5,199 -150 5 —
☆SCHB funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 7,836 +7,836 1 —
☆ALL funds › ALLSTATE CORP NEW — 0.1% +0.1% 0.2 927 +927 1 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% -0.0% 0.2 598 +30 4 —
☆FXO funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.2 3,416 +3,416 1 —
☆IUSV funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 1,935 -364 5 —
☆DE funds › DEERE & CO NEW — 0.1% +0.1% 0.2 335 +335 1 —
☆TFSL funds › TFS FINL CORP ADD — 0.1% +0.0% 0.2 11,878 +44 5 —
☆XLF funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.2 3,878 +3,878 1 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.0% -1.8% 0.2 690 -24,618 3 —
☆ZJUL funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.2 6,875 +6,875 1 —
☆CUSIP:45784N742 funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.2 7,250 +7,250 1 —
☆CUSIP:33740U455 funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.2 6,000 +6,000 1 —
☆FHLC funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.2 2,618 +2,618 1 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.2 1,683 +1,379 3 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO EXIT — 0.0% -0.1% 0.0 0 -3,315 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.1% 0.0 0 -4,689 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.1% 0.0 0 -4,000 0 —
☆PWR funds › QUANTA SVCS INC EXIT — 0.0% -0.1% 0.0 0 -369 0 —
☆PLD funds › PROLOGIS INC. EXIT — 0.0% -0.1% 0.0 0 -1,583 0 —
☆OIH funds › VANECK ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -527 0 —
☆FOUR funds › SHIFT4 PMTS INC EXIT — 0.0% -0.1% 0.0 0 -6,982 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 416 160 0.18 38% 0.024 0.208 — in
2026Q1 367 146 0.06 40% 0.026 0.433 — in
2025Q4 375 145 0.11 39% 0.026 0.278 — in
2025Q3 359 140 0.08 41% 0.027 0.354 — in
2025Q2 342 123 0.23 43% 0.029 0.164 — entered
2025Q1 306 115 0.00 50% 0.036 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status