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Roseann Higgins

Prasad Wealth Partners, Llc

Assets Managed
$367.399M
Holdings
146
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-1.98%(2Q avg: 1.25%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Prasad Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Prasad Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 367.399M in assets, with a quarterly growth rate of -1.98% and a 2-quarter average growth rate of 1.25%. The portfolio is managed by Roseann Higgins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ONEQ
Fidelity Nasdaq Composite In
Recent Activity
Increased 2.31%
5.87%
$21.56M
253,916 shares@ $84.92 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 1.45%
5.36%
$19.677M
398,244 shares@ $49.41 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Increased 1.26%
5.11%
$18.757M
441,387 shares@ $42.5 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 3.26%
4.8%
$17.613M
91,774 shares@ $191.92 avg price
RSPT
Invesco S&p 500 Equal Weight
Recent Activity
Increased 1.83%
4.09%
$15.011M
331,655 shares@ $45.26 avg price
FFLC
Fidelity Fund Lg Cap Cor Etf
Recent Activity
Increased 2.81%
3.65%
$13.409M
261,460 shares@ $51.29 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 1.63%
3.31%
$12.136M
117,335 shares@ $103.44 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -1.99%
2.85%
$10.44M
132,726 shares@ $78.66 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Increased 3.2%
2.8%
$10.286M
399,373 shares@ $25.76 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 4.84%
2.69%
$9.882M
398,932 shares@ $24.78 avg price

1-10 of 146