Prasad Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Prasad Wealth Partners, LLC reported 160 stock positions worth $415.6 million. Its top holding was Fidelity Nasdaq Comp Indx (ONEQ) at 6.3% of the portfolio, followed by Innovator Laddered Allocatio (BUFF, 5.2%) and Invesco S&P 500 Equal Weight (RSP, 5.1%). Compared with Q1 2026, it opened 21 new positions, sold out of 7, added to 69 and reduced 55. The biggest buy was a new position in Ftvest Lddrdintlmod Buff ETF (BUFY) and the biggest sale Isha Curr Hedged MSCI Eafe (HEFA, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002048885
- Portfolio Value
- $415.6M (Q2 2026)
- SEC Filing
- 0001765380-26-000234 ↗ filed Jul 29, 2026
Holdings Value
Holdings 160 stocks · $415.6M
| ONEQ Fidelity Nasdaq Comp Indx | 6.29% | 253,291 | $26.1M | Reduce -0.3% |
| BUFF Innovator Laddered Allocatio | 5.21% | 410,619 | $21.6M | Add +3.1% |
| RSP Invesco S&P 500 Equal Weight | 5.06% | 98,829 | $21.0M | Add +7.7% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 3.68% | 259,366 | $15.3M | Reduce -0.8% |
| BUFY Ftvest Lddrdintlmod Buff ETF | 3.60% | 639,436 | $15.0M | New |
| RSPT Invesco S&P 500 Equal Weight | 3.41% | 219,860 | $14.2M | Reduce -33.7% |
| QBUF Innv Nasdaq -100 10 B - QRT | 2.89% | 389,781 | $12.0M | Add +22.3% |
| BALT Inn Defined Wealth Shield | 2.87% | 347,970 | $11.9M | Add +688.6% |
| STIP iShares 0-5 Year Tips Bond E | 2.83% | 115,320 | $11.8M | Reduce -1.7% |
| FSMD Fidelity Small-Mid Multifact | 2.52% | 197,968 | $10.5M | Add +0.3% |
| NOBL Proshares S&P 500 Dividend A | 2.52% | 186,184 | $10.5M | Add +8.3% |
| IYF iShares US Financials ETF | 2.48% | 80,854 | $10.3M | Add +18.5% |
| FXH First Trust Health Care Alph | 2.47% | 83,752 | $10.3M | Add +2724.7% |
| UCON First Trust Smith Unconstrai | 2.44% | 407,632 | $10.1M | Add +2.2% |
| SMTH Alps SMTH Cor BD Plus ETF | 2.35% | 378,849 | $9.8M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 2.23% | 25,962 | $9.3M | Reduce -1.7% |
| VOO Vanguard S&P 500 ETF | 2.23% | 13,477 | $9.3M | Add +1.1% |
| ELFY Alps Electrific Infrast ETF | 2.15% | 198,882 | $8.9M | New |
| IVV iShares Core S&P 500 ETF | 2.15% | 11,927 | $8.9M | Add +1.5% |
| AMZN Amazon.com Inc. | 2.10% | 36,584 | $8.7M | Reduce -1.3% |
| FPE FT-Preferred Secur & Inc. ETF | 2.03% | 470,663 | $8.4M | Add +0.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.68% | 131,233 | $7.0M | Reduce -13.3% |
| JMBS Janus Henderson Mortg Backed | 1.65% | 152,257 | $6.9M | Add +5.5% |
| ITOT iShares Core S&P Total U.S. | 1.50% | 37,896 | $6.2M | Reduce -44.5% |
| MSFT Microsoft Corp. | 1.37% | 15,298 | $5.7M | Add +3.2% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 1.36% | 108,759 | $5.6M | New |
| NVDA Nvidia Corp. | 1.25% | 25,912 | $5.2M | Reduce -1.2% |
| JSI JH Securitized Income ETF | 1.22% | 98,872 | $5.1M | Reduce -10.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 6,440 | $4.8M | Reduce -1.6% |
| PYLD PIMCO Multisector Bond Actv | 1.11% | 173,521 | $4.6M | Add +4.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.85% | 70,015 | $3.5M | Reduce -63.4% |
| MU Micron Technology Inc. | 0.83% | 2,972 | $3.4M | Reduce -3.6% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.75% | 78,917 | $3.1M | Reduce -4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 6,103 | $3.1M | Reduce -0.1% |
| MINO PIMCO Municipal Income Oppor | 0.70% | 63,964 | $2.9M | New |
| SHOP Shopify Inc. Class A | 0.70% | 25,531 | $2.9M | Add +1.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.68% | 60,144 | $2.8M | Reduce -86.4% |
| AAPL Apple Inc. | 0.65% | 9,340 | $2.7M | Reduce -3.1% |
| ARM Arm Holdings PLC-ADR | 0.56% | 6,573 | $2.3M | Reduce -6.1% |
| PEP Pepsico Inc. | 0.53% | 16,185 | $2.2M | Add +0.1% |
| PH Parker Hannifin Corp. | 0.49% | 2,070 | $2.0M | Reduce -0.1% |
| C Citigroup Inc. | 0.46% | 13,722 | $1.9M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.46% | 4,508 | $1.9M | Reduce -20.0% |
| V Visa Inc. Class A | 0.42% | 5,048 | $1.7M | Add +0.4% |
| ETN Eaton Corp. PLC | 0.39% | 3,814 | $1.6M | Reduce -0.6% |
| LRCX Lam Research Corp. | 0.38% | 3,646 | $1.6M | Add +0.1% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.37% | 13,400 | $1.5M | Reduce -2.1% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 12,148 | $1.4M | Add +13.6% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.33% | 38,311 | $1.4M | Reduce -0.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.32% | 99,843 | $1.3M | Reduce -1.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.31% | 12,793 | $1.3M | Reduce -90.4% |
| MELI MercadoLibre Inc. | 0.31% | 763 | $1.3M | Add +15.6% |
| GOOG Alphabet Inc. Class C | 0.31% | 3,658 | $1.3M | Reduce -13.8% |
| JPM JPMorgan Chase & Co. | 0.31% | 3,910 | $1.3M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.30% | 1,048 | $1.3M | Add +1.3% |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.29% | 46,261 | $1.2M | No change |
| FTNT Fortinet Inc. | 0.27% | 7,366 | $1.1M | Add +2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 3,918 | $1.1M | Add +2.0% |
| COST Costco Wholesale Corp. | 0.27% | 1,177 | $1.1M | Reduce -0.8% |
| NFLX Netflix Inc. | 0.26% | 15,118 | $1.1M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.25% | 1,830 | $1.0M | Reduce -7.2% |
| MAYM FT Vest US Eq Max Buf May | 0.25% | 30,970 | $1.0M | New |
| TEL Te Connectivity PLC | 0.24% | 4,878 | $983K | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.23% | 2,291 | $952K | Add +0.4% |
| FTXL First Trust Nasdaq Semicondu | 0.22% | 3,232 | $921K | Reduce -5.8% |
| FITB Fifth Third Bancorp | 0.22% | 16,114 | $908K | Reduce -2.3% |
| GS Goldman Sachs Group Inc. | 0.21% | 882 | $892K | Add +0.3% |
| ADSK Autodesk Inc. | 0.21% | 4,407 | $857K | Add +5.2% |
| FTSM First Trust Enh Short Mat FD | 0.20% | 13,910 | $831K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 1,089 | $802K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.19% | 8,260 | $797K | Add +0.2% |
| AMD Advanced Micro Devices | 0.18% | 1,278 | $743K | Reduce -16.3% |
| CVS CVS Health Corp. | 0.18% | 7,165 | $741K | Add +1.8% |
| SPGP Invesco S&P 500 Garp ETF | 0.18% | 6,050 | $740K | Add +0.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.17% | 52,046 | $723K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 9,104 | $702K | Reduce -4.9% |
| ZJUN Innova Eqty Def Prot 1YR Jun | 0.16% | 23,555 | $645K | New |
| SLVR Sprott SLVR Miner & PHY SLVR | 0.15% | 12,490 | $627K | No change |
| SLV iShares Silver Trust | 0.15% | 11,472 | $613K | No change |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.15% | 16,436 | $612K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.15% | 4,423 | $605K | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.14% | 2,645 | $601K | Add +0.4% |
| NFTY First Trust India Nifty 50 E | 0.14% | 11,136 | $599K | Reduce -2.1% |
| ORCL Oracle Corp. | 0.14% | 4,033 | $591K | Reduce -0.5% |
| IWB iShares Russell 1000 ETF | 0.14% | 1,430 | $586K | Add +0.2% |
| AVGO Broadcom Inc. | 0.14% | 1,534 | $580K | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 1,562 | $578K | Reduce -66.8% |
| ZMAY Innovator Edp ETF -1 YR May | 0.13% | 21,160 | $549K | New |
| IWY iShares Russell Top 200 Grow | 0.12% | 1,780 | $517K | Add +0.1% |
| HD Home Depot Inc. | 0.12% | 1,454 | $513K | Reduce -0.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 10,168 | $512K | Add +1.4% |
| RTX RTX Corp. | 0.12% | 2,534 | $481K | Add +0.4% |
| CAT Caterpillar Inc. | 0.11% | 437 | $465K | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 952 | $455K | Add +34.8% |
| IWF iShares Russell 1000 Growth | 0.11% | 3,633 | $451K | Add +0.1% |
| SDVY First Trust Smid Cap Rising | 0.11% | 10,122 | $437K | Add +0.1% |
| ONC Beone Medicines Ltd.-ADR | 0.10% | 1,518 | $432K | No change |
| AZO AutoZone Inc. | 0.10% | 135 | $431K | No change |
| IVW iShares S&P 500 Growth ETF | 0.10% | 3,127 | $430K | Add +0.1% |
| PEG Public Service Enterprise GP | 0.10% | 5,121 | $416K | Add +0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -86.4% | 0.68% | −4.43 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -90.4% | 0.31% | −2.53 |
| VHT Vanguard Health Care ETF | Reduce -97.3% | 0.05% | −1.83 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -63.4% | 0.85% | −1.77 |
| ITOT iShares Core S&P Total U.S. | Reduce -44.5% | 1.50% | −1.15 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -33.7% | 3.41% | −0.67 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -13.3% | 1.68% | −0.51 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -1.7% | 2.83% | −0.47 |
| SMTH Alps SMTH Cor BD Plus ETF | Reduce -5.1% | 2.35% | −0.45 |
| JSI JH Securitized Income ETF | Reduce -10.1% | 1.22% | −0.33 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -66.8% | 0.14% | −0.27 |
| TSLA Tesla Inc. | Reduce -20.0% | 0.46% | −0.11 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.08 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -1.1% | 0.32% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.73% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.15% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -7.2% | 0.25% | −0.06 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.06 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.27% | −0.06 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.05 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -4.5% | 0.75% | −0.05 |
| EXEL Exelixis Inc. | Reduce -40.0% | 0.08% | −0.04 |
| ONON On Holding AG Class A | Reduce -0.4% | 0.33% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -18.8% | 0.09% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -13.8% | 0.31% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.14% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -0.1% | 0.49% | −0.02 |
| AAPL Apple Inc. | Reduce -3.1% | 0.65% | −0.02 |
| NFTY First Trust India Nifty 50 E | Reduce -2.1% | 0.14% | −0.02 |
| WM Waste Management Inc. | Reduce -6.4% | 0.06% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -15.8% | 0.05% | −0.01 |
| NOVM FT Vest US Eq Max Buf Nov | Reduce -7.9% | 0.06% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -2.3% | 0.06% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -30.8% | 0.05% | −0.01 |
| GE General Electric | Reduce -25.6% | 0.06% | −0.01 |
| OHI Omega Healthcare Investors | Reduce -10.4% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -0.3% | 0.12% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.9% | 0.17% | −0.01 |
| PPA Invesco Aerospace & Defense | Reduce -2.5% | 0.08% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -1.1% | 0.09% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -2.8% | 0.06% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 2.10% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 1.16% | −0.00 |
| PNC PNC Financial Services Group | Reduce -4.7% | 0.06% | −0.00 |
| NVDA Nvidia Corp. | Reduce -1.2% | 1.25% | +0.00 |
| XYZ Block Inc. | Reduce -5.9% | 0.09% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| BUFY Ftvest Lddrdintlmod Buff ETF | New | 3.60% | +3.60 |
| BALT Inn Defined Wealth Shield | Add +688.6% | 2.87% | +2.47 |
| FXH First Trust Health Care Alph | Add +2724.7% | 2.47% | +2.38 |
| ELFY Alps Electrific Infrast ETF | New | 2.15% | +2.15 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 1.36% | +1.36 |
| MINO PIMCO Municipal Income Oppor | New | 0.70% | +0.70 |
| QBUF Innv Nasdaq -100 10 B - QRT | Add +22.3% | 2.89% | +0.35 |
| IYF iShares US Financials ETF | Add +18.5% | 2.48% | +0.30 |
| RSP Invesco S&P 500 Equal Weight | Add +7.7% | 5.06% | +0.27 |
| MAYM FT Vest US Eq Max Buf May | New | 0.25% | +0.25 |
| LRCX Lam Research Corp. | Add +0.1% | 0.38% | +0.17 |
| ZJUN Innova Eqty Def Prot 1YR Jun | New | 0.16% | +0.16 |
| ZMAY Innovator Edp ETF -1 YR May | New | 0.13% | +0.13 |
| FSMD Fidelity Small-Mid Multifact | Add +0.3% | 2.52% | +0.12 |
| FTNT Fortinet Inc. | Add +2.7% | 0.27% | +0.11 |
| SPCX Space Exploration Techn Class A | New | 0.10% | +0.10 |
| KLAC KLA Corp. | New | 0.10% | +0.10 |
| DELL Dell Technologies -C | New | 0.07% | +0.07 |
| PANW Palo Alto Networks Inc. | New | 0.07% | +0.07 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 0.23% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +1.1% | 2.23% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +1.5% | 2.15% | +0.06 |
| SCHB Schwab US Broad Market ETF | New | 0.05% | +0.05 |
| ALL Allstate Corp. | New | 0.05% | +0.05 |
| FXO First Trust Financial Alphad | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| XLF SS Financial Select Sector | New | 0.05% | +0.05 |
| ZJUL Innovator Edp ETF 1 YR July | New | 0.05% | +0.05 |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | New | 0.05% | +0.05 |
| JANM FT Vest US Eq Max Buf Jan | New | 0.05% | +0.05 |
| FHLC Fidelity MSCI Health Care | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +34.8% | 0.11% | +0.04 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.30% | +0.04 |
| CVS CVS Health Corp. | Add +1.8% | 0.18% | +0.04 |
| NOBL Proshares S&P 500 Dividend A | Add +8.3% | 2.52% | +0.04 |
| CAT Caterpillar Inc. | Add +0.2% | 0.11% | +0.03 |
| NXTG First Trust Indxx Nextg ETF | Add +0.4% | 0.07% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.3% | 0.21% | +0.01 |
| IBM Intl Business Machines Corp. | Add +2.0% | 0.27% | +0.01 |
| F Ford Motor Co. | Add +0.1% | 0.17% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.10% | +0.01 |
| BAC Bank of America Corp. | Add +7.6% | 0.07% | +0.01 |
| TFSL TFS Financial Corp. | Add +0.4% | 0.05% | +0.01 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.12% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.3% | 0.07% | +0.00 |
| V Visa Inc. Class A | Add +0.4% | 0.42% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.11% | +0.00 |
| ABBV Abbvie Inc. | Add +0.8% | 0.08% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.2% | 0.14% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $415.6M | ONEQ, BUFF, RSP, FFLC, BUFY |
| Q1 2026 | 146 | $367.4M | ONEQ, BUFF, HEFA, RSP, RSPT |
| Q4 2025 | 145 | $374.8M | ONEQ, BUFF, HEFA, RSP, RSPT |
| Q3 2025 | 140 | $358.8M | ONEQ, BUFF, HEFA, RSP, RSPT |
| Q2 2025 | 123 | $341.5M | ONEQ, HEFA, BUFF, RSP, RSPT |
| Q1 2025 | 115 | $306.2M | ONEQ, ITOT, JAAA, BUFF, HEFA |
| Q4 2024 | 113 | $309.1M | ONEQ, ITOT, JAAA, BUFF, HEFA |