Prasad Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Prasad Wealth Partners, LLC reported 115 stock positions worth $306.2 million. Its top holding was Fidelity Nasdaq Comp Indx (ONEQ) at 8.3% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 7.8%) and Janus Henderson Aaa Clo ETF (JAAA, 6.3%). Compared with Q4 2024, it opened 11 new positions, sold out of 9, added to 63 and reduced 32. The biggest buy was a new position in iShares 10-20 Year Treasury (TLH) and the biggest sale iShares US Treasury Bond ETF (GOVT, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002048885
- Portfolio Value
- $306.2M (Q1 2025)
- SEC Filing
- 0001765380-25-000213 ↗ filed May 12, 2025
Holdings Value
Holdings 115 stocks · $306.2M
| ONEQ Fidelity Nasdaq Comp Indx | 8.25% | 371,366 | $25.3M | Add +4.6% |
| ITOT iShares Core S&P Total U.S. | 7.76% | 194,871 | $23.8M | Add +6.4% |
| JAAA Janus Henderson Aaa Clo ETF | 6.32% | 381,435 | $19.3M | Add +10.8% |
| BUFF Innovator Laddered Allocatio | 5.67% | 393,651 | $17.4M | Add +5.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.83% | 407,741 | $14.8M | Add +10.0% |
| SMTH Alps SMTH Cor BD Plus ETF | 4.57% | 540,723 | $14.0M | Add +10.8% |
| UCON First Trust Smith Unconstrai | 3.61% | 446,759 | $11.1M | Add +5.1% |
| RSPT Invesco S&P 500 Equal Weight | 3.53% | 316,084 | $10.8M | Add +9.7% |
| IVV iShares Core S&P 500 ETF | 2.93% | 15,947 | $9.0M | Reduce -4.3% |
| KNG FT Vest S&P 500 DVD Arst TRG | 2.92% | 176,812 | $8.9M | Add +21.8% |
| VOO Vanguard S&P 500 ETF | 2.84% | 16,930 | $8.7M | Add +9.4% |
| OUSM Alps Oshares US Small-Cap Qu | 2.76% | 200,894 | $8.4M | Add +20.1% |
| NFTY First Trust India Nifty 50 E | 2.75% | 150,888 | $8.4M | Add +15.4% |
| XLRE SS Real Estate Select Sector | 2.70% | 197,615 | $8.3M | Add +10.8% |
| TLH iShares 10-20 Year Treasury | 2.63% | 77,703 | $8.1M | New |
| RSP Invesco S&P 500 Equal Weight | 2.56% | 45,324 | $7.9M | Add +8.7% |
| FPE FT-Preferred Secur & Inc. ETF | 2.55% | 444,693 | $7.8M | Add +6.9% |
| AMZN Amazon.com Inc. | 2.45% | 39,418 | $7.5M | Reduce -1.2% |
| EMLP First Trust North American E | 2.09% | 170,724 | $6.4M | New |
| MSFT Microsoft Corp. | 1.74% | 14,174 | $5.3M | Add +4.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.49% | 87,069 | $4.6M | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 1.23% | 24,354 | $3.8M | Reduce -0.9% |
| NVDA Nvidia Corp. | 1.13% | 31,872 | $3.5M | Reduce -43.9% |
| PYLD PIMCO Multisector Bond Actv | 1.10% | 128,423 | $3.4M | Add +13.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.08% | 5,889 | $3.3M | Reduce -5.2% |
| SHOP Shopify Inc. Class A | 0.80% | 25,538 | $2.4M | Reduce -1.2% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.68% | 69,767 | $2.1M | Add +16.3% |
| AAPL Apple Inc. | 0.68% | 9,366 | $2.1M | Add +2.5% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.62% | 43,269 | $1.9M | Add +3.1% |
| V Visa Inc. Class A | 0.62% | 5,388 | $1.9M | Add +0.4% |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.59% | 76,135 | $1.8M | No change |
| TSLA Tesla Inc. | 0.56% | 6,651 | $1.7M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 2,676 | $1.4M | Add +1.8% |
| SPGP Invesco S&P 500 Garp ETF | 0.45% | 13,743 | $1.4M | Reduce -34.3% |
| MPWR Monolithic Power Systems Inc. | 0.42% | 2,196 | $1.3M | New |
| PH Parker Hannifin Corp. | 0.40% | 1,990 | $1.2M | Add +3.0% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 13,057 | $1.1M | Reduce -78.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.36% | 106,981 | $1.1M | Add +220.5% |
| BALT Inn Defined Wealth Shield | 0.35% | 33,876 | $1.1M | Add +18.1% |
| C Citigroup Inc. | 0.35% | 14,900 | $1.1M | Reduce -4.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.33% | 13,933 | $1.0M | Add +6.1% |
| META Meta Platforms Inc. Class A | 0.32% | 1,681 | $969K | Add +1.8% |
| FISV Fiserv Inc. | 0.30% | 4,229 | $934K | Reduce -2.5% |
| ARM Arm Holdings PLC-ADR | 0.30% | 8,709 | $930K | Add +7.5% |
| MOH Molina Healthcare Inc. | 0.30% | 2,785 | $917K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 9,112 | $853K | Reduce -2.7% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.28% | 30,032 | $850K | Reduce -0.8% |
| ETN Eaton Corp. PLC | 0.28% | 3,115 | $847K | Add +5.6% |
| PPA Invesco Aerospace & Defense | 0.26% | 6,925 | $807K | Reduce -88.4% |
| GOOG Alphabet Inc. Class C | 0.24% | 4,742 | $741K | Add +12.2% |
| ORCL Oracle Corp. | 0.24% | 5,187 | $725K | Add +26.8% |
| FITB Fifth Third Bancorp | 0.22% | 17,539 | $688K | Add +2.9% |
| FYT First Trust Small Cap Val | 0.22% | 13,580 | $675K | Reduce -39.0% |
| COST Costco Wholesale Corp. | 0.22% | 711 | $673K | Add +32.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 1,896 | $668K | Add +1.3% |
| CMG Chipotle Mexican Grill Inc. | 0.22% | 13,291 | $667K | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 1,378 | $646K | Add +8.3% |
| GOVT iShares US Treasury Bond ETF | 0.21% | 27,382 | $629K | Reduce -90.9% |
| EXEL Exelixis Inc. | 0.19% | 16,000 | $591K | No change |
| TLT iShares 20+ Year Treasury BD | 0.18% | 6,058 | $551K | Add +111.2% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 9,198 | $537K | Add +0.3% |
| HD Home Depot Inc. | 0.17% | 1,448 | $531K | Reduce -3.9% |
| WM Waste Management Inc. | 0.17% | 2,264 | $524K | Add +35.8% |
| AZO AutoZone Inc. | 0.17% | 137 | $522K | Add +1.5% |
| LLY Eli Lilly & Co. | 0.17% | 625 | $516K | No change |
| IVE iShares S&P 500 Value ETF | 0.16% | 2,642 | $504K | Add +0.4% |
| IWB iShares Russell 1000 ETF | 0.15% | 1,525 | $468K | Add +0.3% |
| CVS CVS Health Corp. | 0.15% | 6,862 | $465K | Add +0.7% |
| SRLN SS Blackstone Sr Loan ETF | 0.15% | 11,190 | $460K | Reduce -88.6% |
| FOUR SHIFT4 Payments Inc. Class A | 0.15% | 5,572 | $455K | Reduce -63.6% |
| IWY iShares Russell Top 200 Grow | 0.15% | 2,136 | $450K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.14% | 1,704 | $418K | Add +13.2% |
| FTCS First Trust Capital Strength | 0.14% | 4,662 | $418K | Add +0.2% |
| SHW The Sherwin-Williams Co. | 0.12% | 1,087 | $379K | Add +0.2% |
| RTX RTX Corp. | 0.12% | 2,820 | $374K | Add +4.7% |
| DELL Dell Technologies -C | 0.12% | 4,013 | $366K | Add +29.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.12% | 4,580 | $366K | Reduce -33.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 9,686 | $353K | No change |
| LRCX Lam Research Corp. | 0.11% | 4,715 | $343K | Add +0.3% |
| AGNT Agnt Inc. filed as EXP WORLD HLDGS INC | 0.11% | 34,643 | $339K | New |
| IJR iShares Core S&P Small-Cap E | 0.11% | 3,172 | $332K | Add +0.3% |
| FXH First Trust Health Care Alph | 0.11% | 3,183 | $330K | Reduce -6.0% |
| GS Goldman Sachs Group Inc. | 0.11% | 597 | $326K | Reduce -0.7% |
| XYZ Block Inc. | 0.10% | 5,885 | $320K | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.10% | 572 | $314K | No change |
| PAA Plains All Amer Pipeline LP | 0.10% | 15,309 | $306K | Reduce -6.6% |
| IGRO iShares Intl Div Growth ETF | 0.10% | 4,212 | $305K | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.10% | 834 | $301K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 3,206 | $298K | Add +0.1% |
| INTC Intel Corp. | 0.09% | 12,670 | $288K | Add +8.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,644 | $284K | Add +0.4% |
| CRM Salesforce Inc. | 0.09% | 1,026 | $275K | Reduce -0.2% |
| EW Edwards Lifesciences Corp. | 0.09% | 3,765 | $273K | Add +0.5% |
| ACWV iShares MSCI Global Min Vol | 0.09% | 2,345 | $273K | No change |
| FTXL First Trust Nasdaq Semicondu | 0.09% | 3,565 | $269K | Add +0.0% |
| RPM RPM International Inc. | 0.08% | 2,224 | $257K | Add +0.4% |
| AMD Advanced Micro Devices | 0.08% | 2,481 | $255K | Reduce -3.4% |
| OIH Vaneck Oil Services ETF | 0.08% | 971 | $255K | Reduce -5.5% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.08% | 4,288 | $250K | Add +5.0% |
| AVGO Broadcom Inc. | 0.08% | 1,457 | $244K | Add +10.6% |
Portfolio Sells Q4 2024 → Q1 2025
| GOVT iShares US Treasury Bond ETF | Reduce -90.9% | 0.21% | −2.03 |
| PPA Invesco Aerospace & Defense | Reduce -88.4% | 0.26% | −1.95 |
| NVDA Nvidia Corp. | Reduce -43.9% | 1.13% | −1.34 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -88.6% | 0.15% | −1.18 |
| PLTR Palantir Technologies Inc. Class A | Reduce -78.2% | 0.36% | −1.10 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 2.45% | −0.38 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -63.6% | 0.15% | −0.37 |
| TSLA Tesla Inc. | Reduce -2.5% | 0.56% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.23% | −0.28 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.27 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -34.3% | 0.45% | −0.26 |
| IVV iShares Core S&P 500 ETF | Reduce -4.3% | 2.93% | −0.25 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.21 |
| FYT First Trust Small Cap Val | Reduce -39.0% | 0.22% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.2% | 1.08% | −0.10 |
| SHOP Shopify Inc. Class A | Reduce -1.2% | 0.80% | −0.09 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.07 |
| OHI Omega Healthcare Investors | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.07 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.06 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -33.6% | 0.12% | −0.06 |
| XYZ Block Inc. | Reduce -0.7% | 0.10% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.0% | 0.22% | −0.05 |
| F Ford Motor Co. | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.09% | −0.02 |
| AMD Advanced Micro Devices | Reduce -3.4% | 0.08% | −0.02 |
| HD Home Depot Inc. | Reduce -3.9% | 0.17% | −0.02 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -0.8% | 0.28% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -11.4% | 0.07% | −0.01 |
| C Citigroup Inc. | Reduce -4.2% | 0.35% | −0.01 |
| OIH Vaneck Oil Services ETF | Reduce -5.5% | 0.08% | −0.01 |
| FXH First Trust Health Care Alph | Reduce -6.0% | 0.11% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.7% | 0.11% | −0.00 |
| FXO First Trust Financial Alphad | Reduce -5.4% | 0.07% | −0.00 |
| JULM FT Vest US Eq Max Buf July | Reduce -2.6% | 0.08% | −0.00 |
| IGRO iShares Intl Div Growth ETF | Reduce -0.2% | 0.10% | +0.01 |
| PAA Plains All Amer Pipeline LP | Reduce -6.6% | 0.10% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.7% | 0.28% | +0.01 |
| FISV Fiserv Inc. | Reduce -2.5% | 0.30% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| TLH iShares 10-20 Year Treasury | New | 2.63% | +2.63 |
| EMLP First Trust North American E | New | 2.09% | +2.09 |
| JAAA Janus Henderson Aaa Clo ETF | Add +10.8% | 6.32% | +0.67 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +10.0% | 4.83% | +0.67 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +21.8% | 2.92% | +0.56 |
| SMTH Alps SMTH Cor BD Plus ETF | Add +10.8% | 4.57% | +0.54 |
| MPWR Monolithic Power Systems Inc. | New | 0.42% | +0.42 |
| OUSM Alps Oshares US Small-Cap Qu | Add +20.1% | 2.76% | +0.39 |
| NFTY First Trust India Nifty 50 E | Add +15.4% | 2.75% | +0.38 |
| XLRE SS Real Estate Select Sector | Add +10.8% | 2.70% | +0.35 |
| MOH Molina Healthcare Inc. | New | 0.30% | +0.30 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +220.5% | 0.36% | +0.25 |
| BUFF Innovator Laddered Allocatio | Add +5.3% | 5.67% | +0.23 |
| UCON First Trust Smith Unconstrai | Add +5.1% | 3.61% | +0.22 |
| RSP Invesco S&P 500 Equal Weight | Add +8.7% | 2.56% | +0.20 |
| FPE FT-Preferred Secur & Inc. ETF | Add +6.9% | 2.55% | +0.17 |
| PYLD PIMCO Multisector Bond Actv | Add +13.3% | 1.10% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +9.4% | 2.84% | +0.14 |
| ITOT iShares Core S&P Total U.S. | Add +6.4% | 7.76% | +0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +5.2% | 1.49% | +0.11 |
| AGNT Agnt Inc. | New | 0.11% | +0.11 |
| TLT iShares 20+ Year Treasury BD | Add +111.2% | 0.18% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 0.47% | +0.08 |
| FNCL Fidelity MSCI Financial Indx | New | 0.08% | +0.08 |
| PFEB Innovator U.S. Equity Power | New | 0.08% | +0.08 |
| NFEB Innov GRW-100 Por Bu ETF - F | New | 0.08% | +0.08 |
| CNXC Concentrix Corp. | New | 0.08% | +0.08 |
| IUSV iShares Core S&P U.S. Value | New | 0.07% | +0.07 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +16.3% | 0.68% | +0.07 |
| V Visa Inc. Class A | Add +0.4% | 0.62% | +0.07 |
| JNJ Johnson & Johnson | New | 0.07% | +0.07 |
| WM Waste Management Inc. | Add +35.8% | 0.17% | +0.06 |
| COST Costco Wholesale Corp. | Add +32.6% | 0.22% | +0.06 |
| BALT Inn Defined Wealth Shield | Add +18.1% | 0.35% | +0.06 |
| CVS CVS Health Corp. | Add +0.7% | 0.15% | +0.05 |
| RSPT Invesco S&P 500 Equal Weight | Add +9.7% | 3.53% | +0.04 |
| AZO AutoZone Inc. | Add +1.5% | 0.17% | +0.03 |
| RTX RTX Corp. | Add +4.7% | 0.12% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +13.2% | 0.14% | +0.02 |
| INTC Intel Corp. | Add +8.6% | 0.09% | +0.02 |
| ORCL Oracle Corp. | Add +26.8% | 0.24% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.3% | 0.22% | +0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +5.0% | 0.08% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +0.2% | 0.12% | +0.00 |
| DELL Dell Technologies -C | Add +29.9% | 0.12% | +0.00 |
| FTCS First Trust Capital Strength | Add +0.2% | 0.14% | +0.00 |
| META Meta Platforms Inc. Class A | Add +1.8% | 0.32% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.4% | 0.09% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.4% | 0.07% | +0.00 |
| LRCX Lam Research Corp. | Add +0.3% | 0.11% | +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 |