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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $309.1M Q4 2024 Q1 2025: $306.2M $306.2M Q1 2025 Q2 2025: $341.5M Q2 2025 Q3 2025: $358.8M Q3 2025 Q4 2025: $374.8M Q4 2025 Q1 2026: $367.4M Q1 2026 Q2 2026: $415.6M Q2 2026

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%
FNCL Fidelity MSCI Financial Indx 0.08% 3,475 $242K New
PFEB Innovator U.S. Equity Power 0.08% 6,730 $241K New
NFEB Innov GRW-100 Por Bu ETF - F 0.08% 10,000 $237K New
JULM FT Vest US Eq Max Buf July 0.08% 7,550 $236K Reduce -2.6%
CNXC Concentrix Corp. 0.08% 4,148 $231K New
QUAL iShares MSCI USA Quality Fac 0.07% 1,342 $229K Add +0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 863 $223K Add +0.2%
VIG Vanguard Dividend Apprec ETF 0.07% 1,143 $222K Reduce -11.4%
IUSV iShares Core S&P U.S. Value 0.07% 2,349 $217K New
PG The Procter & Gamble Co. 0.07% 1,240 $211K Add +0.4%
WYNN WYNN Resorts Ltd. 0.07% 2,500 $209K No change
FXO First Trust Financial Alphad 0.07% 3,844 $204K Reduce -5.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.07% 481 $202K No change
JNJ Johnson & Johnson 0.07% 1,217 $202K New
SOFI Sofi Technologies Inc. 0.04% 11,812 $137K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 160$415.6MONEQ, BUFF, RSP, FFLC, BUFY
Q1 2026 146$367.4MONEQ, BUFF, HEFA, RSP, RSPT
Q4 2025 145$374.8MONEQ, BUFF, HEFA, RSP, RSPT
Q3 2025 140$358.8MONEQ, BUFF, HEFA, RSP, RSPT
Q2 2025 123$341.5MONEQ, HEFA, BUFF, RSP, RSPT
Q1 2025 115$306.2MONEQ, ITOT, JAAA, BUFF, HEFA
Q4 2024 113$309.1MONEQ, ITOT, JAAA, BUFF, HEFA