Prasad Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Prasad Wealth Partners, LLC reported 123 stock positions worth $341.5 million. Its top holding was Fidelity Nasdaq Comp Indx (ONEQ) at 7.0% of the portfolio, followed by Isha Curr Hedged MSCI Eafe (HEFA, 5.1%) and Innovator Laddered Allocatio (BUFF, 5.1%). Compared with Q1 2025, it opened 15 new positions, sold out of 7, added to 48 and reduced 49. The biggest buy was a new position in Fidelity Fndmntl L/C Cor ETF (FFLC) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002048885
- Portfolio Value
- $341.5M (Q2 2025)
- SEC Filing
- 0001765380-25-000258 ↗ filed Jul 23, 2025
Holdings Value
Holdings 123 stocks · $341.5M
| ONEQ Fidelity Nasdaq Comp Indx | 6.95% | 296,394 | $23.7M | Reduce -20.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 5.15% | 463,020 | $17.6M | Add +13.6% |
| BUFF Innovator Laddered Allocatio | 5.12% | 371,690 | $17.5M | Reduce -5.6% |
| RSP Invesco S&P 500 Equal Weight | 4.63% | 86,970 | $15.8M | Add +91.9% |
| RSPT Invesco S&P 500 Equal Weight | 4.60% | 385,253 | $15.7M | Add +21.9% |
| ITOT iShares Core S&P Total U.S. | 3.92% | 99,125 | $13.4M | Reduce -49.1% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 3.88% | 271,431 | $13.3M | New |
| STIP iShares 0-5 Year Tips Bond E | 3.08% | 102,131 | $10.5M | New |
| SMTH Alps SMTH Cor BD Plus ETF | 3.02% | 398,493 | $10.3M | Reduce -26.3% |
| OUSM Alps Oshares US Small-Cap Qu | 2.94% | 232,347 | $10.0M | Add +15.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.89% | 156,173 | $9.9M | New |
| KNG FT Vest S&P 500 DVD Arst TRG | 2.79% | 194,140 | $9.5M | Add +9.8% |
| JAAA Janus Henderson Aaa Clo ETF | 2.69% | 180,868 | $9.2M | Reduce -52.6% |
| EMLP First Trust North American E | 2.55% | 232,443 | $8.7M | Add +36.1% |
| AMZN Amazon.com Inc. | 2.53% | 39,455 | $8.7M | Add +0.1% |
| IYF iShares US Financials ETF | 2.41% | 68,017 | $8.2M | New |
| UCON First Trust Smith Unconstrai | 2.41% | 330,503 | $8.2M | Reduce -26.0% |
| IVV iShares Core S&P 500 ETF | 2.39% | 13,155 | $8.2M | Reduce -17.5% |
| VOO Vanguard S&P 500 ETF | 2.28% | 13,697 | $7.8M | Reduce -19.1% |
| JSI JH Securitized Income ETF | 2.16% | 140,119 | $7.4M | New |
| MSFT Microsoft Corp. | 2.15% | 14,757 | $7.3M | Add +4.1% |
| FPE FT-Preferred Secur & Inc. ETF | 2.06% | 395,428 | $7.0M | Reduce -11.1% |
| XLRE SS Real Estate Select Sector | 1.85% | 152,708 | $6.3M | Reduce -22.7% |
| GOOGL Alphabet Inc. Class A | 1.52% | 29,532 | $5.2M | Add +21.3% |
| NVDA Nvidia Corp. | 1.45% | 31,317 | $4.9M | Reduce -1.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.32% | 84,813 | $4.5M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 5,864 | $3.6M | Reduce -0.4% |
| PYLD PIMCO Multisector Bond Actv | 0.99% | 127,915 | $3.4M | Reduce -0.4% |
| SHOP Shopify Inc. Class A | 0.86% | 25,488 | $2.9M | Reduce -0.2% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.69% | 70,648 | $2.3M | Add +1.3% |
| PEP Pepsico Inc. | 0.66% | 17,127 | $2.3M | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.65% | 42,638 | $2.2M | Reduce -1.5% |
| TSLA Tesla Inc. | 0.60% | 6,433 | $2.0M | Reduce -3.3% |
| AAPL Apple Inc. | 0.58% | 9,693 | $2.0M | Add +3.5% |
| V Visa Inc. Class A | 0.55% | 5,303 | $1.9M | Reduce -1.6% |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.55% | 76,135 | $1.9M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.51% | 125,777 | $1.7M | Add +17.6% |
| PH Parker Hannifin Corp. | 0.50% | 2,425 | $1.7M | Add +21.9% |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 12,029 | $1.6M | Reduce -7.9% |
| META Meta Platforms Inc. Class A | 0.46% | 2,140 | $1.6M | Add +27.3% |
| ETN Eaton Corp. PLC | 0.41% | 3,959 | $1.4M | Add +27.1% |
| ARM Arm Holdings PLC-ADR | 0.40% | 8,549 | $1.4M | Reduce -1.8% |
| NFTY First Trust India Nifty 50 E | 0.40% | 22,614 | $1.4M | Reduce -85.0% |
| C Citigroup Inc. | 0.37% | 14,927 | $1.3M | Add +0.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.37% | 14,034 | $1.3M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 2,589 | $1.3M | Reduce -3.3% |
| ORCL Oracle Corp. | 0.35% | 5,440 | $1.2M | Add +4.9% |
| JPM JPMorgan Chase & Co. | 0.35% | 4,099 | $1.2M | Add +140.6% |
| BALT Inn Defined Wealth Shield | 0.32% | 34,035 | $1.1M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.28% | 970 | $960K | Add +36.4% |
| MELI MercadoLibre Inc. | 0.26% | 345 | $902K | New |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.26% | 28,961 | $898K | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.24% | 4,572 | $811K | Reduce -3.6% |
| LLY Eli Lilly & Co. | 0.24% | 1,032 | $805K | Add +65.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 8,298 | $779K | Reduce -8.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,351 | $745K | Reduce -2.0% |
| FISV Fiserv Inc. | 0.21% | 4,149 | $715K | Reduce -1.9% |
| FITB Fifth Third Bancorp | 0.21% | 17,324 | $713K | Reduce -1.2% |
| SPGP Invesco S&P 500 Garp ETF | 0.21% | 6,587 | $709K | Reduce -52.1% |
| CMG Chipotle Mexican Grill Inc. | 0.20% | 12,178 | $684K | Reduce -8.4% |
| AZO AutoZone Inc. | 0.18% | 168 | $623K | Add +22.6% |
| GS Goldman Sachs Group Inc. | 0.18% | 845 | $598K | Add +41.5% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 9,227 | $572K | Add +0.3% |
| FOUR SHIFT4 Payments Inc. Class A | 0.16% | 5,677 | $563K | Add +1.9% |
| HD Home Depot Inc. | 0.16% | 1,455 | $533K | Add +0.5% |
| IWY iShares Russell Top 200 Grow | 0.15% | 2,137 | $527K | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.15% | 1,529 | $519K | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.15% | 2,653 | $518K | Add +0.4% |
| WM Waste Management Inc. | 0.15% | 2,234 | $511K | Reduce -1.3% |
| CVS CVS Health Corp. | 0.14% | 6,967 | $481K | Add +1.5% |
| DELL Dell Technologies -C | 0.13% | 3,642 | $447K | Reduce -9.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 868 | $442K | Reduce -54.2% |
| EXEL Exelixis Inc. | 0.13% | 10,000 | $441K | Reduce -37.5% |
| PEG Public Service Enterprise GP | 0.13% | 5,103 | $430K | New |
| AVGO Broadcom Inc. | 0.13% | 1,558 | $430K | Add +6.9% |
| LRCX Lam Research Corp. | 0.13% | 4,411 | $429K | Reduce -6.5% |
| RTX RTX Corp. | 0.12% | 2,828 | $413K | Add +0.3% |
| AGNT Agnt Inc. filed as EXP WORLD HLDGS INC | 0.12% | 43,951 | $400K | Add +26.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 9,849 | $399K | Add +1.7% |
| XYZ Block Inc. | 0.12% | 5,835 | $396K | Reduce -0.8% |
| SHW The Sherwin-Williams Co. | 0.11% | 1,089 | $374K | Add +0.2% |
| FTCS First Trust Capital Strength | 0.11% | 4,062 | $369K | Reduce -12.9% |
| GOVT iShares US Treasury Bond ETF | 0.11% | 15,823 | $364K | Reduce -42.2% |
| AMD Advanced Micro Devices | 0.10% | 2,499 | $355K | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.10% | 835 | $355K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 3,209 | $353K | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 3,183 | $348K | Add +0.3% |
| FTXL First Trust Nasdaq Semicondu | 0.10% | 3,570 | $343K | Add +0.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.10% | 3,883 | $325K | Reduce -15.2% |
| PPA Invesco Aerospace & Defense | 0.10% | 2,290 | $324K | Reduce -66.9% |
| MA Mastercard Inc. Class A | 0.09% | 572 | $322K | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.09% | 7,560 | $314K | Reduce -32.4% |
| FXH First Trust Health Care Alph | 0.09% | 2,941 | $305K | Reduce -7.6% |
| CRM Salesforce Inc. | 0.09% | 1,088 | $297K | Add +6.0% |
| EW Edwards Lifesciences Corp. | 0.09% | 3,765 | $294K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,644 | $291K | No change |
| XOM Exxon Mobil Corp. | 0.08% | 2,640 | $285K | New |
| PAA Plains All Amer Pipeline LP | 0.08% | 14,677 | $269K | Reduce -4.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.08% | 4,173 | $262K | Reduce -2.7% |
| NFEB Innov GRW-100 Por Bu ETF - F | 0.08% | 10,000 | $260K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ITOT iShares Core S&P Total U.S. | Reduce -49.1% | 3.92% | −3.84 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -52.6% | 2.69% | −3.63 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −2.63 |
| NFTY First Trust India Nifty 50 E | Reduce -85.0% | 0.40% | −2.35 |
| SMTH Alps SMTH Cor BD Plus ETF | Reduce -26.3% | 3.02% | −1.55 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -20.2% | 6.95% | −1.30 |
| UCON First Trust Smith Unconstrai | Reduce -26.0% | 2.41% | −1.20 |
| XLRE SS Real Estate Select Sector | Reduce -22.7% | 1.85% | −0.85 |
| VOO Vanguard S&P 500 ETF | Reduce -19.1% | 2.28% | −0.56 |
| BUFF Innovator Laddered Allocatio | Reduce -5.6% | 5.12% | −0.55 |
| IVV iShares Core S&P 500 ETF | Reduce -17.5% | 2.39% | −0.53 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -11.1% | 2.06% | −0.49 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.42 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.30 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -52.1% | 0.21% | −0.24 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.18 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.6% | 1.32% | −0.17 |
| PPA Invesco Aerospace & Defense | Reduce -66.9% | 0.10% | −0.17 |
| FYT First Trust Small Cap Val | Reduce -64.9% | 0.07% | −0.15 |
| PYLD PIMCO Multisector Bond Actv | Reduce -0.4% | 0.99% | −0.11 |
| IGRO iShares Intl Div Growth ETF | Sold out | 0.00% | −0.10 |
| GOVT iShares US Treasury Bond ETF | Reduce -42.2% | 0.11% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.37% | −0.10 |
| FISV Fiserv Inc. | Reduce -1.9% | 0.21% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -54.2% | 0.13% | −0.09 |
| FXO First Trust Financial Alphad | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -1.6% | 0.55% | −0.07 |
| EXEL Exelixis Inc. | Reduce -37.5% | 0.13% | −0.06 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -32.4% | 0.09% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -8.9% | 0.23% | −0.05 |
| FTCS First Trust Capital Strength | Reduce -12.9% | 0.11% | −0.03 |
| ACWV iShares MSCI Global Min Vol | Reduce -22.9% | 0.06% | −0.03 |
| INTC Intel Corp. | Reduce -17.1% | 0.07% | −0.03 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -15.2% | 0.10% | −0.02 |
| OIH Vaneck Oil Services ETF | Reduce -6.3% | 0.06% | −0.02 |
| WM Waste Management Inc. | Reduce -1.3% | 0.15% | −0.02 |
| PAA Plains All Amer Pipeline LP | Reduce -4.1% | 0.08% | −0.02 |
| FXH First Trust Health Care Alph | Reduce -7.6% | 0.09% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -8.4% | 0.20% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -1.2% | 0.21% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 1.06% | −0.01 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -3.6% | 0.26% | −0.01 |
| RPM RPM International Inc. | Reduce -0.0% | 0.07% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -2.7% | 0.08% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -3.6% | 0.24% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.0% | 0.22% | +0.01 |
| DELL Dell Technologies -C | Reduce -9.2% | 0.13% | +0.01 |
| XYZ Block Inc. | Reduce -0.8% | 0.12% | +0.01 |
| LRCX Lam Research Corp. | Reduce -6.5% | 0.13% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| FFLC Fidelity Fndmntl L/C Cor ETF | New | 3.88% | +3.88 |
| STIP iShares 0-5 Year Tips Bond E | New | 3.08% | +3.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 2.89% | +2.89 |
| IYF iShares US Financials ETF | New | 2.41% | +2.41 |
| JSI JH Securitized Income ETF | New | 2.16% | +2.16 |
| RSP Invesco S&P 500 Equal Weight | Add +91.9% | 4.63% | +2.06 |
| RSPT Invesco S&P 500 Equal Weight | Add +21.9% | 4.60% | +1.07 |
| PEP Pepsico Inc. | New | 0.66% | +0.66 |
| EMLP First Trust North American E | Add +36.1% | 2.55% | +0.46 |
| MSFT Microsoft Corp. | Add +4.1% | 2.15% | +0.41 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +13.6% | 5.15% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +21.3% | 1.52% | +0.29 |
| MELI MercadoLibre Inc. | New | 0.26% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +140.6% | 0.35% | +0.21 |
| OUSM Alps Oshares US Small-Cap Qu | Add +15.7% | 2.94% | +0.18 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +17.6% | 0.51% | +0.15 |
| META Meta Platforms Inc. Class A | Add +27.3% | 0.46% | +0.15 |
| ETN Eaton Corp. PLC | Add +27.1% | 0.41% | +0.14 |
| PEG Public Service Enterprise GP | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | Add +4.9% | 0.35% | +0.11 |
| PH Parker Hannifin Corp. | Add +21.9% | 0.50% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.1% | 2.53% | +0.09 |
| XOM Exxon Mobil Corp. | New | 0.08% | +0.08 |
| DIS The Walt Disney Co. | New | 0.07% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +41.5% | 0.18% | +0.07 |
| LLY Eli Lilly & Co. | Add +65.1% | 0.24% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | New | 0.06% | +0.06 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | Add +36.4% | 0.28% | +0.06 |
| TRI Thomson Reuters Corp. | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +6.9% | 0.13% | +0.05 |
| TFSL TFS Financial Corp. | New | 0.04% | +0.04 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +0.7% | 0.37% | +0.04 |
| C Citigroup Inc. | Add +0.2% | 0.37% | +0.03 |
| AMD Advanced Micro Devices | Add +0.7% | 0.10% | +0.02 |
| SOFI Sofi Technologies Inc. | Add +0.5% | 0.06% | +0.02 |
| FOUR SHIFT4 Payments Inc. Class A | Add +1.9% | 0.16% | +0.02 |
| FTXL First Trust Nasdaq Semicondu | Add +0.1% | 0.10% | +0.01 |
| AZO AutoZone Inc. | Add +22.6% | 0.18% | +0.01 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.15% | +0.01 |
| AGNT Agnt Inc. | Add +26.9% | 0.12% | +0.01 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +1.3% | 0.69% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.10% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.10% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.7% | 0.12% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.15% | −0.00 |
| RTX RTX Corp. | Add +0.3% | 0.12% | −0.00 |
| PG The Procter & Gamble Co. | Add +16.0% | 0.07% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +0.2% | 0.07% | −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 |