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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $309.1M Q4 2024 Q1 2025: $306.2M Q1 2025 Q2 2025: $341.5M $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 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
FNCL Fidelity MSCI Financial Indx 0.08% 3,475 $257K No change
PFEB Innovator U.S. Equity Power 0.07% 6,730 $256K No change
QUAL iShares MSCI USA Quality Fac 0.07% 1,345 $246K Add +0.2%
JULM FT Vest US Eq Max Buf July 0.07% 7,550 $246K No change
RPM RPM International Inc. 0.07% 2,223 $244K Reduce -0.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 863 $241K No change
FYT First Trust Small Cap Val 0.07% 4,765 $240K Reduce -64.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 1,926 $239K New
INTC Intel Corp. 0.07% 10,499 $235K Reduce -17.1%
WYNN WYNN Resorts Ltd. 0.07% 2,500 $234K No change
VIG Vanguard Dividend Apprec ETF 0.07% 1,143 $234K No change
PG The Procter & Gamble Co. 0.07% 1,438 $229K Add +16.0%
IUSV iShares Core S&P U.S. Value 0.07% 2,384 $226K Add +1.5%
FBTC Fidelity Wise Origin Bitcoin 0.07% 2,363 $222K New
CNXC Concentrix Corp. 0.06% 4,175 $221K Add +0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 4,625 $219K New
SOFI Sofi Technologies Inc. 0.06% 11,872 $216K Add +0.5%
ACWV iShares MSCI Global Min Vol 0.06% 1,809 $214K Reduce -22.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.06% 482 $212K Add +0.2%
NFLX Netflix Inc. 0.06% 158 $212K New
OIH Vaneck Oil Services ETF 0.06% 910 $210K Reduce -6.3%
TRI Thomson Reuters Corp. 0.06% 1,014 $204K New
TFSL TFS Financial Corp. 0.04% 10,758 $139K New

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

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