Prasad Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Prasad Wealth Partners, LLC reported 140 stock positions worth $358.8 million. Its top holding was Fidelity Nasdaq Comp Indx (ONEQ) at 6.2% of the portfolio, followed by Innovator Laddered Allocatio (BUFF, 5.2%) and Isha Curr Hedged MSCI Eafe (HEFA, 5.0%). Compared with Q2 2025, it opened 23 new positions, sold out of 6, added to 43 and reduced 62. The biggest buy was a new position in Innv Nasdaq -100 10 B - QRT (QBUF) and the biggest sale SS Real Estate Select Sector (XLRE, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002048885
- Portfolio Value
- $358.8M (Q3 2025)
- SEC Filing
- 0002048885-25-000002 ↗ filed Nov 5, 2025
Holdings Value
Holdings 140 stocks · $358.8M
| ONEQ Fidelity Nasdaq Comp Indx | 6.21% | 249,978 | $22.3M | Reduce -15.7% |
| BUFF Innovator Laddered Allocatio | 5.24% | 384,581 | $18.8M | Add +3.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 5.00% | 452,737 | $17.9M | Reduce -2.2% |
| RSP Invesco S&P 500 Equal Weight | 4.47% | 84,622 | $16.1M | Reduce -2.7% |
| RSPT Invesco S&P 500 Equal Weight | 4.07% | 327,888 | $14.6M | Reduce -14.9% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 3.62% | 249,369 | $13.0M | Reduce -8.1% |
| STIP iShares 0-5 Year Tips Bond E | 3.46% | 120,145 | $12.4M | Add +17.6% |
| SMTH Alps SMTH Cor BD Plus ETF | 3.37% | 461,659 | $12.1M | Add +15.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 2.91% | 211,896 | $10.4M | Add +9.2% |
| OUSM Alps Oshares US Small-Cap Qu | 2.83% | 226,868 | $10.2M | Reduce -2.4% |
| ITOT iShares Core S&P Total U.S. | 2.75% | 67,684 | $9.9M | Reduce -31.7% |
| JAAA Janus Henderson Aaa Clo ETF | 2.68% | 189,334 | $9.6M | Add +4.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.64% | 140,515 | $9.5M | Reduce -10.0% |
| UCON First Trust Smith Unconstrai | 2.61% | 371,964 | $9.4M | Add +12.5% |
| AMZN Amazon.com Inc. | 2.53% | 41,368 | $9.1M | Add +4.8% |
| EMLP First Trust North American E | 2.44% | 229,061 | $8.8M | Reduce -1.4% |
| JSI JH Securitized Income ETF | 2.38% | 163,486 | $8.5M | Add +16.7% |
| QBUF Innv Nasdaq -100 10 B - QRT | 2.38% | 297,543 | $8.5M | New |
| IYF iShares US Financials ETF | 2.28% | 64,602 | $8.2M | Reduce -5.0% |
| FPE FT-Preferred Secur & Inc. ETF | 2.23% | 437,848 | $8.0M | Add +10.7% |
| IVV iShares Core S&P 500 ETF | 2.22% | 11,918 | $8.0M | Reduce -9.4% |
| VOO Vanguard S&P 500 ETF | 2.10% | 12,287 | $7.5M | Reduce -10.3% |
| MSFT Microsoft Corp. | 2.06% | 14,280 | $7.4M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 1.88% | 27,788 | $6.8M | Reduce -5.9% |
| NVDA Nvidia Corp. | 1.51% | 29,120 | $5.4M | Reduce -7.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.45% | 95,911 | $5.2M | Add +13.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.09% | 5,868 | $3.9M | Add +0.1% |
| PYLD PIMCO Multisector Bond Actv | 1.08% | 144,377 | $3.9M | Add +12.9% |
| SHOP Shopify Inc. Class A | 1.03% | 24,825 | $3.7M | Reduce -2.6% |
| TSLA Tesla Inc. | 0.73% | 5,903 | $2.6M | Reduce -8.2% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.69% | 71,524 | $2.5M | Add +1.2% |
| AAPL Apple Inc. | 0.69% | 9,761 | $2.5M | Add +0.7% |
| PEP Pepsico Inc. | 0.64% | 16,235 | $2.3M | Reduce -5.2% |
| PLTR Palantir Technologies Inc. Class A | 0.60% | 11,716 | $2.1M | Reduce -2.6% |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.54% | 76,135 | $1.9M | No change |
| V Visa Inc. Class A | 0.49% | 5,111 | $1.7M | Reduce -3.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.48% | 107,019 | $1.7M | Reduce -14.9% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.46% | 38,905 | $1.6M | Reduce -8.8% |
| PH Parker Hannifin Corp. | 0.46% | 2,162 | $1.6M | Reduce -10.8% |
| C Citigroup Inc. | 0.41% | 14,445 | $1.5M | Reduce -3.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.38% | 13,701 | $1.4M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.37% | 1,818 | $1.3M | Reduce -15.1% |
| ETN Eaton Corp. PLC | 0.37% | 3,500 | $1.3M | Reduce -11.6% |
| JPM JPMorgan Chase & Co. | 0.33% | 3,807 | $1.2M | Reduce -7.1% |
| BALT Inn Defined Wealth Shield | 0.33% | 36,571 | $1.2M | Add +7.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 2,384 | $1.2M | Reduce -7.9% |
| ORCL Oracle Corp. | 0.32% | 4,097 | $1.2M | Reduce -24.7% |
| GOOG Alphabet Inc. Class C | 0.31% | 4,588 | $1.1M | Add +0.3% |
| ARM Arm Holdings PLC-ADR | 0.29% | 7,436 | $1.1M | Reduce -13.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 3,569 | $1.0M | New |
| NFTY First Trust India Nifty 50 E | 0.24% | 14,907 | $849K | Reduce -34.1% |
| COST Costco Wholesale Corp. | 0.23% | 875 | $810K | Reduce -9.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.22% | 8,296 | $789K | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.22% | 1,028 | $785K | Reduce -0.4% |
| FITB Fifth Third Bancorp | 0.22% | 17,456 | $778K | Add +0.8% |
| MU Micron Technology Inc. | 0.22% | 4,621 | $773K | New |
| MELI MercadoLibre Inc. | 0.21% | 326 | $763K | Reduce -5.5% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.21% | 23,623 | $760K | Reduce -18.4% |
| SPGP Invesco S&P 500 Garp ETF | 0.21% | 6,580 | $748K | Reduce -0.1% |
| IWY iShares Russell Top 200 Grow | 0.19% | 2,521 | $690K | Add +18.0% |
| FTSM First Trust Enh Short Mat FD | 0.19% | 11,355 | $680K | New |
| UNH Unitedhealth Group Inc. | 0.18% | 1,918 | $662K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,077 | $647K | Reduce -20.3% |
| GS Goldman Sachs Group Inc. | 0.18% | 803 | $640K | Reduce -5.0% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 9,256 | $604K | Add +0.3% |
| AZO AutoZone Inc. | 0.17% | 139 | $597K | Reduce -17.3% |
| HD Home Depot Inc. | 0.17% | 1,461 | $592K | Add +0.4% |
| XLRE SS Real Estate Select Sector | 0.16% | 13,874 | $585K | Reduce -90.9% |
| IWB iShares Russell 1000 ETF | 0.16% | 1,533 | $560K | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.15% | 2,664 | $550K | Add +0.4% |
| FISV Fiserv Inc. | 0.15% | 4,149 | $535K | No change |
| CVS CVS Health Corp. | 0.15% | 6,963 | $525K | Reduce -0.1% |
| ONC Beone Medicines Ltd.-ADR | 0.14% | 1,517 | $517K | New |
| AVGO Broadcom Inc. | 0.14% | 1,555 | $513K | Reduce -0.2% |
| SLVR Sprott SLVR Miner & PHY SLVR | 0.14% | 11,390 | $505K | New |
| LRCX Lam Research Corp. | 0.13% | 3,470 | $465K | Reduce -21.3% |
| AGNT Agnt Inc. filed as EXP WORLD HLDGS INC | 0.12% | 41,556 | $443K | Reduce -5.5% |
| FOUR SHIFT4 Payments Inc. Class A | 0.12% | 5,646 | $437K | Reduce -0.6% |
| PEG Public Service Enterprise GP | 0.12% | 5,108 | $426K | Add +0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 10,797 | $423K | Reduce -11.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 9,849 | $421K | No change |
| RTX RTX Corp. | 0.12% | 2,513 | $421K | Reduce -11.1% |
| XYZ Block Inc. | 0.12% | 5,765 | $417K | Reduce -1.2% |
| EXEL Exelixis Inc. | 0.12% | 10,000 | $413K | No change |
| FTXL First Trust Nasdaq Semicondu | 0.11% | 3,573 | $400K | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.11% | 1,138 | $394K | Add +4.5% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 3,310 | $393K | Add +4.0% |
| IWF iShares Russell 1000 Growth | 0.11% | 836 | $392K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,213 | $388K | Add +0.1% |
| SDVY First Trust Smid Cap Rising | 0.11% | 9,917 | $377K | New |
| FTCS First Trust Capital Strength | 0.10% | 3,950 | $370K | Reduce -2.8% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 15,821 | $366K | Reduce -0.0% |
| MSTR Strategy Inc. | 0.10% | 1,101 | $355K | New |
| PPA Invesco Aerospace & Defense | 0.10% | 2,270 | $353K | Reduce -0.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.10% | 3,892 | $346K | Add +0.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 3,413 | $341K | Add +44.4% |
| MA Mastercard Inc. Class A | 0.09% | 579 | $329K | Add +1.2% |
| IQLT iShares MSCI International Q | 0.09% | 7,363 | $325K | New |
| FXH First Trust Health Care Alph | 0.09% | 2,956 | $324K | Add +0.5% |
| WYNN WYNN Resorts Ltd. | 0.09% | 2,500 | $321K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| XLRE SS Real Estate Select Sector | Reduce -90.9% | 0.16% | −1.69 |
| ITOT iShares Core S&P Total U.S. | Reduce -31.7% | 2.75% | −1.17 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -15.7% | 6.21% | −0.74 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -14.9% | 4.07% | −0.53 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Reduce -8.1% | 3.62% | −0.27 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -10.0% | 2.64% | −0.24 |
| ONON On Holding AG Class A | Reduce -8.8% | 0.46% | −0.19 |
| VOO Vanguard S&P 500 ETF | Reduce -10.3% | 2.10% | −0.18 |
| IVV iShares Core S&P 500 ETF | Reduce -9.4% | 2.22% | −0.17 |
| NFTY First Trust India Nifty 50 E | Reduce -34.1% | 0.24% | −0.16 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.7% | 4.47% | −0.15 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -2.2% | 5.00% | −0.15 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.13 |
| IYF iShares US Financials ETF | Reduce -5.0% | 2.28% | −0.13 |
| ARM Arm Holdings PLC-ADR | Reduce -13.0% | 0.29% | −0.11 |
| EMLP First Trust North American E | Reduce -1.4% | 2.44% | −0.11 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -2.4% | 2.83% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -15.1% | 0.37% | −0.09 |
| MSFT Microsoft Corp. | Reduce -3.2% | 2.06% | −0.09 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.09 |
| CMG Chipotle Mexican Grill Inc. | Reduce -11.3% | 0.12% | −0.08 |
| WM Waste Management Inc. | Reduce -50.4% | 0.07% | −0.08 |
| V Visa Inc. Class A | Reduce -3.6% | 0.49% | −0.07 |
| CNXC Concentrix Corp. | Sold out | 0.00% | −0.06 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.06 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -9.8% | 0.23% | −0.06 |
| MELI MercadoLibre Inc. | Reduce -5.5% | 0.21% | −0.05 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -18.4% | 0.21% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -11.6% | 0.37% | −0.05 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -0.6% | 0.12% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -10.8% | 0.46% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.3% | 0.18% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.9% | 0.33% | −0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -14.9% | 0.48% | −0.03 |
| ORCL Oracle Corp. | Reduce -24.7% | 0.32% | −0.03 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.64% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -22.0% | 0.07% | −0.02 |
| AMD Advanced Micro Devices | Reduce -27.5% | 0.08% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.22% | −0.02 |
| AZO AutoZone Inc. | Reduce -17.3% | 0.17% | −0.02 |
| CRM Salesforce Inc. | Reduce -1.2% | 0.07% | −0.02 |
| DIS The Walt Disney Co. | Reduce -8.6% | 0.06% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -7.1% | 0.33% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -8.4% | 0.06% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.0% | 0.22% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -3.5% | 0.07% | −0.01 |
| FTCS First Trust Capital Strength | Reduce -2.8% | 0.10% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -0.0% | 0.10% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| QBUF Innv Nasdaq -100 10 B - QRT | New | 2.38% | +2.38 |
| STIP iShares 0-5 Year Tips Bond E | Add +17.6% | 3.46% | +0.38 |
| SMTH Alps SMTH Cor BD Plus ETF | Add +15.8% | 3.37% | +0.35 |
| IBM Intl Business Machines Corp. | New | 0.28% | +0.28 |
| JSI JH Securitized Income ETF | Add +16.7% | 2.38% | +0.22 |
| MU Micron Technology Inc. | New | 0.22% | +0.22 |
| UCON First Trust Smith Unconstrai | Add +12.5% | 2.61% | +0.20 |
| FTSM First Trust Enh Short Mat FD | New | 0.19% | +0.19 |
| UNH Unitedhealth Group Inc. | New | 0.18% | +0.18 |
| FPE FT-Preferred Secur & Inc. ETF | Add +10.7% | 2.23% | +0.17 |
| ONC Beone Medicines Ltd.-ADR | New | 0.14% | +0.14 |
| SLVR Sprott SLVR Miner & PHY SLVR | New | 0.14% | +0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +13.1% | 1.45% | +0.12 |
| BUFF Innovator Laddered Allocatio | Add +3.5% | 5.24% | +0.12 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +9.2% | 2.91% | +0.12 |
| AAPL Apple Inc. | Add +0.7% | 0.69% | +0.11 |
| SDVY First Trust Smid Cap Rising | New | 0.11% | +0.11 |
| MSTR Strategy Inc. | New | 0.10% | +0.10 |
| IQLT iShares MSCI International Q | New | 0.09% | +0.09 |
| PYLD PIMCO Multisector Bond Actv | Add +12.9% | 1.08% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 0.31% | +0.07 |
| NOVM FT Vest US Eq Max Buf Nov | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | New | 0.06% | +0.06 |
| QCOM Qualcomm Inc. | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| ZJUL Innovator Edp ETF 1 YR July | New | 0.06% | +0.06 |
| OHI Omega Healthcare Investors | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | New | 0.06% | +0.06 |
| FVD First Trust Value Line DVD | New | 0.06% | +0.06 |
| AIQ Global X Art Intel & Tech | New | 0.06% | +0.06 |
| NXTG First Trust Indxx Nextg ETF | New | 0.06% | +0.06 |
| BIIB Biogen Inc. | New | 0.06% | +0.06 |
| FXO First Trust Financial Alphad | New | 0.06% | +0.06 |
| SCHB Schwab US Broad Market ETF | New | 0.06% | +0.06 |
| IWY iShares Russell Top 200 Grow | Add +18.0% | 0.19% | +0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Add +44.4% | 0.10% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 1.09% | +0.03 |
| BALT Inn Defined Wealth Shield | Add +7.5% | 0.33% | +0.01 |
| FTXL First Trust Nasdaq Semicondu | Add +0.1% | 0.11% | +0.01 |
| HD Home Depot Inc. | Add +0.4% | 0.17% | +0.01 |
| FITB Fifth Third Bancorp | Add +0.8% | 0.22% | +0.01 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +1.2% | 0.69% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +4.0% | 0.11% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.11% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.11% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.16% | +0.00 |
| BAC Bank of America Corp. | Add +0.5% | 0.07% | +0.00 |
| RPM RPM International Inc. | Add +0.4% | 0.07% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.4% | 0.15% | +0.00 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.2% | 0.10% | +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 |