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

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 Q2 2025 Q3 2025: $358.8M $358.8M Q3 2025 Q4 2025: $374.8M Q4 2025 Q1 2026: $367.4M Q1 2026 Q2 2026: $415.6M Q2 2026

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
SOFI Sofi Technologies Inc. 0.09% 11,872 $314K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 1,659 $309K Add +0.9%
XOM Exxon Mobil Corp. 0.08% 2,649 $299K Add +0.3%
AMD Advanced Micro Devices 0.08% 1,812 $293K Reduce -27.5%
INTC Intel Corp. 0.08% 8,733 $293K Reduce -16.8%
NFEB Innov GRW-100 Por Bu ETF - F 0.08% 10,000 $272K No change
PFEB Innovator U.S. Equity Power 0.07% 6,730 $267K No change
FNCL Fidelity MSCI Financial Indx 0.07% 3,475 $265K No change
FYT First Trust Small Cap Val 0.07% 4,737 $265K Reduce -0.6%
RPM RPM International Inc. 0.07% 2,232 $263K Add +0.4%
QUAL iShares MSCI USA Quality Fac 0.07% 1,348 $262K Add +0.2%
EEMV iShares MSCI Emg MKT Min Vol 0.07% 4,027 $257K Reduce -3.5%
CRM Salesforce Inc. 0.07% 1,075 $255K Reduce -1.2%
PAA Plains All Amer Pipeline LP 0.07% 14,909 $254K Add +1.6%
JULM FT Vest US Eq Max Buf July 0.07% 7,650 $254K Add +1.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 864 $254K Add +0.1%
VIG Vanguard Dividend Apprec ETF 0.07% 1,148 $248K Add +0.4%
SRLN SS Blackstone Sr Loan ETF 0.07% 5,895 $245K Reduce -22.0%
WM Waste Management Inc. 0.07% 1,108 $245K Reduce -50.4%
NOVM FT Vest US Eq Max Buf Nov 0.07% 7,600 $245K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 4,649 $240K Add +0.5%
IUSV iShares Core S&P U.S. Value 0.07% 2,393 $239K Add +0.4%
OIH Vaneck Oil Services ETF 0.07% 910 $236K No change
QCOM Qualcomm Inc. 0.06% 1,394 $232K New
CAT Caterpillar Inc. 0.06% 486 $232K New
JNJ Johnson & Johnson 0.06% 1,237 $229K New
ZJUL Innovator Edp ETF 1 YR July 0.06% 7,875 $226K New
OHI Omega Healthcare Investors 0.06% 5,298 $224K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.06% 482 $224K No change
ACWV iShares MSCI Global Min Vol 0.06% 1,809 $217K No change
GLD SPDR Gold Shares 0.06% 608 $216K New
FVD First Trust Value Line DVD 0.06% 4,623 $214K New
AIQ Global X Art Intel & Tech 0.06% 4,247 $210K New
NXTG First Trust Indxx Nextg ETF 0.06% 1,994 $207K New
BIIB Biogen Inc. 0.06% 1,452 $203K New
PG The Procter & Gamble Co. 0.06% 1,317 $202K Reduce -8.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 1,761 $202K Reduce -8.6%
FXO First Trust Financial Alphad 0.06% 3,376 $200K New
SCHB Schwab US Broad Market ETF 0.06% 7,798 $200K New
TFSL TFS Financial Corp. 0.04% 10,810 $142K Add +0.5%

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

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