Prasad Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Prasad Wealth Partners, LLC reported 145 stock positions worth $374.8 million. Its top holding was Fidelity Nasdaq Comp Indx (ONEQ) at 6.1% of the portfolio, followed by Innovator Laddered Allocatio (BUFF, 5.2%) and Isha Curr Hedged MSCI Eafe (HEFA, 4.8%). Compared with Q3 2025, it opened 13 new positions, sold out of 8, added to 63 and reduced 58. The biggest buy was a new position in Proshares S&P 500 Dividend A (NOBL) and the biggest sale FT Vest S&P 500 DVD Arst TRG (KNG, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002048885
- Portfolio Value
- $374.8M (Q4 2025)
- SEC Filing
- 0001765380-26-000039 ↗ filed Jan 27, 2026
Holdings Value
Holdings 145 stocks · $374.8M
| ONEQ Fidelity Nasdaq Comp Indx | 6.05% | 248,186 | $22.7M | Reduce -0.7% |
| BUFF Innovator Laddered Allocatio | 5.22% | 392,553 | $19.6M | Add +2.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.81% | 435,920 | $18.0M | Reduce -3.7% |
| RSP Invesco S&P 500 Equal Weight | 4.54% | 88,880 | $17.0M | Add +5.0% |
| RSPT Invesco S&P 500 Equal Weight | 3.95% | 325,724 | $14.8M | Reduce -0.7% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 3.62% | 254,316 | $13.6M | Add +2.0% |
| STIP iShares 0-5 Year Tips Bond E | 3.15% | 115,459 | $11.8M | Reduce -3.9% |
| SMTH Alps SMTH Cor BD Plus ETF | 2.69% | 387,020 | $10.1M | Reduce -16.2% |
| ITOT iShares Core S&P Total U.S. | 2.66% | 67,017 | $10.0M | Reduce -1.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.63% | 135,432 | $9.8M | Reduce -3.6% |
| UCON First Trust Smith Unconstrai | 2.56% | 380,530 | $9.6M | Add +2.3% |
| JAAA Janus Henderson Aaa Clo ETF | 2.55% | 189,131 | $9.6M | Reduce -0.1% |
| QBUF Innv Nasdaq -100 10 B - QRT | 2.43% | 310,943 | $9.1M | Add +4.5% |
| AMZN Amazon.com Inc. | 2.39% | 38,883 | $9.0M | Reduce -6.0% |
| NOBL Proshares S&P 500 Dividend A | 2.30% | 82,898 | $8.6M | New |
| GOOGL Alphabet Inc. Class A | 2.28% | 27,249 | $8.5M | Reduce -1.9% |
| IYF iShares US Financials ETF | 2.25% | 65,415 | $8.4M | Add +1.3% |
| EMLP First Trust North American E | 2.25% | 222,641 | $8.4M | Reduce -2.8% |
| FSMD Fidelity Small-Mid Multifact | 2.24% | 190,174 | $8.4M | New |
| FPE FT-Preferred Secur & Inc. ETF | 2.18% | 449,289 | $8.2M | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 2.16% | 11,809 | $8.1M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 2.11% | 12,586 | $7.9M | Add +2.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.01% | 139,838 | $7.5M | Add +45.8% |
| VHT Vanguard Health Care ETF | 1.83% | 23,879 | $6.9M | New |
| MSFT Microsoft Corp. | 1.82% | 14,083 | $6.8M | Reduce -1.4% |
| JMBS Janus Henderson Mortg Backed | 1.61% | 131,845 | $6.0M | New |
| JSI JH Securitized Income ETF | 1.48% | 106,628 | $5.6M | Reduce -34.8% |
| NVDA Nvidia Corp. | 1.33% | 26,746 | $5.0M | Reduce -8.2% |
| PYLD PIMCO Multisector Bond Actv | 1.11% | 155,748 | $4.2M | Add +7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.11% | 6,086 | $4.1M | Add +3.7% |
| SHOP Shopify Inc. Class A | 1.05% | 24,451 | $3.9M | Reduce -1.5% |
| AAPL Apple Inc. | 0.78% | 10,685 | $2.9M | Add +9.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 5,239 | $2.6M | Add +119.8% |
| TSLA Tesla Inc. | 0.69% | 5,786 | $2.6M | Reduce -2.0% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.69% | 72,225 | $2.6M | Add +1.0% |
| PEP Pepsico Inc. | 0.63% | 16,349 | $2.3M | Add +0.7% |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.52% | 76,135 | $2.0M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.50% | 10,546 | $1.9M | Reduce -10.0% |
| V Visa Inc. Class A | 0.49% | 5,237 | $1.8M | Add +2.5% |
| PH Parker Hannifin Corp. | 0.49% | 2,082 | $1.8M | Reduce -3.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.47% | 38,033 | $1.8M | Reduce -2.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.46% | 103,748 | $1.7M | Reduce -3.1% |
| C Citigroup Inc. | 0.43% | 13,905 | $1.6M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 0.36% | 4,306 | $1.4M | Reduce -6.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.36% | 13,778 | $1.3M | Add +0.6% |
| BALT Inn Defined Wealth Shield | 0.35% | 38,939 | $1.3M | Add +6.5% |
| META Meta Platforms Inc. Class A | 0.35% | 1,972 | $1.3M | Add +8.5% |
| ETN Eaton Corp. PLC | 0.34% | 4,060 | $1.3M | Add +16.0% |
| JPM JPMorgan Chase & Co. | 0.32% | 3,736 | $1.2M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.30% | 1,033 | $1.1M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 3,604 | $1.1M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.28% | 1,219 | $1.1M | Add +39.3% |
| MU Micron Technology Inc. | 0.23% | 3,087 | $881K | Reduce -33.2% |
| FITB Fifth Third Bancorp | 0.22% | 17,390 | $814K | Reduce -0.4% |
| ORCL Oracle Corp. | 0.21% | 4,099 | $799K | Add +0.1% |
| FTSM First Trust Enh Short Mat FD | 0.21% | 13,183 | $790K | Add +16.1% |
| ARM Arm Holdings PLC-ADR | 0.21% | 7,046 | $770K | Reduce -5.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 8,006 | $754K | Reduce -3.5% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.19% | 22,061 | $728K | Reduce -6.6% |
| SPGP Invesco S&P 500 Garp ETF | 0.19% | 6,393 | $728K | Reduce -2.8% |
| GS Goldman Sachs Group Inc. | 0.19% | 806 | $709K | Add +0.4% |
| SLVR Sprott SLVR Miner & PHY SLVR | 0.19% | 12,490 | $697K | Add +9.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,129 | $693K | Add +4.8% |
| NFTY First Trust India Nifty 50 E | 0.18% | 11,532 | $673K | Reduce -22.6% |
| UNH Unitedhealth Group Inc. | 0.17% | 1,923 | $635K | Add +0.3% |
| MELI MercadoLibre Inc. | 0.17% | 313 | $631K | Reduce -4.0% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 9,553 | $631K | Add +3.2% |
| LRCX Lam Research Corp. | 0.17% | 3,636 | $622K | Add +4.8% |
| IVE iShares S&P 500 Value ETF | 0.15% | 2,677 | $568K | Add +0.5% |
| SLV iShares Silver Trust | 0.15% | 8,772 | $565K | New |
| CVS CVS Health Corp. | 0.15% | 6,999 | $555K | Add +0.5% |
| AVGO Broadcom Inc. | 0.15% | 1,576 | $545K | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,625 | $545K | New |
| IWB iShares Russell 1000 ETF | 0.14% | 1,424 | $532K | Reduce -7.1% |
| XOM Exxon Mobil Corp. | 0.14% | 4,410 | $531K | Add +66.5% |
| HD Home Depot Inc. | 0.14% | 1,479 | $509K | Add +1.2% |
| IWY iShares Russell Top 200 Grow | 0.13% | 1,779 | $493K | Reduce -29.4% |
| FTXL First Trust Nasdaq Semicondu | 0.12% | 3,576 | $463K | Add +0.1% |
| RTX RTX Corp. | 0.12% | 2,519 | $462K | Add +0.2% |
| ONC Beone Medicines Ltd.-ADR | 0.12% | 1,517 | $461K | No change |
| AZO AutoZone Inc. | 0.12% | 135 | $458K | Reduce -2.9% |
| PG The Procter & Gamble Co. | 0.12% | 3,183 | $456K | Add +141.7% |
| FTNT Fortinet Inc. | 0.12% | 5,685 | $451K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 10,024 | $445K | Add +1.8% |
| EXEL Exelixis Inc. | 0.12% | 10,000 | $438K | No change |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.11% | 8,397 | $413K | Reduce -96.0% |
| PEG Public Service Enterprise GP | 0.11% | 5,110 | $410K | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,819 | $400K | Add +58.5% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,217 | $396K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.11% | 837 | $396K | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.10% | 1,136 | $368K | Reduce -0.2% |
| SDVY First Trust Smid Cap Rising | 0.10% | 9,599 | $368K | Reduce -3.2% |
| AGNT Agnt Inc. filed as EXP WORLD HLDGS INC | 0.10% | 40,291 | $365K | Reduce -3.0% |
| XYZ Block Inc. | 0.10% | 5,471 | $356K | Reduce -5.1% |
| FTCS First Trust Capital Strength | 0.09% | 3,784 | $350K | Reduce -4.2% |
| OUSM Alps Oshares US Small-Cap Qu | 0.09% | 7,980 | $349K | Reduce -96.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.09% | 3,791 | $339K | Reduce -2.6% |
| FOUR SHIFT4 Payments Inc. Class A | 0.09% | 5,367 | $338K | Reduce -4.9% |
| FXH First Trust Health Care Alph | 0.09% | 2,960 | $337K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.09% | 579 | $331K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -96.0% | 0.11% | −2.80 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -96.5% | 0.09% | −2.74 |
| JSI JH Securitized Income ETF | Reduce -34.8% | 1.48% | −0.90 |
| SMTH Alps SMTH Cor BD Plus ETF | Reduce -16.2% | 2.69% | −0.67 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -3.9% | 3.15% | −0.31 |
| MSFT Microsoft Corp. | Reduce -1.4% | 1.82% | −0.24 |
| EMLP First Trust North American E | Reduce -2.8% | 2.25% | −0.20 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -3.7% | 4.81% | −0.19 |
| NVDA Nvidia Corp. | Reduce -8.2% | 1.33% | −0.18 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.7% | 6.05% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -6.0% | 2.39% | −0.14 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.1% | 2.55% | −0.13 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -0.7% | 3.95% | −0.12 |
| XLRE SS Real Estate Select Sector | Reduce -57.3% | 0.06% | −0.10 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.10 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.0% | 0.50% | −0.10 |
| IQLT iShares MSCI International Q | Sold out | 0.00% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.0% | 2.66% | −0.09 |
| ARM Arm Holdings PLC-ADR | Reduce -5.2% | 0.21% | −0.09 |
| INTC Intel Corp. | Sold out | 0.00% | −0.08 |
| FISV Fiserv Inc. | Reduce -6.8% | 0.07% | −0.08 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.07 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 2.16% | −0.07 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| IWY iShares Russell Top 200 Grow | Reduce -29.4% | 0.13% | −0.06 |
| ACWV iShares MSCI Global Min Vol | Sold out | 0.00% | −0.06 |
| AIQ Global X Art Intel & Tech | Sold out | 0.00% | −0.06 |
| NFTY First Trust India Nifty 50 E | Reduce -22.6% | 0.18% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -45.3% | 0.06% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -31.3% | 0.07% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -4.0% | 0.17% | −0.04 |
| AZO AutoZone Inc. | Reduce -2.9% | 0.12% | −0.04 |
| TSLA Tesla Inc. | Reduce -2.0% | 0.69% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Reduce -30.9% | 0.07% | −0.03 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -4.9% | 0.09% | −0.03 |
| AGNT Agnt Inc. | Reduce -3.0% | 0.10% | −0.03 |
| XYZ Block Inc. | Reduce -5.1% | 0.10% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.5% | 0.20% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -3.6% | 2.63% | −0.02 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -6.6% | 0.19% | −0.02 |
| PPA Invesco Aerospace & Defense | Reduce -13.5% | 0.08% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -7.1% | 0.14% | −0.01 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -2.8% | 0.19% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -3.1% | 0.46% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 0.32% | −0.01 |
| RPM RPM International Inc. | Reduce -2.5% | 0.06% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.2% | 0.10% | −0.01 |
| JULM FT Vest US Eq Max Buf July | Reduce -11.1% | 0.06% | −0.01 |
| FTCS First Trust Capital Strength | Reduce -4.2% | 0.09% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| NOBL Proshares S&P 500 Dividend A | New | 2.30% | +2.30 |
| FSMD Fidelity Small-Mid Multifact | New | 2.24% | +2.24 |
| VHT Vanguard Health Care ETF | New | 1.83% | +1.83 |
| JMBS Janus Henderson Mortg Backed | New | 1.61% | +1.61 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +45.8% | 2.01% | +0.56 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +119.8% | 0.70% | +0.37 |
| SLV iShares Silver Trust | New | 0.15% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.15% | +0.15 |
| FTNT Fortinet Inc. | New | 0.12% | +0.12 |
| AAPL Apple Inc. | Add +9.5% | 0.78% | +0.08 |
| ABBV Abbvie Inc. | New | 0.08% | +0.08 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.30% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +5.0% | 4.54% | +0.07 |
| PG The Procter & Gamble Co. | Add +141.7% | 0.12% | +0.07 |
| VGT Vanguard Info Tech ETF | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +66.5% | 0.14% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.06% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.06% | +0.06 |
| XLF SS Financial Select Sector | New | 0.06% | +0.06 |
| GE General Electric | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | Add +39.3% | 0.28% | +0.05 |
| QBUF Innv Nasdaq -100 10 B - QRT | Add +4.5% | 2.43% | +0.05 |
| SLVR Sprott SLVR Miner & PHY SLVR | Add +9.7% | 0.19% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +58.5% | 0.11% | +0.04 |
| LRCX Lam Research Corp. | Add +4.8% | 0.17% | +0.04 |
| PYLD PIMCO Multisector Bond Actv | Add +7.9% | 1.11% | +0.03 |
| FTSM First Trust Enh Short Mat FD | Add +16.1% | 0.21% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.7% | 1.11% | +0.02 |
| BALT Inn Defined Wealth Shield | Add +6.5% | 0.35% | +0.01 |
| FTXL First Trust Nasdaq Semicondu | Add +0.1% | 0.12% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.19% | +0.01 |
| CAT Caterpillar Inc. | Add +0.2% | 0.07% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 2.11% | +0.01 |
| JNJ Johnson & Johnson | Add +5.6% | 0.07% | +0.01 |
| RTX RTX Corp. | Add +0.2% | 0.12% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.8% | 0.18% | +0.00 |
| IBM Intl Business Machines Corp. | Add +1.0% | 0.28% | +0.00 |
| V Visa Inc. Class A | Add +2.5% | 0.49% | +0.00 |
| WM Waste Management Inc. | Add +10.3% | 0.07% | +0.00 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Add +2.0% | 3.62% | +0.00 |
| AVGO Broadcom Inc. | Add +1.4% | 0.15% | +0.00 |
| TFSL TFS Financial Corp. | Add +9.0% | 0.04% | +0.00 |
| DIS The Walt Disney Co. | Add +9.3% | 0.06% | +0.00 |
| CVS CVS Health Corp. | Add +0.5% | 0.15% | +0.00 |
| PAA Plains All Amer Pipeline LP | Add +1.7% | 0.07% | +0.00 |
| BAC Bank of America Corp. | Add +0.4% | 0.07% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.8% | 0.12% | +0.00 |
| OHI Omega Healthcare Investors | Add +1.1% | 0.06% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +2.3% | 0.07% | +0.00 |
| NXTG First Trust Indxx Nextg ETF | Add +0.5% | 0.06% | 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 |