Prasad Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Prasad Wealth Partners, LLC reported 146 stock positions worth $367.4 million. Its top holding was Fidelity Nasdaq Comp Indx (ONEQ) at 5.9% of the portfolio, followed by Innovator Laddered Allocatio (BUFF, 5.4%) and Isha Curr Hedged MSCI Eafe (HEFA, 5.1%). Compared with Q4 2025, it opened 13 new positions, sold out of 12, added to 75 and reduced 45. The biggest buy was a new position in Netflix (NFLX) and the biggest sale an exit from First Trust North American E (EMLP).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002048885
- Portfolio Value
- $367.4M (Q1 2026)
- SEC Filing
- 0001765380-26-000125 ↗ filed Apr 27, 2026
Holdings Value
Holdings 146 stocks · $367.4M
| ONEQ Fidelity Nasdaq Comp Indx | 5.87% | 253,916 | $21.6M | Add +2.3% |
| BUFF Innovator Laddered Allocatio | 5.36% | 398,244 | $19.7M | Add +1.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 5.11% | 441,387 | $18.8M | Add +1.3% |
| RSP Invesco S&P 500 Equal Weight | 4.79% | 91,774 | $17.6M | Add +3.3% |
| RSPT Invesco S&P 500 Equal Weight | 4.09% | 331,655 | $15.0M | Add +1.8% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 3.65% | 261,460 | $13.4M | Add +2.8% |
| STIP iShares 0-5 Year Tips Bond E | 3.30% | 117,335 | $12.1M | Add +1.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.84% | 132,726 | $10.4M | Reduce -2.0% |
| SMTH Alps SMTH Cor BD Plus ETF | 2.80% | 399,373 | $10.3M | Add +3.2% |
| UCON First Trust Smith Unconstrai | 2.69% | 398,932 | $9.9M | Add +4.8% |
| ITOT iShares Core S&P Total U.S. | 2.65% | 68,229 | $9.7M | Add +1.8% |
| JAAA Janus Henderson Aaa Clo ETF | 2.62% | 191,311 | $9.6M | Add +1.1% |
| QBUF Innv Nasdaq -100 10 B - QRT | 2.53% | 318,818 | $9.3M | Add +2.5% |
| NOBL Proshares S&P 500 Dividend A | 2.48% | 85,938 | $9.1M | Add +3.7% |
| FSMD Fidelity Small-Mid Multifact | 2.40% | 197,268 | $8.8M | Add +3.7% |
| FPE FT-Preferred Secur & Inc. ETF | 2.26% | 467,297 | $8.3M | Add +4.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.19% | 151,454 | $8.1M | Add +8.3% |
| IYF iShares US Financials ETF | 2.19% | 68,233 | $8.0M | Add +4.3% |
| VOO Vanguard S&P 500 ETF | 2.17% | 13,325 | $8.0M | Add +5.9% |
| AMZN Amazon.com Inc. | 2.10% | 37,071 | $7.7M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 2.09% | 11,753 | $7.7M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 2.07% | 26,412 | $7.6M | Reduce -3.1% |
| VHT Vanguard Health Care ETF | 1.88% | 25,308 | $6.9M | Add +6.0% |
| JMBS Janus Henderson Mortg Backed | 1.78% | 144,355 | $6.5M | Add +9.5% |
| JSI JH Securitized Income ETF | 1.54% | 110,026 | $5.7M | Add +3.2% |
| MSFT Microsoft Corp. | 1.49% | 14,820 | $5.5M | Add +5.2% |
| NVDA Nvidia Corp. | 1.24% | 26,220 | $4.6M | Reduce -2.0% |
| PYLD PIMCO Multisector Bond Actv | 1.19% | 166,222 | $4.4M | Add +6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 6,543 | $4.3M | Add +7.5% |
| SHOP Shopify Inc. Class A | 0.81% | 25,241 | $3.0M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 6,109 | $2.9M | Add +16.6% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.79% | 82,628 | $2.9M | Add +14.4% |
| PEP Pepsico Inc. | 0.68% | 16,175 | $2.5M | Reduce -1.1% |
| AAPL Apple Inc. | 0.67% | 9,643 | $2.4M | Reduce -9.8% |
| TSLA Tesla Inc. | 0.57% | 5,633 | $2.1M | Reduce -2.6% |
| PH Parker Hannifin Corp. | 0.50% | 2,071 | $1.9M | Reduce -0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 10,692 | $1.6M | Add +1.4% |
| C Citigroup Inc. | 0.42% | 13,737 | $1.6M | Reduce -1.2% |
| V Visa Inc. Class A | 0.41% | 5,026 | $1.5M | Reduce -4.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 4,708 | $1.5M | Add +189.7% |
| BALT Inn Defined Wealth Shield | 0.40% | 44,122 | $1.5M | Add +13.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.39% | 100,953 | $1.5M | Reduce -2.7% |
| NFLX Netflix Inc. | 0.39% | 15,038 | $1.4M | New |
| ETN Eaton Corp. PLC | 0.37% | 3,836 | $1.4M | Reduce -5.5% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.36% | 38,455 | $1.3M | Add +1.1% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.35% | 13,687 | $1.3M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.33% | 4,245 | $1.2M | Reduce -1.4% |
| ZDEK Inno Equ Def Pro ETF - 1 DE | 0.32% | 46,261 | $1.2M | Reduce -39.2% |
| COST Costco Wholesale Corp. | 0.32% | 1,186 | $1.2M | Reduce -2.7% |
| MELI MercadoLibre Inc. | 0.31% | 660 | $1.1M | Add +110.9% |
| META Meta Platforms Inc. Class A | 0.31% | 1,972 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.31% | 3,831 | $1.1M | Add +2.5% |
| ARM Arm Holdings PLC-ADR | 0.29% | 6,999 | $1.1M | Reduce -0.7% |
| MU Micron Technology Inc. | 0.28% | 3,083 | $1.0M | Reduce -0.1% |
| TEL Te Connectivity PLC | 0.28% | 4,845 | $1.0M | New |
| ADSK Autodesk Inc. | 0.27% | 4,190 | $1.0M | New |
| LLY Eli Lilly & Co. | 0.26% | 1,035 | $952K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 3,840 | $931K | Add +6.5% |
| FTSM First Trust Enh Short Mat FD | 0.23% | 13,895 | $831K | Add +5.4% |
| SLV iShares Silver Trust | 0.21% | 11,472 | $782K | Add +30.8% |
| LRCX Lam Research Corp. | 0.21% | 3,641 | $778K | Add +0.1% |
| FITB Fifth Third Bancorp | 0.21% | 16,493 | $766K | Reduce -5.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.21% | 8,242 | $764K | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.21% | 4,459 | $757K | Add +1.1% |
| GS Goldman Sachs Group Inc. | 0.20% | 879 | $744K | Add +9.1% |
| SLVR Sprott SLVR Miner & PHY SLVR | 0.20% | 12,490 | $739K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.18% | 6,038 | $650K | Reduce -5.5% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 9,576 | $647K | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,089 | $629K | Reduce -3.5% |
| UNH Unitedhealth Group Inc. | 0.17% | 2,282 | $617K | Add +18.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.16% | 52,009 | $600K | New |
| ORCL Oracle Corp. | 0.16% | 4,055 | $596K | Reduce -1.1% |
| NFTY First Trust India Nifty 50 E | 0.16% | 11,381 | $586K | Reduce -1.3% |
| FTNT Fortinet Inc. | 0.16% | 7,170 | $586K | Add +26.1% |
| IVE iShares S&P 500 Value ETF | 0.15% | 2,635 | $556K | Reduce -1.6% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.15% | 16,318 | $549K | Reduce -26.0% |
| IWB iShares Russell 1000 ETF | 0.14% | 1,427 | $509K | Add +0.2% |
| FTXL First Trust Nasdaq Semicondu | 0.14% | 3,431 | $506K | Reduce -4.0% |
| CVS CVS Health Corp. | 0.14% | 7,039 | $506K | Add +0.6% |
| RTX RTX Corp. | 0.13% | 2,524 | $487K | Add +0.2% |
| AVGO Broadcom Inc. | 0.13% | 1,563 | $484K | Reduce -0.8% |
| HD Home Depot Inc. | 0.13% | 1,458 | $480K | Reduce -1.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 10,024 | $458K | No change |
| AZO AutoZone Inc. | 0.12% | 135 | $456K | No change |
| ONC Beone Medicines Ltd.-ADR | 0.12% | 1,518 | $451K | Add +0.1% |
| IWY iShares Russell Top 200 Grow | 0.12% | 1,779 | $443K | No change |
| EXEL Exelixis Inc. | 0.12% | 10,000 | $429K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 1,973 | $424K | Add +8.5% |
| PEG Public Service Enterprise GP | 0.11% | 5,116 | $414K | Add +0.1% |
| SDVY First Trust Smid Cap Rising | 0.11% | 10,112 | $399K | Add +5.3% |
| IWF iShares Russell 1000 Growth | 0.11% | 907 | $387K | Add +8.4% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.10% | 7,723 | $376K | Reduce -8.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 6,254 | $369K | Add +56.5% |
| SHW The Sherwin-Williams Co. | 0.10% | 1,149 | $368K | Add +1.1% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 3,124 | $353K | Reduce -2.9% |
| FTCS First Trust Capital Strength | 0.10% | 3,793 | $352K | Add +0.2% |
| PAA Plains All Amer Pipeline LP | 0.09% | 15,398 | $344K | Add +1.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.09% | 3,798 | $334K | Add +0.2% |
| PG The Procter & Gamble Co. | 0.09% | 2,300 | $332K | Reduce -27.7% |
| MPC Marathon Petroleum Corp. | 0.09% | 1,343 | $328K | Add +0.3% |
Portfolio Sells Q4 2025 → Q1 2026
| EMLP First Trust North American E | Sold out | 0.00% | −2.25 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 2.10% | −0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -3.1% | 2.07% | −0.21 |
| ZDEK Inno Equ Def Pro ETF - 1 DE | Reduce -39.2% | 0.32% | −0.20 |
| TSLA Tesla Inc. | Reduce -2.6% | 0.57% | −0.12 |
| AAPL Apple Inc. | Reduce -9.8% | 0.67% | −0.11 |
| AGNT Agnt Inc. | Sold out | 0.00% | −0.10 |
| NVDA Nvidia Corp. | Reduce -2.0% | 1.24% | −0.09 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -4.0% | 0.41% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.07 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.07 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.07 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -2.7% | 0.39% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 2.09% | −0.07 |
| JULM FT Vest US Eq Max Buf July | Sold out | 0.00% | −0.06 |
| ZJUL Innovator Edp ETF 1 YR July | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.06 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.06 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.05 |
| FXO First Trust Financial Alphad | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -1.1% | 0.16% | −0.05 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -26.0% | 0.15% | −0.04 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -35.4% | 0.06% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -27.7% | 0.09% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 0.33% | −0.03 |
| NFTY First Trust India Nifty 50 E | Reduce -1.3% | 0.16% | −0.02 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -5.5% | 0.18% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -7.3% | 0.07% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.5% | 0.17% | −0.01 |
| AVGO Broadcom Inc. | Reduce -0.8% | 0.13% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.9% | 0.10% | −0.01 |
| C Citigroup Inc. | Reduce -1.2% | 0.42% | −0.01 |
| FITB Fifth Third Bancorp | Reduce -5.2% | 0.21% | −0.01 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -8.0% | 0.10% | −0.01 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -0.7% | 0.35% | −0.01 |
| XYZ Block Inc. | Reduce -1.7% | 0.09% | −0.01 |
| OIH Vaneck Oil Services ETF | Reduce -37.9% | 0.06% | −0.01 |
| HD Home Depot Inc. | Reduce -1.4% | 0.13% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -9.8% | 0.06% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Reduce -6.1% | 0.06% | −0.00 |
| RPM RPM International Inc. | Reduce -2.6% | 0.06% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -1.6% | 0.15% | 0.00 |
| WM Waste Management Inc. | Reduce -2.6% | 0.07% | +0.00 |
| PPA Invesco Aerospace & Defense | Reduce -3.2% | 0.09% | +0.00 |
| BIIB Biogen Inc. | Reduce -0.1% | 0.07% | +0.00 |
| FYT First Trust Small Cap Val | Reduce -3.5% | 0.07% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.1% | 0.07% | +0.01 |
| CAT Caterpillar Inc. | Reduce -10.5% | 0.08% | +0.01 |
| FTXL First Trust Nasdaq Semicondu | Reduce -4.0% | 0.14% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| NFLX Netflix Inc. | New | 0.39% | +0.39 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +1.3% | 5.11% | +0.30 |
| TEL Te Connectivity PLC | New | 0.28% | +0.28 |
| ADSK Autodesk Inc. | New | 0.27% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Add +189.7% | 0.41% | +0.27 |
| RSP Invesco S&P 500 Equal Weight | Add +3.3% | 4.79% | +0.25 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +8.3% | 2.19% | +0.18 |
| NOBL Proshares S&P 500 Dividend A | Add +3.7% | 2.48% | +0.18 |
| JMBS Janus Henderson Mortg Backed | Add +9.5% | 1.78% | +0.17 |
| F Ford Motor Co. | New | 0.16% | +0.16 |
| FSMD Fidelity Small-Mid Multifact | Add +3.7% | 2.40% | +0.16 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.6% | 3.30% | +0.15 |
| MELI MercadoLibre Inc. | Add +110.9% | 0.31% | +0.14 |
| UCON First Trust Smith Unconstrai | Add +4.8% | 2.69% | +0.13 |
| BUFF Innovator Laddered Allocatio | Add +1.4% | 5.36% | +0.13 |
| RSPT Invesco S&P 500 Equal Weight | Add +1.8% | 4.09% | +0.13 |
| SMTH Alps SMTH Cor BD Plus ETF | Add +3.2% | 2.80% | +0.11 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +14.4% | 0.79% | +0.10 |
| QBUF Innv Nasdaq -100 10 B - QRT | Add +2.5% | 2.53% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.6% | 0.80% | +0.09 |
| MARM Ftvestus Max Buff ETF March | New | 0.08% | +0.08 |
| PYLD PIMCO Multisector Bond Actv | Add +6.7% | 1.19% | +0.08 |
| FPE FT-Preferred Secur & Inc. ETF | Add +4.0% | 2.26% | +0.07 |
| JAAA Janus Henderson Aaa Clo ETF | Add +1.1% | 2.62% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.21% | +0.06 |
| JSI JH Securitized Income ETF | Add +3.2% | 1.54% | +0.06 |
| SLV iShares Silver Trust | Add +30.8% | 0.21% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +5.9% | 2.17% | +0.06 |
| PNC PNC Financial Services Group | New | 0.06% | +0.06 |
| PLD Prologis Inc. | New | 0.06% | +0.06 |
| D Dominion Energy Inc. | New | 0.06% | +0.06 |
| PWR Quanta Services Inc. | New | 0.06% | +0.06 |
| IWD iShares Russell 1000 Value E | New | 0.05% | +0.05 |
| BMY Bristol-Myers Squibb Co. | New | 0.05% | +0.05 |
| VZ Verizon Communications Inc. | New | 0.05% | +0.05 |
| BALT Inn Defined Wealth Shield | Add +13.3% | 0.40% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.5% | 1.16% | +0.05 |
| LRCX Lam Research Corp. | Add +0.1% | 0.21% | +0.05 |
| VHT Vanguard Health Care ETF | Add +6.0% | 1.88% | +0.04 |
| FTNT Fortinet Inc. | Add +26.1% | 0.16% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +0.3% | 0.09% | +0.03 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Add +2.8% | 3.65% | +0.03 |
| PAA Plains All Amer Pipeline LP | Add +1.6% | 0.09% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | Add +56.5% | 0.10% | +0.02 |
| JNJ Johnson & Johnson | Add +1.2% | 0.09% | +0.02 |
| FTSM First Trust Enh Short Mat FD | Add +5.4% | 0.23% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +9.1% | 0.20% | +0.01 |
| GE General Electric | Add +26.5% | 0.07% | +0.01 |
| SDVY First Trust Smid Cap Rising | Add +5.3% | 0.11% | +0.01 |
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 |