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

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

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%
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 1,671 $328K Add +0.4%
FXH First Trust Health Care Alph 0.09% 2,965 $325K Add +0.2%
XYZ Block Inc. 0.09% 5,376 $324K Reduce -1.7%
JNJ Johnson & Johnson 0.09% 1,322 $323K Add +1.2%
PPA Invesco Aerospace & Defense 0.09% 1,901 $315K Reduce -3.2%
AMD Advanced Micro Devices 0.08% 1,527 $311K Add +0.2%
CAT Caterpillar Inc. 0.08% 436 $309K Reduce -10.5%
FOUR SHIFT4 Payments Inc. Class A 0.08% 6,982 $305K Add +30.1%
MARM Ftvestus Max Buff ETF March 0.08% 8,900 $298K New
ABBV Abbvie Inc. 0.08% 1,328 $289K Add +0.9%
NFEB Innov GRW-100 Por Bu ETF - F 0.07% 10,000 $274K No change
WM Waste Management Inc. 0.07% 1,190 $273K Reduce -2.6%
PFEB Innovator U.S. Equity Power 0.07% 6,730 $270K No change
FYT First Trust Small Cap Val 0.07% 4,365 $270K Reduce -3.5%
MA Mastercard Inc. Class A 0.07% 537 $268K Reduce -7.3%
QUAL iShares MSCI USA Quality Fac 0.07% 1,388 $266K Add +2.7%
BIIB Biogen Inc. 0.07% 1,450 $266K Reduce -0.1%
WYNN WYNN Resorts Ltd. 0.07% 2,500 $254K No change
VWO Vanguard Ftse Emerging Marke 0.07% 4,689 $253K New
GOVT iShares US Treasury Bond ETF 0.07% 10,954 $251K Add +0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 869 $250K Add +0.2%
NOVM FT Vest US Eq Max Buf Nov 0.07% 7,625 $249K No change
GE General Electric filed as GE AEROSPACE 0.07% 864 $245K Add +26.5%
GLD SPDR Gold Shares 0.07% 568 $244K No change
FNCL Fidelity MSCI Financial Indx 0.07% 3,475 $244K No change
FVD First Trust Value Line DVD 0.07% 5,159 $243K Add +9.9%
IJR iShares Core S&P Small-Cap E 0.07% 1,939 $241K Add +7.0%
TSM Taiwan Semiconductor-SP ADR 0.07% 706 $239K Reduce -0.1%
OHI Omega Healthcare Investors 0.06% 5,412 $237K Add +1.0%
IUSV iShares Core S&P U.S. Value 0.06% 2,299 $235K Reduce -6.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 4,703 $229K Add +0.8%
OUSM Alps Oshares US Small-Cap Qu 0.06% 5,157 $226K Reduce -35.4%
NXTG First Trust Indxx Nextg ETF 0.06% 2,008 $225K Add +0.2%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.06% 483 $224K Add +0.2%
XLRE SS Real Estate Select Sector 0.06% 5,349 $218K Reduce -9.8%
OIH Vaneck Oil Services ETF 0.06% 527 $213K Reduce -37.9%
VGT Vanguard Info Tech ETF 0.06% 304 $212K No change
PNC PNC Financial Services Group 0.06% 1,017 $212K New
RPM RPM International Inc. 0.06% 2,118 $210K Reduce -2.6%
PLD Prologis Inc. 0.06% 1,583 $209K New
D Dominion Energy Inc. 0.06% 3,359 $208K New
PWR Quanta Services Inc. 0.06% 369 $203K New
IWD iShares Russell 1000 Value E 0.05% 943 $202K New
BMY Bristol-Myers Squibb Co. 0.05% 3,315 $201K New
VZ Verizon Communications Inc. 0.05% 4,000 $201K New
TFSL TFS Financial Corp. 0.05% 11,834 $166K Add +0.5%

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

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