Prasad Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 2048885 · latest 13F-HR filed 2026-07-29
Prasad Wealth Partners, LLC manages $415.6M in 13F-reported U.S. long-equity assets across 160 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ONEQ (6.29%), BUFF (5.21%), RSP (5.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 7, added to 79, and trimmed 30.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 100
INDEPENDENCE, OH 44131
$415.6M
Long-equity book
160
Distinct positions
2026-06-30
Filed 2026-07-29
+21 / −7 / ↑79 / ↓30
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INNOVATOR ETFS TRUST$10.4M +707.6%
- FIRST TR EXCHANGE-TRADED FD$9.9M +3049.6%
- FIDELITY COMWLTH TR$4.6M +21.3%
- INVESCO EXCHANGE TRADED FD T$3.4M +19.4%
- INNOVATOR ETFS TRUST$2.7M +28.8%
Top Trims
- ISHARES TR-$15.9M -85.0%
- ISHARES INC-$9.1M -87.5%
- VANGUARD WORLD FD-$6.7M -97.0%
- JANUS DETROIT STR TR-$6.1M -63.3%
- ISHARES TR-$3.5M -35.9%
New Positions
- FIRST TR EXCHNG TRADED FD VI$15.0M
- ALPS ETF TR$8.9M
- BLACKROCK ETF TRUST II$5.6M
- PIMCO ETF TR$2.9M
- FIRST TR EXCHNG TRADED FD VI$1.0M
Exited Positions
- SHIFT4 PMTS INC$305.3K
- VANGUARD INTL EQUITY INDEX F$253.4K
- VANECK ETF TRUST$213.2K
- PROLOGIS INC.$209.3K
- QUANTA SVCS INC$202.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY COMWLTH TR | ONEQ | 315912808 | $26.1M | 6.29% | 253,291 | SH |
| 2 | INNOVATOR ETFS TRUST | BUFF | 45783Y814 | $21.6M | 5.21% | 410,619 | SH |
| 3 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $21.0M | 5.06% | 98,829 | SH |
| 4 | FIDELITY COVINGTON TRUST | FFLC | 316092360 | $15.3M | 3.68% | 259,366 | SH |
| 5 | FIRST TR EXCHNG TRADED FD VI | BUFY | 33740F169 | $15.0M | 3.60% | 639,436 | SH |
| 6 | INVESCO EXCHANGE TRADED FD T | RSPT | 46137V282 | $14.2M | 3.41% | 219,860 | SH |
| 7 | INNOVATOR ETFS TRUST | QBUF | 45783Y160 | $12.0M | 2.89% | 389,781 | SH |
| 8 | INNOVATOR ETFS TRUST | BALT | 45783Y855 | $11.9M | 2.87% | 347,970 | SH |
| 9 | ISHARES TR | STIP | 46429B747 | $11.8M | 2.83% | 115,320 | SH |
| 10 | FIDELITY COVINGTON TRUST | FSMD | 316092527 | $10.5M | 2.52% | 197,968 | SH |
| 11 | PROSHARES TR | NOBL | 74348A467 | $10.5M | 2.52% | 186,184 | SH |
| 12 | ISHARES TR | IYF | 464287788 | $10.3M | 2.48% | 80,854 | SH |
| 13 | FIRST TR EXCHANGE-TRADED FD | FXH | 33734X143 | $10.3M | 2.47% | 83,752 | SH |
| 14 | FIRST TR EXCHNG TRADED FD VI | UCON | 33740F888 | $10.1M | 2.44% | 407,632 | SH |
| 15 | ALPS ETF TR | SMTH | 00162Q346 | $9.8M | 2.35% | 378,849 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $9.3M | 2.23% | 25,962 | SH |
| 17 | VANGUARD INDEX FDS | VOO | 922908363 | $9.3M | 2.23% | 13,477 | SH |
| 18 | ALPS ETF TR | ELFY | 00162Q338 | $8.9M | 2.15% | 198,882 | SH |
| 19 | ISHARES TR | IVV | 464287200 | $8.9M | 2.15% | 11,927 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $8.7M | 2.10% | 36,584 | SH |
| 21 | FIRST TR EXCH TRADED FD III | FPE | 33739E108 | $8.4M | 2.03% | 470,663 | SH |
| 22 | ISHARES TR | IGIB | 464288638 | $7.0M | 1.68% | 131,233 | SH |
| 23 | JANUS DETROIT STR TR | JMBS | 47103U852 | $6.9M | 1.65% | 152,257 | SH |
| 24 | ISHARES TR | ITOT | 464287150 | $6.2M | 1.50% | 37,896 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $5.7M | 1.37% | 15,298 | SH |
| 26 | BLACKROCK ETF TRUST II | CLOA | 092528504 | $5.6M | 1.36% | 108,759 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.2M | 1.25% | 25,912 | SH |
| 28 | JANUS DETROIT STR TR | JSI | 47103U746 | $5.1M | 1.22% | 98,872 | SH |
| 29 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.8M | 1.16% | 6,440 | SH |
| 30 | PIMCO ETF TR | PYLD | 72201R585 | $4.6M | 1.11% | 173,521 | SH |
| 31 | JANUS DETROIT STR TR | JAAA | 47103U845 | $3.5M | 0.85% | 70,015 | SH |
| 32 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.4M | 0.83% | 2,972 | SH |
| 33 | FIRST TR EXCHNG TRADED FD VI | BUFQ | 33740U752 | $3.1M | 0.75% | 78,917 | SH |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.1M | 0.73% | 6,103 | SH |
| 35 | PIMCO ETF TR | MINO | 72201R635 | $2.9M | 0.70% | 63,964 | SH |
| 36 | SHOPIFY INC | SHOP | 82509L107 | $2.9M | 0.70% | 25,531 | SH |
| 37 | ISHARES TR | HEFA | 46434V803 | $2.8M | 0.68% | 60,144 | SH |
| 38 | APPLE INC | AAPL | 037833100 | $2.7M | 0.65% | 9,340 | SH |
| 39 | ARM HOLDINGS PLC | ARM | 042068205 | $2.3M | 0.56% | 6,573 | SH |
| 40 | PEPSICO INC | PEP | 713448108 | $2.2M | 0.53% | 16,185 | SH |
| 41 | PARKER-HANNIFIN CORP | PH | 701094104 | $2.0M | 0.49% | 2,070 | SH |
| 42 | CITIGROUP INC | C | 172967424 | $1.9M | 0.46% | 13,722 | SH |
| 43 | TESLA INC | TSLA | 88160R101 | $1.9M | 0.46% | 4,508 | SH |
| 44 | VISA INC | V | 92826C839 | $1.7M | 0.42% | 5,048 | SH |
| 45 | EATON CORP PLC | ETN | G29183103 | $1.6M | 0.39% | 3,814 | SH |
| 46 | LAM RESEARCH CORP | LRCX | 512807306 | $1.6M | 0.38% | 3,646 | SH |
| 47 | FIRST TR EXCHANGE TRADED FD | TDIV | 33738R118 | $1.5M | 0.37% | 13,400 | SH |
| 48 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.4M | 0.34% | 12,148 | SH |
| 49 | ON HLDG AG | ONON | H5919C104 | $1.4M | 0.33% | 38,311 | SH |
| 50 | NU HLDGS LTD | NU | G6683N103 | $1.3M | 0.32% | 99,843 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $415.6M | 160 | 0001765380-26-000234 |
| 2026-03-31 | 2026-04-27 | $367.4M | 146 | 0001765380-26-000125 |
| 2025-12-31 | 2026-01-27 | $374.8M | 145 | 0001765380-26-000039 |