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Prasad Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 2048885 · latest 13F-HR filed 2026-07-29

Backtest portfolio

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 and exited 7; 79 existing positions rose in reported value and 30 fell.

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.

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AUM
$415.6M

Long-equity book

Holdings
160

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+21 / −7 / ↑79 / ↓30

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
ONEQ6.3% · -0%BUFF5.2% · +3%RSP5.1% · +8%FFLC3.7% · -1%BUFY3.6% · newRSPT3.4% · -34%QBUF2.9% · +22%BALT2.9% · +689%STIP2.8% · -2%FSMD2.5% · +0%NOBL2.5% · +117%IYF2.5% · +18%FXH2.5% · +2725%UCON2.4% · +2%SMTH2.3% · -5%GOOGL2.2% · -2%VOO2.2% · +1%ELFY2.2% · newIVV2.1% · +2%AMZN2.1% · -1%FPE2.0% · +1%IGIB1.7% · -13%JMBS1.6% · +6%ITOT1.5% · -44%MSFT1.4% · +3%CLOA1.4% · newNVDA1.2% · -1%JSI1.2% · -10%SPY1.2% · -2%PYLD1.1% · +4%JAAA0.9% · -63%MU0.8% · -4%BUFQ0.7% · -4%BRK.B0.7% · -0%SSMUF0.7% · newSHOP0.7% · +1%HEFA0.7% · -86%AAPL0.7% · -3%ARM0.6% · -6%PEP0.5% · +0%PH0.5% · -0%C0.5% · -0%TSLA0.5% · -20%V0.4% · +0%ETN0.4% · -1%LRCX0.4% · +0%TDIV0.4% · -2%PLTR0.3% · +14%ONON0.3% · -0%NU0.3% · -1%EMXC0.3% · -90%MELI0.3% · +16%GOOG0.3% · -14%JPM0.3% · +2%LLY0.3% · +1%ZDEK0.3% · 0%FTNT0.3% · +3%IBM0.3% · +2%COST0.3% · -1%NFLX0.3% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 38.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 7, 2026.

Assets Under Management
$572.1M
Discretionary
$572.1M
Employees
11
Accounts
2,015
Address
6050 OAK TREE BLVD.
SUITE 100
INDEPENDENCE, OH 44131
Phone
(216) 313-9999
Website
Name Title / Status Ownership Type
KULKA, ANTHONY, GREY ControlCHIEF INVESTMENT OFFICER
since Sep 2024
Less than 5%Individual
Kerber, Brian, Allen ControlMANAGING DIRECTOR
since Sep 2024
50–75%Individual
Orth, Lindsey, R ControlMANAGING DIRECTOR
since Sep 2024
50–75%Individual
HIGGINS, ROSEANNCHIEF COMPLIANCE OFFICER
since Jul 2024
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since Jul 25, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 4, 2024 filing
  • No longer listedWOODARD, KEVIN, SEAN · MEMBER AND MANAGER · 75% or more · control person · listed since Jul 2024
Jul 25, 2024 filing (earliest on record)
  • ListedHIGGINS, ROSEANN · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedKULKA, ANTHONY, GREY · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ListedKerber, Brian, Allen · MANAGING DIRECTOR · 50–75% · control person
  • ListedOrth, Lindsey, R · MANAGING DIRECTOR · 50–75% · control person
  • ListedWOODARD, KEVIN, SEAN · MEMBER AND MANAGER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Prasad Wealth Partners, LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
6050 OAK TREE BLVD.
SUITE 100
INDEPENDENCE, OH 44131
Phone
(216) 313-9999
Filing Manager
Prasad Wealth Partners, LLC
INDEPENDENCE, OH
Signatory
0001765380
Chief Compliance Officer