RASP WEALTH SOLUTIONS, LLC — 13F Holdings & Portfolio

CIK 2059754 · latest 13F-HR filed 2026-08-11

RASP WEALTH SOLUTIONS, LLC manages $300.4M in 13F-reported U.S. long-equity assets across 97 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LLY (67.76%), QQQ (2.57%), VOO (1.37%).

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.

Filer Information
Address
15648 ROCA COURT
FISHERS, IN 46040
Phone
(463) 248-6395
Filing Manager
RASP WEALTH SOLUTIONS, LLC
FISHERS, IN
Signatory
Sonia Goforth
Chief Compliance Officer
Loading holdings…
AUM

$300.4M

Long-equity book

Holdings

97

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

Show all

Top Trims

Show all

New Positions

Show all

Exited Positions

Show all
All Holdings

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 ELI LILLY & CO LLY 532457108 $203.6M 67.76% 169,743 SH
2 INVESCO QQQ TR QQQ 46090E103 $7.7M 2.57% 10,479 SH
3 VANGUARD INDEX FDS VOO 922908363 $4.1M 1.37% 5,994 SH
4 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $4.0M 1.33% 24,763 SH
5 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $3.9M 1.30% 43,302 SH
6 META PLATFORMS INC META 30303M102 $3.6M 1.21% 6,435 SH
7 ISHARES TR IUSG 464287671 $3.5M 1.18% 18,787 SH
8 EXXON MOBIL CORP XOM 30231G102 $3.1M 1.04% 22,838 SH
9 ALPHABET INC GOOGL 02079K305 $2.9M 0.96% 8,078 SH
10 VANGUARD INDEX FDS VTV 922908744 $2.9M 0.95% 13,127 SH
11 ISHARES TR OEF 464287101 $2.4M 0.80% 6,549 SH
12 ISHARES TR IWF 464287614 $2.3M 0.77% 18,603 SH
13 APPLE INC AAPL 037833100 $2.3M 0.76% 7,850 SH
14 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.1M 0.68% 2,192 SH
15 ISHARES TR IVV 464287200 $1.9M 0.62% 2,504 SH
16 VANGUARD SCOTTSDALE FDS VONG 92206C680 $1.8M 0.58% 13,743 SH
17 TJX COS INC NEW TJX 872540109 $1.7M 0.58% 11,517 SH
18 ALPHABET INC GOOG 02079K107 $1.7M 0.57% 4,822 SH
19 STATE STR SPDR DOW JONES IND DIA 78467X109 $1.7M 0.57% 3,262 SH
20 ISHARES TR IXN 464287291 $1.3M 0.42% 8,717 SH
21 SPDR SERIES TRUST XSD 78464A862 $1.3M 0.42% 2,014 SH
22 VANGUARD WHITEHALL FDS VYM 921946406 $1.2M 0.41% 7,888 SH
23 DIMENSIONAL ETF TRUST DISV 25434V781 $1.2M 0.40% 29,614 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $1.2M 0.39% 3,620 SH
25 FIDELITY COVINGTON TRUST FELV 31609A107 $1.2M 0.39% 29,406 SH
26 VANGUARD WORLD FD MGV 921910840 $1.2M 0.39% 7,129 SH
27 VANGUARD INDEX FDS VUG 922908736 $1.2M 0.39% 13,502 SH
28 INTERDIGITAL INC IDCC 45867G101 $1.1M 0.36% 3,781 SH
29 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.1M 0.35% 1,423 SH
30 LAZARD ACTIVE ETF TR IDEQ 52110K400 $1.1M 0.35% 30,231 SH
31 KINROSS GOLD CORP KGC 496902404 $1.0M 0.35% 44,374 SH
32 ALLSTATE CORP ALL 020002101 $983.6K 0.33% 4,134 SH
33 VANECK ETF TRUST SMH 92189F676 $903.5K 0.30% 1,378 SH
34 PACER FDS TR COWZ 69374H881 $876.2K 0.29% 14,087 SH
35 FIDELITY COVINGTON TRUST FESM 31609A206 $839.4K 0.28% 17,382 SH
36 INVESCO EXCH TRADED FD TR II QQQJ 46138G631 $798.3K 0.27% 17,568 SH
37 WALMART INC WMT 931142103 $789.3K 0.26% 6,969 SH
38 AB ACTIVE ETFS INC EMOP 00039J780 $787.2K 0.26% 15,071 SH
39 NVIDIA CORPORATION NVDA 67066G104 $717.5K 0.24% 3,586 SH
40 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $707.2K 0.24% 11,731 SH
41 MERCK & CO INC MRK 58933Y105 $675.8K 0.22% 5,259 SH
42 VANGUARD WORLD FD MGK 921910816 $669.7K 0.22% 7,618 SH
43 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $664.8K 0.22% 1,392 SH
44 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $656.0K 0.22% 12,972 SH
45 JOHNSON & JOHNSON JNJ 478160104 $641.2K 0.21% 2,525 SH
46 RTX CORPORATION RTX 75513E101 $629.7K 0.21% 3,319 SH
47 MICROSOFT CORP MSFT 594918104 $624.7K 0.21% 1,675 SH
48 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $622.3K 0.21% 2,489 SH
49 PHILIP MORRIS INTL INC PM 718172109 $606.6K 0.20% 3,353 SH
50 TESLA INC TSLA 88160R101 $543.9K 0.18% 1,293 SH