Prasad Wealth Partners, LLC

CIK 0002048885 • 6 13F filings • May 12, 2025 – Jul 29, 2026

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Filer information

Filed by: Prasad Wealth Partners, LLC, Compliance Consultant
Address: 6050 OAK TREE BLVD., SUITE 100, INDEPENDENCE, OH, 44131
Phone: 5139778459
AUM: $374.8M

AUM over time

$415.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $374.8M144 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$301K	0.1%	1,316 SH	New
ADVANCED MICRO DEVICES INC	COM	$326K	0.1%Prev: 0.1%	1,524 SH	Increased-288 SH
ALPHABET INC	CAP STK CL A	$8.5M	2.3%Prev: 1.9%	27,249 SH	Increased-539 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.4%Prev: 0.3%	4,306 SH	Increased-282 SH
ALPS ETF TR	OSHARES US SMLCP	$349K	0.1%Prev: 2.8%	7,980 SH	Decreased-218,888 SH
ALPS ETF TR	SMITH CORE PLUS	$10.1M	2.7%Prev: 3.4%	387,020 SH	Decreased-74,639 SH
AMAZON COM INC	COM	$9.0M	2.4%Prev: 2.5%	38,883 SH	Decreased-2,485 SH
APPLE INC	COM	$2.9M	0.8%Prev: 0.7%	10,685 SH	Increased+924 SH
ARM HOLDINGS PLC	SPONSORED ADS	$770K	0.2%Prev: 0.3%	7,046 SH	Decreased-390 SH
AUTOZONE INC	COM	$458K	0.1%Prev: 0.2%	135 SH	Decreased-4 SH
BANK AMERICA CORP	COM	$257K	0.1%Prev: 0.1%	4,668 SH	Increased+19 SH
BEONE MEDICINES LTD	SPONSORED ADS	$461K	0.1%Prev: 0.1%	1,517 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	0.7%Prev: 0.3%	5,239 SH	Increased+2,855 SH
BIOGEN INC	COM	$256K	0.1%Prev: 0.1%	1,452 SH	Increased
BLOCK INC	CL A	$356K	0.1%Prev: 0.1%	5,471 SH	Decreased-294 SH
BROADCOM INC	COM	$545K	0.1%Prev: 0.1%	1,576 SH	Increased+21 SH
CATERPILLAR INC	COM	$279K	0.1%Prev: 0.1%	487 SH	Increased+1 SH
CHIPOTLE MEXICAN GRILL INC	COM	$274K	0.1%Prev: 0.1%	7,415 SH	Decreased-3,382 SH
CITIGROUP INC	COM NEW	$1.6M	0.4%Prev: 0.4%	13,905 SH	Increased-540 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.3%Prev: 0.2%	1,219 SH	Increased+344 SH
CVS HEALTH CORP	COM	$555K	0.1%Prev: 0.1%	6,999 SH	Increased+36 SH
DISNEY WALT CO	COM	$219K	0.1%Prev: 0.1%	1,925 SH	Increased+164 SH
EATON CORP PLC	SHS	$1.3M	0.3%Prev: 0.4%	4,060 SH	Decreased+560 SH
ELI LILLY & CO	COM	$1.1M	0.3%Prev: 0.2%	1,033 SH	Increased+5 SH
EXELIXIS INC	COM	$438K	0.1%Prev: 0.1%	10,000 SH	Increased
EXP WORLD HLDGS INC	COM	$365K	0.1%Prev: 0.1%	40,291 SH	Decreased-1,265 SH
EXXON MOBIL CORP	COM	$531K	0.1%Prev: 0.1%	4,410 SH	Increased+1,761 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$22.7M	6.1%Prev: 6.2%	248,186 SH	Increased-1,792 SH
FIDELITY COVINGTON TRUST	FUNDAMENTAL LARG	$13.6M	3.6%Prev: 3.6%	254,316 SH	Increased+4,947 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$270K	0.1%Prev: 0.1%	3,475 SH	Increased
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$8.4M	2.2%	190,174 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$305K	0.1%Prev: 0.1%	3,996 SH	Decreased+583 SH
FIFTH THIRD BANCORP	COM	$814K	0.2%Prev: 0.2%	17,390 SH	Increased-66 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$8.2M	2.2%Prev: 2.2%	449,289 SH	Increased+11,441 SH
FIRST TR EXCH TRD ALPHDX FD	INDIA NFTY50 EQW	$673K	0.2%Prev: 0.2%	11,532 SH	Decreased-3,375 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$205K	0.1%Prev: 0.1%	3,389 SH	Increased+13 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$337K	0.1%Prev: 0.1%	2,960 SH	Increased+4 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.3M	0.4%Prev: 0.4%	13,778 SH	Decreased+77 SH
FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$463K	0.1%Prev: 0.1%	3,576 SH	Increased+3 SH
FIRST TR EXCHANGE-TRADED ALP	SML CAP VAL ALPH	$256K	0.1%Prev: 0.1%	4,521 SH	Decreased-216 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$350K	0.1%Prev: 0.1%	3,784 SH	Decreased-166 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$790K	0.2%Prev: 0.2%	13,183 SH	Increased+1,828 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$413K	0.1%Prev: 2.9%	8,397 SH	Decreased-203,499 SH
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$216K	0.1%Prev: 0.1%	2,004 SH	Increased+10 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$8.4M	2.2%Prev: 2.4%	222,641 SH	Decreased-6,420 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$216K	0.1%Prev: 0.1%	4,696 SH	Increased+73 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$368K	0.1%Prev: 0.1%	9,599 SH	Decreased-318 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.6M	0.7%Prev: 0.7%	72,225 SH	Increased+701 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$728K	0.2%Prev: 0.2%	22,061 SH	Decreased-1,562 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQ MA	$251K	0.1%Prev: 0.1%	7,625 SH	Increased+25 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$9.6M	2.6%Prev: 2.6%	380,530 SH	Increased+8,566 SH
FIRST TR EXCHNG TRADED FD VI	VEST US MAX BUFF	$228K	0.1%Prev: 0.1%	6,800 SH	Decreased-850 SH
FISERV INC	COM	$260K	0.1%Prev: 0.1%	3,865 SH	Decreased-284 SH
FORTINET INC	COM	$451K	0.1%	5,685 SH	New
GE AEROSPACE	COM NEW	$210K	0.1%	683 SH	New
GOLDMAN SACHS GROUP INC	COM	$709K	0.2%Prev: 0.2%	806 SH	Increased+3 SH
HOME DEPOT INC	COM	$509K	0.1%Prev: 0.2%	1,479 SH	Decreased+18 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.3M	0.3%Prev: 0.3%	38,939 SH	Increased+2,368 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$2.2M	0.6%Prev: 0.6%	83,860 SH	Increased-150 SH
INNOVATOR ETFS TRUST	INNOVATOR GW 100	$280K	0.1%Prev: 0.1%	10,000 SH	Increased
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$19.6M	5.2%Prev: 5.2%	392,553 SH	Increased+7,972 SH
INNOVATOR ETFS TRUST	NASDAQ-100 10 BU	$9.1M	2.4%Prev: 2.4%	310,943 SH	Increased+13,400 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$274K	0.1%Prev: 0.1%	6,730 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.3%Prev: 0.3%	3,604 SH	Increased+35 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$308K	0.1%Prev: 0.1%	1,964 SH	Decreased-306 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$728K	0.2%Prev: 0.2%	6,393 SH	Decreased-187 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$14.8M	4.0%Prev: 4.1%	325,724 SH	Increased-2,164 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$17.0M	4.5%Prev: 4.5%	88,880 SH	Increased+4,258 SH
INVESCO QQQ TR	UNIT SER 1	$693K	0.2%Prev: 0.2%	1,129 SH	Increased+52 SH
ISHARES INC	MSCI EMRG CHN	$9.8M	2.6%Prev: 2.6%	135,432 SH	Increased-5,083 SH
ISHARES SILVER TR	ISHARES	$565K	0.2%	8,772 SH	New
ISHARES TR	0-5 YR TIPS ETF	$11.8M	3.2%Prev: 3.5%	115,459 SH	Decreased-4,686 SH
ISHARES TR	CORE S&P MCP ETF	$631K	0.2%Prev: 0.2%	9,553 SH	Increased+297 SH
ISHARES TR	CORE S&P SCP ETF	$218K	0.1%Prev: 0.1%	1,812 SH	Decreased-1,498 SH
ISHARES TR	CORE S&P TTL STK	$10.0M	2.7%Prev: 2.7%	67,017 SH	Increased-667 SH
ISHARES TR	CORE S&P US VLU	$251K	0.1%Prev: 0.1%	2,448 SH	Increased+55 SH
ISHARES TR	CORE S&P500 ETF	$8.1M	2.2%Prev: 2.2%	11,809 SH	Increased-109 SH
ISHARES TR	HDG MSCI EAFE	$18.0M	4.8%Prev: 5.0%	435,920 SH	Increased-16,817 SH
ISHARES TR	ISHS 5-10YR INVT	$7.5M	2.0%Prev: 1.4%	139,838 SH	Increased+43,927 SH
ISHARES TR	MSCI USA MIN VOL	$754K	0.2%Prev: 0.2%	8,006 SH	Decreased-290 SH
ISHARES TR	MSCI USA QLT FCT	$269K	0.1%Prev: 0.1%	1,352 SH	Increased+4 SH
ISHARES TR	RUS 1000 ETF	$532K	0.1%Prev: 0.2%	1,424 SH	Decreased-109 SH
ISHARES TR	RUS 1000 GRW ETF	$396K	0.1%Prev: 0.1%	837 SH	Increased+1 SH
ISHARES TR	RUS TP200 GR ETF	$493K	0.1%Prev: 0.2%	1,779 SH	Decreased-742 SH
ISHARES TR	S&P 500 GRWT ETF	$396K	0.1%Prev: 0.1%	3,217 SH	Increased+4 SH
ISHARES TR	S&P 500 VAL ETF	$568K	0.2%Prev: 0.2%	2,677 SH	Increased+13 SH
ISHARES TR	U.S. FINLS ETF	$8.4M	2.3%Prev: 2.3%	65,415 SH	Increased+813 SH
ISHARES TR	US TREAS BD ETF	$252K	0.1%Prev: 0.1%	10,938 SH	Decreased-4,883 SH
JANUS DETROIT STR TR	HENDERSON MTG	$6.0M	1.6%	131,845 SH	New
JANUS DETROIT STR TR	HENDERSON SECURI	$5.6M	1.5%Prev: 2.4%	106,628 SH	Decreased-56,858 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$9.6M	2.6%Prev: 2.7%	189,131 SH	Decreased-203 SH
JOHNSON & JOHNSON	COM	$270K	0.1%Prev: 0.1%	1,306 SH	Increased+69 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.3%Prev: 0.3%	3,736 SH	Increased-71 SH
LAM RESEARCH CORP	COM NEW	$622K	0.2%Prev: 0.1%	3,636 SH	Increased+166 SH
MARATHON PETE CORP	COM	$218K	0.1%	1,339 SH	New
MASTERCARD INCORPORATED	CL A	$331K	0.1%Prev: 0.1%	579 SH	Increased
MERCADOLIBRE INC	COM	$631K	0.2%Prev: 0.2%	313 SH	Decreased-13 SH
META PLATFORMS INC	CL A	$1.3M	0.3%Prev: 0.4%	1,972 SH	Decreased+154 SH
MICRON TECHNOLOGY INC	COM	$881K	0.2%Prev: 0.2%	3,087 SH	Increased-1,534 SH
MICROSOFT CORP	COM	$6.8M	1.8%Prev: 2.1%	14,083 SH	Decreased-197 SH
NU HLDGS LTD	ORD SHS CL A	$1.7M	0.5%Prev: 0.5%	103,748 SH	Increased-3,271 SH
NVIDIA CORPORATION	COM	$5.0M	1.3%Prev: 1.5%	26,746 SH	Decreased-2,374 SH
OMEGA HEALTHCARE INVS INC	COM	$238K	0.1%Prev: 0.1%	5,357 SH	Increased+59 SH
ON HLDG AG	NAMEN AKT A	$1.8M	0.5%Prev: 0.5%	38,033 SH	Increased-872 SH
ORACLE CORP	COM	$799K	0.2%Prev: 0.3%	4,099 SH	Decreased+2 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.9M	0.5%Prev: 0.6%	10,546 SH	Decreased-1,170 SH
PARKER-HANNIFIN CORP	COM	$1.8M	0.5%Prev: 0.5%	2,082 SH	Increased-80 SH
PEPSICO INC	COM	$2.3M	0.6%Prev: 0.6%	16,349 SH	Increased+114 SH
PIMCO ETF TR	MULTISECTOR BD	$4.2M	1.1%Prev: 1.1%	155,748 SH	Increased+11,371 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$272K	0.1%Prev: 0.1%	15,161 SH	Increased+252 SH
PROCTER AND GAMBLE CO	COM	$456K	0.1%Prev: 0.1%	3,183 SH	Increased+1,866 SH
PROSHARES TR	S&P 500 DV ARIST	$8.6M	2.3%	82,898 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$410K	0.1%Prev: 0.1%	5,110 SH	Decreased+2 SH
RPM INTL INC	COM	$226K	0.1%Prev: 0.1%	2,175 SH	Decreased-57 SH
RTX CORPORATION	COM	$462K	0.1%Prev: 0.1%	2,519 SH	Increased+6 SH
SALESFORCE INC	COM	$264K	0.1%Prev: 0.1%	995 SH	Increased-80 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$205K	0.1%Prev: 0.1%	7,812 SH	Increased+14 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$211K	0.1%	3,847 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$239K	0.1%	5,931 SH	New
SHERWIN WILLIAMS CO	COM	$368K	0.1%Prev: 0.1%	1,136 SH	Decreased-2 SH
SHIFT4 PMTS INC	CL A	$338K	0.1%Prev: 0.1%	5,367 SH	Decreased-279 SH
SHOPIFY INC	CL A SUB VTG SHS	$3.9M	1.1%Prev: 1.0%	24,451 SH	Increased-374 SH
SOFI TECHNOLOGIES INC	COM	$311K	0.1%Prev: 0.1%	11,872 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$232K	0.1%Prev: 0.1%	482 SH	Increased
SPDR GOLD TR	GOLD SHS	$225K	0.1%Prev: 0.1%	568 SH	Increased-40 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$445K	0.1%Prev: 0.1%	10,024 SH	Increased+175 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.1M	1.1%Prev: 1.1%	6,086 SH	Increased+218 SH
SPROTT FDS TR	SILVER MINERS	$697K	0.2%Prev: 0.1%	12,490 SH	Increased+1,100 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$215K	0.1%	707 SH	New
TESLA INC	COM	$2.6M	0.7%Prev: 0.7%	5,786 SH	Decreased-117 SH
TFS FINL CORP	COM	$158K	0.0%Prev: 0.0%	11,781 SH	Increased+971 SH
UNITEDHEALTH GROUP INC	COM	$635K	0.2%Prev: 0.2%	1,923 SH	Decreased+5 SH
VANECK ETF TRUST	OIL SERVICES ETF	$242K	0.1%Prev: 0.1%	849 SH	Increased-61 SH
VANGUARD INDEX FDS	MID CAP ETF	$252K	0.1%Prev: 0.1%	867 SH	Decreased+3 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.9M	2.1%Prev: 2.1%	12,586 SH	Increased+299 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$545K	0.1%	1,625 SH	New
VANGUARD INDEX FDS	VALUE ETF	$318K	0.1%Prev: 0.1%	1,664 SH	Increased+5 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$400K	0.1%Prev: 0.1%	1,819 SH	Increased+671 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.9M	1.8%	23,879 SH	New
VANGUARD WORLD FD	INF TECH ETF	$229K	0.1%	304 SH	New
VISA INC	COM CL A	$1.8M	0.5%Prev: 0.5%	5,237 SH	Increased+126 SH
WASTE MGMT INC DEL	COM	$268K	0.1%Prev: 0.1%	1,222 SH	Increased+114 SH
WISDOMTREE TR	US QTLY DIV GRT	$339K	0.1%Prev: 0.1%	3,791 SH	Decreased-101 SH
WYNN RESORTS LTD	COM	$301K	0.1%Prev: 0.1%	2,500 SH	Decreased

Sold (vs prior filing)

GLOBAL X FDS — $210K
INTEL CORP — $293K
ISHARES INC — $257K
ISHARES INC — $217K
ISHARES TR — $325K
QUALCOMM INC — $232K
SELECT SECTOR SPDR TR — $585K
SSGA ACTIVE ETF TR — $245K
STRATEGY INC — $355K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001765380-26-000039	$374.8M	View
Nov 5, 2025	Q3 2025	13F-HR	0002048885-25-000002	$358.8M	View
Jul 29, 2026	Q2 2026