Prasad Wealth Partners, LLC
CIK 2048885 · View on SEC EDGAR ↗
- Portfolio value
- $415.6M
- Positions
- 160
- As of
- June 30, 2026
#4,266 of 9,443 by 13F value · top 45.2%
Portfolio value QoQ: +13.1% 13F does not disclose cash
- Top 10 holdings weight
- 38.36%
- Top 25 holdings weight
- 69.69%
- Positions above 1%
- 30
- Effective number of positions
- 40.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 16.29% Est. buys $72,851,955 · sells $63,765,846
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.3% still held
- New positions
- 21
- Increased
- 70
- Decreased
- 54
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.7%
Communication Services
3.1%
Retail
2.9%
Industrials
1.5%
Financials
1.5%
Healthcare
1.1%
Consumer Discretionary
1.0%
Financial Services
0.8%
Consumer Staples
0.5%
Energy
0.3%
Utilities
0.2%
Materials
0.2%
Consumer products
0.1%
Real Estate
0.1%
Other/Unmapped
79.1%
Full portfolio 160 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ONEQ Fidelity Nasdaq Composite Index ETF | $26,144,739 | 6.29% | 253,291 | $4,584,696 | Down ×1 | ||
| BUFF | $21,631,425 | 5.21% | 410,619 | $1,954,199 | Up ×4 | ||
| RSP | $21,027,872 | 5.06% | 98,829 | $3,414,652 | Up ×3 | ||
| FFLC | $15,279,268 | 3.68% | 259,366 | $1,870,315 | Down ×1 | ||
| BUFY | $14,967,918 | 3.60% | 639,436 | Up ×1 | |||
| RSPT | $14,180,971 | 3.41% | 219,860 | $-829,712 | Down ×1 | ||
| QBUF Innovator Nasdaq-100 10 Buffer ETF Quarterly | $11,992,026 | 2.89% | 389,781 | $2,679,352 | Up ×3 | ||
| BALT | $11,924,932 | 2.87% | 347,970 | $10,448,389 | Up ×6 | ||
| STIP | $11,781,140 | 2.83% | 115,320 | $-354,833 | Down ×1 | ||
| FSMD | $10,462,613 | 2.52% | 197,968 | $1,640,767 | Up ×2 | ||
| NOBL | $10,456,082 | 2.52% | 186,184 | $1,345,755 | Up ×2 | ||
| IYF | $10,309,680 | 2.48% | 80,854 | $2,281,384 | Up ×3 | ||
| FXH | $10,251,229 | 2.47% | 83,752 | $9,925,751 | Up ×4 | ||
| UCON | $10,141,877 | 2.44% | 407,632 | $260,321 | Up ×4 | ||
| SMTH | $9,751,571 | 2.35% | 378,849 | $-534,269 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $9,277,926 | 2.23% | 25,962 | $1,682,841 | Down ×4 | ||
| VOO | $9,255,943 | 2.23% | 13,477 | $1,293,464 | Up ×3 | ||
| ELFY ALPS Electrification Infrastructure ETF | $8,938,027 | 2.15% | 198,882 | Up ×1 | |||
| IVV | $8,932,255 | 2.15% | 11,927 | $1,254,890 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,719,326 | 2.10% | 36,584 | $998,546 | Down ×3 | ||
| FPE | $8,415,459 | 2.03% | 470,663 | $120,936 | Up ×4 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $6,977,663 | 1.68% | 131,233 | $-1,082,717 | Down ×1 | ||
| JMBS | $6,850,046 | 1.65% | 152,257 | $328,082 | Up ×2 | ||
| ITOT | $6,225,223 | 1.50% | 37,896 | $-3,492,634 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $5,706,621 | 1.37% | 15,298 | $220,522 | Up ×2 | ||
| CLOA iShares AAA CLO Active ETF | $5,645,669 | 1.36% | 108,759 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $5,184,714 | 1.25% | 25,912 | $611,985 | Down ×6 | ||
| JSI | $5,063,218 | 1.22% | 98,872 | $-608,640 | Down ×1 | ||
| SPY SPY | $4,809,505 | 1.16% | 6,440 | $554,081 | Down ×1 | ||
| PYLD | $4,601,778 | 1.11% | 173,521 | $246,766 | Up ×4 | ||
| JAAA | $3,535,042 | 0.85% | 70,015 | $-6,101,305 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $3,430,720 | 0.83% | 2,972 | $2,389,080 | Down ×3 | ||
| BUFQ | $3,099,071 | 0.75% | 78,917 | $180,650 | Down ×1 | ||
| BRKB | $3,053,685 | 0.73% | 6,103 | $126,439 | Down ×1 | ||
| MINO | $2,927,003 | 0.70% | 63,964 | Up ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $2,915,184 | 0.70% | 25,531 | $-78,960 | Up ×2 | ||
| HEFA | $2,822,275 | 0.68% | 60,144 | $-15,934,460 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,702,494 | 0.65% | 9,340 | $255,176 | Down ×2 | ||
| ARM Arm Holdings plc - American Depositary Shares | $2,330,752 | 0.56% | 6,573 | $1,271,874 | Down ×5 | ||
| PEP PepsiCo, Inc. - Common Stock | $2,191,412 | 0.53% | 16,185 | $-320,450 | Up ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $2,024,749 | 0.49% | 2,070 | $171,129 | Down ×4 | ||
| C Citigroup, Inc. Common Stock | $1,920,563 | 0.46% | 13,722 | $362,658 | Down ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $1,896,094 | 0.46% | 4,508 | $-198,000 | Down ×6 | ||
| V Visa Inc. | $1,731,772 | 0.42% | 5,048 | $212,818 | Up ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1,625,223 | 0.39% | 3,814 | $253,252 | Down ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1,579,757 | 0.38% | 3,646 | $801,747 | Up ×3 | ||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $1,539,380 | 0.37% | 13,400 | $257,499 | Down ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,417,252 | 0.34% | 12,148 | $-146,705 | Up ×2 | ||
| ONON On Holding AG Class A Ordinary Shares | $1,356,976 | 0.33% | 38,311 | $48,737 | Down ×1 | ||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $1,333,902 | 0.32% | 99,843 | $-116,793 | Down ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $1,308,674 | 0.31% | 12,793 | $-9,131,548 | Down ×4 | ||
| MELI MercadoLibre, Inc. - Common Stock | $1,295,126 | 0.31% | 763 | $153,956 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,292,518 | 0.31% | 3,658 | $74,824 | Down ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,279,960 | 0.31% | 3,910 | $153,079 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1,257,588 | 0.30% | 1,048 | $305,628 | Up ×3 | ||
| ZDEK | $1,222,216 | 0.29% | 46,261 | $36,778 | |||
| FTNT Fortinet, Inc. - Common Stock | $1,131,530 | 0.27% | 7,366 | $545,616 | Up ×2 | ||
| IBM International Business Machines Corporation Common Stock | $1,101,689 | 0.27% | 3,918 | $170,829 | Up ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,101,172 | 0.26% | 1,177 | $-80,279 | Down ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $1,079,434 | 0.26% | 15,118 | $-366,481 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,030,947 | 0.25% | 1,830 | $-97,353 | Down ×1 | ||
| MAYM | $1,019,207 | 0.25% | 30,970 | Up ×1 | |||
| TEL TE Connectivity plc Ordinary Shares | $983,389 | 0.24% | 4,878 | $-29,272 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $952,368 | 0.23% | 2,291 | $334,906 | Up ×3 | ||
| FTXL First Trust Nasdaq Semiconductor ETF | $920,846 | 0.22% | 3,232 | $414,851 | Down ×2 | ||
| FITB Fifth Third Bancorp - Common Stock | $908,341 | 0.22% | 16,114 | $142,080 | Down ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $891,640 | 0.21% | 882 | $147,604 | Up ×3 | ||
| ADSK Autodesk, Inc. - Common Stock | $856,809 | 0.21% | 4,407 | $-146,277 | Up ×1 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $830,825 | 0.20% | 13,910 | $184 | Up ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $802,182 | 0.19% | 1,089 | $173,443 | |||
| USMV | $796,797 | 0.19% | 8,260 | $32,436 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $742,600 | 0.18% | 1,278 | $431,893 | Down ×1 | ||
| CVS CVS Health Corporation Common Stock | $741,257 | 0.18% | 7,165 | $235,746 | Up ×3 | ||
| SPGP | $739,848 | 0.18% | 6,050 | $90,086 | Up ×1 | ||
| F Ford Motor Company Common Stock | $723,439 | 0.17% | 52,046 | $123,255 | Up ×1 | ||
| IJH | $701,999 | 0.17% | 9,104 | $55,339 | Down ×1 | ||
| ZJUN | $645,289 | 0.16% | 23,555 | Up ×1 | |||
| SLVR Sprott Silver Miners & Physical Silver ETF | $626,873 | 0.15% | 12,490 | $-112,285 | |||
| SLV | $613,386 | 0.15% | 11,472 | $-168,289 | |||
| QMAR | $611,994 | 0.15% | 16,436 | $63,383 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $604,696 | 0.15% | 4,423 | $-151,833 | Down ×1 | ||
| IVE | $600,625 | 0.14% | 2,645 | $44,280 | Up ×1 | ||
| NFTY First Trust India Nifty 50 Equal Weight ETF | $599,036 | 0.14% | 11,136 | $12,951 | Down ×5 | ||
| ORCL Oracle Corporation Common Stock | $591,041 | 0.14% | 4,033 | $-5,447 | Down ×2 | ||
| IWB | $585,657 | 0.14% | 1,430 | $76,764 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $579,585 | 0.14% | 1,534 | $95,743 | Down ×2 | ||
| VTI | $578,091 | 0.14% | 1,562 | $-932,432 | Down ×1 | ||
| ZMAY | $549,460 | 0.13% | 21,160 | Up ×1 | |||
| IWY | $517,361 | 0.12% | 1,780 | $74,599 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $512,771 | 0.12% | 1,454 | $33,127 | Down ×2 | ||
| SPDW | $512,373 | 0.12% | 10,168 | $54,765 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $480,817 | 0.12% | 2,534 | $-6,021 | Up ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $464,888 | 0.11% | 437 | $156,104 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $454,650 | 0.11% | 952 | $215,907 | Up ×1 | ||
| IWF | $451,119 | 0.11% | 3,633 | $64,169 | Up ×6 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $436,682 | 0.11% | 10,122 | $37,968 | Up ×2 | ||
| ONC BeOne Medicines Ltd. - American Depositary Shares | $432,445 | 0.10% | 1,518 | $-18,210 | |||
| AZO AutoZone, Inc. Common Stock | $431,091 | 0.10% | 135 | $-24,528 | |||
| IVW | $430,088 | 0.10% | 3,127 | $76,693 | Up ×1 | ||
| PEG Public Service Enterprise Group Incorporated Common Stock | $415,637 | 0.10% | 5,121 | $1,481 | Up ×4 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BUFF | $21,631,425 | 5.21% | up ×4 |
| RSP | $21,027,872 | 5.06% | up ×3 |
| QBUF | $11,992,026 | 2.89% | up ×3 |
| BALT | $11,924,932 | 2.87% | up ×6 |
| IYF | $10,309,680 | 2.48% | up ×3 |
| FXH | $10,251,229 | 2.47% | up ×4 |
| UCON | $10,141,877 | 2.44% | up ×4 |
| VOO | $9,255,943 | 2.23% | up ×3 |
| FPE | $8,415,459 | 2.03% | up ×4 |
| PYLD | $4,601,778 | 1.11% | up ×4 |
| LRCX | $1,579,757 | 0.38% | up ×3 |
| LLY | $1,257,588 | 0.30% | up ×3 |
| IBM | $1,101,689 | 0.27% | up ×3 |
| UNH | $952,368 | 0.23% | up ×3 |
| GS | $891,640 | 0.21% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BUFY | $14,967,918 | 639,436 | 3.60% |
| ELFY | $8,938,027 | 198,882 | 2.15% |
| CLOA | $5,645,669 | 108,759 | 1.36% |
| MINO | $2,927,003 | 63,964 | 0.70% |
| MAYM | $1,019,207 | 30,970 | 0.25% |
| ZJUN | $645,289 | 23,555 | 0.16% |
| ZMAY | $549,460 | 21,160 | 0.13% |
| Unknown issuer (CUSIP: 84615Q103) | $411,089 | 2,406 | 0.10% |
| KLAC | $396,417 | 1,314 | 0.10% |
| DELL | $292,028 | 677 | 0.07% |
| PANW | $271,377 | 796 | 0.07% |
| INTC | $267,408 | 1,915 | 0.06% |
| SCHB | $226,921 | 7,836 | 0.05% |
| ALL | $220,495 | 927 | 0.05% |
| FXO | $213,363 | 3,416 | 0.05% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| JAAA | Trimmed | -121K | -$6.1M |
| ONEQ | Trimmed | -625 | +$4.6M |
| ITOT | Trimmed | -30K | -$3.5M |
| RSP | Bought more | +7K | +$3.4M |
| QBUF | Bought more | +71K | +$2.7M |
| MU | Trimmed | -111 | +$2.4M |
| IYF | Bought more | +13K | +$2.3M |
| BUFF | Bought more | +12K | +$2.0M |
| FFLC | Trimmed | -2K | +$1.9M |
| GOOGL | Trimmed | -450 | +$1.7M |
5 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EMLP | March 31, 2026 | 222,641 | $8,431,404 | No longer tracked |
| TLH | June 30, 2025 | 77,703 | $8,061,697 | No longer tracked |
| MPWR | June 30, 2025 | 2,196 | $1,273,636 | 79.0% |
| MOH | June 30, 2025 | 2,785 | $917,351 | -32.5% |
| FTNT | March 31, 2025 | 8,842 | $835,392 | 57.6% |
| WEN | March 31, 2025 | 39,573 | $645,032 | -39.7% |
| TLT | June 30, 2025 | 6,058 | $551,474 | |
| DELL | Sept. 30, 2025 | 3,642 | $446,561 | 205.7% |
| CRWD | Sept. 30, 2025 | 868 | $442,081 | -59.6% |
| EXPI | March 31, 2026 | 40,291 | $364,635 | No longer tracked |
| MSTR | Dec. 31, 2025 | 1,101 | $354,686 | -26.2% |
| IQLT | Dec. 31, 2025 | 7,363 | $325,368 | No longer tracked |
| SOFI | March 31, 2026 | 11,872 | $310,809 | 15.8% |
| FOUR | June 30, 2026 | 6,982 | $305,324 | 0.6% |
| IGRO | June 30, 2025 | 4,212 | $305,133 | No longer tracked |
| EW | Sept. 30, 2025 | 3,765 | $294,461 | 18.0% |
| INTC | Dec. 31, 2025 | 8,733 | $292,995 | 146.4% |
| CMG | March 31, 2026 | 7,415 | $274,355 | 7.1% |
| CRM | March 31, 2026 | 995 | $263,637 | 10.2% |
| FISV | March 31, 2026 | 3,865 | $259,612 | -8.0% |
| EEMV | Dec. 31, 2025 | 4,027 | $257,012 | No longer tracked |
| VWO | June 30, 2026 | 4,689 | $253,439 | No longer tracked |
| SRLN | Dec. 31, 2025 | 5,895 | $245,109 | No longer tracked |
| QCOM | Dec. 31, 2025 | 1,394 | $231,882 | -5.3% |
| JULM | March 31, 2026 | 6,800 | $228,490 | No longer tracked |
| ZJUL | March 31, 2026 | 7,725 | $224,526 | No longer tracked |
| BIIB | March 31, 2025 | 1,450 | $221,734 | 60.8% |
| OHI | March 31, 2025 | 5,842 | $221,125 | 24.0% |
| CNXC | Sept. 30, 2025 | 4,175 | $220,673 | -44.5% |
| DIS | March 31, 2026 | 1,925 | $219,029 | 12.1% |
| ACWV | Dec. 31, 2025 | 1,809 | $216,926 | No longer tracked |
| OIH | June 30, 2026 | 527 | $213,180 | No longer tracked |
| NFLX | Sept. 30, 2025 | 158 | $211,583 | -93.3% |
| XLF | March 31, 2026 | 3,847 | $210,699 | No longer tracked |
| AIQ | Dec. 31, 2025 | 4,247 | $209,780 | |
| PLD | June 30, 2026 | 1,583 | $209,304 | 4.5% |
| DIS | March 31, 2025 | 1,855 | $206,521 | 9.5% |
| SCHB | March 31, 2026 | 7,812 | $204,903 | No longer tracked |
| FXO | March 31, 2026 | 3,389 | $204,506 | No longer tracked |
| TRI | Sept. 30, 2025 | 1,014 | $203,946 | -31.3% |
| FXO | June 30, 2025 | 3,844 | $203,717 | No longer tracked |
| PWR | June 30, 2026 | 369 | $202,609 | -6.8% |
| JNJ | June 30, 2025 | 1,217 | $201,805 | 78.0% |
| SDVY | March 31, 2025 | 5,615 | $201,306 | |
| BMY | June 30, 2026 | 3,315 | $201,074 | 15.9% |
| VZ | June 30, 2026 | 4,000 | $200,822 | 16.7% |
| BAC | March 31, 2025 | 4,561 | $200,446 | 50.7% |
| CAT | March 31, 2025 | 552 | $200,146 | 145.2% |
| F | March 31, 2025 | 12,557 | $124,313 | 39.4% |