Prasad Wealth Partners

INDEPENDENCE, OHfiles as Prasad Wealth Partners, LLC

$416m in 160 US stocks at the end of 30 June 2026. The top 10 are 38.4% of the money. It changed about 17.6% of the portfolio this quarter.

Value

$416m

Stocks

160

Top 10 share

38.4%

Turnover

17.6%

What changed this quarter

New

Bought for the first time this quarter.

First TR Exchng Traded FD VIBUFY
3.6% of the fund
Alps ETF TRELFY
2.2% of the fund
Blackrock ETF Trust IICLOA
1.4% of the fund
Pimco ETF TRMINO
0.7% of the fund
First TR Exchng Traded FD VIMAYM
0.2% of the fund
Innovator Etfs TrustZJUN
0.2% of the fund
Innovator Etfs TrustZMAY
0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
KLAKLAC
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
IntelINTC
<0.1% of the fund
Schwab Strategic TRSCHB
<0.1% of the fund
AllstateALL
<0.1% of the fund
First TR Exchange-Traded FDFXO
<0.1% of the fund
DeereDE
<0.1% of the fund
Select Sector Spdr TRXLF
<0.1% of the fund
Innovator Etfs TrustZJUL
<0.1% of the fund
Innovator Etfs TrustZMAR
<0.1% of the fund
First TR Exchng Traded FD VIJANM
<0.1% of the fund
Fidelity Covington TrustFHLC
<0.1% of the fund

Added

Bought more of a stock they already held.

Innovator Etfs TrustBUFF
5.2% of the fund
+3%
Invesco Exchange Traded FD TRSP
5.1% of the fund
+8%
Innovator Etfs TrustQBUF
2.9% of the fund
+22%
Innovator Etfs TrustBALT
2.9% of the fund
+689%
Proshares TRNOBL
2.5% of the fund
+8%
Ishares TRIYF
2.5% of the fund
+19%
First TR Exchange-Traded FDFXH
2.5% of the fund
+2725%
First TR Exchng Traded FD VIUCON
2.4% of the fund
+2%
Janus Detroit STR TRJMBS
1.6% of the fund
+5%
MicrosoftMSFT
1.4% of the fund
+3%
Pimco ETF TRPYLD
1.1% of the fund
+4%
Palantir TechnologiesPLTR
0.3% of the fund
+14%
MercadoLibreMELI
0.3% of the fund
+16%
JPMorgan ChaseJPM
0.3% of the fund
+2%
FortinetFTNT
0.3% of the fund
+3%
International Business MachinesIBM
0.3% of the fund
+2%
AutodeskADSK
0.2% of the fund
+5%
Taiwan Semiconductor ManufacturingTSM
0.1% of the fund
+35%
Bank of AmericaBAC
<0.1% of the fund
+8%
Spdr Gold TRGLD
<0.1% of the fund
+5%

Cut

Sold some of their stake.

Invesco Exchange Traded FD TRSPT
3.4% of the fund
-34%
Alps ETF TRSMTH
2.3% of the fund
-5%
Ishares TRIGIB
1.7% of the fund
-13%
Ishares TRITOT
1.5% of the fund
-44%
Janus Detroit STR TRJSI
1.2% of the fund
-10%
Janus Detroit STR TRJAAA
0.9% of the fund
-63%
Micron TechnologyMU
0.8% of the fund
-4%
First TR Exchng Traded FD VIBUFQ
0.7% of the fund
-4%
Ishares TRHEFA
0.7% of the fund
-86%
AppleAAPL
0.7% of the fund
-3%
ARM HoldingsARM
0.6% of the fund
-6%
TeslaTSLA
0.5% of the fund
-20%
First TR Exchange Traded FDTDIV
0.4% of the fund
-2%
IsharesEMXC
0.3% of the fund
-90%
AlphabetGOOG
0.3% of the fund
-14%
Meta PlatformsMETA
0.2% of the fund
-7%
First TR Exchange Traded FDFTXL
0.2% of the fund
-6%
Fifth Third BancorpFITB
0.2% of the fund
-2%
Advanced Micro DevicesAMD
0.2% of the fund
-16%
Ishares TRIJH
0.2% of the fund
-5%
First TR Exch TRD Alphdx FDNFTY
0.1% of the fund
-2%
Vanguard Index FDSVTI
0.1% of the fund
-67%
BlockXYZ
<0.1% of the fund
-6%
Vanguard Specialized FundsVIG
<0.1% of the fund
-19%
Invesco Exchange Traded FD TPPA
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Shift4 PaymentsFOUR
-100%
Vanguard Intl Equity Index FVWO
-100%
Vaneck ETF TrustOIH
-100%
PrologisPLD
-100%
Quanta ServicesPWR
-100%
Bristol-Myers SquibbBMY
-100%
Verizon CommunicationsVZ
-100%

Holdings

Fidelity Comwlth TRONEQ
Share
6.3%
Value
$26m
Shares
253,291
Held
Innovator Etfs TrustBUFF
Share
5.2%
Value
$22m
Shares
410,619
+3%
Invesco Exchange Traded FD TRSP
Share
5.1%
Value
$21m
Shares
98,829
+8%
Fidelity Covington TrustFFLC
Share
3.7%
Value
$15m
Shares
259,366
Held
First TR Exchng Traded FD VIBUFY
Share
3.6%
Value
$15m
Shares
639,436
New
Invesco Exchange Traded FD TRSPT
Share
3.4%
Value
$14m
Shares
219,860
-34%
Innovator Etfs TrustQBUF
Share
2.9%
Value
$12m
Shares
389,781
+22%
Innovator Etfs TrustBALT
Share
2.9%
Value
$12m
Shares
347,970
+689%
Ishares TRSTIP
Share
2.8%
Value
$12m
Shares
115,320
Held
Fidelity Covington TrustFSMD
Share
2.5%
Value
$10m
Shares
197,968
Held
Proshares TRNOBL
Share
2.5%
Value
$10m
Shares
186,184
+8%
Ishares TRIYF
Share
2.5%
Value
$10m
Shares
80,854
+19%
First TR Exchange-Traded FDFXH
Share
2.5%
Value
$10m
Shares
83,752
+2725%
First TR Exchng Traded FD VIUCON
Share
2.4%
Value
$10m
Shares
407,632
+2%
Alps ETF TRSMTH
Share
2.3%
Value
$10m
Shares
378,849
-5%
AlphabetGOOGL
Share
2.2%
Value
$9m
Shares
25,962
Held
Vanguard Index FDSVOO
Share
2.2%
Value
$9m
Shares
13,477
Held
Alps ETF TRELFY
Share
2.2%
Value
$9m
Shares
198,882
New
Ishares TRIVV
Share
2.1%
Value
$9m
Shares
11,927
Held
Amazon.comAMZN
Share
2.1%
Value
$9m
Shares
36,584
Held
First TR Exch Traded FD IIIFPE
Share
2.0%
Value
$8m
Shares
470,663
Held
Ishares TRIGIB
Share
1.7%
Value
$7m
Shares
131,233
-13%
Janus Detroit STR TRJMBS
Share
1.6%
Value
$7m
Shares
152,257
+5%
Ishares TRITOT
Share
1.5%
Value
$6m
Shares
37,896
-44%
MicrosoftMSFT
Share
1.4%
Value
$6m
Shares
15,298
+3%
Blackrock ETF Trust IICLOA
Share
1.4%
Value
$6m
Shares
108,759
New
NvidiaNVDA
Share
1.2%
Value
$5m
Shares
25,912
Held
Janus Detroit STR TRJSI
Share
1.2%
Value
$5m
Shares
98,872
-10%
State STR Spdr S&P 500 ETF TSPY
Share
1.2%
Value
$5m
Shares
6,440
Held
Pimco ETF TRPYLD
Share
1.1%
Value
$5m
Shares
173,521
+4%
Janus Detroit STR TRJAAA
Share
0.9%
Value
$4m
Shares
70,015
-63%
Micron TechnologyMU
Share
0.8%
Value
$3m
Shares
2,972
-4%
First TR Exchng Traded FD VIBUFQ
Share
0.7%
Value
$3m
Shares
78,917
-4%
Berkshire HathawayBRK-B
Share
0.7%
Value
$3m
Shares
6,103
Held
Pimco ETF TRMINO
Share
0.7%
Value
$3m
Shares
63,964
New
ShopifySHOP
Share
0.7%
Value
$3m
Shares
25,531
Held
Ishares TRHEFA
Share
0.7%
Value
$3m
Shares
60,144
-86%
AppleAAPL
Share
0.7%
Value
$3m
Shares
9,340
-3%
ARM HoldingsARM
Share
0.6%
Value
$2m
Shares
6,573
-6%
PepsiCoPEP
Share
0.5%
Value
$2m
Shares
16,185
Held
Parker-HannifinPH
Share
0.5%
Value
$2m
Shares
2,070
Held
CitigroupC
Share
0.5%
Value
$2m
Shares
13,722
Held
TeslaTSLA
Share
0.5%
Value
$2m
Shares
4,508
-20%
VisaV
Share
0.4%
Value
$2m
Shares
5,048
Held
EatonETN
Share
0.4%
Value
$2m
Shares
3,814
Held
Lam ResearchLRCX
Share
0.4%
Value
$2m
Shares
3,646
Held
First TR Exchange Traded FDTDIV
Share
0.4%
Value
$2m
Shares
13,400
-2%
Palantir TechnologiesPLTR
Share
0.3%
Value
$1m
Shares
12,148
+14%
On Holding AGONON
Share
0.3%
Value
$1m
Shares
38,311
Held
Nu HoldingsNU
Share
0.3%
Value
$1m
Shares
99,843
Held
IsharesEMXC
Share
0.3%
Value
$1m
Shares
12,793
-90%
MercadoLibreMELI
Share
0.3%
Value
$1m
Shares
763
+16%
AlphabetGOOG
Share
0.3%
Value
$1m
Shares
3,658
-14%
JPMorgan ChaseJPM
Share
0.3%
Value
$1m
Shares
3,910
+2%
Eli LillyLLY
Share
0.3%
Value
$1m
Shares
1,048
Held
Innovator Etfs TrustZDEK
Share
0.3%
Value
$1m
Shares
46,261
Held
FortinetFTNT
Share
0.3%
Value
$1m
Shares
7,366
+3%
International Business MachinesIBM
Share
0.3%
Value
$1m
Shares
3,918
+2%
Costco WholesaleCOST
Share
0.3%
Value
$1m
Shares
1,177
Held
NetflixNFLX
Share
0.3%
Value
$1m
Shares
15,118
Held
Meta PlatformsMETA
Share
0.2%
Value
$1m
Shares
1,830
-7%
First TR Exchng Traded FD VIMAYM
Share
0.2%
Value
$1m
Shares
30,970
New
TE ConnectivityTEL
Share
0.2%
Value
$983,389
Shares
4,878
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$952,368
Shares
2,291
Held
First TR Exchange Traded FDFTXL
Share
0.2%
Value
$920,846
Shares
3,232
-6%
Fifth Third BancorpFITB
Share
0.2%
Value
$908,341
Shares
16,114
-2%
Goldman Sachs GroupGS
Share
0.2%
Value
$891,640
Shares
882
Held
AutodeskADSK
Share
0.2%
Value
$856,809
Shares
4,407
+5%
First TR Exchange-Traded FDFTSM
Share
0.2%
Value
$830,825
Shares
13,910
Held
Invesco QQQ TRQQQ
Share
0.2%
Value
$802,182
Shares
1,089
Held
Ishares TRUSMV
Share
0.2%
Value
$796,797
Shares
8,260
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$742,600
Shares
1,278
-16%
CVS HealthCVS
Share
0.2%
Value
$741,257
Shares
7,165
Held
Invesco Exchange Traded FD TSPGP
Share
0.2%
Value
$739,848
Shares
6,050
Held
Ford MotorF
Share
0.2%
Value
$723,439
Shares
52,046
Held
Ishares TRIJH
Share
0.2%
Value
$701,999
Shares
9,104
-5%
Innovator Etfs TrustZJUN
Share
0.2%
Value
$645,289
Shares
23,555
New
Sprott FDS TRSLVR
Share
0.2%
Value
$626,873
Shares
12,490
Held
Ishares Silver TRSLV
Share
0.1%
Value
$613,386
Shares
11,472
Held
First TR Exchng Traded FD VIQMAR
Share
0.1%
Value
$611,994
Shares
16,436
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$604,696
Shares
4,423
Held
Ishares TRIVE
Share
0.1%
Value
$600,625
Shares
2,645
Held
First TR Exch TRD Alphdx FDNFTY
Share
0.1%
Value
$599,036
Shares
11,136
-2%
OracleORCL
Share
0.1%
Value
$591,041
Shares
4,033
Held
Ishares TRIWB
Share
0.1%
Value
$585,657
Shares
1,430
Held
BroadcomAVGO
Share
0.1%
Value
$579,585
Shares
1,534
Held
Vanguard Index FDSVTI
Share
0.1%
Value
$578,091
Shares
1,562
-67%
Innovator Etfs TrustZMAY
Share
0.1%
Value
$549,460
Shares
21,160
New
Ishares TRIWY
Share
0.1%
Value
$517,361
Shares
1,780
Held
Home DepotHD
Share
0.1%
Value
$512,771
Shares
1,454
Held
Spdr Index SHS FDSSPDW
Share
0.1%
Value
$512,373
Shares
10,168
Held
RTXRTX
Share
0.1%
Value
$480,817
Shares
2,534
Held
CaterpillarCAT
Share
0.1%
Value
$464,888
Shares
437
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$454,650
Shares
952
+35%
Ishares TRIWF
Share
0.1%
Value
$451,119
Shares
3,633
Held
First TR Exchange Traded FDSDVY
Share
0.1%
Value
$436,682
Shares
10,122
Held
Beone MedicinesONC
Share
0.1%
Value
$432,445
Shares
1,518
Held
AutozoneAZO
Share
0.1%
Value
$431,091
Shares
135
Held
Ishares TRIVW
Share
0.1%
Value
$430,088
Shares
3,127
Held
Public Service Enterprise GroupPEG
Share
0.1%
Value
$415,637
Shares
5,121
Held

Company	Share of fund	Value	Shares	Change
Fidelity Comwlth TRONEQ	6.3%	$26m	253,291	Held
Innovator Etfs TrustBUFF	5.2%	$22m	410,619	+3%
Invesco Exchange Traded FD TRSP	5.1%	$21m	98,829	+8%
Fidelity Covington TrustFFLC	3.7%	$15m	259,366	Held
First TR Exchng Traded FD VIBUFY	3.6%	$15m	639,436	New
Invesco Exchange Traded FD TRSPT	3.4%	$14m	219,860	-34%
Innovator Etfs TrustQBUF	2.9%	$12m	389,781	+22%
Innovator Etfs TrustBALT	2.9%	$12m	347,970	+689%
Ishares TRSTIP	2.8%	$12m	115,320	Held
Fidelity Covington TrustFSMD	2.5%	$10m	197,968	Held
Proshares TRNOBL	2.5%	$10m	186,184	+8%
Ishares TRIYF	2.5%	$10m	80,854	+19%
First TR Exchange-Traded FDFXH	2.5%	$10m	83,752	+2725%
First TR Exchng Traded FD VIUCON	2.4%	$10m	407,632	+2%
Alps ETF TRSMTH	2.3%	$10m	378,849	-5%
AlphabetGOOGL	2.2%	$9m	25,962	Held
Vanguard Index FDSVOO	2.2%	$9m	13,477	Held
Alps ETF TRELFY	2.2%	$9m	198,882	New
Ishares TRIVV	2.1%	$9m	11,927	Held
Amazon.comAMZN	2.1%	$9m	36,584	Held
First TR Exch Traded FD IIIFPE	2.0%	$8m	470,663	Held
Ishares TRIGIB	1.7%	$7m	131,233	-13%
Janus Detroit STR TRJMBS	1.6%	$7m	152,257	+5%
Ishares TRITOT	1.5%	$6m	37,896	-44%
MicrosoftMSFT	1.4%	$6m	15,298	+3%
Blackrock ETF Trust IICLOA	1.4%	$6m	108,759	New
NvidiaNVDA	1.2%	$5m	25,912	Held
Janus Detroit STR TRJSI	1.2%	$5m	98,872	-10%
State STR Spdr S&P 500 ETF TSPY	1.2%	$5m	6,440	Held
Pimco ETF TRPYLD	1.1%	$5m	173,521	+4%
Janus Detroit STR TRJAAA	0.9%	$4m	70,015	-63%
Micron TechnologyMU	0.8%	$3m	2,972	-4%
First TR Exchng Traded FD VIBUFQ	0.7%	$3m	78,917	-4%
Berkshire HathawayBRK-B	0.7%	$3m	6,103	Held
Pimco ETF TRMINO	0.7%	$3m	63,964	New
ShopifySHOP	0.7%	$3m	25,531	Held
Ishares TRHEFA	0.7%	$3m	60,144	-86%
AppleAAPL	0.7%	$3m	9,340	-3%
ARM HoldingsARM	0.6%	$2m	6,573	-6%
PepsiCoPEP	0.5%	$2m	16,185	Held
Parker-HannifinPH	0.5%	$2m	2,070	Held
CitigroupC	0.5%	$2m	13,722	Held
TeslaTSLA	0.5%	$2m	4,508	-20%
VisaV	0.4%	$2m	5,048	Held
EatonETN	0.4%	$2m	3,814	Held
Lam ResearchLRCX	0.4%	$2m	3,646	Held
First TR Exchange Traded FDTDIV	0.4%	$2m	13,400	-2%
Palantir TechnologiesPLTR	0.3%	$1m	12,148	+14%
On Holding AGONON	0.3%	$1m	38,311	Held
Nu HoldingsNU	0.3%	$1m	99,843	Held
IsharesEMXC	0.3%	$1m	12,793	-90%
MercadoLibreMELI	0.3%	$1m	763	+16%
AlphabetGOOG	0.3%	$1m	3,658	-14%
JPMorgan ChaseJPM	0.3%	$1m	3,910	+2%
Eli LillyLLY	0.3%	$1m	1,048	Held
Innovator Etfs TrustZDEK	0.3%	$1m	46,261	Held
FortinetFTNT	0.3%	$1m	7,366	+3%
International Business MachinesIBM	0.3%	$1m	3,918	+2%
Costco WholesaleCOST	0.3%	$1m	1,177	Held
NetflixNFLX	0.3%	$1m	15,118	Held
Meta PlatformsMETA	0.2%	$1m	1,830	-7%
First TR Exchng Traded FD VIMAYM	0.2%	$1m	30,970	New
TE ConnectivityTEL	0.2%	$983,389	4,878	Held
UnitedHealth GroupUNH	0.2%	$952,368	2,291	Held
First TR Exchange Traded FDFTXL	0.2%	$920,846	3,232	-6%
Fifth Third BancorpFITB	0.2%	$908,341	16,114	-2%
Goldman Sachs GroupGS	0.2%	$891,640	882	Held
AutodeskADSK	0.2%	$856,809	4,407	+5%
First TR Exchange-Traded FDFTSM	0.2%	$830,825	13,910	Held
Invesco QQQ TRQQQ	0.2%	$802,182	1,089	Held
Ishares TRUSMV	0.2%	$796,797	8,260	Held
Advanced Micro DevicesAMD	0.2%	$742,600	1,278	-16%
CVS HealthCVS	0.2%	$741,257	7,165	Held
Invesco Exchange Traded FD TSPGP	0.2%	$739,848	6,050	Held
Ford MotorF	0.2%	$723,439	52,046	Held
Ishares TRIJH	0.2%	$701,999	9,104	-5%
Innovator Etfs TrustZJUN	0.2%	$645,289	23,555	New
Sprott FDS TRSLVR	0.2%	$626,873	12,490	Held
Ishares Silver TRSLV	0.1%	$613,386	11,472	Held
First TR Exchng Traded FD VIQMAR	0.1%	$611,994	16,436	Held
ExxonMobil HoldingsXOM	0.1%	$604,696	4,423	Held
Ishares TRIVE	0.1%	$600,625	2,645	Held
First TR Exch TRD Alphdx FDNFTY	0.1%	$599,036	11,136	-2%
OracleORCL	0.1%	$591,041	4,033	Held
Ishares TRIWB	0.1%	$585,657	1,430	Held
BroadcomAVGO	0.1%	$579,585	1,534	Held
Vanguard Index FDSVTI	0.1%	$578,091	1,562	-67%
Innovator Etfs TrustZMAY	0.1%	$549,460	21,160	New
Ishares TRIWY	0.1%	$517,361	1,780	Held
Home DepotHD	0.1%	$512,771	1,454	Held
Spdr Index SHS FDSSPDW	0.1%	$512,373	10,168	Held
RTXRTX	0.1%	$480,817	2,534	Held
CaterpillarCAT	0.1%	$464,888	437	Held
Taiwan Semiconductor ManufacturingTSM	0.1%	$454,650	952	+35%
Ishares TRIWF	0.1%	$451,119	3,633	Held
First TR Exchange Traded FDSDVY	0.1%	$436,682	10,122	Held
Beone MedicinesONC	0.1%	$432,445	1,518	Held
AutozoneAZO	0.1%	$431,091	135	Held
Ishares TRIVW	0.1%	$430,088	3,127	Held
Public Service Enterprise GroupPEG	0.1%	$415,637	5,121	Held

Showing the largest 100 of 160.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 21.7% since 30 June 2025.

Where the money is

Technology8.3%

Retail & consumer3.3%

Financial services3.1%

Media & telecom3.1%

Industrials1.3%

Health care1.0%

Everyday goods0.9%

Energy0.2%

Utilities0.2%

Materials0.2%

Real estate0.1%

Other78.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.