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Prasad Wealth Partners 13F Portfolio

Portfolio Manager
Prasad Wealth Partners, LLC
Performance
+12.07% (2026 Q2)
AUM (13F)
$415.56M
# of Holdings
160
Performance Rank
N/A
Allocation (Top 20)
61.48%
Latest filing
Q2 2026

Prasad Wealth Partners, LLC Holdings Map

Top 50 Prasad Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ONEQ
FIDELITY COMWLTH TR
6.29%253.3K$26.1M
-0.25%(-625)
2025-Q2: 296.4K shares2025-Q3: 250.0K shares2025-Q4: 248.2K shares2026-Q1: 253.9K shares2026-Q2: 253.3K shares
$74.08(+41.34%)
2026-06-30
BUFF
INNOVATOR ETFS TRUST
5.21%410.6K$21.6M
+3.11%(+12.38K)
2025-Q2: 371.7K shares2025-Q3: 384.6K shares2025-Q4: 392.6K shares2026-Q1: 398.2K shares2026-Q2: 410.6K shares
$44.97(+19.19%)
2026-06-30
RSP
INVESCO EXCHANGE TRADED FD T
5.06%98.8K$21.0M
+7.69%(+7.05K)
2025-Q2: 87.0K shares2025-Q3: 84.6K shares2025-Q4: 88.9K shares2026-Q1: 91.8K shares2026-Q2: 98.8K shares
$179.58(+22.96%)
2026-06-30
FFLC
FIDELITY COVINGTON TRUST
3.68%259.4K$15.3M
-0.80%(-2.09K)
2025-Q2: 271.4K shares2025-Q3: 249.4K shares2025-Q4: 254.3K shares2026-Q1: 261.5K shares2026-Q2: 259.4K shares
$46.39(+30.37%)
2026-06-30
BUFY
FIRST TR EXCHNG TRADED FD VI
3.6%639.4K$15.0Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 639.4K shares
$22.71(+5.47%)
2026-06-30
RSPT
INVESCO EXCHANGE TRADED FD T
3.41%219.9K$14.2M
-33.71%(-111.80K)
2025-Q2: 385.3K shares2025-Q3: 327.9K shares2025-Q4: 325.7K shares2026-Q1: 331.7K shares2026-Q2: 219.9K shares
$37.57(+71.74%)
2026-06-30
QBUF
INNOVATOR ETFS TRUST
2.89%389.8K$12.0M
+22.26%(+70.96K)
2025-Q2: 0 shares2025-Q3: 297.5K shares2025-Q4: 310.9K shares2026-Q1: 318.8K shares2026-Q2: 389.8K shares
$28.51(+8.01%)
2026-06-30
BALT
INNOVATOR ETFS TRUST
2.87%348.0K$11.9M
+688.65%(+303.85K)
2025-Q2: 34.0K shares2025-Q3: 36.6K shares2025-Q4: 38.9K shares2026-Q1: 44.1K shares2026-Q2: 348.0K shares
$33.57(+3.31%)
2026-06-30
STIP
ISHARES TR
2.83%115.3K$11.8M
-1.72%(-2.02K)
2025-Q2: 102.1K shares2025-Q3: 120.1K shares2025-Q4: 115.5K shares2026-Q1: 117.3K shares2026-Q2: 115.3K shares
$102.60(-1.84%)
2026-06-30
FSMD
FIDELITY COVINGTON TRUST
2.52%198.0K$10.5M
+0.35%(+700)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 190.2K shares2026-Q1: 197.3K shares2026-Q2: 198.0K shares
$44.10(+18.31%)
2026-06-30

About Prasad Wealth Partners, LLCโ€™s portfolio

Prasad Wealth Partners, LLC reports $415.56M in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are ONEQ (6.3%), BUFF (5.2%) and RSP (5.1%). The top 20 holdings account for 61.48% of reported assets. Its disclosed equity book has returned +21.87% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
ONEQ โ€” 7.3% ($26.14M)BUFF โ€” 6.0% ($21.63M)RSP โ€” 5.8% ($21.03M)FFLC โ€” 4.2% ($15.28M)BUFY โ€” 4.2% ($14.97M)RSPT โ€” 3.9% ($14.18M)QBUF โ€” 3.3% ($11.99M)BALT โ€” 3.3% ($11.92M)STIP โ€” 3.3% ($11.78M)FSMD โ€” 2.9% ($10.46M)Other โ€” 55.8% ($200.95M)
44%in top 10
  • ONEQ7.3%
  • BUFF6.0%
  • RSP5.8%
  • FFLC4.2%
  • BUFY4.2%
  • RSPT3.9%
  • QBUF3.3%
  • BALT3.3%
  • STIP3.3%
  • FSMD2.9%
  • Other55.8%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
4
BUFYFIRST TR EXCHNG TRADED FD VI3.6%
ELFYALPS ETF TR2.1%
CLOABLACKROCK ETF TRUST II1.4%
MINOPIMCO ETF TR0.7%
Added to
20
BALTINNOVATOR ETFS TRUST+688.7%
FXHFIRST TR EXCHANGE-TRADED FD+2724.7%
QBUFINNOVATOR ETFS TRUST+22.3%
IYFISHARES TR+18.5%
+16 more
Trimmed
26
HEFAISHARES TR-86.4%
RSPTINVESCO EXCHANGE TRADED FD T-33.7%
JAAAJANUS DETROIT STR TR-63.4%
ITOTISHARES TR-44.5%
+22 more

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Source filings

Holdings on this page are parsed from Prasad Wealth Partners, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2048885). View Prasad Wealth Partners, LLCโ€™s 13F filings on SEC

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