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Prasad Wealth Partners - Q2 2026 13F Filings

PR

Prasad Wealth Partners, LLC

CIK: 0002048885
Address: Ohio Independence 6050 Oak Tree Blvd. Suite 100
$415.56 M
Portfolio Value
160
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BUFY Ft Vest Laddered International Moderate Buffer Etf
+$14.97 M
2. BALT Innovator Defined Wealth Shield Etf
+$10.41 M
3. FXH First Trust Health Care Alphadex Fund
+$9.89 M
4. ELFY Alps Electrification Infrastructure Etf
+$8.94 M
5. CLOA Ishares Aaa Clo Active Etf
+$5.65 M

Top Sells

Q2 2026
1. HEFA Ishares Currency Hedged Msci Eafe Etf
−$17.89 M
2. EMXC Ishares Msci Emerging Markets Ex China Etf
−$12.27 M
3. VHT Vanguard Health Care Etf
−$7.36 M
4. RSPT Invesco S&P 500 Equal Weight Technology Etf
−$7.21 M
5. JAAA Janus Henderson Aaa Clo Etf
−$6.12 M

Asset Allocation

Stocks/ETFs
+13.11%
$415.56 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Prasad Wealth Partners Q2 2026 Filing Summary

Prasad Wealth Partners, LLC filed its 13F report for Q2 2026 on July 29, 2026. The portfolio totaled 415.56 M reflecting a +13.11% change from the prior quarter, spanning 160 assets. The top 10 holdings comprised 38.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 21 new positions and 7 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Prasad Wealth Partners’s Q2 2026 Filing

Prasad Wealth Partners submitted their Form 13F-HR for the Q2 2026 period on 07/29/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Prasad Wealth Partners reported a managed portfolio value of 415.56 M, consisting of 160 individual positions.

This page displays the raw filing documents. To see which stocks Prasad Wealth Partners bought or sold during Q2 2026, please visit Prasad Wealth Partners's Portfolio Analysis page.