2026 Q2 Portfolio Activity
In 2026 Q2, Prasad Wealth Partners, LLC maintained a portfolio of 167 distinct positions. The most significant new addition was FIRST TR EXCHNG TRADED FD VI, now representing 3.60% of the total fund value. They heavily accumulated shares in INNOVATOR ETFS TRUST, increasing the position by 688.7%. The fund also reduced its exposure to ISHARES TR by 86.4%.
Position History
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Total Positions
167
Quarter
2026 Q2
Top Holding
ONEQ (6.3%)
Top 10 Concentration
38.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 167
Prasad Wealth Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ONEQ
FIDELITY COMWLT...
|
ETF | 6.29% | 5.87% |
#1
Prev: #1
|
5.0 |
—
|
-625 | -0.2% |
P
S
|
253,291 | $26,144,739 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BUFF
INNOVATOR ETFS ...
|
ETF | 5.21% | 5.36% |
#2
Prev: #2
|
4.1 |
—
|
12,375 | 3.1% |
P
S
|
410,619 | $21,631,425 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 5.06% | 4.79% |
#3
1
Prev: #4
|
5.0 |
—
|
7,055 | 7.7% |
P
S
|
98,829 | $21,027,872 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FFLC
FIDELITY COVING...
|
ETF | 3.68% | 3.65% |
#4
2
Prev: #6
|
2.5 |
—
|
-2,094 | -0.8% |
P
S
|
259,366 | $15,279,268 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BUFY
FIRST TR EXCHNG...
|
Bond/Debt | 3.60% | — |
#5
Prev: #—
|
5.4 |
—
|
639,436 | — |
NEW
|
639,436 | $14,967,918 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
RSPT
INVESCO EXCHANG...
|
Unknown | 3.41% | 4.09% |
#6
1
Prev: #5
|
1.4 |
—
|
-111,795 | -33.7% |
P
S
|
219,860 | $14,180,971 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
QBUF
INNOVATOR ETFS ...
|
ETF | 2.89% | 2.53% |
#7
6
Prev: #13
|
3.7 |
—
|
70,963 | 22.3% |
P
S
|
389,781 | $11,992,026 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BALT
INNOVATOR ETFS ...
|
ETF | 2.87% | 0.40% |
#8
33
Prev: #41
|
4.1 |
—
|
303,848 | 688.7% |
P
S
|
347,970 | $11,924,932 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
STIP
ISHARES TR
|
ETF | 2.83% | 3.30% |
#9
2
Prev: #7
|
1.6 |
—
|
-2,015 | -1.7% |
P
S
|
115,320 | $11,781,140 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FSMD
FIDELITY COVING...
|
ETF | 2.52% | 2.40% |
#10
5
Prev: #15
|
1.5 |
—
|
700 | 0.4% |
P
S
|
197,968 | $10,462,613 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NOBL
PROSHARES TR
|
ETF | 2.52% | 2.48% |
#11
3
Prev: #14
|
4.0 |
—
|
100,246 | 116.6% |
P
S
|
186,184 | $10,456,082 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IYF
ISHARES TR
|
ETF | 2.48% | 2.19% |
#12
6
Prev: #18
|
3.0 |
—
|
12,621 | 18.5% |
P
S
|
80,854 | $10,309,680 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FXH
FIRST TR EXCHAN...
|
ETF | 2.47% | 0.09% |
#13
89
Prev: #102
|
4.0 |
—
|
80,787 | 2724.7% |
P
S
|
83,752 | $10,251,229 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 2.44% | 2.69% |
#14
4
Prev: #10
|
1.5 |
—
|
8,700 | 2.2% |
P
S
|
407,632 | $10,141,877 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SMTH
ALPS ETF TR
|
ETF | 2.35% | 2.80% |
#15
6
Prev: #9
|
1.4 |
—
|
-20,524 | -5.1% |
P
S
|
378,849 | $9,751,571 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.23% | 2.07% |
#16
6
Prev: #22
|
1.4 |
—
|
-450 | -1.7% |
P
S
|
25,962 | $9,277,926 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.23% | 2.17% |
#17
2
Prev: #19
|
1.4 |
—
|
152 | 1.1% |
P
S
|
13,477 | $9,255,943 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ELFY
ALPS ETF TR
|
ETF | 2.15% | — |
#18
Prev: #—
|
4.4 |
—
|
198,882 | — |
NEW
|
198,882 | $8,938,027 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IVV
ISHARES TR
|
ETF | 2.15% | 2.09% |
#19
2
Prev: #21
|
1.4 |
—
|
174 | 1.5% |
P
S
|
11,927 | $8,932,255 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.10% | 2.10% |
#20
Prev: #20
|
1.3 |
—
|
-487 | -1.3% |
P
S
|
36,584 | $8,719,326 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FPE
FIRST TR EXCH T...
|
Preferred | 2.03% | 2.26% |
#21
5
Prev: #16
|
1.3 |
—
|
3,366 | 0.7% |
P
S
|
470,663 | $8,415,459 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IGIB
ISHARES TR
|
ETF | 1.68% | 2.19% |
#22
5
Prev: #17
|
1.2 |
—
|
-20,221 | -13.4% |
P
S
|
131,233 | $6,977,663 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JMBS
JANUS DETROIT S...
|
ETF | 1.65% | 1.78% |
#23
1
Prev: #24
|
2.7 |
—
|
7,902 | 5.5% |
P
S
|
152,257 | $6,850,046 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ITOT
ISHARES TR
|
ETF | 1.50% | 2.65% |
#24
13
Prev: #11
|
0.6 |
—
|
-30,333 | -44.5% |
P
S
|
37,896 | $6,225,223 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.37% | 1.49% |
#25
1
Prev: #26
|
1.0 |
—
|
478 | 3.2% |
P
S
|
15,298 | $5,706,621 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CLOA
BLACKROCK ETF T...
|
ETF | 1.36% | — |
#26
Prev: #—
|
4.0 |
—
|
108,759 | — |
NEW
|
108,759 | $5,645,669 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.25% | 1.24% |
#27
Prev: #27
|
1.0 |
—
|
-308 | -1.2% |
P
S
|
25,912 | $5,184,714 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JSI
JANUS DETROIT S...
|
ETF | 1.22% | 1.54% |
#28
3
Prev: #25
|
1.0 |
—
|
-11,154 | -10.1% |
P
S
|
98,872 | $5,063,218 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.16% | 1.16% |
#29
Prev: #29
|
1.0 |
—
|
-103 | -1.6% |
P
S
|
6,440 | $4,809,505 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 1.11% | 1.19% |
#30
2
Prev: #28
|
0.9 |
—
|
7,299 | 4.4% |
P
S
|
173,521 | $4,601,778 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 0.85% | 2.62% |
#31
19
Prev: #12
|
0.3 |
—
|
-121,296 | -63.4% |
P
S
|
70,015 | $3,535,042 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.83% | 0.28% |
#32
22
Prev: #54
|
0.8 |
—
|
-111 | -3.6% |
P
S
|
2,972 | $3,430,720 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BUFQ
FIRST TR EXCHNG...
|
ETF | 0.75% | 0.79% |
#33
1
Prev: #32
|
0.8 |
—
|
-3,711 | -4.5% |
P
S
|
78,917 | $3,099,071 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.73% | 0.80% |
#34
3
Prev: #31
|
0.8 |
—
|
-6 | -0.1% |
P
S
|
6,103 | $3,053,685 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MINO
PIMCO ETF TR
|
ETF | 0.70% | — |
#35
Prev: #—
|
3.8 |
—
|
63,964 | — |
NEW
|
63,964 | $2,927,003 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.70% | 0.81% |
#36
6
Prev: #30
|
0.8 |
—
|
290 | 1.1% |
P
S
|
25,531 | $2,915,184 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
HEFA
ISHARES TR
|
ETF | 0.68% | 5.11% |
#37
34
Prev: #3
|
0.3 |
—
|
-381,243 | -86.4% |
P
S
|
60,144 | $2,822,275 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AAPL
APPLE INC
|
Technology | 0.65% | 0.67% |
#38
4
Prev: #34
|
0.8 |
—
|
-303 | -3.1% |
P
S
|
9,340 | $2,702,494 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 0.56% | 0.29% |
#39
14
Prev: #53
|
0.7 |
—
|
-426 | -6.1% |
P
S
|
6,573 | $2,330,752 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.53% | 0.68% |
#40
7
Prev: #33
|
0.7 |
—
|
10 | 0.1% |
P
S
|
16,185 | $2,191,412 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.49% | 0.50% |
#41
5
Prev: #36
|
0.7 |
—
|
-1 | -0.0% |
P
S
|
2,070 | $2,024,749 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.46% | 0.42% |
#42
4
Prev: #38
|
0.7 |
—
|
-15 | -0.1% |
P
S
|
13,722 | $1,920,563 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.46% | 0.57% |
#43
8
Prev: #35
|
0.7 |
—
|
-1,125 | -20.0% |
P
S
|
4,508 | $1,896,094 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
V
VISA INC
|
Financial Services | 0.42% | 0.41% |
#44
5
Prev: #39
|
0.7 |
—
|
22 | 0.4% |
P
S
|
5,048 | $1,731,772 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.39% | 0.37% |
#45
1
Prev: #44
|
0.7 |
—
|
-22 | -0.6% |
P
S
|
3,814 | $1,625,223 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.38% | 0.21% |
#46
15
Prev: #61
|
0.7 |
—
|
5 | 0.1% |
P
S
|
3,646 | $1,579,757 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
TDIV
FIRST TR EXCHAN...
|
ETF | 0.37% | 0.35% |
#47
1
Prev: #46
|
0.6 |
—
|
-287 | -2.1% |
P
S
|
13,400 | $1,539,380 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.34% | 0.43% |
#48
11
Prev: #37
|
2.1 |
—
|
1,456 | 13.6% |
P
S
|
12,148 | $1,417,252 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ONON
ON HLDG AG
|
Consumer Cyclical | 0.33% | 0.36% |
#49
4
Prev: #45
|
0.6 |
—
|
-144 | -0.4% |
P
S
|
38,311 | $1,356,976 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.32% | 0.39% |
#50
8
Prev: #42
|
0.6 |
—
|
-1,110 | -1.1% |
P
S
|
99,843 | $1,333,902 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-50 of 167 holdings