Prasad Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Independence, OH
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$374,832
Net value change ($000)
+16,066 (4.5%)
New positions
13
Sold out positions
8
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NOBL 8,627 NEW
FSMD 8,392 NEW
VHT 6,874 NEW
JMBS 6,024 NEW
IGIB 2,346 45.2%
GOOGL 1,774 26.3%
BRK-B 1,435 119.8%
RSP 973 6.1%
BUFF 784 4.2%
FFLC 593 4.6%
Top Reduces (Value $000, Stocks/ETFs)
KNG -10,036 -96.0%
OUSM -9,815 -96.6%
JSI -2,994 -35.0%
SMTH -1,987 -16.5%
STIP -596 -4.8%
MSFT -585 -7.9%
NVDA -445 -8.2%
MSTR -355 -100.0%
ORCL -353 -30.6%
XLRE -346 -59.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type