Prasad Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$367,399
Net value change ($000)
-7,433 (-2.0%)
New positions
13
Sold out positions
12
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NFLX 1,446 NEW
TE CONNECTIVITY PLC 1,013 NEW
ADSK 1,003 NEW
VTI 966 177.2%
HEFA 727 4.0%
F 600 NEW
EMXC 597 6.1%
RSP 587 3.4%
IGIB 526 7.0%
MELI 510 80.8%
Top Reduces (Value $000, Stocks/ETFs)
EMLP -8,431 -100.0%
MSFT -1,325 -19.5%
AMZN -1,254 -14.0%
ONEQ -1,124 -5.0%
SHOP -942 -23.9%
GOOGL -934 -11.0%
ZDEK -774 -39.5%
TSLA -508 -19.5%
ONON -460 -26.0%
AAPL -458 -15.8%
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