Prasad Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
160
Total value ($000)
$415,563
Net value change ($000)
+48,164 (13.1%)
New positions
21
Sold out positions
7
Turnover %
9.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BUFY 14,968 NEW
BALT 10,448 707.4%
FXH 9,926 3054.2%
ELFY 8,938 NEW
CLOA 5,646 NEW
ONEQ 4,585 21.3%
RSP 3,415 19.4%
MINO 2,927 NEW
QBUF 2,679 28.8%
MU 2,389 229.3%
Top Reduces (Value $000, Stocks/ETFs)
HEFA -15,935 -85.0%
EMXC -9,131 -87.5%
VHT -6,686 -97.0%
JAAA -6,101 -63.3%
ITOT -3,493 -35.9%
IGIB -1,082 -13.4%
VTI -933 -61.7%
RSPT -830 -5.5%
JSI -609 -10.7%
SMTH -534 -5.2%
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