Prasad Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
182
Total value ($000)
$441,269
Net value change ($000)
+25,706 (6.2%)
New positions
29
Sold out positions
7
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 5,375 103.7%
AVGO 2,608 449.7%
MSFT 2,461 43.1%
BUFY 1,725 11.5%
BUFF 1,447 6.7%
BALT 1,355 11.4%
ONEQ 1,177 4.5%
AMGN 1,011 NEW
ASML 919 NEW
PLTR 842 59.4%
Top Reduces (Value $000, Stocks/ETFs)
MAYM -736 -72.2%
RSPT -696 -4.9%
RSP -624 -3.0%
FSMD -618 -5.9%
XOM -605 -100.0%
ZMAY -549 -100.0%
ARM -488 -20.9%
NOBL -454 -4.3%
HEFA -423 -15.0%
LRCX -379 -24.0%
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