Prasad Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Independence, OH
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
140
Total value ($000)
$358,766
Net value change ($000)
+17,247 (5.1%)
New positions
23
Sold out positions
6
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
QBUF 8,541 NEW
STIP 1,908 18.2%
SMTH 1,776 17.2%
GOOGL 1,551 29.8%
BUFF 1,320 7.6%
JSI 1,172 15.9%
UCON 1,143 13.9%
IBM 1,007 NEW
FPE 947 13.5%
KNG 917 9.6%
Top Reduces (Value $000, Stocks/ETFs)
XLRE -5,740 -90.8%
ITOT -3,528 -26.4%
ONEQ -1,460 -6.1%
RSPT -1,094 -7.0%
ONON -571 -25.7%
NFTY -507 -37.4%
DELL -447 -100.0%
CRWD -442 -100.0%
EMXC -375 -3.8%
ARM -331 -23.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type