Prasad Wealth Partners, LLC
All 13F Filings
- Location
- Independence, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 415,563
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 160 | 415,563 | 13F-HR | Prasad Wealth Partners, LLC |
| Q1 2026 | 4/27/2026 | 146 | 367,399 | 13F-HR | Prasad Wealth Partners, LLC |
| Q4 2025 | 1/27/2026 | 145 | 374,832 | 13F-HR | Prasad Wealth Partners, LLC |
| Q3 2025 | 11/5/2025 | 140 | 358,766 | 13F-HR | Prasad Wealth Partners, LLC |
| Q2 2025 | 7/23/2025 | 123 | 341,519 | 13F-HR | Prasad Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.3 K | 48.9% | 9.079 K | 0 | 9.079 K |
| ETFs | 212.2 K | 51.1% | 39.08 K | 0 | 39.08 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
415,563
Holdings
160
QoQ value change ($000)
48,164
(13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.