Prasad Wealth Partners, LLC

CIK

2048885

Location

INDEPENDENCE, OH

Portfolio Value

Micro $96,094,543

Diversification

Diversified

Filing Date

Global Rank

#6,011 / 8,517 ▲ 348

Top Industry

Semiconductors 14.6%

3Y Alpha vs SPY

-0.3%

Period ended 47 days ago

Filed Jul 29, 2026 · 18d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+26.8%

SPY

+27.3%

Annualised alpha

-0.3%

Max drawdown

−25.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.7%

−0.6 pts

Top 5

35.1%

−0.8 pts

Top 10

50.1%

−0.9 pts

HHI

368

Diversified−11

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$33,320,334	21
Consumer Cyclical	15.8%	$15,177,988	8
Financial Services	12.9%	$12,354,278	12
Communication Services	11.9%	$11,388,284	3
Unclassified	7.3%	$7,016,415	6
Industrials	5.9%	$5,708,250	8
Healthcare	4.9%	$4,696,472	8
Consumer Defensive	3.8%	$3,630,208	3
Energy	1.3%	$1,296,133	3
Utilities	0.7%	$647,259	2
Basic Materials	0.7%	$627,674	2
Real Estate	0.2%	$231,248	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+1,456	12,148	$1,417,307
MSFT	Microsoft Corp	+478	15,298	$5,706,459
BAC	Bank Of America Corp /De/	+358	5,061	$288,375
SHOP	Shopify Inc.	+290	25,531	$2,915,129
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+246	952	$454,646
ADSK	Autodesk, Inc.	+217	4,407	$856,808
PAA	Plains All American Pipeline LP	+215	15,613	$347,545
FTNT	Fortinet, Inc.	+196	7,366	$1,131,564
CVS	CVS HEALTH Corp	+126	7,165	$741,219
MELI	Mercadolibre Inc	+103	763	$1,295,108
NFLX	Netflix Inc	+80	15,118	$1,079,425
JPM	Jpmorgan Chase & Co	+79	3,910	$1,279,860
IBM	International Business Machines Corp	+78	3,918	$1,101,780
TFSL	TFS Financial CORP	+44	11,878	$210,478
F	Ford Motor Co	+37	52,046	$723,439
TEL	TE Connectivity plc	+33	4,878	$983,453
D	Dominion Energy, Inc	+33	3,392	$231,639
GLD	Spdr Gold Trust	+30	598	$220,291
V	Visa Inc.	+22	5,048	$1,731,918
LLY	ELI LILLY & Co	+13	1,048	$1,257,002
RPM	Rpm International Inc/De/	+10	2,128	$236,527
ABBV	AbbVie Inc.	+10	1,338	$336,694
RTX	RTX Corp	+10	2,534	$480,775
PEP	Pepsico Inc	+10	16,185	$2,191,449
UNH	Unitedhealth Group Inc	+9	2,291	$952,208
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,695	25,962	$9,278,039
EXEL	Exelixis, Inc.	−4,000	6,000	$326,460
TSLA	Tesla, Inc.	−1,125	4,508	$1,896,064
NU	Nu Holdings Ltd.	−1,110	99,843	$1,333,902
OHI	Omega Healthcare Investors Inc	−562	4,850	$231,248
AMZN	Amazon Com Inc	−487	36,584	$8,719,430
ARM	Arm Holdings PLC /Uk	−426	6,573	$2,330,588
FITB	Fifth Third Bancorp	−379	16,114	$908,346
XYZ	Block, Inc.	−317	5,059	$384,484
NVDA	Nvidia Corp	−308	25,912	$5,184,732
AAPL	Apple Inc.	−303	9,340	$2,702,622
AMD	Advanced Micro Devices Inc	−249	1,278	$742,402
GE	General Electric Co	−221	643	$240,308
ONON	On Holding AG	−144	38,311	$1,356,975
META	Meta Platforms, Inc.	−142	1,830	$1,030,820
MU	Micron Technology Inc	−111	2,972	$3,430,549
SPY	Spdr S&P 500 ETF Trust	−103	6,440	$4,809,198
WM	Waste Management Inc	−76	1,114	$248,288
PNC	Pnc Financial Services Group, Inc.	−48	969	$238,587
XOM	ExxonMobil Holdings Corp	−36	4,423	$604,712
AVGO	Broadcom Inc.	−29	1,534	$579,468
ORCL	Oracle Corp	−22	4,033	$591,036
ETN	Eaton Corp plc	−22	3,814	$1,625,221
C	Citigroup Inc	−15	13,722	$1,920,531
SHW	Sherwin Williams Co	−13	1,136	$391,147
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,406	$411,089
KLAC	Kla Corp	1,314	$396,446
DELL	Dell Technologies Inc.	677	$292,098
PANW	Palo Alto Networks Inc	796	$271,451
INTC	Intel Corp	1,915	$267,391
ALL	Allstate Corp	927	$220,570
DE	Deere & Co	335	$212,500
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
SLVR	Sprott Silver Miners & Physical Silver ETF	12,490	$739,158
VIG	Vanguard Dividend Appreciation ETF	1,973	$424,313
FOUR	Shift4 Payments, Inc.	6,982	$305,322
PLD	Prologis, Inc.	1,583	$209,240
PWR	Quanta Services, Inc.	369	$202,588
BMY	Bristol Myers Squibb Co	3,315	$201,054
VZ	Verizon Communications Inc	4,000	$200,800
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $96,094,543 total · filing declares 160 positions · $415,562,958 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	25,962	-4,695	$9,278,039	+5.3%	9.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	36,584	-487	$8,719,430	+12.9%	9.07%
MSFT	Microsoft Corp Technology	Added	15,298	+478	$5,706,459	+4.0%	5.94%
NVDA	Nvidia Corp Technology	Reduced	25,912	-308	$5,184,732	+13.4%	5.40%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,440	-103	$4,809,198	+13.0%	5.00%
MU	Micron Technology Inc Technology	Reduced	2,972	-111	$3,430,549	+229.4%	3.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,103	-6	$3,053,880	+4.3%	3.18%
SHOP	Shopify Inc. Technology	Added	25,531	+290	$2,915,129	−2.6%	3.03%
AAPL	Apple Inc. Technology	Reduced	9,340	-303	$2,702,622	+10.4%	2.81%
ARM	Arm Holdings PLC /Uk Technology	Reduced	6,573	-426	$2,330,588	+120.1%	2.43%
PEP	Pepsico Inc Consumer Defensive	Added	16,185	+10	$2,191,449	−12.8%	2.28%
PH	Parker-Hannifin Corp Industrials	Reduced	2,070	-1	$2,024,708	+9.2%	2.11%
C	Citigroup Inc Financial Services	Reduced	13,722	-15	$1,920,531	+23.3%	2.00%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,508	-1,125	$1,896,064	−9.5%	1.97%
V	Visa Inc. Financial Services	Added	5,048	+22	$1,731,918	+14.0%	1.80%
ETN	Eaton Corp plc Industrials	Reduced	3,814	-22	$1,625,221	+18.5%	1.69%
LRCX	Lam Research Corp Technology	Added	3,646	+5	$1,579,921	+103.1%	1.64%
PLTR	Palantir Technologies Inc. Technology	Added	12,148	+1,456	$1,417,307	−9.4%	1.47%
ONON	On Holding AG Consumer Cyclical	Reduced	38,311	-144	$1,356,975	+3.7%	1.41%
NU	Nu Holdings Ltd. Financial Services	Reduced	99,843	-1,110	$1,333,902	−8.1%	1.39%
MELI	Mercadolibre Inc Consumer Cyclical	Added	763	+103	$1,295,108	+13.5%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,910	+79	$1,279,860	+13.6%	1.33%
LLY	ELI LILLY & Co Healthcare	Added	1,048	+13	$1,257,002	+32.0%	1.31%
FTNT	Fortinet, Inc. Technology	Added	7,366	+196	$1,131,564	+93.1%	1.18%
IBM	International Business Machines Corp Technology	Added	3,918	+78	$1,101,780	+18.4%	1.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,177	-9	$1,101,048	−6.8%	1.15%
NFLX	Netflix Inc Communication Services	Added	15,118	+80	$1,079,425	−25.3%	1.12%
META	Meta Platforms, Inc. Communication Services	Reduced	1,830	-142	$1,030,820	−8.6%	1.07%
TEL	TE Connectivity plc Technology	Added	4,878	+33	$983,453	−2.9%	1.02%
UNH	Unitedhealth Group Inc Healthcare	Added	2,291	+9	$952,208	+54.2%	0.99%
FITB	Fifth Third Bancorp Financial Services	Reduced	16,114	-379	$908,346	+18.5%	0.95%
GS	Goldman Sachs Group Inc Financial Services	Added	882	+3	$892,028	+20.0%	0.93%
ADSK	Autodesk, Inc. Technology	Added	4,407	+217	$856,808	−14.6%	0.89%
QQQ	Invesco Qqq Trust, Series 1	Held	1,089	0	$801,939	+27.6%	0.83%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,278	-249	$742,402	+139.0%	0.77%
CVS	CVS HEALTH Corp Healthcare	Added	7,165	+126	$741,219	+46.6%	0.77%
F	Ford Motor Co Consumer Cyclical	Added	52,046	+37	$723,439	+20.5%	0.75%
SLV	iShares Silver Trust	Held	11,472	0	$613,407	−21.5%	0.64%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,423	-36	$604,712	−20.1%	0.63%
ORCL	Oracle Corp Technology	Reduced	4,033	-22	$591,036	−0.9%	0.62%
AVGO	Broadcom Inc. Technology	Reduced	1,534	-29	$579,468	+19.8%	0.60%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,454	-4	$512,796	+6.9%	0.53%
RTX	RTX Corp Industrials	Added	2,534	+10	$480,775	−1.3%	0.50%
CAT	Caterpillar Inc Industrials	Added	437	+1	$465,361	+50.7%	0.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	952	+246	$454,646	+90.6%	0.47%
ONC	BeOne Medicines Ltd. Healthcare	Held	1,518	0	$432,584	−4.0%	0.45%
AZO	Autozone Inc Consumer Cyclical	Held	135	0	$431,451	−5.4%	0.45%
PEG	Public Service Enterprise Group Inc Utilities	Added	5,121	+5	$415,620	+0.4%	0.43%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,406	NEW	$411,089	NEW	0.43%
KLAC	Kla Corp Technology	NEW	1,314	NEW	$396,446	NEW	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.