Prasad Wealth Partners, LLC

CIK

2048885

Location

INDEPENDENCE, OH

Portfolio Value

Micro $83,504,867

Diversification

Diversified

Filing Date

Global Rank

#6,064 / 8,605 ▲ 107 · as of Mar 2026

Top Industry

Internet Retail 11.5%

3Y Alpha vs SPY

-2.3%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.8%

SPY

+24.4%

Annualised alpha

-2.5%

Max drawdown

−25.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.2%

−1.2 pts

Top 5

35.5%

−3.6 pts

Top 10

51.0%

−4.9 pts

HHI

371

Diversified−68

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$25,733,268	18
Consumer Cyclical	16.8%	$14,053,815	8
Financial Services	13.1%	$10,967,394	11
Communication Services	12.4%	$10,369,977	4
Unclassified	7.8%	$6,502,722	6
Industrials	5.7%	$4,743,046	7
Healthcare	4.8%	$4,033,544	9
Consumer Defensive	4.8%	$4,025,792	3
Energy	1.7%	$1,428,283	3
Utilities	0.7%	$621,793	2
Basic Materials	0.7%	$578,840	2
Real Estate	0.5%	$446,393	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	+2,700	11,472	$781,702
FBTC	Fidelity Wise Origin Bitcoin Fund	+2,258	6,254	$369,173
FOUR	Shift4 Payments, Inc.	+1,615	6,982	$305,322
FTNT	Fortinet, Inc.	+1,485	7,170	$585,932
BRK-B	Berkshire Hathaway Inc	+870	6,109	$2,927,432
SHOP	Shopify Inc.	+790	25,241	$2,994,087
MSFT	Microsoft Corp	+737	14,820	$5,485,919
SPY	Spdr S&P 500 ETF Trust	+457	6,543	$4,255,174
ONON	On Holding AG	+422	38,455	$1,308,239
UNH	Unitedhealth Group Inc	+359	2,282	$617,486
MELI	Mercadolibre Inc	+347	660	$1,141,153
PAA	Plains All American Pipeline LP	+237	15,398	$343,837
IBM	International Business Machines Corp	+236	3,840	$930,777
GE	General Electric Co	+181	864	$245,177
PLTR	Palantir Technologies Inc.	+146	10,692	$1,564,025
JPM	Jpmorgan Chase & Co	+95	3,831	$1,126,926
GS	Goldman Sachs Group Inc	+73	879	$743,625
OHI	Omega Healthcare Investors Inc	+55	5,412	$237,153
TFSL	TFS Financial CORP	+53	11,834	$166,267
XOM	Exxon Mobil Corp	+49	4,459	$756,513
CVS	CVS HEALTH Corp	+40	7,039	$505,540
BAC	Bank Of America Corp /De/	+35	4,703	$229,271
JNJ	Johnson & Johnson	+16	1,322	$323,149
SHW	Sherwin Williams Co	+13	1,149	$368,311
ABBV	AbbVie Inc.	+12	1,328	$288,826
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	−2,795	100,953	$1,450,694
AMZN	Amazon Com Inc	−1,812	37,071	$7,720,777
AAPL	Apple Inc.	−1,042	9,643	$2,447,296
FITB	Fifth Third Bancorp	−897	16,493	$766,264
PG	PROCTER & GAMBLE Co	−883	2,300	$332,212
GOOGL	Alphabet Inc.	−837	26,412	$7,595,034
NVDA	Nvidia Corp	−526	26,220	$4,572,768
ETN	Eaton Corp plc	−224	3,836	$1,372,022
V	Visa Inc.	−211	5,026	$1,519,058
PEP	Pepsico Inc	−174	16,175	$2,511,815
C	Citigroup Inc	−168	13,737	$1,557,913
TSLA	Tesla, Inc.	−153	5,633	$2,094,067
XYZ	Block, Inc.	−95	5,376	$323,527
RPM	Rpm International Inc/De/	−57	2,118	$210,529
CAT	Caterpillar Inc	−51	436	$308,888
ARM	Arm Holdings PLC /Uk	−47	6,999	$1,058,808
ORCL	Oracle Corp	−44	4,055	$596,531
MA	Mastercard Inc	−42	537	$268,317
QQQ	Invesco Qqq Trust, Series 1	−40	1,089	$628,549
COST	Costco Wholesale Corp /New	−33	1,186	$1,181,765
WM	Waste Management Inc	−32	1,190	$273,450
HD	Home Depot, Inc.	−21	1,458	$479,521
AVGO	Broadcom Inc.	−13	1,563	$483,764
PH	Parker-Hannifin Corp	−11	2,071	$1,854,042
MU	Micron Technology Inc	−4	3,083	$1,041,560
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	15,038	$1,445,903
TEL	TE Connectivity plc	4,845	$1,012,701
ADSK	Autodesk, Inc.	4,190	$1,003,086
F	Ford Motor Co	52,009	$600,183
PNC	Pnc Financial Services Group, Inc.	1,017	$211,627
PLD	Prologis, Inc.	1,583	$209,240
D	Dominion Energy, Inc	3,359	$207,653
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.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AGNT	AGNT, Inc.	40,291	$364,633
SOFI	SoFi Technologies, Inc.	11,872	$310,808
CMG	Chipotle Mexican Grill Inc	7,415	$274,355
CRM	Salesforce, Inc.	995	$263,585
FISV	Fiserv Inc	3,865	$259,612
DIS	Walt Disney Co	1,925	$219,007
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $83,504,867 total · as of Mar 31, 2026

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

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,071	-1,812	$7,720,777	−14.0%	9.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,412	-837	$7,595,034	−10.9%	9.10%
MSFT	Microsoft Corp Technology	Added	14,820	+737	$5,485,919	−19.5%	6.57%
NVDA	Nvidia Corp Technology	Reduced	26,220	-526	$4,572,768	−8.3%	5.48%
SPY	Spdr S&P 500 ETF Trust	Added	6,543	+457	$4,255,174	+2.5%	5.10%
SHOP	Shopify Inc. Technology	Added	25,241	+790	$2,994,087	−23.9%	3.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,109	+870	$2,927,432	+11.2%	3.51%
PEP	Pepsico Inc Consumer Defensive	Reduced	16,175	-174	$2,511,815	+7.0%	3.01%
AAPL	Apple Inc. Technology	Reduced	9,643	-1,042	$2,447,296	−15.8%	2.93%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,633	-153	$2,094,067	−19.5%	2.51%
PH	Parker-Hannifin Corp Industrials	Reduced	2,071	-11	$1,854,042	+1.3%	2.22%
PLTR	Palantir Technologies Inc. Technology	Added	10,692	+146	$1,564,025	−16.6%	1.87%
C	Citigroup Inc Financial Services	Reduced	13,737	-168	$1,557,913	−4.0%	1.87%
V	Visa Inc. Financial Services	Reduced	5,026	-211	$1,519,058	−17.3%	1.82%
NU	Nu Holdings Ltd. Financial Services	Reduced	100,953	-2,795	$1,450,694	−16.5%	1.74%
NFLX	Netflix Inc Communication Services	NEW	15,038	NEW	$1,445,903	NEW	1.73%
ETN	Eaton Corp plc Industrials	Reduced	3,836	-224	$1,372,022	+6.1%	1.64%
ONON	On Holding AG Consumer Cyclical	Added	38,455	+422	$1,308,239	−26.0%	1.57%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,186	-33	$1,181,765	+12.4%	1.42%
MELI	Mercadolibre Inc Consumer Cyclical	Added	660	+347	$1,141,153	+81.0%	1.37%
META	Meta Platforms, Inc. Communication Services	Held	1,972	0	$1,128,240	−13.3%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,831	+95	$1,126,926	−6.4%	1.35%
ARM	Arm Holdings PLC /Uk Technology	Reduced	6,999	-47	$1,058,808	+37.5%	1.27%
MU	Micron Technology Inc Technology	Reduced	3,083	-4	$1,041,560	+18.2%	1.25%
TEL	TE Connectivity plc Technology	NEW	4,845	NEW	$1,012,701	NEW	1.21%
ADSK	Autodesk, Inc. Technology	NEW	4,190	NEW	$1,003,086	NEW	1.20%
LLY	ELI LILLY & Co Healthcare	Added	1,035	+2	$951,961	−14.2%	1.14%
IBM	International Business Machines Corp Technology	Added	3,840	+236	$930,777	−12.8%	1.11%
SLV	iShares Silver Trust	Added	11,472	+2,700	$781,702	+38.3%	0.94%
LRCX	Lam Research Corp Technology	Added	3,641	+5	$777,936	+25.0%	0.93%
FITB	Fifth Third Bancorp Financial Services	Reduced	16,493	-897	$766,264	−5.9%	0.92%
XOM	Exxon Mobil Corp Energy	Added	4,459	+49	$756,513	+42.6%	0.91%
GS	Goldman Sachs Group Inc Financial Services	Added	879	+73	$743,625	+5.0%	0.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,089	-40	$628,549	−9.4%	0.75%
UNH	Unitedhealth Group Inc Healthcare	Added	2,282	+359	$617,486	−2.7%	0.74%
F	Ford Motor Co Consumer Cyclical	NEW	52,009	NEW	$600,183	NEW	0.72%
ORCL	Oracle Corp Technology	Reduced	4,055	-44	$596,531	−25.3%	0.71%
FTNT	Fortinet, Inc. Technology	Added	7,170	+1,485	$585,932	+29.8%	0.70%
CVS	CVS HEALTH Corp Healthcare	Added	7,039	+40	$505,540	−9.0%	0.61%
RTX	RTX Corp Industrials	Added	2,524	+5	$486,879	+5.4%	0.58%
AVGO	Broadcom Inc. Technology	Reduced	1,563	-13	$483,764	−11.3%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,458	-21	$479,521	−5.8%	0.57%
AZO	Autozone Inc Consumer Cyclical	Held	135	0	$456,000	−0.4%	0.55%
ONC	BeOne Medicines Ltd. Healthcare	Added	1,518	+1	$450,800	−2.2%	0.54%
EXEL	Exelixis, Inc. Healthcare	Held	10,000	0	$428,900	−2.1%	0.51%
PEG	Public Service Enterprise Group Inc Utilities	Added	5,116	+6	$414,140	+0.9%	0.50%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	6,254	+2,258	$369,173	+21.2%	0.44%
SHW	Sherwin Williams Co Basic Materials	Added	1,149	+13	$368,311	+0.1%	0.44%
PAA	Plains All American Pipeline LP Energy	Added	15,398	+237	$343,837	+26.3%	0.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,300	-883	$332,212	−27.2%	0.40%