Prasad Wealth Partners, LLC

Registered adviser

CIK

2048885

Location

INDEPENDENCE, OH

Portfolio Value

Small $406,624,824

Diversification

Diversified

Filing Date

Global Rank

#4,383 / 8,827 ▼ 62

Top Industry

Semiconductors 14.3%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 332507

Roster of Nov 1, 2026

Regulatory AUM

$572,075,956

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$572,075,956	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$485,982,385	Individuals and high net worth (99%)
Dec 2024 to Mar 2025	$474,921,816	Individuals and high net worth (99%)
Sep 2024 to Nov 2024	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 65.7% of the book (60%+)

Turnover

Medium turnover

36.6% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 5.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 74.5%; sector active share 64.8% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

12.8%

−6.2 pts

Top 5

47.7%

−1.6 pts

Top 10

65.7%

−1.9 pts

HHI

600

Diversified−106

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.7%	$316,046,316	87
Technology	8.2%	$33,320,334	21
Consumer Cyclical	3.7%	$15,177,988	8
Communication Services	3.1%	$12,680,765	4
Financial Services	3.1%	$12,562,177	13
Industrials	1.4%	$5,708,250	8
Healthcare	1.2%	$4,696,472	8
Consumer Defensive	0.9%	$3,630,208	3
Energy	0.3%	$1,296,133	3
Utilities	0.2%	$647,259	2
Basic Materials	0.2%	$627,674	2
Real Estate	0.1%	$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
BALT		+303,848	347,970	$11,924,931
—		+100,246	186,184	$10,456,093
FXH	First Trust Health Care AlphaDEX Fund	+80,787	83,752	$10,251,244
QBUF		+70,963	389,781	$11,992,002
IYF	iShares U.S. Financials ETF	+12,621	80,854	$10,309,693
BUFF		+12,375	410,619	$21,631,408
UCON	First Trust Smith Unconstrained Bond ETF	+8,700	407,632	$10,141,884
JMBS	Janus Henderson Mortgage-Backed Securities ETF	+7,902	152,257	$6,850,042
PYLD		+7,299	173,521	$4,601,776
RSP	Victory Portfolios II	+7,055	98,829	$21,027,846
FPE	First Trust Preferred Securities and Income ETF	+3,366	470,663	$8,415,454
IWF	iShares Russell 1000 Growth ETF	+2,726	3,633	$451,109
VO	VANGUARD MID-CAP INDEX FUND	+2,612	3,481	$280,464
PLTR	Palantir Technologies Inc.	+1,456	12,148	$1,417,307
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+1,379	1,683	$201,152
FSMD	Fidelity Small-Mid Multifactor ETF	+700	197,968	$10,462,608
MSFT	Microsoft Corp	+478	15,298	$5,706,459
BAC	Bank Of America Corp	+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
IVV	iShares Core S&P 500 ETF	+174	11,927	$8,932,011
VOO	VANGUARD 500 INDEX FUND	+152	13,477	$9,256,138
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HEFA	iShares Currency Hedged MSCI EAFE ETF	−381,243	60,144	$2,822,557
JAAA	Janus Henderson AAA CLO ETF	−121,296	70,015	$3,535,057
EMXC	iShares MSCI Emerging Markets ex China ETF	−119,933	12,793	$1,308,723
RSPT	Victory Portfolios II	−111,795	219,860	$14,180,970
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−30,333	37,896	$6,225,175
VHT	VANGUARD HEALTH CARE INDEX FUND	−24,618	690	$206,316
SMTH	ALPS \| Smith Core Plus Bond ETF	−20,524	378,849	$9,751,573
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−20,221	131,233	$6,977,658
JSI	Janus Henderson Securitized Income ETF	−11,154	98,872	$5,063,235
EXEL	Exelixis, Inc.	−4,000	6,000	$326,460
BUFQ	FT Vest Laddered Nasdaq Buffer ETF	−3,711	78,917	$3,099,070
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−3,146	1,562	$578,002
FFLC	Fidelity Fundamental Large Cap Core ETF	−2,094	259,366	$15,279,251
STIP	iShares 0-5 Year TIPS Bond ETF	−2,015	115,320	$11,781,091
TSLA	Tesla, Inc.	−1,125	4,508	$1,896,064
NU	Nu Holdings Ltd.	−1,110	99,843	$1,333,902
ONEQ	Fidelity Nasdaq Composite Index ETF	−625	253,291	$26,144,697
NOVM	FT Vest U.S. Equity Max Buffer ETF - November	−600	7,025	$236,918
GOOG	Alphabet Inc.	−587	3,658	$1,292,481
OHI	Omega Healthcare Investors Inc	−562	4,850	$231,248
AMZN	Amazon Com Inc	−487	36,584	$8,719,430
IJH	iShares Core S&P Mid-Cap ETF	−472	9,104	$702,009
GOOGL	Alphabet Inc.	−450	25,962	$9,278,039
ARM	Arm Holdings PLC	−426	6,573	$2,330,588
FITB	Fifth Third Bancorp	−379	16,114	$908,346
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
BUFY	FT Vest Laddered International Moderate Buffer ETF	639,436	$14,967,917
CLOA		108,759	$5,645,679
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	63,964	$2,926,992
MAYM	FT Vest U.S. Equity Max Buffer ETF - May	30,970	$1,019,222
ZJUN		23,555	$645,289
ZMAY		21,160	$549,461
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
SCHB	Schwab U.S. Broad Market ETF	7,836	$226,930
ALL	Allstate Corp	927	$220,570
FXO	First Trust Financials AlphaDEX Fund	3,416	$213,363
DE	Deere & Co	335	$212,500
XLF	State Street Corp	3,878	$207,899
ZJUL		6,875	$206,043
ZMAR		7,250	$204,558
JANM	FT Vest U.S. Equity Max Buffer ETF - January	6,000	$203,070
FHLC	Fidelity MSCI Health Care Index ETF	2,618	$202,240
ELFY		198,882	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
FOUR	Shift4 Payments, Inc.	6,982	$305,322
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	4,689	$253,440
OIH	VanEck Oil Services ETF	527	$213,018
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

160 tracked positions · $406,624,824 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 160 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	253,291	-625	$26,144,697	+21.3%	7	before history	6.43%
BUFF		Added	410,619	+12,375	$21,631,408	+9.9%	7	before history	5.32%
RSP	Victory Portfolios II	Added	98,829	+7,055	$21,027,846	+19.4%	7	before history	5.17%
FFLC	Fidelity Fundamental Large Cap Core ETF	Reduced	259,366	-2,094	$15,279,251	+13.9%	5	$45.13	3.76%
BUFY	FT Vest Laddered International Moderate Buffer ETF	NEW	639,436	NEW	$14,967,917	NEW	1	$23.11	3.68%
RSPT	Victory Portfolios II	Reduced	219,860	-111,795	$14,180,970	−5.5%	7	before history	3.49%
QBUF		Added	389,781	+70,963	$11,992,002	+28.8%	4	$28.62	2.95%
BALT		Added	347,970	+303,848	$11,924,931	+707.6%	7	before history	2.93%
STIP	iShares 0-5 Year TIPS Bond ETF	Reduced	115,320	-2,015	$11,781,091	−2.9%	5	unpriced	2.90%
FSMD	Fidelity Small-Mid Multifactor ETF	Added	197,968	+700	$10,462,608	+18.6%	3	$43.92	2.57%
		Added	186,184	+100,246	$10,456,093	+129.5%	3	unpriced	2.57%
IYF	iShares U.S. Financials ETF	Added	80,854	+12,621	$10,309,693	+28.4%	5	unpriced	2.54%
FXH	First Trust Health Care AlphaDEX Fund	Added	83,752	+80,787	$10,251,244	+3049.7%	7	before history	2.52%
UCON	First Trust Smith Unconstrained Bond ETF	Added	407,632	+8,700	$10,141,884	+2.6%	7	before history	2.49%
SMTH	ALPS \| Smith Core Plus Bond ETF	Reduced	378,849	-20,524	$9,751,573	−5.2%	7	before history	2.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,962	-450	$9,278,039	+22.2%	7	before history	2.28%
VOO	VANGUARD 500 INDEX FUND	Added	13,477	+152	$9,256,138	+16.2%	7	before history	2.28%
IVV	iShares Core S&P 500 ETF	Added	11,927	+174	$8,932,011	+16.3%	7	before history	2.20%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	36,584	-487	$8,719,430	+12.9%	7	before history	2.14%
FPE	First Trust Preferred Securities and Income ETF	Added	470,663	+3,366	$8,415,454	+1.5%	7	before history	2.07%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Reduced	131,233	-20,221	$6,977,658	−13.4%	7	before history	1.72%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	Added	152,257	+7,902	$6,850,042	+5.0%	3	$45.75	1.68%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	37,896	-30,333	$6,225,175	−35.9%	7	before history	1.53%
MSFT	Microsoft Corp Technology	Added	15,298	+478	$5,706,459	+4.0%	7	before history	1.40%
CLOA		NEW	108,759	NEW	$5,645,679	NEW	1	$51.86	1.39%
NVDA	Nvidia Corp Technology	Reduced	25,912	-308	$5,184,732	+13.4%	7	before history	1.28%
JSI	Janus Henderson Securitized Income ETF	Reduced	98,872	-11,154	$5,063,235	−10.7%	5	$52.06	1.25%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,440	-103	$4,809,198	+13.0%	7	before history	1.18%
PYLD		Added	173,521	+7,299	$4,601,776	+5.7%	7	before history	1.13%
JAAA	Janus Henderson AAA CLO ETF	Reduced	70,015	-121,296	$3,535,057	−63.3%	7	before history	0.87%
MU	Micron Technology Inc Technology	Reduced	2,972	-111	$3,430,549	+229.4%	4	$127.95	0.84%
BUFQ	FT Vest Laddered Nasdaq Buffer ETF	Reduced	78,917	-3,711	$3,099,070	+6.2%	7	before history	0.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,103	-6	$3,053,880	+4.3%	7	before history	0.75%
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	NEW	63,964	NEW	$2,926,992	NEW	1	$45.42	0.72%
SHOP	Shopify Inc. Technology	Added	25,531	+290	$2,915,129	−2.6%	7	before history	0.72%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Reduced	60,144	-381,243	$2,822,557	−85.0%	7	before history	0.69%
AAPL	Apple Inc. Technology	Reduced	9,340	-303	$2,702,622	+10.4%	7	before history	0.66%
ARM	Arm Holdings PLC Technology	Reduced	6,573	-426	$2,330,588	+120.1%	7	before history	0.57%
PEP	Pepsico Inc Consumer Defensive	Added	16,185	+10	$2,191,449	−12.8%	5	$134.80	0.54%
PH	Parker-Hannifin Corp Industrials	Reduced	2,070	-1	$2,024,708	+9.2%	7	before history	0.50%
C	Citigroup Inc Financial Services	Reduced	13,722	-15	$1,920,531	+23.3%	7	before history	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,508	-1,125	$1,896,064	−9.5%	7	before history	0.47%
V	Visa Inc. Financial Services	Added	5,048	+22	$1,731,918	+14.0%	7	before history	0.43%
ETN	Eaton Corp plc Industrials	Reduced	3,814	-22	$1,625,221	+18.5%	7	before history	0.40%
LRCX	Lam Research Corp Technology	Added	3,646	+5	$1,579,921	+103.1%	7	before history	0.39%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Reduced	13,400	-287	$1,539,392	+20.1%	7	before history	0.38%
PLTR	Palantir Technologies Inc. Technology	Added	12,148	+1,456	$1,417,307	−9.4%	7	before history	0.35%
ONON	On Holding AG Consumer Cyclical	Reduced	38,311	-144	$1,356,975	+3.7%	7	before history	0.33%
NU	Nu Holdings Ltd. Financial Services	Reduced	99,843	-1,110	$1,333,902	−8.1%	7	before history	0.33%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	12,793	-119,933	$1,308,723	−87.5%	5	$58.21	0.32%

Showing the top 50 of 160 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.