Skip to main content

RASP WEALTH SOLUTIONS, LLC

Location
FISHERS, IN
Portfolio Value
Small $254,715,538
Diversification
Highly concentrated
Filing Date
Jun 30, 2026
Global Rank
#4,031 / 8,633
Top Industry
Drug Manufacturers - General 84.2%
Period ended 51 days ago
Filed Aug 11, 2026 · 9d

Clone Performance

Aug 2026–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
+6.6%
SPY
-0.9%
Annualised alpha
Max drawdown
−0.0%

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 1 quarter. Past performance does not predict future results.

Portfolio Concentration

61 tracked positions · as of Jun 30, 2026
Top Position
79.9%
of portfolio value
Top 5
87.4%
of portfolio value
Top 10
90.9%
of portfolio value
HHI
6,409
Highly concentrated

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Healthcare 80.8% $205,771,159
Unclassified 4.3% $10,979,907
Technology 3.6% $9,192,180
Communication Services 3.5% $8,837,562
Consumer Defensive 1.8% $4,541,628
Energy 1.5% $3,809,209
Consumer Cyclical 1.3% $3,435,532
Financial Services 1.2% $3,082,166
Industrials 1.2% $3,063,793
Basic Materials 0.7% $1,735,812
Real Estate 0.1% $266,590

Portfolio Positions

Export CSV View 13F filing
61 tracked positions · $254,715,538 total · filing declares 97 positions · $300,443,504 · as of Jun 30, 2026
Showing 1–50 of 61 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History

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.