Prasad Wealth Partners, LLC
Long book
$367.4M
Q1 2026
Positions
146
Top-10 weight
40%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsPrasad Wealth Partners, LLC is a wealth-management firm allocating client money, running a $367.4M US long book across 146 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: FIDELITY NASDAQ COMP INDX, INNOVATOR LADDERED ALLOCATIO, ISHA CURR HEDGED MSCI EAFE, INVESCO S&P 500 EQUAL WEIGHT, INVESCO S&P 500 EQUAL WEIGHT.
Over the last 6 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-3.7%
Q1 2025
+9.1%
Q2 2025
+6.5%
Q3 2025
+2.7%
Q4 2025
-2.3%
Q1 2026
+12.2%
Sector allocation
Technology 42%
Consumer discretionary 15%
Financials 13%
Industrials 10%
Services media 6%
Healthcare 4%
Consumer staples 3%
Other 2%
Long book by quarter
What does Prasad Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 37.1K | $7.7M | 2.1% | -4.7% |
| GOOGL ALPHABET INC-CL A | Technology | 26.4K | $7.6M | 2.1% | -3.1% |
| MSFT MICROSOFT CORP | Technology | 14.8K | $5.5M | 1.5% | +5.2% |
| NVDA NVIDIA CORP | Technology | 26.2K | $4.6M | 1.2% | -2.0% |
| SHOP SHOPIFY INC - CLASS A | Technology | 25.2K | $3.0M | 0.8% | +3.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.1K | $2.9M | 0.8% | +16.6% |
| PEP PEPSICO INC | Consumer staples | 16.2K | $2.5M | 0.7% | -1.1% |
| AAPL APPLE INC | Technology | 9.6K | $2.4M | 0.7% | -9.8% |
| TSLA TESLA INC | Industrials | 5.6K | $2.1M | 0.6% | -2.6% |
| PH PARKER HANNIFIN CORP | Industrials | 2.1K | $1.9M | 0.5% | -0.5% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 10.7K | $1.6M | 0.4% | +1.4% |
| C CITIGROUP INC | Financials | 13.7K | $1.6M | 0.4% | -1.2% |
| V VISA INC-CLASS A SHARES | Services media | 5.0K | $1.5M | 0.4% | -4.0% |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Financials | 101.0K | $1.5M | 0.4% | -2.7% |
| NFLX NETFLIX INC | Services media | 15.0K | $1.4M | 0.4% | New |
| ETN EATON CORP PLC | Industrials | 3.8K | $1.4M | 0.4% | -5.5% |
| ONON ON HOLDING AG-CLASS A | Other | 38.5K | $1.3M | 0.4% | +1.1% |
| GOOG ALPHABET INC-CL C | Technology | 4.2K | $1.2M | 0.3% | -1.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.2K | $1.2M | 0.3% | -2.7% |
| MELI MERCADOLIBRE INC | Services media | 660 | $1.1M | 0.3% | +110.9% |
| META META PLATFORMS INC-CLASS A | Technology | 2.0K | $1.1M | 0.3% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 3.8K | $1.1M | 0.3% | +2.5% |
| MU MICRON TECHNOLOGY INC | Technology | 3.1K | $1.0M | 0.3% | -0.1% |
| TEL TE CONNECTIVITY PLC | Consumer discretionary | 4.8K | $1.0M | 0.3% | New |
| ADSK AUTODESK INC | Technology | 4.2K | $1.0M | 0.3% | New |
| LLY ELI LILLY & CO | Healthcare | 1.0K | $952K | 0.3% | +0.2% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 3.8K | $931K | 0.3% | +6.5% |
| LRCX LAM RESEARCH CORP | Industrials | 3.6K | $778K | 0.2% | +0.1% |
| FITB FIFTH THIRD BANCORP | Financials | 16.5K | $766K | 0.2% | -5.2% |
| XOM EXXON MOBIL CORP | Energy | 4.5K | $757K | 0.2% | +1.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 879 | $744K | 0.2% | +9.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 2.3K | $617K | 0.2% | +18.7% |
| F FORD MOTOR CO | Industrials | 52.0K | $600K | 0.2% | New |
| ORCL ORACLE CORP | Technology | 4.1K | $596K | 0.2% | -1.1% |
| FTNT FORTINET INC | Technology | 7.2K | $586K | 0.2% | +26.1% |
| CVS CVS HEALTH CORP | Healthcare | 7.0K | $506K | 0.1% | +0.6% |
| RTX RTX CORP | Industrials | 2.5K | $487K | 0.1% | +0.2% |
| AVGO BROADCOM INC | Technology | 1.6K | $484K | 0.1% | -0.8% |
| HD HOME DEPOT INC | Consumer discretionary | 1.5K | $480K | 0.1% | -1.4% |
| AZO AUTOZONE INC | Consumer discretionary | 135 | $456K | 0.1% | Held |
| EXEL EXELIXIS INC | Healthcare | 10.0K | $429K | 0.1% | Held |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 5.1K | $414K | 0.1% | +0.1% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 1.1K | $368K | 0.1% | +1.1% |
| PAA PLAINS ALL AMER PIPELINE LP | Energy | 15.4K | $344K | 0.1% | +1.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.3K | $332K | 0.1% | -27.7% |
| MPC MARATHON PETROLEUM CORP | Energy | 1.3K | $328K | 0.1% | +0.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 27, 2026 | 146 | $367.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 145 | $374.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 140 | $358.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 23, 2025 | 123 | $341.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 115 | $306.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 113 | $309.1M | canonical | SEC ↗ |