Prasad Wealth Partners, LLC 13F Portfolio

CIK 2048885 Filing since Q4 2024 Q1 2026 filed Apr 27, 2026
Holdings as of Mar 31, 2026, from the 13F filed Apr 27, 2026.

Portfolio Snapshot

73 positions · Q1 2026

Prasad Wealth Partners, LLC reported 73 positions worth $79.61M for the quarter ended Mar 31, 2026, down 2.8% on the prior quarter. It opened 10 new positions, added to 31, trimmed 27 and exited 6. Its largest holding is Amazon Com Inc at 9.7% of the portfolio.

Portfolio Value
$79.61M
-2.8% QoQ · +43.0% YoY
Positions
73
10 new · 6 sold out
Top 10 Concentration
50.5%
of portfolio value
Largest Position
AMZN 9.7%
Amazon Com Inc
Net Buying
+$4.27M
$7.56M bought · $3.29M sold
Turnover
4.1%
of the portfolio traded
Top Sector
Technology
46.8% of value
Track Record
6
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
46.79%
Technology
Technology46.79%
Consumer Discretionary16.22%
Financial Services12.13%
Industrials7.23%
Healthcare5.07%
Consumer Staples5.06%
Other3.4%
Energy1.79%
Utilities0.781%
Basic Materials0.727%
Real Estate0.561%
Communication Services0.252%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer DiscretionaryFinancial ServicesIndustrialsHealthcareConsumer StaplesOtherEnergyUtilitiesBasic MaterialsReal EstateCommunication Services

Largest Buys

Q1 2026
Holding Change Change % Trade Value Weight
NFLX Netflix Inc +15.0K – $1.45M 1.82%
TEL TE Connectivity plc +4,845 – $1.01M 1.27%
ADSK Autodesk, Inc. +4,190 – $1.00M 1.26%
F Ford Motor Co +52.0K – $600.18K 0.754%
MELI Mercadolibre Inc +347 +110.9% $599.98K 1.43%
BRK-B Berkshire Hathaway Inc +870 +16.6% $416.88K 3.68%
MSFT Microsoft Corp +737 +5.2% $272.82K 6.89%
PNC Pnc Financial Services Group, Inc. +1,017 – $211.55K 0.266%
PLD Prologis, Inc. +1,583 – $209.30K 0.263%
D Dominion Energy, Inc +3,359 – $207.66K 0.261%

Largest Sells

Q1 2026
Holding Change Change % Trade Value Weight
AMZN Amazon Com Inc -1,812 -4.7% $377.39K 9.7%
AGNT AGNT, Inc. -40.3K -100.0% $364.64K Exited
SOFI SoFi Technologies, Inc. -11.9K -100.0% $310.81K Exited
CMG Chipotle Mexican Grill Inc -7,415 -100.0% $274.36K Exited
AAPL Apple Inc. -1,042 -9.8% $264.45K 3.07%
CRM Salesforce, Inc. -995 -100.0% $263.64K Exited
FISV Fiserv Inc -3,865 -100.0% $259.61K Exited
GOOGL Alphabet Inc. -837 -3.1% $240.69K 9.54%
DIS Walt Disney Co -1,925 -100.0% $219.03K Exited
PG PROCTER & GAMBLE Co -883 -27.7% $127.51K 0.417%

New Positions

Q1 2026
Holding Shares Trade Value Weight
NFLX Netflix Inc +15.0K $1.45M 1.82%
TEL TE Connectivity plc +4,845 $1.01M 1.27%
ADSK Autodesk, Inc. +4,190 $1.00M 1.26%
F Ford Motor Co +52.0K $600.18K 0.754%
PNC Pnc Financial Services Group, Inc. +1,017 $211.55K 0.266%
PLD Prologis, Inc. +1,583 $209.30K 0.263%
D Dominion Energy, Inc +3,359 $207.66K 0.261%
PWR Quanta Services, Inc. +369 $202.61K 0.254%
BMY Bristol Myers Squibb Co +3,315 $201.07K 0.253%
VZ Verizon Communications Inc +4,000 $200.82K 0.252%

Closed Positions

Q1 2026
Holding Shares Sold Trade Value Prior Weight
AGNT AGNT, Inc. -40.3K $364.64K 0.445%
SOFI SoFi Technologies, Inc. -11.9K $310.81K 0.38%
CMG Chipotle Mexican Grill Inc -7,415 $274.36K 0.335%
CRM Salesforce, Inc. -995 $263.64K 0.322%
FISV Fiserv Inc -3,865 $259.61K 0.317%
DIS Walt Disney Co -1,925 $219.03K 0.267%
Holdings · Q1 2026

73 Positions

As ofMar 31, 2026
Value$79.61M
Top 1050.5%
Avg position$1.09M
# Activity
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Showing 1–15 of 73 positions 13F filings on SEC EDGAR

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About Prasad Wealth Partners, LLC’s 13F Portfolio

What are Prasad Wealth Partners, LLC’s largest holdings?

As of its Q1 2026 13F filing, Prasad Wealth Partners, LLC’s five largest positions were Amazon Com Inc (AMZN) at 9.7%, Alphabet Inc. (GOOGL) at 9.5%, Microsoft Corp (MSFT) at 6.9%, Nvidia Corp (NVDA) at 5.7%, Shopify Inc. (SHOP) at 3.8% of the reported portfolio.

How much is Prasad Wealth Partners, LLC’s portfolio worth?

Prasad Wealth Partners, LLC reported a 13F portfolio worth $79.61M across 73 positions for Q1 2026. That is down 2.8% from the previous quarter.

What did Prasad Wealth Partners, LLC buy in Q1 2026?

Its largest purchases by value were Netflix Inc ($1.45M), TE Connectivity plc ($1.01M), Autodesk, Inc. ($1.00M). It opened 10 new positions.

What did Prasad Wealth Partners, LLC sell in Q1 2026?

Its largest sales by value were Amazon Com Inc ($377.39K), AGNT, Inc. ($364.64K), SoFi Technologies, Inc. ($310.81K). It exited 6 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Prasad Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.