Prasad Wealth Partners, LLC

CIK 0002048885 · Q1 2026

13F Equity AUM

$367.4M

-2.0% QoQ

Positions

146

+1 QoQ

AUM Rank

#5,218

Top 42%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 25.2%Top 10: 40.5%Top 20: 64.1%

ONEQ5.9%

BUFF5.4%

HEFA5.1%

RSP4.8%

RSPT4.1%

FFLC3.6%

STIP3.3%

EMXC2.8%

SMTH2.8%

UCON2.7%

Others (136)59.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services80.8%

Technology7.0%

Consumer Cyclical3.8%

Communication Services3.1%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Position Changes This Quarter

New13Increased75Decreased45Exited12

New Positions

NFLX0.4%

+15K

TEL0.3%

+5K

ADSK0.3%

+4K

F0.2%

+52K

MARM0.1%

+9K

VWO0.1%

+5K

PLD0.1%

+2K

PWR0.1%

+369

PNC0.1%

+1K

D0.1%

+3K

Increased

UCON2.7%

+18K(+5%)

FPE2.3%

+18K(+4%)

JMBS1.8%

+13K(+9%)

SMTH2.8%

+12K(+3%)

IGIB2.2%

+12K(+8%)

PYLD1.2%

+10K(+7%)

BUFQ0.8%

+10K(+14%)

QBUF2.5%

+8K(+3%)

FFLC3.6%

+7K(+3%)

FSMD2.4%

+7K(+4%)

Decreased

ZDEK0.3%

-29,874(-39%)

QMAR0.1%

-5,743(-26%)

OUSM0.1%

-2,823(-35%)

NU0.4%

-2,795(-3%)

EMXC2.8%

-2,706(-2%)

AMZN2.1%

-1,812(-5%)

AAPL0.7%

-1,042(-10%)

FITB0.2%

-897(-5%)

PG0.1%

-883(-28%)

GOOGL2.1%

-837(-3%)

Exited

-222,641

-40,291

-11,872

-995

-3,865

-7,415

-3,847

-1,925

-7,725

-6,800

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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