Prasad Wealth Partners, LLC has disclosed its latest investment holdings, reporting a total value of $441,268,731 as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and positions within the financial services industry.

The firm, based in Independence, Ohio, is categorized under the SIC for asset management. The recent filing, dated November 10, 2026, indicates a diverse portfolio, including substantial investments in various exchange-traded funds (ETFs) and notable companies.

Background

Prasad Wealth Partners, LLC, incorporated in Ohio, operates in the asset management sector. The firm is registered with the SEC and has a Central Index Key (CIK) of 0002048885. Its recent filings include several 13F-HR forms, with the latest submission being on November 10, 2026.

What the Filing Says

According to the filing, Prasad Wealth Partners reported a total of 182 holdings. The firm’s Chief Compliance Officer, Roseann Higgins, signed the document, confirming its accuracy. The filing indicates that the firm has exercised sole investment discretion over its reported holdings.

Impact

This disclosure may influence investor sentiment within the asset management sector. By revealing its significant holdings, Prasad Wealth Partners could impact how investors view the performance and strategies of the firms it has invested in. Notable holdings include large stakes in companies such as NVIDIA Corporation and Amazon.com, Inc.

What's Next

The filing does not specify what happens next for Prasad Wealth Partners, LLC. However, the firm is likely to continue monitoring its investments and may provide further updates in future filings.