NRI Wealth Management LC
CIK: 0002027950SEC EDGAR →
Portfolio Value
$196.1M
Holdings
31
As of
Q4 2025
New Positions
1
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 55,622 | $34.2M | 17.43% |
| 2 | INVESCO EXCH TRADED FD TR II | 166,619 | $19.9M | 10.14% |
| 3 | ISHARES TR | 28,128 | $19.3M | 9.83% |
| 4 | NVIDIA CORPORATION | 101,161 | $18.9M | 9.62% |
| 5 | VANGUARD WORLD FD | 24,255 | $18.3M | 9.32% |
| 6 | APPLE INC | 35,759 | $9.7M | 4.96% |
| 7 | ALPHABET INC | 25,932 | $8.1M | 4.15% |
| 8 | LAM RESEARCH CORP | 43,911 | $7.5M | 3.83% |
| 9 | MICRON TECHNOLOGY INC | 26,285 | $7.5M | 3.83% |
| 10 | AMAZON COM INC | 29,441 | $6.8M | 3.47% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 5 | $61.3M | 31.3% |
| Financial Services | 12 | $56.8M | 29.0% |
| Technology | 7 | $54.1M | 27.6% |
| Communication Services | 4 | $16.1M | 8.2% |
| Consumer Cyclical | 2 | $7.5M | 3.8% |
| Industrials | 1 | $183K | 0.1% |