§ 13F · FUND PROFILE
NRI Wealth Management LC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $187M (13F)Positions · 32Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$201K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 56K | $34M | 17.4% | −1% |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | 167K | $20M | 10.1% | +2% |
| 3 | IVV | ISHARES TR | 28K | $19M | 9.8% | −2% |
| 4 | NVDA | NVIDIA CORPORATION | 101K | $19M | 9.6% | ±0% |
| 5 | VGT | VANGUARD WORLD FD | 24K | $18M | 9.3% | +1% |
| 6 | AAPL | APPLE INC | 36K | $10M | 5.0% | ±0% |
| 7 | GOOG | ALPHABET INC | 26K | $8M | 4.2% | +1% |
| 8 | LRCX | LAM RESEARCH CORP | 44K | $8M | 3.8% | +1% |
| 9 | MU | MICRON TECHNOLOGY INC | 26K | $8M | 3.8% | +2% |
| 10 | AMZN | AMAZON COM INC | 29K | $7M | 3.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NRI SIGNAL
AC read
NRI Wealth Management LC is a Other fund managing $187 million in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed