NRI Wealth Management LC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, NRI Wealth Management LC held in its portfolio 31 assets valued at $196,063,332 (i.e. $196.06M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($34.17M), INVESCO EXCH TRADED FD TR II ($19.88M), and ISHARES TR ($19.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 31 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NRI Wealth Management LC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 55622 | 34169347 | UNIT SER 1 |
| INVESCO EXCH TRADED FD TR II | 166619 | 19880984 | S&P 500 MOMNTM |
| ISHARES TR | 28128 | 19266322 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 101161 | 18866536 | COM |
| VANGUARD WORLD FD | 24255 | 18282781 | INF TECH ETF |
| APPLE INC | 35759 | 9721500 | COM |
| ALPHABET INC | 25932 | 8137307 | CAP STK CL C |
| LAM RESEARCH CORP | 43911 | 7516630 | COM NEW |
| MICRON TECHNOLOGY INC | 26285 | 7502069 | COM |
| AMAZON COM INC | 29441 | 6795490 | COM |
| MICROSOFT CORP | 11464 | 5544340 | COM |
| VANGUARD INDEX FDS | 16530 | 5542056 | TOTAL STK MKT |
| VANECK ETF TRUST | 14903 | 5367142 | SEMICONDUCTR ETF |
| META PLATFORMS INC | 7619 | 5029068 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 9792 | 4922080 | CL B NEW |
| TAIWAN SEMICONDUCTOR MFG LTD | 15511 | 4713537 | SPONSORED ADS |
| TIDAL TRUST II | 76826 | 4529635 | ROUNDHILL GENER |
| NETFLIX INC | 27583 | 2586217 | COM |
| SPDR GOLD TR | 5987 | 2372580 | GOLD SHS |
| DIREXION SHS ETF TR | 39745 | 1670475 | DLY SCOND 3XBU |
| VANGUARD INDEX FDS | 1112 | 697529 | S&P 500 ETF SHS |
| TESLA INC | 1535 | 690320 | COM |
| ALPHABET INC | 1240 | 388076 | CAP STK CL A |
| VANGUARD ADMIRAL FDS INC | 848 | 377022 | 500 GRTH IDX F |
| PROSHARES TR | 6082 | 320643 | ULTRAPRO QQQ |
| SPDR S&P 500 ETF TR | 424 | 289134 | TR UNIT |
| BROADCOM INC | 787 | 272381 | COM |
| VANGUARD INDEX FDS | 1176 | 224604 | VALUE ETF |
| SELECT SECTOR SPDR TR | 1394 | 200694 | STATE STREET TEC |
| CRYOPORT INC | 19131 | 183658 | COM PAR $0.001 |
| REVIVA PHARMACEUTCLS HLDGS I | 11380 | 3175 | COM |
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