NRI Wealth Management LC 13F Holdings · last filed Q4 2025
NRI Wealth Management LC reported 31 securities worth $196.06M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: QQQ (17.43%), SPMO (10.14%), IVV (9.83%). Among its top 25 positions this quarter: 16 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $34.2M | 17.43% | 55,622 | Trimmed |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $19.9M | 10.14% | 166,619 | Added |
| 3 | IVV | ISHARES TR | $19.3M | 9.83% | 28,128 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $18.9M | 9.62% | 101,161 | Added |
| 5 | VGT | VANGUARD WORLD FD | $18.3M | 9.32% | 24,255 | Added |
| 6 | AAPL | APPLE INC | $9.7M | 4.96% | 35,759 | Trimmed |
| 7 | GOOG | ALPHABET INC | $8.1M | 4.15% | 25,932 | Added |
| 8 | LRCX | LAM RESEARCH CORP | $7.5M | 3.83% | 43,911 | Added |
| 9 | MU | MICRON TECHNOLOGY INC | $7.5M | 3.83% | 26,285 | Added |
| 10 | AMZN | AMAZON COM INC | $6.8M | 3.47% | 29,441 | Added |
| 11 | MSFT | MICROSOFT CORP | $5.5M | 2.83% | 11,464 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $5.5M | 2.83% | 16,530 | Trimmed |
| 13 | SMH | VANECK ETF TRUST | $5.4M | 2.74% | 14,903 | Added |
| 14 | META | META PLATFORMS INC | $5.0M | 2.57% | 7,619 | Added |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.9M | 2.51% | 9,792 | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $4.7M | 2.40% | 15,511 | Added |
| 17 | CHAT | TIDAL TRUST II | $4.5M | 2.31% | 76,826 | Added |
| 18 | NFLX | NETFLIX INC | $2.6M | 1.32% | 27,583 | Added |
| 19 | GLD | SPDR GOLD TR | $2.4M | 1.21% | 5,987 | Added |
| 20 | SOXL | DIREXION SHS ETF TR | $1.7M | 0.85% | 39,745 | Hold |
| 21 | VOO | VANGUARD INDEX FDS | $697,529 | 0.36% | 1,112 | Added |
| 22 | TSLA | TESLA INC | $690,320 | 0.35% | 1,535 | Hold |
| 23 | GOOGL | ALPHABET INC | $388,076 | 0.20% | 1,240 | Hold |
| 24 | VOOG | VANGUARD ADMIRAL FDS INC | $377,022 | 0.19% | 848 | Trimmed |
| 25 | TQQQ | PROSHARES TR | $320,643 | 0.16% | 6,082 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR