NRI Wealth Management LC current holdings: USA ETF
NRI Wealth Management LC reported $0.11 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 14 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are QQQ, SPMO, IVV.
- QQQ: Country of operation —; Class UNIT SER 1; Shares 55,622; Value $34,169,347.
- SPMO: Country of operation —; Class S&P 500 MOMNTM; Shares 166,619; Value $19,880,984.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 28,128; Value $19,266,322.
- VGT: Country of operation —; Class INF TECH ETF; Shares 24,255; Value $18,282,781.
Form 13F-HR as filed (SEC CIK 2027950): quarter ended 2025-12-31, filed 2026-01-22. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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