NRI Wealth Management LC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-12-31, NRI Wealth Management LC opened 9 positions, added to 32, reduced 24 and sold out of 4.
- Q4 2025: Stock SMH; Country of operation —; Class SEMICONDUCTR ETF; Shares before 13,975.
- Q4 2025: Stock VGT; Country of operation —; Class INF TECH ETF; Shares before 24,106.
- Q4 2025: Stock CHAT; Country of operation —; Class ROUNDHILL GENER; Shares before 72,761.
- Q4 2025: Stock SPMO; Country of operation —; Class S&P 500 MOMNTM; Shares before 163,848.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2027950), 7 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-01-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-06-30 to 2024-12-31, filed 2025-01-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 13,975 | 14,903 | +928 | $4,560,879 | $5,367,142 | +$806,263 | 2026-01-22 |
|---|
| Q4 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 24,106 | 24,255 | +149 | $17,998,606 | $18,282,781 | +$284,175 | 2026-01-22 |
|---|
| Q4 2025 | CHAT
TIDAL TRUST II | | ROUNDHILL GENER | 72,761 | 76,826 | +4,065 | $4,474,832 | $4,529,635 | +$54,803 | 2026-01-22 |
|---|
| Q4 2025 | SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 163,848 | 166,619 | +2,771 | $19,835,463 | $19,880,984 | +$45,521 | 2026-01-22 |
|---|
| Q4 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,106 | 1,112 | +6 | $677,292 | $697,529 | +$20,237 | 2026-01-22 |
|---|
| Q4 2025 | TQQQ
PROSHARES TR | | ULTRAPRO QQQ | 3,041 | 6,082 | +3,041 | $314,439 | $320,643 | +$6,204 | 2026-01-22 |
|---|
| Q3 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 23,735 | 24,106 | +371 | $15,742,899 | $17,998,606 | +$2,255,707 | 2026-01-22 |
|---|
| Q3 2025 | SOXL
DIREXION SHS ETF TR | | DLY SCOND 3XBU | 39,074 | 39,745 | +671 | $981,150 | $1,384,710 | +$403,560 | 2026-01-22 |
|---|
| Q3 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 403 | 424 | +21 | $248,994 | $282,460 | +$33,466 | 2026-01-22 |
|---|
| Q2 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 56,927 | 59,565 | +2,638 | $26,694,408 | $32,858,218 | +$6,163,810 | 2025-07-18 |
|---|
| Q2 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 56,184 | 58,529 | +2,345 | $31,569,561 | $36,340,860 | +$4,771,299 | 2025-07-18 |
|---|
| Q2 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 22,892 | 23,735 | +843 | $12,416,381 | $15,742,899 | +$3,326,518 | 2025-07-18 |
|---|
| Q2 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 26,345 | 27,909 | +1,564 | $7,240,581 | $8,482,278 | +$1,241,697 | 2025-07-18 |
|---|
| Q2 2025 | VFH
VANGUARD WORLD FD | | FINANCIALS ETF | 30,782 | 33,621 | +2,839 | $3,677,565 | $4,279,990 | +$602,425 | 2025-07-18 |
|---|
| Q2 2025 | VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 1,170 | 1,316 | +146 | $391,211 | $521,897 | +$130,686 | 2025-07-18 |
|---|
| Q1 2025 | VFH
VANGUARD WORLD FD | | FINANCIALS ETF | 3,258 | 30,782 | +27,524 | $384,672 | $3,677,565 | +$3,292,893 | 2025-04-23 |
|---|
| Q1 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 56,195 | 56,927 | +732 | $28,728,517 | $26,694,408 | -$2,034,109 | 2025-04-23 |
|---|
| Q1 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 22,780 | 22,892 | +112 | $14,164,657 | $12,416,381 | -$1,748,276 | 2025-04-23 |
|---|
| Q4 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 57,863 | 60,131 | +2,268 | $31,664,396 | $35,397,637 | +$3,733,241 | 2025-01-03 |
|---|
| Q4 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 52,371 | 56,195 | +3,824 | $25,091,630 | $28,728,517 | +$3,636,887 | 2025-01-03 |
|---|
| Q4 2024 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 21,561 | 22,780 | +1,219 | $12,432,078 | $14,164,657 | +$1,732,579 | 2025-01-03 |
|---|
| Q4 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 30,569 | 33,965 | +3,396 | $8,177,575 | $9,843,313 | +$1,665,738 | 2025-01-03 |
|---|
| Q4 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 898 | 1,175 | +277 | $449,117 | $633,102 | +$183,985 | 2025-01-03 |
|---|
| Q2 2024 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 20,976 | 21,561 | +585 | $10,998,703 | $12,432,078 | +$1,433,375 | 2024-08-07 |
|---|
| Q2 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 57,713 | 57,863 | +150 | $30,341,534 | $31,664,396 | +$1,322,862 | 2024-08-07 |
|---|
| Q2 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 28,684 | 30,569 | +1,885 | $7,455,032 | $8,177,575 | +$722,543 | 2024-08-07 |
|---|
| Q1 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 54,640 | 57,713 | +3,073 | $26,097,474 | $30,341,534 | +$4,244,060 | 2024-08-07 |
|---|
| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 50,410 | 53,536 | +3,126 | $20,643,712 | $23,770,568 | +$3,126,856 | 2024-08-07 |
|---|
| Q1 2024 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 20,211 | 20,976 | +765 | $9,782,190 | $10,998,703 | +$1,216,513 | 2024-08-07 |
|---|
| Q1 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 27,833 | 28,684 | +851 | $6,602,544 | $7,455,032 | +$852,488 | 2024-08-07 |
|---|
| Q1 2024 | VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 3,266 | 3,858 | +592 | $884,276 | $1,175,687 | +$291,411 | 2024-08-07 |
|---|
| Q1 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 649 | 942 | +293 | $283,483 | $452,819 | +$169,336 | 2024-08-07 |
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