NRI Wealth Management LC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, NRI Wealth Management LC opened 1 positions, added to 6, reduced 4, sold out of 1 and left 3 unchanged. The largest increase in value was SMH (+$806,263); the largest decrease was VFH (-$401,140).
- SMH: Country of operation —; Class SEMICONDUCTR ETF; Shares 2025-09-30 13,975; Shares 2025-12-31 14,903.
- VGT: Country of operation —; Class INF TECH ETF; Shares 2025-09-30 24,106; Shares 2025-12-31 24,255.
- CHAT: Country of operation —; Class ROUNDHILL GENER; Shares 2025-09-30 72,761; Shares 2025-12-31 76,826.
- SPMO: Country of operation —; Class S&P 500 MOMNTM; Shares 2025-09-30 163,848; Shares 2025-12-31 166,619.
Two Form 13F-HR filings compared (SEC CIK 2027950): 2025-09-30 (filed 2026-01-22) and 2025-12-31 (filed 2026-01-22). 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; share change is the position change.
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