StockDriftsStockDriftsTop 31 Nri Wealth Management Lc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 17.43% | 55.6K | $34.2M | -0.54%(-300) | $400.43(+59.18%) | 2025-12-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 10.14% | 166.6K | $19.9M | +1.69%(+2.77K) | $116.82(+8.35%) | 2025-12-31 | |
| IVV | ISHARES TR | 9.83% | 28.1K | $19.3M | -2.23%(-642) | $466.22(+50.83%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 9.62% | 101.2K | $18.9M | +0.03%(+34) | $58.87(+237.83%) | 2025-12-31 | |
| VGT | VANGUARD WORLD FD | 9.32% | 24.3K | $18.3M | +0.62%(+149) | $473.10(+65.72%) | 2025-12-31 | |
| AAPL | APPLE INC | 4.96% | 35.8K | $9.7M | -0.30%(-107) | $190.09(+40.16%) | 2025-12-31 | |
| GOOG | ALPHABET INC | 4.15% | 25.9K | $8.1M | +1.03%(+264) | $170.95(+95.65%) | 2025-12-31 | |
| LRCX | LAM RESEARCH CORP | 3.83% | 43.9K | $7.5M | +0.85%(+368) | $92.41(+186.95%) | 2025-12-31 | |
| MU | MICRON TECHNOLOGY INC | 3.83% | 26.3K | $7.5M | +1.88%(+485) | $114.41(+298.77%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 3.47% | 29.4K | $6.8M | +1.49%(+433) | $145.18(+71.17%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +51.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +65.34% |
Nri Wealth Management Lc reports $196.06M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (17.4%), SPMO (10.1%) and IVV (9.8%). The top 20 holdings account for 98.15% of reported assets. Its disclosed equity book has returned +51.03% cumulatively over 7 quarters. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nri Wealth Management Lc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2027950). View Nri Wealth Management Lc’s 13F filings on SEC