NRI Wealth Management LC 13F Holdings

CIK 0002027950 · SANTA CLARA, CA

As of Jun 30, 2025, NRI Wealth Management LC reported 30 positions worth 65.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—58,529$36.3M21.92%
INVESCO QQQ TRUST SERIES 1QQQ—59,565$32.9M19.82%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—23,735 5.7M9.49%
NVIDIA CORPNVDATechnology93,633 4.8M8.92%
VANGUARD TOTAL STOCK MKT ETFVTI—27,909$8.5M5.12%
APPLE INCAAPLTechnology34,595$7.1M4.28%
AMAZON.COM INCAMZNEquity29,040$6.4M3.84%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services11,511$5.6M3.37%
NETFLIX INCNFLXCommunication Services3,858$5.2M3.12%
MICROSOFT CORPMSFTTechnology8,858$4.4M2.66%
VANGUARD FINANCIALS INDEX FUNDVFH—33,621$4.3M2.58%
META PLATFORMS INCMETACommunication Services4,169$3.1M1.86%
INTUITIVE SURGICAL INCISRGHealthcare5,231$2.8M1.71%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical49,800$2.8M1.69%
ALPHABET INCGOOGEquity15,500$2.7M1.66%
MASTERCARD INCMAFinancial Services4,806$2.7M1.63%
LAM RESEARCH CORPLRCXTechnology24,191$2.4M1.42%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology8,477 .9M1.16%
MICRON TECHNOLOGY INCMUTechnology13,339 .6M0.99%
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARESSOXL—39,074$981.2K0.59%
TESLA INCTSLAConsumer Cyclical2,362$750.3K0.45%
VANGUARD 500 INDEX FUNDVOO—1,160$658.9K0.40%
PALO ALTO NETWORKS INCPANWTechnology3,011$616.2K0.37%
VANGUARD S&P 500 GROWTH INDEX FUNDVOOG—1,316$521.9K0.31%
PROSHARES ULTRAPRO QQQTQQQ—3,041$252.4K0.15%