NRI Wealth Management LC - Portfolio overview

NRI Wealth Management LC has 35 reported holdings in this dataset, with the latest filing dated 2026-01-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 17.36%
2. SPMO - INVESCO EXCH TRADED FD TR II, 10.26%
3. IVV - ISHARES TR, 9.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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