NRI Wealth Management LC
Annual return '25
+21.9%
SPY '25
+17.7%
Alpha
+4.2ptsvs SPY
Invested
$196.1M
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 77%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: New position (2.0k shares)
17.4%
02
$SPMO
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
10.1%
03
$IVV
ISHARES TR
Held since at least Q1 2024
9.8%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (10.7k shares)
9.6%
05
$VGT
VANGUARD WORLD FD
Q1 2026: New position (1.9k shares)
9.3%
06
$AAPL
APPLE INC
Q1 2026: New position (16.5k shares)
5.0%
07
$GOOG
ALPHABET INC
Q1 2026: New position (1.5k shares)
4.2%
08
$LRCX
LAM RESEARCH CORP
Held since at least Q1 2024
3.8%
09
$MU
MICRON TECHNOLOGY INC
Held since at least Q1 2024
3.8%
10
$AMZN
AMAZON COM INC
Q1 2026: New position (4.8k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:22 UTC.