NRI Wealth Management LC

SEC 13F Filing Analysis: NRI Wealth Management LC Report Period: Q4 2025 (Ended December 31, 2025)

1. Portfolio Overview

NRI Wealth Management LC manages a concentrated portfolio totaling approximately $196.06 million across 31 holdings. The firm reported a positive quarter, growing assets by 4.8% from the previous quarter's $187.09 million. The portfolio exhibits a "Core and Satellite" structure, utilizing broad-market ETFs for stability while allocating significant capital to high...