# EDGAR Filing Document

**Accession Number:** 0002027950
**File Stem:** 0002027950-26-000001
**Filing Date:** 2026-1
**Character Count:** 6795
**Document Hash:** b8f1f0ccde89f6677e312e26a57e80d5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002027950-26-000001.hdr.sgml**: 20260122

**ACCESSION NUMBER**: 0002027950-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260122

**DATE AS OF CHANGE**: 20260122

**EFFECTIVENESS DATE**: 20260122

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NRI Wealth Management LC
- **CENTRAL INDEX KEY:** 0002027950

**ORGANIZATION NAME:**
- **EIN:** 454999270

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24267
- **FILM NUMBER:** 26550854

**BUSINESS ADDRESS:**
- **STREET 1:** 5201 GREAT AMERICA PKWY, STE 350
- **CITY:** SANTA CLARA
- **STATE:** CA
- **ZIP:** 95054
- **BUSINESS PHONE:** 4083735570

**MAIL ADDRESS:**
- **STREET 1:** 5201 GREAT AMERICA PKWY, STE 350
- **CITY:** SANTA CLARA
- **STATE:** CA
- **ZIP:** 95054

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** NRI Wealth Management LC<br>**Address:** 5201 GREAT AMERICA PKWY STE 350<br>SANTA CLARA, CA 95054

**Form 13F File Number:** 028-24267

**CRD Number (if applicable):** 000162234

**SEC File Number (if applicable):** 028-24267

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Laddi Singh Jhuty<br>**Title:** CEO<br>**Phone:** 510-818-1424

**Signature, Place, and Date of Signing:**

Laddi Jhuty  Santa Clara, CA  01-22-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 31

**Form 13F Information Table Value Total:** $196063332

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 388076 | 1240 | SH |  | SOLE | 0 | 0 | 0 | 1240 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 8137307 | 25932 | SH |  | SOLE | 0 | 0 | 0 | 25932 |
| AMAZON COM INC | COM | 023135106 |  | 6795490 | 29441 | SH |  | SOLE | 0 | 0 | 0 | 29441 |
| APPLE INC | COM | 037833100 |  | 9721500 | 35759 | SH |  | SOLE | 0 | 0 | 0 | 35759 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4922080 | 9792 | SH |  | SOLE | 0 | 0 | 0 | 9792 |
| BROADCOM INC | COM | 11135F101 |  | 272381 | 787 | SH |  | SOLE | 0 | 0 | 0 | 787 |
| CRYOPORT INC | COM PAR $0.001 | 229050307 |  | 183658 | 19131 | SH |  | SOLE | 0 | 0 | 0 | 19131 |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | 25459W458 |  | 1670475 | 39745 | SH |  | SOLE | 0 | 0 | 0 | 39745 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 19880984 | 166619 | SH |  | SOLE | 0 | 0 | 0 | 166619 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 34169347 | 55622 | SH |  | SOLE | 0 | 0 | 0 | 55622 |
| ISHARES TR | CORE S ETF | 464287200 |  | 19266322 | 28128 | SH |  | SOLE | 0 | 0 | 0 | 28128 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 7516630 | 43911 | SH |  | SOLE | 0 | 0 | 0 | 43911 |
| META PLATFORMS INC | CL A | 30303M102 |  | 5029068 | 7619 | SH |  | SOLE | 0 | 0 | 0 | 7619 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 7502069 | 26285 | SH |  | SOLE | 0 | 0 | 0 | 26285 |
| MICROSOFT CORP | COM | 594918104 |  | 5544340 | 11464 | SH |  | SOLE | 0 | 0 | 0 | 11464 |
| NETFLIX INC | COM | 64110L106 |  | 2586217 | 27583 | SH |  | SOLE | 0 | 0 | 0 | 27583 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 18866536 | 101161 | SH |  | SOLE | 0 | 0 | 0 | 101161 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 320643 | 6082 | SH |  | SOLE | 0 | 0 | 0 | 6082 |
| REVIVA PHARMACEUTCLS HLDGS I | COM | 76152G100 |  | 3175 | 11380 | SH |  | SOLE | 0 | 0 | 0 | 11380 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 200694 | 1394 | SH |  | SOLE | 0 | 0 | 0 | 1394 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2372580 | 5987 | SH |  | SOLE | 0 | 0 | 0 | 5987 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 289134 | 424 | SH |  | SOLE | 0 | 0 | 0 | 424 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 4713537 | 15511 | SH |  | SOLE | 0 | 0 | 0 | 15511 |
| TESLA INC | COM | 88160R101 |  | 690320 | 1535 | SH |  | SOLE | 0 | 0 | 0 | 1535 |
| TIDAL TRUST II | ROUNDHILL GENER | 88636J600 |  | 4529635 | 76826 | SH |  | SOLE | 0 | 0 | 0 | 76826 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 5367142 | 14903 | SH |  | SOLE | 0 | 0 | 0 | 14903 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 377022 | 848 | SH |  | SOLE | 0 | 0 | 0 | 848 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 697529 | 1112 | SH |  | SOLE | 0 | 0 | 0 | 1112 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 224604 | 1176 | SH |  | SOLE | 0 | 0 | 0 | 1176 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 5542056 | 16530 | SH |  | SOLE | 0 | 0 | 0 | 16530 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 18282781 | 24255 | SH |  | SOLE | 0 | 0 | 0 | 24255 |

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