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Nemes Rush Group LLC
Nemes Rush Group LLC is a Michigan-based registered investment adviser founded in 2021 and headquartered in Novi, MI. The firm is owned by Charles Nemes, Timothy Rush, Brian Nemes, and Christopher Nemes. With a team of 12-13 employees, NRG delivers wealth management and financial planning services for a select group of clients, primarily serving high-net-worth families, medical professionals, entrepreneurs, and corporate executives. Assets under management exceed $1.07 billion as of mid-2025. The firm offers portfolio management, retirement planning, estate planning, and investment management services, tailoring solutions to individual needs.
Investment Strategy
Nemes Rush Group provides comprehensive wealth management, financial planning, and investment advisory services. Their approach includes evaluating client financial situations, defining goals and risk tolerance, and developing tailored recommendations through in-depth interviews and questionnaires. Investment management services cover asset allocation, portfolio construction, and continuous monitoring, focusing on long-term growth while aligning strategies with each client's objectives and risk profile. They serve mainly high-net-worth individuals but also provide services for charitable organizations, pension/profit sharing plans, and some corporate clients.
Latest 13F Filing Activity
Nemes Rush Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 712 equity positions and 5 options positions with a total 13F market value of $918M. The fund increased holdings in Nvidia Corporation, D R Horton Incorporated, Meta Platforms Incorporated Class A among other positions. Nemes Rush Group LLC reduced exposure to Targa Res Corporation, Best Buy Incorporated, Fiserv Incorporated among others.
Top Holdings
Equity Positions (712)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INCORPORATED | 5.22% | $48.0M | 173,956 | $216.72 | $275.65 | +$8.2M |
A AAPL | APPLE INCORPORATED | 4.58% | $42.1M | 205,135 | $194.98 | $205.17 | -$3.3M |
M MSFT | MICROSOFT CORPORATION | 4.45% | $40.9M | 82,131 | $350.01 | $497.41 | +$11.3M |
J JPM | JPMORGAN CHASE & COMPANY. | 3.53% | $32.4M | 111,909 | $148.83 | $289.91 | +$1.8M |
N NVDA | NVIDIA CORPORATION | 3.50% | $32.1M | 203,343 | $131.90 | $157.99 | +$14.9M |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BABA | ALIBABA GROUP HLDG LTD JAN 100 EXP 01/16/26 100 BABA 95.00 | — | Call | $411.0K | 2 | $113.41 | $118.55 | 0 | -$368.0K |
T TSLA | TESLA INCORPORATED JAN 350 EXP 01/16/26 100 TSLA | — | Call | $326.6K | 1 | $317.66 | $259.16 | 0 | +$74.6K |
A AMZN | AMAZON COM INCORPORATED JAN 225 EXP 01/16/26 100 AMZN | New | Call | $299.3K | 2 | $219.39 | $219.39 | +1.5 | +$299.3K |
J JD | JD.COM INC SPON ADR JAN 40 EXP 01/16/26 100 JD | — | Call | $56.7K | 3 | $32.64 | $34.67 | 0 | -$163.8K |
C CRNC | CERENCE INCORPORATED JAN 15 EXP 01/16/26 100 CRNC | — | Call | $42.0K | 3 | $10.21 | $7.90 | 0 | +$4.5K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
B Brian Nemes | Partner | Detroit, MI , United States |
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