Kassira Wealth Management LLC
Q3 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
53
- Value ($000)
$103,811
- Date Filed 11/07/2025
- Form type13F-HR
- CIK 0002095972
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.88M | 10 % | 20,607 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $8.74M | 8 % | 35,962 | ||
K SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $8.17M | 8 % | 89,035 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $7.25M | 7 % | 38,872 | ||
A AMAZON COM INC | COM | 023135106 | $4.83M | 5 % | 22,010 | ||
X EXXON MOBIL CORP | COM | 30231G102 | $4.18M | 4 % | 37,069 | ||
V VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $3.62M | 4 % | 61,538 | ||
B BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | $3.19M | 3 % | 60,077 | ||
P PFIZER INC | COM | 717081103 | $2.79M | 3 % | 109,388 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $2.57M | 3 % | 7,237 |
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