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Kassira Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    59

  • Value ($000)

    $108,875

  • Date Filed
    05/01/2026
  • Form type
    13F-HR
  • CIK
    0002095972
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$10.91M
10 %

108,362

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.06M
9 %

34,981

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$8.12M
8 %

18,583

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.04M
7 %

40,383

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$5.87M
5 %

64,027

A
AMZN

AMAZON COM INC

COM
023135106
$4.28M
4 %

20,536

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$4.19M
4 %

71,569

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4M
4 %

8,344

P
PFE

PFIZER INC

COM
717081103
$3.05M
3 %

108,463

D
D

DOMINION ENERGY INC

COM
25746U109
$2.48M
2 %

40,191

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