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Kassira Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    knoxville, TN
  • CIK
    0002095972
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

59

$108.88M
SGOV, GOOGL, VUG, NVDA
13F-HR
May 1, 2026
000209597226000002

55

$105.42M
GOOGL, VUG, KRE, NVDA
13F-HR
Feb 3, 2026
000209597226000001

53

$103.81M
VUG, GOOGL, KRE, NVDA
13F-HR
Nov 7, 2025
000209597225000001
Kassira Wealth Management Llc 13F Filings