Kassira Wealth Management LLC Portfolio Holdings

Kassira Wealth Management LLC

  • $104 Billion
  • Q3 2025

Kassira Wealth Management LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $9.88B, Alphabet Inc. with a value of $8.74B, Spdr Bloomberg 1 3 Month T Bil with a value of $8.17B, Nvidia Corp with a value of $7.25B, and Amazon Com Inc with a value of $4.83B.

Examining the 13F form we can see an increase of $104B in the current position value.

Kassira Wealth Management LLC is based out at Knoxville, TN

Below you can find more details about Kassira Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
ETFs: $48.9 Billion
Technology: $13.7 Billion
Communication Services: $8.74 Billion
Healthcare: $6.26 Billion
Consumer Cyclical: $4.83 Billion
Consumer Defensive: $4.34 Billion
Utilities: $4.18 Billion
Energy: $4.18 Billion
Other: $7.02 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $104 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 53 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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