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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.67T
$8.74 Billion 8.42% of portfolio
35,962
Q3 2025 New
$469B
$7.25 Billion 6.99% of portfolio
38,872
Q3 2025 New
$2.49T
$4.83 Billion 4.66% of portfolio
22,010
Q3 2025 New
$489B
$4.18 Billion 4.03% of portfolio
37,069
Q3 2025 New
$122B
$3.19 Billion 3.07% of portfolio
60,077
Q3 2025 New
$137B
$2.79 Billion 2.68% of portfolio
109,388
Q3 2025 New
$65.9B
$2.23 Billion 2.15% of portfolio
10,379
Q3 2025 New
$51.3B
$2.14 Billion 2.06% of portfolio
34,968
Q3 2025 New
$117B
$2.05 Billion 1.97% of portfolio
6,217
Q3 2025 New
$635B
$1.88 Billion 1.81% of portfolio
3,742
Q3 2025 New
$387B
$1.74 Billion 1.67% of portfolio
7,498
Q3 2025 New
$1.61B
$1.61 Billion 1.55% of portfolio
132,027
Q3 2025 New
$377B
$1.45 Billion 1.4% of portfolio
8,979
Q3 2025 New
$3.7T
$1.27 Billion 1.22% of portfolio
2,446
Q3 2025 New
$278B
$1.15 Billion 1.11% of portfolio
11,195
Q3 2025 New
$4.1B
$1.11 Billion 1.07% of portfolio
3,634
Q3 2025 New
$4.3B
$1.02 Billion 0.98% of portfolio
15,745
Q3 2025 New
$149B
$500 Million 0.48% of portfolio
1,335
Q3 2025 New
$55.2B
$456 Million 0.44% of portfolio
41,989
Q3 2025 New
$19.1B
$458 Million 0.44% of portfolio
979
Q3 2025 New
$99.3B
$391 Million 0.38% of portfolio
8,662
Q3 2025 New
$171B
$323 Million 0.31% of portfolio
1,143
Q3 2025 New
$181B
$287 Million 0.28% of portfolio
400
Q3 2025 New
$4.31T
$264 Million 0.25% of portfolio
1,038
Q3 2025 New
$12.9B
$243 Million 0.23% of portfolio
2,655
Q3 2025 New
$5.66B
$228 Million 0.22% of portfolio
1,081
Q3 2025 New
$297B
$219 Million 0.21% of portfolio
460
Q3 2025 New
$85.8B
$223 Million 0.21% of portfolio
1,134
Q3 2025 New

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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