DOSSIER · 13F-HR · Q2 2026

Kassira Wealth Management LLC

$125M in tracked AUM across 64 positions as of Q2 2026.

KW
CIK 0002095972 · last filed Jun 30, 2026
Total AUM
$125M
as of Q2 2026
Holdings
64
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Kassira Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SGOV
ISHARES TR
$12M118K9.5%
02
GOOGL
ALPHABET INC
$11M31K8.9%
03
VUG
VANGUARD INDEX FDS
$9M100K6.9%
04
NVDA
NVIDIA CORPORATION
$8M41K6.6%
05
BIL
SPDR SERIES TRUST
$7M76K5.6%
06
GLD
SPDR GOLD TR
$6M15K4.6%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M9K3.6%
08
AMZN
AMAZON COM INC
$4M18K3.5%
09
VGSH
VANGUARD SCOTTSDALE FDS
$4M73K3.4%
10
D
DOMINION ENERGY INC
$3M40K2.2%

Filing history

2026Q2Jun 30
$125M 14.5%
64 positionsView →
2026Q1Mar 31
$109M 3.3%
59 positionsView →
2025Q4Dec 31
$105M 82.5%
55 positionsView →
2025Q3Sep 30
$58M
22 positionsView →