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Kassira Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    53

  • Value ($000)

    $103,811

  • Date Filed
    11/07/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$9.88M
10 %

20,607

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.74M
8 %

35,962

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$8.17M
8 %

89,035

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.25M
7 %

38,872

A
AMZN

AMAZON COM INC

COM
023135106
$4.83M
5 %

22,010

X
XOM

EXXON MOBIL CORP

COM
30231G102
$4.18M
4 %

37,069

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$3.62M
4 %

61,538

B
BMTA

BRITISH AMERN TOB PLC

SPONSORED ADR
110448107
$3.19M
3 %

60,077

P
PFE

PFIZER INC

COM
717081103
$2.79M
3 %

109,388

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$2.57M
3 %

7,237

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