Kassira Wealth Management LLC
Q4 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
55
- Value ($000)
$105,415
- Date Filed02/03/2026
- Form type13F-HR
- CIK0002095972
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 02079K305 | $10.97M | 10 % | 35,047 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.23M | 9 % | 18,915 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $7.92M | 8 % | 86,633 | ||
NVIDIA CORPORATION | COM | 67066G104 | $7.4M | 7 % | 39,705 | ||
AMAZON COM INC | COM | 023135106 | $5.01M | 5 % | 21,723 | ||
EXXON MOBIL CORP | COM | 30231G102 | $4.57M | 4 % | 37,943 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $4.04M | 4 % | 68,873 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | $3.32M | 3 % | 58,703 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $2.89M | 3 % | 7,284 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2.73M | 3 % | 5,423 |
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