Kassira Wealth Management LLC
CIK: 0002095972SEC EDGAR →
Portfolio Value
$105.4M
Holdings
55
As of
Q4 2025
New Positions
53
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 35,047 | $11.0M | 10.41% |
| 2 | VANGUARD INDEX FDS | 18,915 | $9.2M | 8.75% |
| 3 | SPDR SERIES TRUST | 86,633 | $7.9M | 7.51% |
| 4 | NVIDIA CORPORATION | 39,705 | $7.4M | 7.02% |
| 5 | AMAZON COM INC | 21,723 | $5.0M | 4.76% |
| 6 | EXXON MOBIL CORP | 37,943 | $4.6M | 4.33% |
| 7 | VANGUARD SCOTTSDALE FDS | 68,873 | $4.0M | 3.84% |
| 8 | BRITISH AMERN TOB PLC | 58,703 | $3.3M | 3.15% |
| 9 | SPDR GOLD TR | 7,284 | $2.9M | 2.74% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 5,423 | $2.7M | 2.59% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $44.1M | 41.8% |
| Technology | 9 | $13.1M | 12.4% |
| Communication Services | 2 | $11.3M | 10.7% |
| Unknown | 3 | $8.9M | 8.5% |
| Healthcare | 6 | $7.5M | 7.2% |
| Consumer Cyclical | 1 | $5.0M | 4.8% |
| Utilities | 3 | $4.6M | 4.4% |
| Energy | 1 | $4.6M | 4.3% |
| Industrials | 7 | $3.5M | 3.4% |
| Consumer Defensive | 1 | $1.3M | 1.2% |
| Real Estate | 1 | $1.0M | 0.9% |
| Basic Materials | 1 | $527K | 0.5% |