§ 13F · FUND PROFILE
Kassira Wealth Management LLC.
AUM · $125M (13F)Positions · 64Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 118K | $12M | 9.5% | +9% |
| 2 | GOOGL | ALPHABET INC | 31K | $11M | 8.9% | −11% |
| 3 | VUG | VANGUARD INDEX FDS | 100K | $9M | 6.9% | +441% |
| 4 | NVDA | NVIDIA CORPORATION | 40K | $8M | 6.4% | ±0% |
| 5 | BIL | SPDR SERIES TRUST | 76K | $7M | 5.6% | +19% |
| 6 | GLD | SPDR GOLD TR | 15K | $6M | 4.6% | +196% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4M | 3.6% | +6% |
| 8 | AMZN | AMAZON COM INC | 18K | $4M | 3.5% | −11% |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 73K | $4M | 3.4% | +2% |
| 10 | D | DOMINION ENERGY INC | 40K | $3M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KASSIRA SIGNAL
AC read
Kassira Wealth Management LLC is a Other fund managing $125 million in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →