§ 13F · FUND PROFILE
Kassira Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $104M (13F)Positions · 53Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 108K | $11M | 10.0% | NEW |
| 2 | GOOGL | ALPHABET INC | 35K | $10M | 9.2% | ±0% |
| 3 | VUG | VANGUARD INDEX FDS | 19K | $8M | 7.5% | −2% |
| 4 | NVDA | NVIDIA CORPORATION | 40K | $7M | 6.5% | +2% |
| 5 | BIL | SPDR SERIES TRUST | 64K | $6M | 5.4% | −26% |
| 6 | AMZN | AMAZON COM INC | 21K | $4M | 3.9% | −5% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 72K | $4M | 3.8% | +4% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 8K | $4M | 3.7% | +54% |
| 9 | PFE | PFIZER INC | 108K | $3M | 2.8% | +1% |
| 10 | D | DOMINION ENERGY INC | 40K | $2M | 2.3% | +3% |
§ 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 $104 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed