Kassira Wealth Management LLC: 13F holdings
CIK 20959722026Q2
| Positions | 63 |
|---|
| Reported value | $124.7m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 63 (+4 vs prior quarter) |
|---|
| Reported value | $124.7m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SGOV ISHARES TR | 117,620 | $11.8m | 9.5% |
| GOOGL ALPHABET INC | 31,020 | $11.1m | 8.9% |
| VUG VANGUARD INDEX FDS | 100,490 | $8.7m | 6.9% |
| NVDA NVIDIA CORPORATION | 40,062 | $8.0m | 6.4% |
| BIL SPDR SERIES TRUST | 76,040 | $7.0m | 5.6% |
| GLD SPDR GOLD TR | 15,492 | $5.7m | 4.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 8,883 | $4.4m | 3.6% |
| AMZN AMAZON COM INC | 18,342 | $4.4m | 3.5% |
| VGSH VANGUARD SCOTTSDALE FDS | 72,930 | $4.2m | 3.4% |
| D DOMINION ENERGY INC | 40,267 | $2.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2095972")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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