account_balance
Investment manager · 13F filer · SEC CIK 2095972
Kassira Wealth Management LLC
Reported value$127Mas of Sep 30, 2026
Positions65 5 new, 3 sold out
Top 10 weight54.7%GOOGL alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
9.5%Added +12%
SGOViShares Tr
8.4%Trimmed −10%
NVDANVIDIA Corp
7.3%
VUGVanguard Index FDS
6.4%Trimmed −10%
BILSPDR Series Trust
5.6%
GLDSPDR Gold Trust
4.6%
AMZNAmazon.com Inc
3.6%
BRK-BBerkshire Hathaway Inc
3.5%
VGSHVanguard Scottsdale FDS
3.4%
PFEPfizer Inc
2.5%
MRVLMarvell Technology, Inc.
2.0%New
XBISPDR Series Trust
1.9%
GOOGLAlphabet Inc.
9.5%Added +12%
SGOViShares Tr
8.4%Trimmed −10%
NVDANVIDIA Corp
7.3%
VUGVanguard Index FDS
6.4%
BILSPDR Series Trust
5.6%
GLDSPDR Gold Trust
4.6%
AMZNAmazon.com Inc
3.6%
BRK-BBerkshire Hathaway Inc
3.5%
VGSH3.4%
PFE2.5%MRVL2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 9.5% Added +12%
SGOV iShares Tr 8.4% Trimmed −10%
NVDA NVIDIA Corp 7.3% HeldVUG Vanguard Index FDS 6.4% Trimmed −10%
BIL SPDR Series Trust 5.6% Held
GLD SPDR Gold Trust 4.6% HeldAMZN Amazon.com Inc 3.6% HeldBRK-B Berkshire Hathaway Inc 3.5% HeldVGSH Vanguard Scottsdale FDS 3.4% Held
PFE Pfizer Inc 2.5% HeldMRVL Marvell Technology, Inc. 2.0% NewXBI SPDR Series Trust 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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