Kassira Wealth Management LLC - Portfolio Stock Holdings
Kassira Wealth Management LLC disclosed 68 stock positions in a recent SEC 13F filing. $99,982,986 of stock holdings were filed, with the largest holdings including SGOV, GOOGL, and NVDA. This filing represented positions held on March 31, 2026, and was filed on April 30, 2026.We estimate the fund has a total AUM of $135,916,502 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
68Est. Stock Holding Value:
$99,982,986Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kassira Wealth Management LLC
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% of Portfolio
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