Kassira Wealth Management LLC - Portfolio Stock Holdings
Kassira Wealth Management LLC disclosed 67 stock positions in a recent SEC 13F filing. $124,438,519 of stock holdings were filed, with the largest holdings including SGOV, GOOGL, and VUG. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 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:
June 30, 2026No. of Stocks:
67Est. Stock Holding Value:
$124,438,519Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kassira Wealth Management LLC
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Portfolio Options Holdings - Kassira Wealth Management LLC
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