Kassira Wealth Management LLC
CIK 2095972 · Holdings on Sep 30, 2025 · First reported Nov 7, 2025
Top ten holdings
Q3 2025- VUG9.52%
- GOOGL8.42%
- BIL7.87%
- NVDA6.99%
- AMZN4.66%
- EXMOC4.03%
- VGSH3.49%
- BTI3.07%
- PFE2.68%
- GLD2.48%
Share classes counted separately53.21%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $9.88M | 9.52% | 20.61K shares | Prior unavailable — | — | ↗▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $8.74M | 8.42% | 35.96K shares | Prior unavailable — | — | ↗▾ |
| 03 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $8.17M | 7.87% | 89.03K shares | Prior unavailable — | — | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $7.25M | 6.99% | 38.87K shares | Prior unavailable — | — | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $4.83M | 4.66% | 22.01K shares | Prior unavailable — | — | ↗▾ |
| 06 | EXMOCEXXON MOBIL CORP View history and evidence | $4.18M | 4.03% | 37.07K shares | Prior unavailable — | — | ↗▾ |
| 07 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $3.62M | 3.49% | 61.54K shares | Prior unavailable — | — | ↗▾ |
| 08 | BTIBRITISH AMERICAN TOB-SP ADRSPONSORED ADR View history and evidence | $3.19M | 3.07% | 60.08K shares | Prior unavailable — | — | ↗▾ |
| 09 | PFEPFIZER INC View history and evidence | $2.79M | 2.68% | 109.39K shares | Prior unavailable — | — | ↗▾ |
| 10 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $2.57M | 2.48% | 7.24K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2095972 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 103810970
}Research all 53 reported holdings.
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