Kassira Wealth Management LLC
โขCIK: 2095972โขFiling: Q4 2025
**Kassira Wealth Management LLC** is a sophisticated multi-strategy manager overseeing $105M across 55 distinct positions. The portfolio exhibits a notable tilt toward mega-cap technology and growth equities, evidenced by the top holdings including GOOGL ($11.0M) and VUG ($9.2M). Significant allocations are also maintained in defensive and core assets, such as BIL ($7.9M) and VGSH ($4.0M). This structure suggests a disciplined approach balancing high-growth exposure with stability across major sectors.
Total AUM
$105.4M
QoQ Performance
+1.5%
Positions
43
Top 10 Concentration
55.1%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
VUG
BIL
NVDA
GOOGL10.4%
VUG8.8%
BIL7.5%
NVDA7.0%
AMZN4.8%
XOM4.3%
VGSH3.8%
BMTA3.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other58.0%
Technology19.0%
Healthcare6.4%
Consumer6.0%
Energy4.3%
Financial2.6%
Utilities2.4%
ETF0.8%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
โ22 increased
โ21 decreased
Historical Filings
Q4 2025Q3 2025