Kassira Wealth Management LLC — 13F holdings

Kassira Wealth Management LLC reported 64 holdings worth $125M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. SGOV ISHARES TR — $11.8M (9.5%)
2. GOOGL ALPHABET INC — $11.1M (8.9%)
3. VUG VANGUARD INDEX FDS — $8.66M (6.9%)
4. NVDA NVIDIA CORPORATION — $8.26M (6.6%)
5. BIL SPDR SERIES TRUST — $6.97M (5.6%)
6. GLD SPDR GOLD TR — $5.71M (4.6%)
7. BRK.B BERKSHIRE HATHAWAY INC DEL — $4.44M (3.6%)
8. AMZN AMAZON COM INC — $4.37M (3.5%)
9. VGSH VANGUARD SCOTTSDALE FDS — $4.24M (3.4%)
10. D Dominion Energy Inc — $2.75M (2.2%)