StockDriftsStockDriftsTop 50 Kassira Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 9.52% | 117.6K | $11.8M | +8.54%(+9.26K) | $100.53(-0.03%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.91% | 31.0K | $11.1M | -11.32%(-3.96K) | $209.67(+67.63%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.96% | 100.5K | $8.7M | -9.87%(-11.01K) | $76.50(+16.42%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.44% | 40.1K | $8.0M | -0.79%(-321) | $172.72(+27.64%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 5.6% | 76.0K | $7.0M | +18.76%(+12.01K) | $91.72(-0.26%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.59% | 15.5K | $5.7M | +195.59%(+10.25K) | $370.83(+8.83%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.57% | 8.9K | $4.4M | +6.46%(+539) | $488.84(+7.06%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.51% | 18.3K | $4.4M | -10.68%(-2.19K) | $219.48(+25.27%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.41% | 72.9K | $4.2M | +1.90%(+1.36K) | $58.80(-1.28%) | 2026-06-30 | |
| D | DOMINION ENERGY INC | 2.21% | 40.3K | $2.7M | +0.19%(+76) | $59.00(+14.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.22% |
Kassira Wealth Management LLC reports $124.68M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (9.5%), GOOGL (8.9%) and VUG (7.0%). The top 20 holdings account for 73.14% of reported assets. Its disclosed equity book has returned +13.97% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kassira Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095972). View Kassira Wealth Management LLC’s 13F filings on SEC