Kassira Wealth Management LLC - Portfolio overview

Kassira Wealth Management LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 8.99%
2. GOOGL - ALPHABET INC, 8.29%
3. VUG - VANGUARD INDEX FDS, 6.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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