Institutional Fund
Kassira Wealth Management LLC
Knoxville, TNCIK 20959723 filings on record
Portfolio Value
$108.87M
Q1 2026
Holdings
59
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+3.3%
from $105.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.0%
- Alphabet Inc9.2%
- Vanguard Index Fds7.5%
- Nvidia Corporation6.5%
- Spdr Series Trust5.4%
- Amazon Com Inc3.9%
- Other57.5%
Portfolio Holdings
59 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 108.4K | $10.91M | 10.0% | +108.4K | New |
| 2 | Alphabet Inc | 35.0K | $10.06M | 9.2% | −66 | Reduced |
| 3 | Vanguard Index Fds | 18.6K | $8.12M | 7.5% | −332 | Reduced |
| 4 | Nvidia Corporation | 40.4K | $7.04M | 6.5% | +678 | Added |
| 5 | Spdr Series Trust | 64.0K | $5.87M | 5.4% | −22.6K | Reduced |
| 6 | Amazon Com Inc | 20.5K | $4.28M | 3.9% | −1.2K | Reduced |
| 7 | Vanguard Scottsdale Fds | 71.6K | $4.19M | 3.8% | +2.7K | Added |
| 8 | Berkshire Hathaway Inc Del | 8.3K | $4.00M | 3.7% | +2.9K | Added |
| 9 | Pfizer Inc | 108.5K | $3.05M | 2.8% | +982 | Added |
| 10 | Dominion Energy Inc | 40.2K | $2.48M | 2.3% | +1.1K | Added |
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