Long-term investor
Kassira Wealth Management LLC @kassirawealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002095972).
Record
- Tracked since 2025-12-31 (257 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.6%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SGOV · 9.5% · long · since 2026-03-31
- GOOGL · 8.9% · long · since 2025-12-31
- VUG · 6.9% · long · since 2025-12-31
- NVDA · 6.6% · long · since 2025-12-31
- BIL · 5.6% · long · since 2025-12-31
- GLD · 4.6% · long · since 2025-12-31
- BRK-B · 3.6% · long · since 2025-12-31
- AMZN · 3.5% · long · since 2025-12-31
- VGSH · 3.4% · long · since 2025-12-31
- D · 2.2% · long · since 2025-12-31
- PFE · 2.1% · long · since 2025-12-31
- VOT · 2.0% · long · since 2025-12-31