Kassira Wealth Management
Kassira Wealth Management reported 65 stocks worth $127M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are GOOGL (9.5%), SGOV (8.4%) and NVDA (7.3%). Compared with Q2 2026, the fund opened new positions in MRVL, FCX and AVGO, added to GOOGL, NVDA and BIL, trimmed SGOV, VUG and GLD and sold out of EGAN, PRIM and BEAM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $12M | 9.5% | 35K | +3,799 (+12%) | 5 of 5 | |
| 2 |  SGOV Ishares TR | $10.6M | 8.4% | 106K | −12K (−10%) | 3 of 5 | |
| 3 |  NVDA Nvidia Corporation | $9.2M | 7.3% | 40K | +205 (+1%) | 5 of 5 | |
| 4 |  VUG Vanguard Index Fds | $8.1M | 6.4% | 90K | −10K (−10%) | 5 of 5 | |
| 5 |  BIL ST Stert Spdr Blmbg 1 3 | $7M | 5.6% | 77K | +836 (+1%) | 5 of 5 | |
| 6 |  GLD Spdr Gold TR | $5.8M | 4.6% | 15K | −132 (−1%) | 5 of 5 | |
| 7 |  AMZN Amazon Com Inc | $4.6M | 3.6% | 18K | No change | 5 of 5 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $4.4M | 3.5% | 8,822 | −61 (−1%) | 5 of 5 | |
| 9 |  VGSH Vanguard Scottsdale Fds | $4.2M | 3.4% | 74K | +718 (+1%) | 5 of 5 | |
| 10 |  PFE Pfizer Inc | $3.1M | 2.5% | 110K | +154 (+0%) | 5 of 5 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kassira Wealth Management 13F FAQ
What does Kassira Wealth Management own?
Kassira Wealth Management reported 65 stocks worth $127M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are GOOGL (9.5%), SGOV (8.4%) and NVDA (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Kassira Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 23 added to, 18 trimmed and 3 sold out. New positions include MRVL, FCX and AVGO. It sold all of EGAN, PRIM and BEAM.
When will Kassira Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kassira Wealth Management's portfolio worth?
The Q3 2026 filing reports $127M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.