Entity Type
Company
Filer Snapshot
Kassira Wealth Management LLC
CIK 0002095972. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
3
Latest Filing
01 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$108.87M
59 holdings for Q1 2026
Open portfolioLargest parsed holding
SGOV
$10.91M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 01 May 2026 for CIK 0002095972.
- Business address
- 10207 Thimble Fields Dr, Knoxville, TN, 37922
- Top 13F securities
- SGOV GOOGL VUG NVDA BIL AMZN VGSH BRKB PFE D VGIT GLD +8 more
- State of incorporation
- TN
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about Kassira Wealth Management LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $108.87M across 59 reported holdings for Q1 2026.
- Largest parsed 13F holding: SGOV at $10.91M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
39%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$41.99M
Compared with $108.87M total 13F value.
Top 5 net change
+$8.79M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: SGOV ยท Largest trim: XOM
SGOV
GOOGL
VUG
NVDA
BIL
Other holdings
Latest update
What changed recently for Kassira Wealth Management LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
01 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.
Benchmark Context
Benchmark context for this company
Kassira Wealth Management LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0002095972 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
3
First seen
07 Nov 2025
Latest filing
01 May 2026
Entity
Company
Observed form types
13F-HR
Latest Filings
Recent SEC filings for Kassira Wealth Management LLC with direct links to document and filing folders.
13F-HR
File 028-25826
13F-HR filing
- Filing date
- 01 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-25826
13F-HR filing
- Filing date
- 03 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-25826
13F-HR filing
- Filing date
- 07 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing