13F Filings History of Kassira Wealth Management LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$105,414,791
Signature - Title
Rast Gozeh - Chief Investment Officer
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by Kassira Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kassira Wealth Management LLC reported 55 stock holdings with total value $105,414,791 as of Q4 2025. Top holdings included GOOGL, VUG, BIL, NVDA, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 55 $105,414,791 +$6,091,967 -$6,442,847 -$350,880 GOOGL, VUG, BIL, NVDA, AMZN 13F-HR 03 Feb 2026, 11:06
Q3 2025 53 $103,810,970 $0 $0 $0 VUG, GOOGL, BIL, NVDA, AMZN 13F-HR 07 Nov 2025, 11:52