Kassira Wealth Management LLC
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 105,415
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 55 | 105,415 | 13F-HR | Kassira Wealth Management LLC |
| Q3 2025 | 11/7/2025 | 53 | 103,811 | 13F-HR | Kassira Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 89.51 K | 84.9% | 3.827 K | 0 | 3.827 K |
| ETFs | 15.91 K | 15.1% | 0 | 2.221 K | -2.221 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
105,415
Holdings
55
QoQ value change ($000)
1,604
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.