Kassira Wealth Management LLC
RIA/Wealth
Kassira Wealth Management LLC is a RIA/Wealth led by Gassan Joseph Kassira, reporting $107.5M in AUM as of Q3 2025 with 42% ETF concentration and 53% concentrated in top 10 holdings.
Managing PartnerGassan Joseph Kassira
- Portfolio Value
- $103.8M
- Positions
- 53
- Top Holding
- VUG at 9.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kassira Wealth Management LLC's portfolio (53.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.9M | 9.52% | +$9.9M New | — 20.6K shares | |
Internet Content & Information Communication Services | $8.7M | 8.42% | +$8.7M New | 0.00% 36.0K shares | |
ETF ETF | $8.2M | 7.87% | +$8.2M New | — 89.0K shares | |
Semiconductors Technology | $7.3M | 6.99% | +$7.3M New | 0.00% 38.9K shares | |
Specialty Retail Consumer Cyclical | $4.8M | 4.66% | +$4.8M New | 0.00% 22.0K shares | |
Oil & Gas Integrated Energy | $4.2M | 4.03% | +$4.2M New | 0.00% 37.1K shares | |
ETF ETF | $3.6M | 3.49% | +$3.6M New | — 61.5K shares | |
Unknown Unknown | $3.2M | 3.07% | +$3.2M New | — 60.1K shares | |
Drug Manufacturers - General Healthcare | $2.8M | 2.68% | +$2.8M New | 0.00% 109.4K shares | |
Unknown Unknown | $2.6M | 2.48% | +$2.6M New | — 7.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kassira Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
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Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Kassira Wealth Management LLC
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