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Rast Gozeh

Kassira Wealth Management Llc

Assets Managed
$108.875M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
2mo ago
Growth Rate
3.29%(2Q avg: 2.42%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kassira Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Kassira Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 108.875M in assets, with a quarterly growth rate of 3.29% and a 2-quarter average growth rate of 2.42%. The portfolio is managed by Rast Gozeh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
New Position
10.02%
$10.908M
108,362 shares@ $100.67 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.18%
9.24%
$10.059M
34,981 shares@ $287.57 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.75%
7.46%
$8.117M
18,583 shares@ $436.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.71%
6.47%
$7.043M
40,383 shares@ $174.41 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -26.09%
5.39%
$5.867M
64,027 shares@ $91.65 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.46%
3.93%
$4.277M
20,536 shares@ $208.28 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 3.92%
3.85%
$4.19M
71,569 shares@ $58.55 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 53.87%
3.68%
$3.998M
8,344 shares@ $479.21 avg price
PFE
Pfizer Inc
Recent Activity
Increased 0.92%
2.8%
$3.046M
108,463 shares@ $28.09 avg price
D
Dominion Energy Inc
Recent Activity
Increased 2.7%
2.29%
$2.485M
40,191 shares@ $61.83 avg price

1-10 of 59